| | | | | | | | |
| Registrant : | George Putnam Balanced Fund | | | |
| Fund Name : | George Putnam Balanced Fund | | | |
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| Abbott Laboratories | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABT | CUSIP 002824100 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Claire Babineaux-Fontenot | | Mgmt | For | For | For |
| | 3 | Elect Sally E. Blount | | Mgmt | For | For | For |
| | 4 | Elect Robert B. Ford | | Mgmt | For | For | For |
| | 5 | Elect Paola Gonzalez | | Mgmt | For | For | For |
| | 6 | Elect Michelle A. Kumbier | | Mgmt | For | For | For |
| | 7 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 8 | Elect Nancy McKinstry | | Mgmt | For | For | For |
| | 9 | Elect Michael G. O'Grady | | Mgmt | For | For | For |
| | 10 | Elect Michael F. Roman | | Mgmt | For | For | For |
| | 11 | Elect Daniel J. Starks | | Mgmt | For | For | For |
| | 12 | Elect John G. Stratton | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
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| AbbVie Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ABBV | CUSIP 00287Y109 | | 05/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert J. Alpern | | Mgmt | For | For | For |
| | 2 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 3 | Elect Frederick H. Waddell | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
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| Advanced Micro Devices, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMD | CUSIP 007903107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nora M. Denzel | | Mgmt | For | For | For |
| | 2 | Elect D. Mark Durcan | | Mgmt | For | For | For |
| | 3 | Elect Michael P. Gregoire | | Mgmt | For | For | For |
| | 4 | Elect Joseph A. Householder | | Mgmt | For | For | For |
| | 5 | Elect John W. Marren | | Mgmt | For | For | For |
| | 6 | Elect Jon A. Olson | | Mgmt | For | For | For |
| | 7 | Elect Lisa T. Su | | Mgmt | For | For | For |
| | 8 | Elect Abhijit Y. Talwalkar | | Mgmt | For | For | For |
| | 9 | Elect Elizabeth W. Vanderslice | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Agnico Eagle Mines Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEM | CUSIP 008474108 | | 04/28/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Leona Aglukkaq | | Mgmt | For | For | For |
| | 1.2 | Elect Ammar Al-Joundi | | Mgmt | For | For | For |
| | 1.3 | Elect Sean Boyd | | Mgmt | For | For | For |
| | 1.4 | Elect Martine A. Celej | | Mgmt | For | For | For |
| | 1.5 | Elect Robert J. Gemmell | | Mgmt | For | For | For |
| | 1.6 | Elect Jonathan Gill | | Mgmt | For | For | For |
| | 1.7 | Elect Peter Grosskopf | | Mgmt | For | For | For |
| | 1.8 | Elect Elizabeth Lewis-Gray | | Mgmt | For | For | For |
| | 1.9 | Elect Deborah McCombe | | Mgmt | For | For | For |
| | 1.10 | Elect Jeffrey Parr | | Mgmt | For | For | For |
| | 1.11 | Elect J. Merfyn Roberts | | Mgmt | For | For | For |
| | 1.12 | Elect Jamie C. Sokalsky | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| AIA Group Limited | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | 1299 | CINS Y002A1105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Hong Kong | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Accounts and Reports | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Edmund TSE Sze Wing | | Mgmt | For | For | For |
| | 6 | Elect Jack SO Chak Kwong | | Mgmt | For | For | For |
| | 7 | Elect Lawrence LAU Juen-Yee | | Mgmt | For | For | For |
| | 8 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 9 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 10 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 11 | Directors' Fees | | Mgmt | For | For | For |
| | 12 | Amendment to the Share Option Scheme | | Mgmt | For | For | For |
| | 13 | Adoption of Amended Restricted Share Unit Scheme | | Mgmt | For | For | For |
| | 14 | Adoption of the Amended Employee Share Purchase Plan | | Mgmt | For | For | For |
| | 15 | Adoption of the Amended Agency Share Purchase Plan | | Mgmt | For | For | For |
| | 16 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
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| Alamos Gold Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGI | CUSIP 011532108 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Elaine Ellingham | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect David Fleck | | Mgmt | For | For | For |
| | 1.3 | Elect David Gower | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Claire Kennedy | | Mgmt | For | For | For |
| | 1.5 | Elect John A. McCluskey | | Mgmt | For | For | For |
| | 1.6 | Elect Monique Mercier | | Mgmt | For | For | For |
| | 1.7 | Elect Paul J. Murphy | | Mgmt | For | For | For |
| | 1.8 | Elect J. Robert S. Prichard | | Mgmt | For | For | For |
| | 1.9 | Elect Shaun A. Usmar | | Mgmt | For | For | For |
| | 2 | Appointment of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Emily Peterson Alva | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Shane M. Cooke | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Richard Gaynor | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Cato T. Laurencin | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Brian P. McKeon | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Richard F. Pops | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | For | TNA | N/A |
| | 8 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | Withhold | TNA | N/A |
| | 9 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | Withhold | TNA | N/A |
| | 10 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 12 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | For | TNA | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | TNA | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | TNA | N/A |
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| Alkermes plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ALKS | CUSIP G01767105 | | 06/29/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dissident Nominee Patrice Bonfiglio | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Dissident Nominee Alexander J. Denner | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Dissident Nominee Sarah J. Schlesinger | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Emily Peterson Alva | | Mgmt | N/A | For | N/A |
| | 5 | Elect Management Nominee Cato T. Laurencin | | Mgmt | N/A | For | N/A |
| | 6 | Elect Management Nominee Brian P. McKeon | | Mgmt | N/A | For | N/A |
| | 7 | Elect Management Nominee Christopher I. Wright | | Mgmt | N/A | For | N/A |
| | 8 | Elect Management Nominee Shane M. Cooke | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Richard Gaynor | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Richard F. Pops | | Mgmt | N/A | Withhold | N/A |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | N/A | For | N/A |
| | 12 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 13 | Amendment to the 2018 Stock Option and Incentive Plan | | Mgmt | N/A | For | N/A |
| | 14 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | N/A | For | N/A |
| | 15 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | N/A | Against | N/A |
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| Alphabet Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GOOGL | CUSIP 02079K305 | | 06/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Larry Page | | Mgmt | For | For | For |
| | 2 | Elect Sergey Brin | | Mgmt | For | For | For |
| | 3 | Elect Sundar Pichai | | Mgmt | For | For | For |
| | 4 | Elect John L. Hennessy | | Mgmt | For | For | For |
| | 5 | Elect Frances H. Arnold | | Mgmt | For | For | For |
| | 6 | Elect R. Martin Chavez | | Mgmt | For | For | For |
| | 7 | Elect L. John Doerr | | Mgmt | For | For | For |
| | 8 | Elect Roger W. Ferguson, Jr. | | Mgmt | For | For | For |
| | 9 | Elect Ann Mather | | Mgmt | For | Against | Against |
| | 10 | Elect K. Ram Shriram | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Amendment to the 2021 Stock Plan | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | For | Against |
| | 22 | Shareholder Proposal Regarding Algorithm Disclosures | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Content Governance Report | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
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| Altria Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MO | CUSIP 02209S103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ian L.T. Clarke | | Mgmt | For | For | For |
| | 2 | Elect Marjorie M. Connelly | | Mgmt | For | For | For |
| | 3 | Elect R. Matt Davis | | Mgmt | For | For | For |
| | 4 | Elect William F. Gifford, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Jacinto J. Hernandez | | Mgmt | For | For | For |
| | 6 | Elect Debra J. Kelly-Ennis | | Mgmt | For | For | For |
| | 7 | Elect Kathryn B. McQuade | | Mgmt | For | For | For |
| | 8 | Elect George Munoz | | Mgmt | For | For | For |
| | 9 | Elect Nabil Y. Sakkab | | Mgmt | For | For | For |
| | 10 | Elect Virginia E. Shanks | | Mgmt | For | For | For |
| | 11 | Elect Ellen R. Strahlman | | Mgmt | For | For | For |
| | 12 | Elect M. Max Yzaguirre | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Civil Rights Audit | | ShrHoldr | Against | Against | For |
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| Amazon.com, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMZN | CUSIP 023135106 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey P. Bezos | | Mgmt | For | For | For |
| | 2 | Elect Andrew R. Jassy | | Mgmt | For | For | For |
| | 3 | Elect Keith B. Alexander | | Mgmt | For | For | For |
| | 4 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 5 | Elect Jamie S. Gorelick | | Mgmt | For | For | For |
| | 6 | Elect Daniel P. Huttenlocher | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McGrath | | Mgmt | For | For | For |
| | 8 | Elect Indra K. Nooyi | | Mgmt | For | For | For |
| | 9 | Elect Jonathan J. Rubinstein | | Mgmt | For | For | For |
| | 10 | Elect Patricia Q. Stonesifer | | Mgmt | For | For | For |
| | 11 | Elect Wendell P. Weeks | | Mgmt | For | For | For |
| | 12 | Ratification of Auditor | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 14 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Amendment to the 1997 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Customer Due Diligence | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | | ShrHoldr | Against | Against | For |
| | 29 | Shareholder Proposal Regarding Formation of Public Policy Committee | | ShrHoldr | Against | Against | For |
| | 30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | | ShrHoldr | Against | Against | For |
| | 31 | Shareholder Proposal Regarding Report on Working Conditions | | ShrHoldr | Against | Against | For |
| | 32 | Shareholder Proposal Regarding Report on Plastic Packaging | | ShrHoldr | Against | Against | For |
| | 33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | | ShrHoldr | Against | Against | For |
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| Ameren Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AEE | CUSIP 023608102 | | 05/11/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Warner L. Baxter | | Mgmt | For | For | For |
| | 2 | Elect Cynthia J. Brinkley | | Mgmt | For | For | For |
| | 3 | Elect Catherine S. Brune | | Mgmt | For | For | For |
| | 4 | Elect J. Edward Coleman | | Mgmt | For | For | For |
| | 5 | Elect Ward H. Dickson | | Mgmt | For | For | For |
| | 6 | Elect Noelle K. Eder | | Mgmt | For | For | For |
| | 7 | Elect Ellen M. Fitzsimmons | | Mgmt | For | For | For |
| | 8 | Elect Rafael Flores | | Mgmt | For | For | For |
| | 9 | Elect Richard J. Harshman | | Mgmt | For | For | For |
| | 10 | Elect Craig S. Ivey | | Mgmt | For | For | For |
| | 11 | Elect James C. Johnson | | Mgmt | For | For | For |
| | 12 | Elect Martin J. Lyons, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Steven H. Lipstein | | Mgmt | For | For | For |
| | 14 | Elect Leo S. Mackay, Jr. | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | | ShrHoldr | Against | Against | For |
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| American Tower Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMT | CUSIP 03027X100 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Thomas A. Bartlett | | Mgmt | For | For | For |
| | 2 | Elect Kelly C. Chambliss | | Mgmt | For | For | For |
| | 3 | Elect Teresa H. Clarke | | Mgmt | For | For | For |
| | 4 | Elect Raymond P. Dolan | | Mgmt | For | For | For |
| | 5 | Elect Kenneth R. Frank | | Mgmt | For | For | For |
| | 6 | Elect Robert D. Hormats | | Mgmt | For | For | For |
| | 7 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 8 | Elect Craig Macnab | | Mgmt | For | For | For |
| | 9 | Elect JoAnn A. Reed | | Mgmt | For | For | For |
| | 10 | Elect Pamela D.A. Reeve | | Mgmt | For | For | For |
| | 11 | Elect Bruce L. Tanner | | Mgmt | For | For | For |
| | 12 | Elect Samme L. Thompson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 |
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| Apollo Global Management, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | APO | CINS 03769M106 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Marc A. Beilinson | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Scott Kleinman | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director A.B. Krongard | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Pauline Richards | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director Marc Rowan | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director David Simon | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Lynn Swann | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director James Zelter | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director James R. Belardi | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Jessica Bibliowicz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Walter (Jay) Clayton, III | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director Michael Ducey | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Richard Emerson | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Kerry Murphy Healey | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Mitra Hormozi | | Mgmt | For | Withhold | Against |
| | 16 | Elect Director Pamela Joyner | | Mgmt | For | Withhold | Against |
| | 17 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
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| Apple Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AAPL | CUSIP 037833100 | | 03/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director James Bell | | Mgmt | For | For | For |
| | 2 | Elect Director Tim Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Al Gore | | Mgmt | For | For | For |
| | 4 | Elect Director Alex Gorsky | | Mgmt | For | For | For |
| | 5 | Elect Director Andrea Jung | | Mgmt | For | For | For |
| | 6 | Elect Director Art Levinson | | Mgmt | For | For | For |
| | 7 | Elect Director Monica Lozano | | Mgmt | For | For | For |
| | 8 | Elect Director Ron Sugar | | Mgmt | For | For | For |
| | 9 | Elect Director Sue Wagner | | Mgmt | For | For | For |
| | 10 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Report on Civil Rights and Non-Discrimination Audit | | ShrHoldr | Against | Against | For |
| | 14 | Report on Operations in Communist China | | ShrHoldr | Against | Against | For |
| | 15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | | ShrHoldr | Against | Against | For |
| | 16 | Report on Median Gender/Racial Pay Gap | | ShrHoldr | Against | Against | For |
| | 17 | Amend Proxy Access Right | | ShrHoldr | Against | Against | For |
|
|
|
| Applied Materials, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AMAT | CUSIP 038222105 | | 03/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Rani Borkar | | Mgmt | For | For | For |
| | 2 | Elect Director Judy Bruner | | Mgmt | For | For | For |
| | 3 | Elect Director Xun (Eric) Chen | | Mgmt | For | For | For |
| | 4 | Elect Director Aart J. de Geus | | Mgmt | For | For | For |
| | 5 | Elect Director Gary E. Dickerson | | Mgmt | For | For | For |
| | 6 | Elect Director Thomas J. Iannotti | | Mgmt | For | For | For |
| | 7 | Elect Director Alexander A. Karsner | | Mgmt | For | For | For |
| | 8 | Elect Director Kevin P. March | | Mgmt | For | For | For |
| | 9 | Elect Director Yvonne McGill | | Mgmt | For | For | For |
| | 10 | Elect Director Scott A. McGregor | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 15 | Improve Executive Compensation Program and Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Aramark | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ARMK | CUSIP 03852U106 | | 02/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan M. Cameron | | Mgmt | For | For | For |
| | 2 | Elect Director Greg Creed | | Mgmt | For | For | For |
| | 3 | Elect Director Bridgette P. Heller | | Mgmt | For | For | For |
| | 4 | Elect Director Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Director Kenneth M. Keverian | | Mgmt | For | For | For |
| | 6 | Elect Director Karen M. King | | Mgmt | For | For | For |
| | 7 | Elect Director Patricia E. Lopez | | Mgmt | For | For | For |
| | 8 | Elect Director Stephen I. Sadove | | Mgmt | For | For | For |
| | 9 | Elect Director Kevin G. Wills | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur B. Winkleblack | | Mgmt | For | For | For |
| | 11 | Elect Director John J. Zillmer | | Mgmt | For | For | For |
| | 12 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CUSIP 04351P101 | | 05/30/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Election of Presiding Chair | | Mgmt | For | For | For |
| | 2 | Presentation of Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Accounts and Reports; Ratification of Board and Management Acts | | Mgmt | For | For | For |
| | 4 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 5 | Elect Jan Moller Mikkelsen | | Mgmt | For | For | For |
| | 6 | Elect Lisa Bright | | Mgmt | For | For | For |
| | 7 | Elect William Carl Fairey, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Siham Imani | | Mgmt | For | For | For |
| | 9 | Appointment of Auditor | | Mgmt | For | For | For |
| | 10 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
|
|
|
| Ascendis Pharma A/S | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ASND | CINS 04351P101 | | 09/09/2022 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Extraordinary Shareholders | Denmark | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Chairman of Meeting | | Mgmt | For | TNA | N/A |
| | 2 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Mgmt | For | TNA | N/A |
| | 3 | Elect William Carl Fairey Jr. as New Director | | Mgmt | For | TNA | N/A |
| | 4 | Elect Siham Imani as New Director | | Mgmt | For | TNA | N/A |
|
|
|
| Assured Guaranty Ltd. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AGO | CUSIP G0585R106 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Francisco L. Borges | | Mgmt | For | For | For |
| | 2 | Elect G. Lawrence Buhl | | Mgmt | For | For | For |
| | 3 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 4 | Elect Bonnie L. Howard | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Jones | | Mgmt | For | For | For |
| | 6 | Elect Patrick W. Kenny | | Mgmt | For | For | For |
| | 7 | Elect Alan J. Kreczko | | Mgmt | For | For | For |
| | 8 | Elect Simon W. Leathes | | Mgmt | For | For | For |
| | 9 | Elect Yukiko Omura | | Mgmt | For | For | For |
| | 10 | Elect Lorin P.T. Radtke | | Mgmt | For | For | For |
| | 11 | Elect Courtney C. Shea | | 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 | Amendment to the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor and Authority to Set Fees | | Mgmt | For | For | For |
| | 16 | Elect Robert A. Bailenson | | Mgmt | For | For | For |
| | 17 | Elect Gary Burnet | | Mgmt | For | For | For |
| | 18 | Elect Ling Chow | | Mgmt | For | For | For |
| | 19 | Elect Stephen Donnarumma | | Mgmt | For | For | For |
| | 20 | Elect Dominic J. Frederico | | Mgmt | For | For | For |
| | 21 | Elect Darrin Futter | | Mgmt | For | For | For |
| | 22 | Elect Jorge Gana | | Mgmt | For | For | For |
| | 23 | Elect Holly L. Horn | | Mgmt | For | For | For |
| | 24 | Elect Walter A. Scott | | Mgmt | For | For | For |
| | 25 | Ratification of Subsidiary Auditor | | Mgmt | For | For | For |
|
|
|
| Avery Dennison Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | AVY | CUSIP 053611109 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Bradley A. Alford | | Mgmt | For | For | For |
| | 2 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 3 | Elect Mitchell R. Butier | | Mgmt | For | For | For |
| | 4 | Elect Ken C. Hicks | | Mgmt | For | For | For |
| | 5 | Elect Andres A. Lopez | | Mgmt | For | For | For |
| | 6 | Elect Francesca Reverberi | | Mgmt | For | For | For |
| | 7 | Elect Patrick T. Siewert | | Mgmt | For | For | For |
| | 8 | Elect Julia A. Stewart | | Mgmt | For | For | For |
| | 9 | Elect Martha N. Sullivan | | Mgmt | For | For | For |
| | 10 | Elect William R. Wagner | | 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 |
|
|
|
| Axa | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CS | CINS F06106102 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Mix | France | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 3 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 4 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 5 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 6 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 7 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 8 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 9 | Accounts and Reports | | Mgmt | For | For | For |
| | 10 | Consolidated Accounts and Reports | | Mgmt | For | For | For |
| | 11 | Allocation of Profits/Dividends | | Mgmt | For | For | For |
| | 12 | 2022 Remuneration Report | | Mgmt | For | For | For |
| | 13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | | Mgmt | For | For | For |
| | 14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | | Mgmt | For | For | For |
| | 15 | 2022 Remuneration of Thomas Buberl, CEO | | Mgmt | For | Against | Against |
| | 16 | 2023 Remuneration Policy (CEO) | | Mgmt | For | For | For |
| | 17 | 2023 Remuneration Policy (Chair) | | Mgmt | For | For | For |
| | 18 | 2023 Remuneration Policy (Board of Directors) | | Mgmt | For | For | For |
| | 19 | Special Auditors Report on Regulated Agreements | | Mgmt | For | For | For |
| | 20 | Authority to Repurchase and Reissue Shares | | Mgmt | For | For | For |
| | 21 | Authority to Increase Capital Through Capitalisations | | Mgmt | For | For | For |
| | 22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | | Mgmt | For | For | For |
| | 23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares and Convertible Debt Through Private Placement | | Mgmt | For | For | For |
| | 25 | Authority to Set Offering Price of Shares | | Mgmt | For | For | For |
| | 26 | Authority to Increase Capital in Case of Exchange Offers | | Mgmt | For | For | For |
| | 27 | Authority to Increase Capital in Consideration for Contributions In Kind | | Mgmt | For | For | For |
| | 28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | | Mgmt | For | For | For |
| | 30 | Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 31 | Stock Purchase Plan for Overseas Employees | | Mgmt | For | For | For |
| | 32 | Authority to Cancel Shares and Reduce Capital | | Mgmt | For | For | For |
| | 33 | Authorisation of Legal Formalities | | Mgmt | For | For | For |
|
|
|
| Bank of America Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAC | CUSIP 060505583 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Sharon L. Allen | | Mgmt | For | For | For |
| | 2 | Elect Jose E. Almeida | | Mgmt | For | For | For |
| | 3 | Elect Frank P. Bramble, Sr. | | Mgmt | For | For | For |
| | 4 | Elect Pierre J. P. de Weck | | Mgmt | For | For | For |
| | 5 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 6 | Elect Linda P. Hudson | | Mgmt | For | For | For |
| | 7 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 8 | Elect Brian T. Moynihan | | Mgmt | For | For | For |
| | 9 | Elect Lionel L. Nowell, III | | Mgmt | For | For | For |
| | 10 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 11 | Elect Clayton S. Rose | | Mgmt | For | For | For |
| | 12 | Elect Michael D. White | | Mgmt | For | For | For |
| | 13 | Elect Thomas D. Woods | | Mgmt | For | For | For |
| | 14 | Elect Maria T. Zuber | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Amendment to the Bank of America Corporation Equity Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
|
|
|
| Berry Global Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BERY | CUSIP 08579W103 | | 02/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director B. Evan Bayh | | Mgmt | For | For | For |
| | 2 | Elect Director Jonathan F. Foster | | Mgmt | For | For | For |
| | 3 | Elect Director Idalene F. Kesner | | Mgmt | For | For | For |
| | 4 | Elect Director Jill A. Rahman | | Mgmt | For | For | For |
| | 5 | Elect Director Carl J. (Rick) Rickertsen | | Mgmt | For | Against | Against |
| | 6 | Elect Director Thomas E. Salmon | | Mgmt | For | For | For |
| | 7 | Elect Director Chaney M. Sheffield, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Director Robert A. Steele | | Mgmt | For | For | For |
| | 9 | Elect Director Stephen E. Sterrett | | Mgmt | For | For | For |
| | 10 | Elect Director Scott B. Ullem | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Biogen Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIIB | CUSIP 09062X103 | | 06/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Alexander J. Denner | | Mgmt | For | For | For |
| | 2 | Elect Caroline D. Dorsa | | Mgmt | For | For | For |
| | 3 | Elect Maria C. Freire | | Mgmt | For | For | For |
| | 4 | Elect William A. Hawkins | | Mgmt | For | For | For |
| | 5 | Elect William D. Jones | | Mgmt | For | For | For |
| | 6 | Elect Jesus B. Mantas | | Mgmt | For | For | For |
| | 7 | Elect Richard C. Mulligan | | Mgmt | For | For | For |
| | 8 | Elect Eric K. Rowinsky | | Mgmt | For | For | For |
| | 9 | Elect Stephen A. Sherwin | | Mgmt | For | For | For |
| | 10 | Elect Christopher A. Viehbacher | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | 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 | Elect Susan K. Langer | | Mgmt | For | For | For |
|
|
|
| Bio-Rad Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BIO | CUSIP 090572207 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Melinda Litherland | | Mgmt | For | Against | Against |
| | 2 | Elect Arnold A. Pinkston | | Mgmt | For | Against | Against |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | | ShrHoldr | Against | Against | For |
|
|
|
| BJ's Wholesale Club Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BJ | CUSIP 05550J101 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Christopher J. Baldwin | | Mgmt | For | For | For |
| | 1.2 | Elect Darryl Brown | | Mgmt | For | For | For |
| | 1.3 | Elect Bob Eddy | | Mgmt | For | For | For |
| | 1.4 | Elect Michelle Gloeckler | | Mgmt | For | For | For |
| | 1.5 | Elect Maile Naylor | | Mgmt | For | For | For |
| | 1.6 | Elect Ken Parent | | Mgmt | For | For | For |
| | 1.7 | Elect Christopher H. Peterson | | Mgmt | For | For | For |
| | 1.8 | Elect Robert A. Steele | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Booking Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BKNG | CUSIP 09857L108 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Glenn D. Fogel | | Mgmt | For | For | For |
| | 1.2 | Elect Mirian M. Graddick-Weir | | Mgmt | For | For | For |
| | 1.3 | Elect Wei Hopeman | | Mgmt | For | For | For |
| | 1.4 | Elect Robert J. Mylod Jr. | | Mgmt | For | For | For |
| | 1.5 | Elect Charles H. Noski | | Mgmt | For | For | For |
| | 1.6 | Elect JosephLarry Quinlan | | Mgmt | For | For | For |
| | 1.7 | Elect Nicholas J. Read | | Mgmt | For | For | For |
| | 1.8 | Elect Thomas E. Rothman | | Mgmt | For | For | For |
| | 1.9 | Elect Sumit Singh | | Mgmt | For | For | For |
| | 1.10 | Elect Lynn M. Vojvodich Radakovich | | Mgmt | For | For | For |
| | 1.11 | Elect Vanessa A. Wittman | | Mgmt | For | For | For |
| | 2 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 3 | Ratification of Auditor | | Mgmt | For | For | For |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Booz Allen Hamilton Holding Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BAH | CINS 099502106 | | 07/27/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Provide Right to Call Special Meeting | | Mgmt | For | For | For |
| | 4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Horacio D. Rozanski | | Mgmt | For | For | For |
| | 6 | Elect Director Mark E. Gaumond | | Mgmt | For | For | For |
| | 7 | Elect Director Gretchen W. McClain | | Mgmt | For | For | For |
| | 8 | Elect Director Melody C. Barnes | | Mgmt | For | For | For |
| | 9 | Elect Director Ellen Jewett | | Mgmt | For | For | For |
| | 10 | Elect Director Arthur E. Johnson | | Mgmt | For | For | For |
| | 11 | Elect Director Charles O. Rossotti | | Mgmt | For | For | For |
|
|
|
| Boston Scientific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BSX | CUSIP 101137107 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 2 | Elect Charles J. Dockendorff | | Mgmt | For | For | For |
| | 3 | Elect Yoshiaki Fujimori | | Mgmt | For | For | For |
| | 4 | Elect Edward J. Ludwig | | Mgmt | For | For | For |
| | 5 | Elect Michael F. Mahoney | | Mgmt | For | For | For |
| | 6 | Elect David J. Roux | | Mgmt | For | For | For |
| | 7 | Elect John E. Sununu | | Mgmt | For | For | For |
| | 8 | Elect David S. Wichmann | | Mgmt | For | For | For |
| | 9 | Elect Ellen M. Zane | | 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 |
|
|
|
| BP plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BP. | CINS G12793108 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | Against | Against |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Helge Lund | | Mgmt | For | For | For |
| | 5 | Elect Bernard Looney | | Mgmt | For | For | For |
| | 6 | Elect Murray Auchincloss | | Mgmt | For | For | For |
| | 7 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 8 | Elect Melody B. Meyer | | Mgmt | For | For | For |
| | 9 | Elect Tushar Morzaria | | Mgmt | For | For | For |
| | 10 | Elect Sir John Sawers | | Mgmt | For | For | For |
| | 11 | Elect Pamela Daley | | Mgmt | For | For | For |
| | 12 | Elect Karen A. Richardson | | Mgmt | For | For | For |
| | 13 | Elect Johannes Teyssen | | Mgmt | For | For | For |
| | 14 | Elect Amanda J. Blanc | | Mgmt | For | For | For |
| | 15 | Elect Satish Pai | | Mgmt | For | For | For |
| | 16 | Elect Hina Nagarajan | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 19 | Authorisation of Political Donations | | 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 Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 23 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 24 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
| | 25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | | ShrHoldr | Against | Against | For |
|
|
|
| CAE Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CAE | CINS 124765108 | | 08/10/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ayman Antoun | | Mgmt | For | For | For |
| | 2 | Elect Director David G. Perkins | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Roach | | Mgmt | For | For | For |
| | 4 | Elect Director Patrick M. Shanahan | | Mgmt | For | For | For |
| | 5 | Elect Director Andrew J. Stevens | | Mgmt | For | For | For |
| | 6 | Elect Director Margaret S. (Peg) Billson | | Mgmt | For | For | For |
| | 7 | Elect Director Elise Eberwein | | Mgmt | For | For | For |
| | 8 | Elect Director Michael M. Fortier | | Mgmt | For | For | For |
| | 9 | Elect Director Marianne Harrison | | Mgmt | For | For | For |
| | 10 | Elect Director Alan N. MacGibbon | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Lou Maher | | Mgmt | For | For | For |
| | 12 | Elect Director Francois Olivier | | Mgmt | For | For | For |
| | 13 | Elect Director Marc Parent | | Mgmt | For | For | For |
| | 14 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation Approach | | Mgmt | For | For | For |
|
|
|
| CarMax, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KMX | CUSIP 143130102 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Bensen | | Mgmt | For | For | For |
| | 2 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 3 | Elect Sona Chawla | | Mgmt | For | For | For |
| | 4 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 5 | Elect Shira D. Goodman | | Mgmt | For | For | For |
| | 6 | Elect David W. McCreight | | Mgmt | For | For | For |
| | 7 | Elect William D. Nash | | Mgmt | For | For | For |
| | 8 | Elect Mark F. O'Neil | | Mgmt | For | For | For |
| | 9 | Elect Pietro Satriano | | Mgmt | For | For | For |
| | 10 | Elect Marcella Shinder | | Mgmt | For | For | For |
| | 11 | Elect Mitchell D. Steenrod | | 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 | Amendment to the 2022 Stock Incentive Plan | | Mgmt | For | For | For |
|
|
|
| CDW Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CDW | CUSIP 12514G108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Virginia Addicott | | Mgmt | For | For | For |
| | 2 | Elect James A. Bell | | Mgmt | For | For | For |
| | 3 | Elect Lynda M. Clarizio | | Mgmt | For | For | For |
| | 4 | Elect Anthony R. Foxx | | Mgmt | For | For | For |
| | 5 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 6 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 7 | Elect Sanjay Mehrotra | | Mgmt | For | For | For |
| | 8 | Elect David W. Nelms | | Mgmt | For | For | For |
| | 9 | Elect Joseph R. Swedish | | Mgmt | For | For | For |
| | 10 | Elect Donna F. Zarcone | | 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 | Allow Shareholders the Right to Call Special Meetings | | Mgmt | For | For | For |
| | 15 | Amendment to Articles Regarding Officer Exculpation | | Mgmt | For | For | For |
|
|
|
| Cenovus Energy Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CVE | CUSIP 15135U109 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Canada | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Appointment of Auditor | | Mgmt | For | For | For |
| | 2 | Elect Keith M. Casey | | Mgmt | For | For | For |
| | 3 | Elect Canning K.N. Fok | | Mgmt | For | For | For |
| | 4 | Elect Jane E. Kinney | | Mgmt | For | For | For |
| | 5 | Elect Harold N. Kvisle | | Mgmt | For | For | For |
| | 6 | Elect Eva L. Kwok | | Mgmt | For | For | For |
| | 7 | Elect Melanie A. Little | | Mgmt | For | For | For |
| | 8 | Elect Richard J. Marcogliese | | Mgmt | For | For | For |
| | 9 | Elect Jonathan M. McKenzie | | Mgmt | For | For | For |
| | 10 | Elect Claude Mongeau | | Mgmt | For | For | For |
| | 11 | Elect Alexander J. Pourbaix | | Mgmt | For | For | For |
| | 12 | Elect Wayne E. Shaw | | Mgmt | For | For | For |
| | 13 | Elect Frank J. Sixt | | Mgmt | For | For | For |
| | 14 | Elect Rhonda I. Zygocki | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | | ShrHoldr | For | For | For |
|
|
|
| Charter Communications, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CHTR | CUSIP 16119P108 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect W. Lance Conn | | Mgmt | For | Against | Against |
| | 2 | Elect Kim C. Goodman | | Mgmt | For | Against | Against |
| | 3 | Elect Craig A. Jacobson | | Mgmt | For | Against | Against |
| | 4 | Elect Gregory B. Maffei | | Mgmt | For | Against | Against |
| | 5 | Elect John D. Markley, Jr. | | Mgmt | For | Against | Against |
| | 6 | Elect David C. Merritt | | Mgmt | For | Against | Against |
| | 7 | Elect James E. Meyer | | Mgmt | For | Against | Against |
| | 8 | Elect Steven A. Miron | | Mgmt | For | Against | Against |
| | 9 | Elect Balan Nair | | Mgmt | For | Against | Against |
| | 10 | Elect Michael A. Newhouse | | Mgmt | For | Against | Against |
| | 11 | Elect Mauricio Ramos | | Mgmt | For | Against | Against |
| | 12 | Elect Thomas M. Rutledge | | Mgmt | For | Against | Against |
| | 13 | Elect Eric L. Zinterhofer | | Mgmt | For | Against | Against |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
|
|
|
| Chipotle Mexican Grill, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CMG | CUSIP 169656105 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Albert S. Baldocchi | | Mgmt | For | For | For |
| | 2 | Elect Matthew Carey | | Mgmt | For | For | For |
| | 3 | Elect Gregg L. Engles | | Mgmt | For | For | For |
| | 4 | Elect Patricia D. Fili-Krushel | | Mgmt | For | For | For |
| | 5 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 6 | Elect Robin Hickenlooper | | Mgmt | For | For | For |
| | 7 | Elect Scott H. Maw | | Mgmt | For | For | For |
| | 8 | Elect Brian Niccol | | Mgmt | For | For | For |
| | 9 | Elect Mary A. Winston | | 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 Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | Against | For |
|
|
|
| Citigroup Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | C | CUSIP 172967424 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ellen M. Costello | | Mgmt | For | For | For |
| | 2 | Elect Grace E. Dailey | | Mgmt | For | For | For |
| | 3 | Elect Barbara J. Desoer | | Mgmt | For | For | For |
| | 4 | Elect John C. Dugan | | Mgmt | For | For | For |
| | 5 | Elect Jane N. Fraser | | Mgmt | For | For | For |
| | 6 | Elect Duncan P. Hennes | | Mgmt | For | For | For |
| | 7 | Elect Peter B. Henry | | Mgmt | For | For | For |
| | 8 | Elect S. Leslie Ireland | | Mgmt | For | For | For |
| | 9 | Elect Renee J. James | | Mgmt | For | For | For |
| | 10 | Elect Gary M. Reiner | | Mgmt | For | For | For |
| | 11 | Elect Diana L. Taylor | | Mgmt | For | For | For |
| | 12 | Elect James S. Turley | | Mgmt | For | For | For |
| | 13 | Elect Casper W. von Koskull | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2019 Stock Incentive Plan | | Mgmt | For | For | For |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
|
|
|
| ConocoPhillips | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COP | CUSIP 20825C104 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Dennis Victor Arriola | | Mgmt | For | For | For |
| | 2 | Elect Jody L. Freeman | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect Jeffrey A. Joerres | | Mgmt | For | For | For |
| | 5 | Elect Ryan M. Lance | | Mgmt | For | For | For |
| | 6 | Elect Timothy A. Leach | | Mgmt | For | For | For |
| | 7 | Elect William H. McRaven | | Mgmt | For | For | For |
| | 8 | Elect Sharmila Mulligan | | Mgmt | For | For | For |
| | 9 | Elect Eric D. Mullins | | Mgmt | For | For | For |
| | 10 | Elect Arjun N. Murti | | Mgmt | For | For | For |
| | 11 | Elect Robert A. Niblock | | Mgmt | For | For | For |
| | 12 | Elect David T. Seaton | | Mgmt | For | For | For |
| | 13 | Elect R. A. Walker | | 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 | N/A | 1 Year | N/A |
| | 17 | Permit Shareholders to Call Special Meetings | | Mgmt | For | For | For |
| | 18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 07/19/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jennifer M. Daniels | | Mgmt | For | Withhold | Against |
| | 2 | Elect Director Jeremy S. G. Fowden | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Jose Manuel Madero Garza | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Daniel J. McCarthy | | Mgmt | For | Withhold | Against |
| | 5 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Constellation Brands, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | STZ | CINS 21036P108 | | 11/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Amend Charter | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Constellation Energy Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CEG | CUSIP 21037T109 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Joseph Dominguez | | Mgmt | For | For | For |
| | 1.2 | Elect Julie Holzrichter | | Mgmt | For | For | For |
| | 1.3 | Elect Ashish Khandpur | | 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 |
|
|
|
| Corteva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CTVA | CUSIP 22052L104 | | 04/21/2023 | | 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 Klaus A. Engel | | Mgmt | For | For | For |
| | 3 | Elect David C. Everitt | | Mgmt | For | For | For |
| | 4 | Elect Janet Plaut Giesselman | | Mgmt | For | For | For |
| | 5 | Elect Karen H. Grimes | | Mgmt | For | For | For |
| | 6 | Elect Michael O. Johanns | | Mgmt | For | For | For |
| | 7 | Elect Rebecca B. Liebert | | Mgmt | For | For | For |
| | 8 | Elect Marcos Marinho Lutz | | Mgmt | For | For | For |
| | 9 | Elect Charles V. Magro | | Mgmt | For | For | For |
| | 10 | Elect Nayaki R. Nayyar | | Mgmt | For | For | For |
| | 11 | Elect Gregory R. Page | | Mgmt | For | For | For |
| | 12 | Elect Kerry J. Preete | | Mgmt | For | For | For |
| | 13 | Elect Patrick J. Ward | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Costco Wholesale Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | COST | CUSIP 22160K105 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Susan L. Decker | | Mgmt | For | For | For |
| | 2 | Elect Director Kenneth D. Denman | | Mgmt | For | For | For |
| | 3 | Elect Director Richard A. Galanti | | Mgmt | For | For | For |
| | 4 | Elect Director Hamilton E. James | | Mgmt | For | For | For |
| | 5 | Elect Director W. Craig Jelinek | | Mgmt | For | For | For |
| | 6 | Elect Director Sally Jewell | | Mgmt | For | For | For |
| | 7 | Elect Director Charles T. Munger | | Mgmt | For | For | For |
| | 8 | Elect Director Jeffrey S. Raikes | | Mgmt | For | For | For |
| | 9 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 10 | Elect Director Ron M. Vachris | | Mgmt | For | For | For |
| | 11 | Elect Director Mary Agnes (Maggie) Wilderotter | | Mgmt | For | For | For |
| | 12 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 15 | Report on Risk Due to Restrictions on Reproductive Rights | | ShrHoldr | Against | Against | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 04/27/2023 | | 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 | Final Dividend | | Mgmt | For | For | For |
| | 3 | Remuneration Report | | Mgmt | For | For | For |
| | 4 | Elect Richard Boucher | | Mgmt | For | For | For |
| | 5 | Elect Caroline Dowling | | Mgmt | For | For | For |
| | 6 | Elect Richard H. Fearon | | Mgmt | For | For | For |
| | 7 | Elect Johan Karlstrom | | Mgmt | For | For | For |
| | 8 | Elect Shaun Kelly | | Mgmt | For | For | For |
| | 9 | Elect Badar Khan | | Mgmt | For | For | For |
| | 10 | Elect H. Lamar McKay | | Mgmt | For | For | For |
| | 11 | Elect Albert Manifold | | Mgmt | For | For | For |
| | 12 | Elect Jim Mintern | | Mgmt | For | For | For |
| | 13 | Elect Gillian L. Platt | | Mgmt | For | For | For |
| | 14 | Elect Mary K. Rhinehart | | Mgmt | For | For | For |
| | 15 | Elect Siobhan Talbot | | Mgmt | For | For | For |
| | 16 | Elect Christina Verchere | | Mgmt | For | For | For |
| | 17 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 18 | Appointment of Auditor | | 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 Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
|
|
|
| CRH Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRH | CUSIP 12626K203 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Scheme of Arrangement (Settlement System Migration) | | Mgmt | For | For | For |
| | 2 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 3 | Change of Listing | | Mgmt | For | For | For |
| | 4 | Adoption of New Articles | | Mgmt | For | For | For |
| | 5 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 6 | Authority to Set Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 7 | Amendments to Articles (Share Redemption) | | Mgmt | For | For | For |
|
|
|
| CSX Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CSX | CUSIP 126408103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Donna M. Alvarado | | Mgmt | For | For | For |
| | 2 | Elect Thomas P. Bostick | | Mgmt | For | For | For |
| | 3 | Elect Steven T. Halverson | | Mgmt | For | For | For |
| | 4 | Elect Paul C. Hilal | | Mgmt | For | For | For |
| | 5 | Elect Joseph R. Hinrichs | | Mgmt | For | For | For |
| | 6 | Elect David M. Moffett | | Mgmt | For | For | For |
| | 7 | Elect Linda H. Riefler | | Mgmt | For | For | For |
| | 8 | Elect Suzanne M. Vautrinot | | Mgmt | For | For | For |
| | 9 | Elect James L. Wainscott | | Mgmt | For | For | For |
| | 10 | Elect J. Steven Whisler | | Mgmt | For | For | For |
| | 11 | Elect John J. Zillmer | | Mgmt | For | Against | Against |
| | 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 |
|
|
|
| Danaher Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DHR | CUSIP 235851102 | | 05/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Rainer M. Blair | | Mgmt | For | For | For |
| | 2 | Elect Feroz Dewan | | Mgmt | For | For | For |
| | 3 | Elect Linda P. Hefner Filler | | Mgmt | For | For | For |
| | 4 | Elect Teri L. List | | Mgmt | For | For | For |
| | 5 | Elect Walter G. Lohr, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Jessica L. Mega | | Mgmt | For | For | For |
| | 7 | Elect Mitchell P. Rales | | Mgmt | For | For | For |
| | 8 | Elect Steven M. Rales | | Mgmt | For | For | For |
| | 9 | Elect Pardis C. Sabeti | | Mgmt | For | For | For |
| | 10 | Elect A. Shane Sanders | | Mgmt | For | For | For |
| | 11 | Elect John T. Schwieters | | Mgmt | For | For | For |
| | 12 | Elect Alan G. Spoon | | Mgmt | For | For | For |
| | 13 | Elect Raymond C. Stevens | | Mgmt | For | For | For |
| | 14 | Elect Elias A. Zerhouni | | Mgmt | For | For | For |
| | 15 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
|
|
|
| Deere & Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DE | CUSIP 244199105 | | 02/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Leanne G. Caret | | Mgmt | For | For | For |
| | 2 | Elect Director Tamra A. Erwin | | Mgmt | For | For | For |
| | 3 | Elect Director Alan C. Heuberger | | Mgmt | For | For | For |
| | 4 | Elect Director Charles O. Holliday, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Michael O. Johanns | | Mgmt | For | For | For |
| | 6 | Elect Director Clayton M. Jones | | Mgmt | For | For | For |
| | 7 | Elect Director John C. May | | Mgmt | For | For | For |
| | 8 | Elect Director Gregory R. Page | | Mgmt | For | For | For |
| | 9 | Elect Director Sherry M. Smith | | Mgmt | For | For | For |
| | 10 | Elect Director Dmitri L. Stockton | | Mgmt | For | For | For |
| | 11 | Elect Director Sheila G. Talton | | Mgmt | For | For | For |
| | 12 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 13 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | ShrHoldr | Against | Against | For |
|
|
|
| DexCom, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DXCM | CUSIP 252131107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Steven R. Altman | | Mgmt | For | For | For |
| | 2 | Elect Richard A. Collins | | Mgmt | For | For | For |
| | 3 | Elect Karen M. Dahut | | Mgmt | For | For | For |
| | 4 | Elect Mark G. Foletta | | Mgmt | For | For | For |
| | 5 | Elect Barbara E. Kahn | | Mgmt | For | For | For |
| | 6 | Elect Kyle Malady | | Mgmt | For | For | For |
| | 7 | Elect Eric Topol | | Mgmt | For | For | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Diamond Offshore Drilling, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DO | CUSIP 25271C201 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Patrice Douglas | | Mgmt | For | For | For |
| | 2 | Elect Neal P. Goldman | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Repeal of Classified Board | | Mgmt | For | For | For |
|
|
|
| DuPont de Nemours, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DD | CUSIP 26614N102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Amy G. Brady | | Mgmt | For | For | For |
| | 2 | Elect Edward D. Breen | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect Terrence R. Curtin | | Mgmt | For | For | For |
| | 5 | Elect Alexander M. Cutler | | Mgmt | For | For | For |
| | 6 | Elect Eleuthere I. du Pont | | Mgmt | For | For | For |
| | 7 | Elect Kristina M. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Luther C. Kissam IV | | Mgmt | For | For | For |
| | 9 | Elect Frederick M. Lowery | | Mgmt | For | For | For |
| | 10 | Elect Raymond J. Milchovich | | Mgmt | For | For | For |
| | 11 | Elect Deanna M. Mulligan | | Mgmt | For | For | For |
| | 12 | Elect Steven M. Sterin | | 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 Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Eastman Chemical Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMN | CUSIP 277432100 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Humberto P. Alfonso | | Mgmt | For | For | For |
| | 2 | Elect Brett D. Begemann | | Mgmt | For | For | For |
| | 3 | Elect Eric L. Butler | | Mgmt | For | For | For |
| | 4 | Elect Mark J. Costa | | Mgmt | For | For | For |
| | 5 | Elect Edward L. Doheny II | | Mgmt | For | For | For |
| | 6 | Elect Linnie M. Haynesworth | | Mgmt | For | For | For |
| | 7 | Elect Julie Fasone Holder | | Mgmt | For | For | For |
| | 8 | Elect Renee J. Hornbaker | | Mgmt | For | For | For |
| | 9 | Elect Kim Ann Mink | | Mgmt | For | For | For |
| | 10 | Elect James J. O'Brien | | Mgmt | For | For | For |
| | 11 | Elect David W. Raisbeck | | Mgmt | For | For | For |
| | 12 | Elect Charles K. Stevens III | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Elevance Health, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ELV | CUSIP 036752103 | | 05/10/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 2 | Elect R. Kerry Clark | | Mgmt | For | For | For |
| | 3 | Elect Robert L. Dixon, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Deanna Strable-Soethout | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Eli Lilly and Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LLY | CUSIP 532457108 | | 05/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William G. Kaelin, Jr. | | Mgmt | For | For | For |
| | 2 | Elect David A. Ricks | | Mgmt | For | For | For |
| | 3 | Elect Marschall S. Runge | | Mgmt | For | For | For |
| | 4 | Elect Karen Walker | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 8 | Repeal of Classified Board | | Mgmt | For | For | For |
| | 9 | Elimination of Supermajority Requirements | | Mgmt | For | For | For |
| | 10 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Diversity and Inclusion Report | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
|
|
|
| Emerson Electric Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EMR | CUSIP 291011104 | | 02/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Martin S. Craighead | | Mgmt | For | For | For |
| | 2 | Elect Director Gloria A. Flach | | Mgmt | For | For | For |
| | 3 | Elect Director Matthew S. Levatich | | Mgmt | For | For | For |
| | 4 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Exelon Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | EXC | CUSIP 30161N101 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Anthony K. Anderson | | Mgmt | For | For | For |
| | 2 | Elect W. Paul Bowers | | Mgmt | For | For | For |
| | 3 | Elect Calvin G. Butler, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Marjorie Rodgers Cheshire | | Mgmt | For | For | For |
| | 5 | Elect Linda P. Jojo | | Mgmt | For | For | For |
| | 6 | Elect Charisse Lillie | | Mgmt | For | For | For |
| | 7 | Elect Matthew Rogers | | Mgmt | For | For | For |
| | 8 | Elect John F. Young | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | 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 |
|
|
|
| Exxon Mobil Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | XOM | CUSIP 30231G102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael J. Angelakis | | Mgmt | For | For | For |
| | 2 | Elect Susan K. Avery | | Mgmt | For | For | For |
| | 3 | Elect Angela F. Braly | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Goff | | Mgmt | For | For | For |
| | 5 | Elect John D. Harris II | | Mgmt | For | For | For |
| | 6 | Elect Kaisa H. Hietala | | Mgmt | For | For | For |
| | 7 | Elect Joseph L. Hooley | | Mgmt | For | For | For |
| | 8 | Elect Steven A. Kandarian | | Mgmt | For | For | For |
| | 9 | Elect Alexander A. Karsner | | Mgmt | For | For | For |
| | 10 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 11 | Elect Jeffrey W. Ubben | | Mgmt | For | For | For |
| | 12 | Elect Darren W. Woods | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Methane Emission Disclosures | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Guyanese Operations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | | ShrHoldr | Against | Against | For |
| | 24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | | ShrHoldr | Against | Against | For |
| | 25 | Shareholder Proposal Regarding Environmental Litigation | | ShrHoldr | Against | Against | For |
| | 26 | Shareholder Proposal Regarding Report on Tax Transparency | | ShrHoldr | Against | Against | For |
| | 27 | Shareholder Proposal Regarding Just Transition Reporting | | ShrHoldr | Against | Against | For |
| | 28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | | ShrHoldr | Against | Against | For |
|
|
|
| Gaming And Leisure Properties, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLPI | CUSIP 36467J108 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter M. Carlino | | Mgmt | For | For | For |
| | 2 | Elect JoAnne A. Epps | | Mgmt | For | For | For |
| | 3 | Elect Carol Lynton | | Mgmt | For | For | For |
| | 4 | Elect Joseph W. Marshall, III | | Mgmt | For | For | For |
| | 5 | Elect James B. Perry | | Mgmt | For | For | For |
| | 6 | Elect Barry F. Schwartz | | Mgmt | For | For | For |
| | 7 | Elect Earl C. Shanks | | Mgmt | For | For | For |
| | 8 | Elect E. Scott Urdang | | Mgmt | For | For | For |
| | 9 | Ratification of Auditor | | 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 |
|
|
|
| GE HealthCare Technologies Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GEHC | CUSIP 36266G107 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Peter J. Arduini | | Mgmt | For | For | For |
| | 2 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 3 | Elect Rodney F. Hochman | | Mgmt | For | For | For |
| | 4 | Elect Lloyd W. Howell, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 6 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 7 | Elect Anne T. Madden | | Mgmt | For | For | For |
| | 8 | Elect Tomislav Mihaljevic | | Mgmt | For | For | For |
| | 9 | Elect William J. Stromberg | | Mgmt | For | For | For |
| | 10 | Elect Phoebe L. Yang | | 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 |
|
|
|
| General Electric Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GE | CUSIP 369604301 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Sebastien Bazin | | Mgmt | For | For | For |
| | 3 | Elect H. Lawrence Culp, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Edward Garden | | Mgmt | For | For | For |
| | 5 | Elect Isabella D. Goren | | Mgmt | For | For | For |
| | 6 | Elect Thomas Horton | | Mgmt | For | For | For |
| | 7 | Elect Catherine Lesjak | | Mgmt | For | For | For |
| | 8 | Elect Darren W. McDew | | Mgmt | For | For | For |
| | 9 | Elect Paula Rosput Reynolds | | Mgmt | For | For | For |
| | 10 | Elect Jessica Uhl | | 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 Chair | | ShrHoldr | Against | For | Against |
| | 15 | Shareholder Proposal Regarding Sale of Company | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | | ShrHoldr | Against | Against | For |
|
|
|
| General Motors Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GM | CUSIP 37045V100 | | 06/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 2 | Elect Aneel Bhusri | | Mgmt | For | For | For |
| | 3 | Elect Wesley G. Bush | | Mgmt | For | For | For |
| | 4 | Elect Joanne C. Crevoiserat | | Mgmt | For | For | For |
| | 5 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 6 | Elect Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Jonathan McNeill | | Mgmt | For | For | For |
| | 8 | Elect Judith A. Miscik | | Mgmt | For | Against | Against |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Tatum | | Mgmt | For | For | For |
| | 12 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 13 | Elect Devin N. Wenig | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 16 | Amendment to the 2020 Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Right to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | | ShrHoldr | Against | Against | For |
|
|
|
| Glencore plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GLEN | CINS G39420107 | | 05/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Jersey | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Cash Distribution (Reduction in Share Premium Account) | | Mgmt | For | For | For |
| | 4 | Elect Kalidas V. Madhavpeddi | | Mgmt | For | For | For |
| | 5 | Elect Gary Nagle | | Mgmt | For | For | For |
| | 6 | Elect Peter R. Coates | | Mgmt | For | For | For |
| | 7 | Elect Martin J. Gilbert | | Mgmt | For | For | For |
| | 8 | Elect Gill Marcus | | Mgmt | For | For | For |
| | 9 | Elect Cynthia B. Carroll | | Mgmt | For | For | For |
| | 10 | Elect David Wormsley | | Mgmt | For | For | For |
| | 11 | Elect Liz Hewitt | | Mgmt | For | For | For |
| | 12 | Appointment of Auditor | | Mgmt | For | For | For |
| | 13 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 14 | Opinion on the Companys Climate Report | | Mgmt | For | For | For |
| | 15 | Remuneration Report | | Mgmt | For | For | For |
| | 16 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 17 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 19 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | | ShrHoldr | Against | Against | For |
|
|
|
| Hertz Global Holdings, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HTZ | CUSIP 42806J700 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jennifer Feikin | | Mgmt | For | For | For |
| | 2 | Elect Mark Fields | | Mgmt | For | For | For |
| | 3 | Elect Evelina Vougessis Machas | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 6 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
|
|
|
| Hilton Worldwide Holdings Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HLT | CUSIP 43300A203 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Christopher J. Nassetta | | Mgmt | For | For | For |
| | 2 | Elect Jonathan D. Gray | | Mgmt | For | For | For |
| | 3 | Elect Charlene T. Begley | | Mgmt | For | For | For |
| | 4 | Elect Chris Carr | | Mgmt | For | For | For |
| | 5 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 6 | Elect Raymond E. Mabus, Jr. | | Mgmt | For | For | For |
| | 7 | Elect Judith A. McHale | | Mgmt | For | For | For |
| | 8 | Elect Elizabeth A. Smith | | Mgmt | For | For | For |
| | 9 | Elect Douglas M. Steenland | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
|
|
|
| Honeywell International Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HON | CUSIP 438516106 | | 05/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Duncan B. Angove | | Mgmt | For | For | For |
| | 3 | Elect William S. Ayer | | Mgmt | For | For | For |
| | 4 | Elect Kevin Burke | | Mgmt | For | For | For |
| | 5 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 6 | Elect Deborah Flint | | Mgmt | For | For | For |
| | 7 | Elect Vimal Kapur | | Mgmt | For | For | For |
| | 8 | Elect Rose Lee | | Mgmt | For | For | For |
| | 9 | Elect Grace D. Lieblein | | Mgmt | For | For | For |
| | 10 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 11 | Elect Robin Watson | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Environmental and Health Impact Report | | ShrHoldr | Against | Against | For |
|
|
|
| Humana Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HUM | ISIN US4448591028 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Raquel C. Bono | | Mgmt | For | For | For |
| | 2 | Elect Bruce Broussard | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect David T. Feinberg | | Mgmt | For | For | For |
| | 5 | Elect Wayne A.I. Frederick | | Mgmt | For | For | For |
| | 6 | Elect John W. Garratt | | Mgmt | For | For | For |
| | 7 | Elect Kurt J. Hilzinger | | Mgmt | For | For | For |
| | 8 | Elect Karen W. Katz | | Mgmt | For | For | For |
| | 9 | Elect Marcy S. Klevorn | | Mgmt | For | For | For |
| | 10 | Elect William J. McDonald | | Mgmt | For | For | For |
| | 11 | Elect Jorge S. Mesquita | | Mgmt | For | For | For |
| | 12 | Elect Brad D. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 |
|
|
|
| Idexx Laboratories, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IDXX | CUSIP 45168D104 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Daniel M. Junius | | Mgmt | For | For | For |
| | 2 | Elect Lawrence D. Kingsley | | Mgmt | For | For | For |
| | 3 | Elect Sophie V. Vandebroek | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | 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 |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Take No Action | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Management Nominee Frances Arnold | | Mgmt | For | TNA | N/A |
| | 2 | Elect Management Nominee Francis A. deSouza | | Mgmt | For | TNA | N/A |
| | 3 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | For | TNA | N/A |
| | 4 | Elect Management Nominee Robert S. Epstein | | Mgmt | For | TNA | N/A |
| | 5 | Elect Management Nominee Scott Gottlieb | | Mgmt | For | TNA | N/A |
| | 6 | Elect Management Nominee Gary S. Guthart | | Mgmt | For | TNA | N/A |
| | 7 | Elect Management Nominee Philip W. Schiller | | Mgmt | For | TNA | N/A |
| | 8 | Elect Management Nominee Susan E. Siegel | | Mgmt | For | TNA | N/A |
| | 9 | Elect Management Nominee John W. Thompson | | Mgmt | For | TNA | N/A |
| | 10 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | Withhold | TNA | N/A |
| | 11 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | Withhold | TNA | N/A |
| | 12 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | Withhold | TNA | N/A |
| | 13 | Ratification of Auditor | | Mgmt | For | TNA | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | TNA | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | TNA | Against |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | For | TNA | N/A |
|
|
|
| Illumina, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ILMN | CUSIP 452327109 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Proxy Contest | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Icahn Nominee Vincent J. Intrieri | | ShrHoldr | N/A | For | N/A |
| | 2 | Elect Icahn Nominee Jesse A. Lynn | | ShrHoldr | N/A | For | N/A |
| | 3 | Elect Icahn Nominee Andrew J. Teno | | ShrHoldr | N/A | For | N/A |
| | 4 | Elect Management Nominee Frances Arnold | | Mgmt | N/A | Withhold | N/A |
| | 5 | Elect Management Nominee Caroline D. Dorsa | | Mgmt | N/A | Withhold | N/A |
| | 6 | Elect Management Nominee Scott Gottlieb | | Mgmt | N/A | Withhold | N/A |
| | 7 | Elect Management Nominee Gary S. Guthart | | Mgmt | N/A | Withhold | N/A |
| | 8 | Elect Management Nominee Philip W. Schiller | | Mgmt | N/A | Withhold | N/A |
| | 9 | Elect Management Nominee Susan E. Siegel | | Mgmt | N/A | Withhold | N/A |
| | 10 | Elect Management Nominee Francis A. deSouza | | Mgmt | N/A | Withhold | N/A |
| | 11 | Elect Management Nominee Robert S. Epstein | | Mgmt | N/A | Withhold | N/A |
| | 12 | Elect Management Nominee John W. Thompson | | Mgmt | N/A | Withhold | N/A |
| | 13 | Ratification of Auditor | | Mgmt | N/A | For | N/A |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | N/A | Against | N/A |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 16 | Amendment to the 2015 Stock and Incentive Plan | | Mgmt | N/A | For | N/A |
|
|
|
| Ingersoll Rand Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | IR | CUSIP 45687V106 | | 06/15/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Vicente Reynal | | Mgmt | For | For | For |
| | 2 | Elect William P. Donnelly | | Mgmt | For | For | For |
| | 3 | Elect Kirk E. Arnold | | Mgmt | For | For | For |
| | 4 | Elect Gary D. Forsee | | Mgmt | For | For | For |
| | 5 | Elect Jennifer Hartsock | | Mgmt | For | For | For |
| | 6 | Elect John Humphrey | | Mgmt | For | For | For |
| | 7 | Elect Marc E. Jones | | Mgmt | For | For | For |
| | 8 | Elect Mark Stevenson | | Mgmt | For | For | For |
| | 9 | Elect Michael Stubblefield | | Mgmt | For | For | For |
| | 10 | Elect Tony L. White | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | 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 |
|
|
|
| Innoviva, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INVA | CUSIP 45781M101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Deborah L. Birx | | Mgmt | For | For | For |
| | 2 | Elect Mark A. DiPaolo | | Mgmt | For | For | For |
| | 3 | Elect Jules A. Haimovitz | | Mgmt | For | For | For |
| | 4 | Elect Odysseas D. Kostas | | Mgmt | For | For | For |
| | 5 | Elect Sarah J. Schlesinger | | Mgmt | For | For | For |
| | 6 | Elect Sapna Srivastava | | Mgmt | For | Against | Against |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
| | 10 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuit Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | INTU | CUSIP 461202103 | | 01/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Eve Burton | | Mgmt | For | For | For |
| | 2 | Elect Director Scott D. Cook | | Mgmt | For | For | For |
| | 3 | Elect Director Richard L. Dalzell | | Mgmt | For | For | For |
| | 4 | Elect Director Sasan K. Goodarzi | | Mgmt | For | For | For |
| | 5 | Elect Director Deborah Liu | | Mgmt | For | For | For |
| | 6 | Elect Director Tekedra Mawakana | | Mgmt | For | For | For |
| | 7 | Elect Director Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Szkutak | | Mgmt | For | For | For |
| | 9 | Elect Director Raul Vazquez | | Mgmt | For | For | For |
| | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 11 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
| | 12 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Intuitive Surgical, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ISRG | CUSIP 46120E602 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig H. Barratt | | Mgmt | For | For | For |
| | 2 | Elect Joseph C. Beery | | Mgmt | For | For | For |
| | 3 | Elect Gary S. Guthart | | Mgmt | For | For | For |
| | 4 | Elect Amal M. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Don R. Kania | | Mgmt | For | For | For |
| | 6 | Elect Amy L. Ladd | | Mgmt | For | For | For |
| | 7 | Elect Keith R. Leonard, Jr. | | Mgmt | For | For | For |
| | 8 | Elect Alan J. Levy | | Mgmt | For | For | For |
| | 9 | Elect Jami Dover Nachtsheim | | Mgmt | For | For | For |
| | 10 | Elect Monica P. Reed | | Mgmt | For | For | For |
| | 11 | Elect Mark J. Rubash | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson & Johnson | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JNJ | CUSIP 478160104 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Darius Adamczyk | | Mgmt | For | For | For |
| | 2 | Elect Mary C. Beckerle | | Mgmt | For | For | For |
| | 3 | Elect D. Scott Davis | | Mgmt | For | For | For |
| | 4 | Elect Jennifer A. Doudna | | Mgmt | For | For | For |
| | 5 | Elect Joaquin Duato | | Mgmt | For | For | For |
| | 6 | Elect Marillyn A. Hewson | | Mgmt | For | For | For |
| | 7 | Elect Paula A. Johnson | | Mgmt | For | For | For |
| | 8 | Elect Hubert Joly | | Mgmt | For | For | For |
| | 9 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 10 | Elect Anne Mulcahy | | Mgmt | For | For | For |
| | 11 | Elect Mark A. Weinberger | | Mgmt | For | For | For |
| | 12 | Elect Nadja Y. West | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| Johnson Controls International Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | JCI | CINS G51502105 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Jean Blackwell | | Mgmt | For | For | For |
| | 2 | Elect Director Pierre Cohade | | Mgmt | For | For | For |
| | 3 | Elect Director Michael E. Daniels | | Mgmt | For | For | For |
| | 4 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 5 | Elect Director Gretchen R. Haggerty | | Mgmt | For | For | For |
| | 6 | Elect Director Ayesha Khanna | | Mgmt | For | For | For |
| | 7 | Elect Director Simone Menne | | Mgmt | For | For | For |
| | 8 | Elect Director George R. Oliver | | Mgmt | For | For | For |
| | 9 | Elect Director Jurgen Tinggren | | Mgmt | For | For | For |
| | 10 | Elect Director Mark Vergnano | | Mgmt | For | For | For |
| | 11 | Elect Director John D. Young | | Mgmt | For | For | For |
| | 12 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 13 | Authorize Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
| | 14 | Authorize Market Purchases of Company Shares | | Mgmt | For | For | For |
| | 15 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Approve the Directors' Authority to Allot Shares | | Mgmt | For | For | For |
| | 19 | Approve the Disapplication of Statutory Pre-Emption Rights | | Mgmt | For | For | For |
|
|
|
| Levi Strauss & Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LEVI | ISIN US52736R1023 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jill Beraud | | Mgmt | For | For | For |
| | 2 | Elect Spencer C. Fleischer | | Mgmt | For | For | For |
| | 3 | Elect Christopher J. McCormick | | Mgmt | For | For | For |
| | 4 | Elect Elliott Rodgers | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Court | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 01/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve Scheme of Arrangement | | Mgmt | For | For | For |
| | 2 | Amend Articles of Association | | Mgmt | For | For | For |
| | 3 | Approve Common Draft Terms of Merger | | Mgmt | For | For | For |
|
|
|
| Linde Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LIN | CINS G5494J103 | | 07/25/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 2 | Approve Remuneration Report | | Mgmt | For | For | For |
| | 3 | Determine Price Range for Reissuance of Treasury Shares | | Mgmt | For | For | For |
| | 4 | Adopt Simple Majority Vote | | ShrHoldr | Against | For | Against |
| | 5 | Elect Director Stephen F. Angel | | Mgmt | For | For | For |
| | 6 | Elect Director Sanjiv Lamba | | Mgmt | For | For | For |
| | 7 | Elect Director Ann-Kristin Achleitner | | Mgmt | For | For | For |
| | 8 | Elect Director Thomas Enders | | Mgmt | For | For | For |
| | 9 | Elect Director Edward G. Galante | | Mgmt | For | For | For |
| | 10 | Elect Director Joe Kaeser | | Mgmt | For | For | For |
| | 11 | Elect Director Victoria E. Ossadnik | | Mgmt | For | For | For |
| | 12 | Elect Director Martin H. Richenhagen | | Mgmt | For | For | For |
| | 13 | Elect Director Alberto Weisser | | Mgmt | For | For | For |
| | 14 | Elect Director Robert L. Wood | | Mgmt | For | For | For |
| | 15 | Ratify PricewaterhouseCoopers as Auditors | | Mgmt | For | For | For |
| | 16 | Authorise Board to Fix Remuneration of Auditors | | Mgmt | For | For | For |
|
|
|
| Lululemon Athletica inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LULU | CUSIP 550021109 | | 06/07/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Michael Casey | | Mgmt | For | For | For |
| | 2 | Elect Glenn Murphy | | Mgmt | For | For | For |
| | 3 | Elect David M. Mussafer | | Mgmt | For | For | For |
| | 4 | Elect Isabel Ge Mahe | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | N/A | 1 Year | N/A |
| | 8 | Approval of the 2023 Equity Incentive Plan | | Mgmt | For | For | For |
|
|
|
| Mastercard Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MA | CUSIP 57636Q104 | | 06/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Merit E. Janow | | Mgmt | For | For | For |
| | 2 | Elect Candido Botelho Bracher | | Mgmt | For | For | For |
| | 3 | Elect Richard K. Davis | | Mgmt | For | For | For |
| | 4 | Elect Julius Genachowski | | Mgmt | For | For | For |
| | 5 | Elect Choon Phong Goh | | Mgmt | For | For | For |
| | 6 | Elect Oki Matsumoto | | Mgmt | For | For | For |
| | 7 | Elect Michael Miebach | | Mgmt | For | For | For |
| | 8 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 9 | Elect Rima Qureshi | | Mgmt | For | For | For |
| | 10 | Elect Gabrielle Sulzberger | | Mgmt | For | For | For |
| | 11 | Elect Harit Talwar | | Mgmt | For | For | For |
| | 12 | Elect Lance Uggla | | 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 | Approval of the Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | | ShrHoldr | Against | Against | For |
|
|
|
| McKesson Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MCK | CINS 58155Q103 | | 07/22/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 4 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | ShrHoldr | Against | Against | For |
| | 6 | Adopt Policy on 10b5-1 Plans | | ShrHoldr | Against | Against | For |
| | 7 | Elect Director Richard H. Carmona | | Mgmt | For | For | For |
| | 8 | Elect Director Dominic J. Caruso | | Mgmt | For | For | For |
| | 9 | Elect Director W. Roy Dunbar | | Mgmt | For | For | For |
| | 10 | Elect Director James H. Hinton | | Mgmt | For | For | For |
| | 11 | Elect Director Donald R. Knauss | | Mgmt | For | For | For |
| | 12 | Elect Director Bradley E. Lerman | | Mgmt | For | For | For |
| | 13 | Elect Director Linda P. Mantia | | Mgmt | For | For | For |
| | 14 | Elect Director Maria Martinez | | Mgmt | For | For | For |
| | 15 | Elect Director Susan R. Salka | | Mgmt | For | For | For |
| | 16 | Elect Director Brian S. Tyler | | Mgmt | For | For | For |
| | 17 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | For | For |
|
|
|
| Medtronic Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MDT | CINS G5960L103 | | 12/08/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | Ireland | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Renew the Board's Authority to Issue Shares Under Irish Law | | Mgmt | For | For | For |
| | 4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Mgmt | For | For | For |
| | 5 | Authorize Overseas Market Purchases of Ordinary Shares | | Mgmt | For | For | For |
| | 6 | Elect Director Richard H. Anderson | | Mgmt | For | For | For |
| | 7 | Elect Director Craig Arnold | | Mgmt | For | For | For |
| | 8 | Elect Director Scott C. Donnelly | | Mgmt | For | For | For |
| | 9 | Elect Director Lidia L. Fonseca | | Mgmt | For | For | For |
| | 10 | Elect Director Andrea J. Goldsmith | | Mgmt | For | For | For |
| | 11 | Elect Director Randall J. Hogan, III | | Mgmt | For | For | For |
| | 12 | Elect Director Kevin E. Lofton | | Mgmt | For | For | For |
| | 13 | Elect Director Geoffrey S. Martha | | Mgmt | For | For | For |
| | 14 | Elect Director Elizabeth G. Nabel | | Mgmt | For | Against | Against |
| | 15 | Elect Director Denise M. O'Leary | | Mgmt | For | For | For |
| | 16 | Elect Director Kendall J. Powell | | Mgmt | For | For | For |
|
|
|
| Merck & Co., Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MRK | CUSIP 58933Y105 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 2 | Elect Mary Ellen Coe | | Mgmt | For | For | For |
| | 3 | Elect Pamela J. Craig | | Mgmt | For | For | For |
| | 4 | Elect Robert M. Davis | | Mgmt | For | For | For |
| | 5 | Elect Thomas H. Glocer | | Mgmt | For | For | For |
| | 6 | Elect Risa Lavizzo-Mourey | | Mgmt | For | For | For |
| | 7 | Elect Stephen L. Mayo | | Mgmt | For | For | For |
| | 8 | Elect Paul B. Rothman | | Mgmt | For | For | For |
| | 9 | Elect Patricia F. Russo | | Mgmt | For | For | For |
| | 10 | Elect Christine E. Seidman | | Mgmt | For | For | For |
| | 11 | Elect Inge G. Thulin | | Mgmt | For | For | For |
| | 12 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 13 | Elect Peter C. Wendell | | 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 Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| Meta Platforms, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | META | CUSIP 30303M102 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Peggy Alford | | Mgmt | For | For | For |
| | 1.2 | Elect Marc L. Andreessen | | Mgmt | For | For | For |
| | 1.3 | Elect Andrew W. Houston | | Mgmt | For | For | For |
| | 1.4 | Elect Nancy Killefer | | Mgmt | For | For | For |
| | 1.5 | Elect Robert M. Kimmitt | | Mgmt | For | For | For |
| | 1.6 | Elect Sheryl K. Sandberg | | Mgmt | For | For | For |
| | 1.7 | Elect Tracey T. Travis | | Mgmt | For | For | For |
| | 1.8 | Elect Tony Xu | | Mgmt | For | For | For |
| | 1.9 | Elect Mark Zuckerberg | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Shareholder Proposal Regarding Report on Government Takedown Requests | | ShrHoldr | Against | Against | For |
| | 4 | Shareholder Proposal Regarding Recapitalization | | ShrHoldr | Against | Against | For |
| | 5 | Shareholder Proposal Regarding Human Rights Impact Assessment | | ShrHoldr | Against | Against | For |
| | 6 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 7 | Shareholder Proposal Regarding Report on Content Management in India | | ShrHoldr | Against | For | Against |
| | 8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | | ShrHoldr | Against | Against | For |
| | 9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | | ShrHoldr | Against | For | Against |
| | 11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | | ShrHoldr | Against | Against | For |
| | 12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | | ShrHoldr | Against | Against | For |
| | 13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | | ShrHoldr | Against | Against | For |
|
|
|
| Microsoft Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | MSFT | CINS 594918104 | | 12/13/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director John W. Thompson | | Mgmt | For | For | For |
| | 2 | Elect Director Reid G. Hoffman | | Mgmt | For | For | For |
| | 3 | Elect Director Emma N. Walmsley | | Mgmt | For | For | For |
| | 4 | Elect Director Padmasree Warrior | | Mgmt | For | For | For |
| | 5 | Elect Director Hugh F. Johnston | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director Satya Nadella | | Mgmt | For | For | For |
| | 8 | Elect Director Sandra E. Peterson | | Mgmt | For | For | For |
| | 9 | Elect Director Penny S. Pritzker | | Mgmt | For | For | For |
| | 10 | Elect Director Carlos A. Rodriguez | | Mgmt | For | For | For |
| | 11 | Elect Director Charles W. Scharf | | Mgmt | For | For | For |
| | 12 | Elect Director John W. Stanton | | Mgmt | For | For | For |
| | 13 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 14 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | | ShrHoldr | Against | Against | For |
| | 16 | Report on Hiring of Persons with Arrest or Incarceration Records | | ShrHoldr | Against | Against | For |
| | 17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | | ShrHoldr | Against | Against | For |
| | 18 | Report on Government Use of Microsoft Technology | | ShrHoldr | Against | Against | For |
| | 19 | Report on Development of Products for Military | | ShrHoldr | Against | Against | For |
| | 20 | Report on Tax Transparency | | ShrHoldr | Against | Against | For |
|
|
|
| Netflix, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NFLX | CUSIP 64110L106 | | 06/01/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mathias Dopfner | | Mgmt | For | For | For |
| | 2 | Elect Reed Hastings | | Mgmt | For | For | For |
| | 3 | Elect Jay Hoag | | Mgmt | For | Against | Against |
| | 4 | Elect Ted Sarandos | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | | ShrHoldr | Against | Against | For |
| | 11 | Shareholder Proposal Regarding Policy on Freedom of Association | | ShrHoldr | Against | For | Against |
|
|
|
| NextEra Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NEE | CUSIP 65339F101 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Nicole S. Arnaboldi | | Mgmt | For | For | For |
| | 2 | Elect Sherry S. Barrat | | Mgmt | For | For | For |
| | 3 | Elect James L. Camaren | | Mgmt | For | For | For |
| | 4 | Elect Kenneth B. Dunn | | Mgmt | For | For | For |
| | 5 | Elect Naren K. Gursahaney | | Mgmt | For | For | For |
| | 6 | Elect Kirk S. Hachigian | | Mgmt | For | For | For |
| | 7 | Elect John W. Ketchum | | Mgmt | For | For | For |
| | 8 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 9 | Elect David L. Porges | | Mgmt | For | For | For |
| | 10 | Elect Dev Stahlkopf | | Mgmt | For | For | For |
| | 11 | Elect John Arthur Stall | | Mgmt | For | For | For |
| | 12 | Elect Darryl L. Wilson | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
| | 14 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 15 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | | ShrHoldr | Against | Against | For |
|
|
|
| NIKE, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NKE | CINS 654106103 | | 09/09/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 3 | Amend Qualified Employee Stock Purchase Plan | | Mgmt | For | For | For |
| | 4 | Adopt a Policy on China Sourcing | | ShrHoldr | Against | Against | For |
| | 5 | Elect Director Alan B. Graf, Jr. | | Mgmt | For | For | For |
| | 6 | Elect Director Peter B. Henry | | Mgmt | For | For | For |
| | 7 | Elect Director Michelle A. Peluso | | Mgmt | For | For | For |
|
|
|
| Northrop Grumman Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NOC | CUSIP 666807102 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kathy J. Warden | | Mgmt | For | For | For |
| | 2 | Elect David P. Abney | | Mgmt | For | For | For |
| | 3 | Elect Marianne C. Brown | | Mgmt | For | For | For |
| | 4 | Elect Ann M. Fudge | | Mgmt | For | For | For |
| | 5 | Elect Madeleine A. Kleiner | | Mgmt | For | For | For |
| | 6 | Elect Arvind Krishna | | Mgmt | For | For | For |
| | 7 | Elect Graham N. Robinson | | Mgmt | For | For | For |
| | 8 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 9 | Elect Gary Roughead | | Mgmt | For | For | For |
| | 10 | Elect Thomas M. Schoewe | | Mgmt | For | For | For |
| | 11 | Elect James S. Turley | | Mgmt | For | For | For |
| | 12 | Elect Mark A. Welsh III | | Mgmt | For | For | For |
| | 13 | Elect Mary A. Winston | | 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 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| NRG Energy, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NRG | CUSIP 629377508 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect E. Spencer Abraham | | Mgmt | For | For | For |
| | 2 | Elect Antonio Carrillo | | Mgmt | For | For | For |
| | 3 | Elect Matthew Carter, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Lawrence S. Coben | | Mgmt | For | For | For |
| | 5 | Elect Heather Cox | | Mgmt | For | For | For |
| | 6 | Elect Elisabeth B. Donohue | | Mgmt | For | For | For |
| | 7 | Elect Mauricio Gutierrez | | Mgmt | For | For | For |
| | 8 | Elect Paul W. Hobby | | Mgmt | For | For | For |
| | 9 | Elect Alexandra Pruner | | Mgmt | For | For | For |
| | 10 | Elect Anne C. Schaumburg | | Mgmt | For | For | For |
| | 11 | Amendment to the Employee Stock Purchase Plan | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| NVIDIA Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | NVDA | CUSIP 67066G104 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert K. Burgess | | Mgmt | For | For | For |
| | 2 | Elect Tench Coxe | | Mgmt | For | For | For |
| | 3 | Elect John O. Dabiri | | Mgmt | For | For | For |
| | 4 | Elect Persis S. Drell | | Mgmt | For | For | For |
| | 5 | Elect Jen-Hsun Huang | | Mgmt | For | For | For |
| | 6 | Elect Dawn Hudson | | Mgmt | For | For | For |
| | 7 | Elect Harvey C. Jones | | Mgmt | For | For | For |
| | 8 | Elect Michael G. McCaffery | | Mgmt | For | For | For |
| | 9 | Elect Stephen C. Neal | | Mgmt | For | For | For |
| | 10 | Elect Mark L. Perry | | Mgmt | For | For | For |
| | 11 | Elect A. Brooke Seawell | | Mgmt | For | For | For |
| | 12 | Elect Aarti Shah | | Mgmt | For | For | For |
| | 13 | Elect Mark A. Stevens | | 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 |
|
|
|
| Oracle Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORCL | CINS 68389X105 | | 11/16/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Awo Ablo | | Mgmt | For | For | For |
| | 2 | Elect Director Renee J. James | | Mgmt | For | Withhold | Against |
| | 3 | Elect Director Charles W. Moorman | | Mgmt | For | Withhold | Against |
| | 4 | Elect Director Leon E. Panetta | | Mgmt | For | Withhold | Against |
| | 5 | Elect Director William G. Parrett | | Mgmt | For | Withhold | Against |
| | 6 | Elect Director Naomi O. Seligman | | Mgmt | For | Withhold | Against |
| | 7 | Elect Director Vishal Sikka | | Mgmt | For | Withhold | Against |
| | 8 | Elect Director Jeffrey S. Berg | | Mgmt | For | Withhold | Against |
| | 9 | Elect Director Michael J. Boskin | | Mgmt | For | Withhold | Against |
| | 10 | Elect Director Safra A. Catz | | Mgmt | For | Withhold | Against |
| | 11 | Elect Director Bruce R. Chizen | | Mgmt | For | Withhold | Against |
| | 12 | Elect Director George H. Conrades | | Mgmt | For | Withhold | Against |
| | 13 | Elect Director Lawrence J. Ellison | | Mgmt | For | Withhold | Against |
| | 14 | Elect Director Rona A. Fairhead | | Mgmt | For | Withhold | Against |
| | 15 | Elect Director Jeffrey O. Henley | | Mgmt | For | Withhold | Against |
| | 16 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | Against | Against |
| | 17 | Ratify Ernst & Young LLP as Auditors | | Mgmt | For | For | For |
|
|
|
| O'Reilly Automotive, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ORLY | CUSIP 67103H107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David E. O'Reilly | | Mgmt | For | For | For |
| | 2 | Elect Larry P. O'Reilly | | Mgmt | For | For | For |
| | 3 | Elect Greg Henslee | | Mgmt | For | For | For |
| | 4 | Elect Jay D. Burchfield | | Mgmt | For | For | For |
| | 5 | Elect Thomas T. Hendrickson | | Mgmt | For | For | For |
| | 6 | Elect John R. Murphy | | Mgmt | For | For | For |
| | 7 | Elect Dana M. Perlman | | Mgmt | For | For | For |
| | 8 | Elect Maria A. Sastre | | Mgmt | For | For | For |
| | 9 | Elect Andrea M. Weiss | | Mgmt | For | For | For |
| | 10 | Elect Fred Whitfield | | 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 Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Otis Worldwide Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | OTIS | CUSIP 68902V107 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jeffrey H. Black | | Mgmt | For | For | For |
| | 2 | Elect Nelda J. Connors | | Mgmt | For | For | For |
| | 3 | Elect Kathy Hopinkah Hannan | | Mgmt | For | For | For |
| | 4 | Elect Shailesh G. Jejurikar | | Mgmt | For | For | For |
| | 5 | Elect Christopher J. Kearney | | Mgmt | For | For | For |
| | 6 | Elect Judith F. Marks | | Mgmt | For | For | For |
| | 7 | Elect Harold W. McGraw III | | Mgmt | For | For | For |
| | 8 | Elect Margaret M.V. Preston | | Mgmt | For | For | For |
| | 9 | Elect Shelley Stewart, Jr. | | Mgmt | For | For | For |
| | 10 | Elect John H. Walker | | 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 Independent Chair | | ShrHoldr | Against | Against | For |
|
|
|
| PENN Entertainment, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PENN | CUSIP 707569109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Vilma Black-Gupta | | Mgmt | For | For | For |
| | 1.2 | Elect Marla Kaplowitz | | Mgmt | For | For | For |
| | 1.3 | Elect Jane Scaccetti | | Mgmt | For | For | For |
| | 1.4 | Elect Jay A. Snowden | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 4 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 5 | Amendment to the 2022 Long-Term Incentive Plan | | Mgmt | For | For | For |
|
|
|
| PepsiCo, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PEP | CUSIP 713448108 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Segun Agbaje | | Mgmt | For | For | For |
| | 2 | Elect Jennifer Bailey | | Mgmt | For | For | For |
| | 3 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 4 | Elect Ian M. Cook | | Mgmt | For | For | For |
| | 5 | Elect Edith W. Cooper | | Mgmt | For | For | For |
| | 6 | Elect Susan M. Diamond | | Mgmt | For | For | For |
| | 7 | Elect Dina Dublon | | Mgmt | For | For | For |
| | 8 | Elect Michelle D. Gass | | Mgmt | For | For | For |
| | 9 | Elect Ramon L. Laguarta | | Mgmt | For | For | For |
| | 10 | Elect Dave Lewis | | Mgmt | For | For | For |
| | 11 | Elect David C. Page | | Mgmt | For | For | For |
| | 12 | Elect Robert C. Pohlad | | Mgmt | For | For | For |
| | 13 | Elect Daniel L. Vasella | | Mgmt | For | For | For |
| | 14 | Elect Darren Walker | | Mgmt | For | For | For |
| | 15 | Elect Alberto Weisser | | Mgmt | For | For | For |
| | 16 | Ratification of Auditor | | Mgmt | For | For | For |
| | 17 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 18 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Pfizer Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PFE | CUSIP 717081103 | | 04/27/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Ronald E. Blaylock | | Mgmt | For | For | For |
| | 2 | Elect Albert Bourla | | Mgmt | For | For | For |
| | 3 | Elect Susan Desmond-Hellmann | | Mgmt | For | For | For |
| | 4 | Elect Joseph J. Echevarria | | Mgmt | For | For | For |
| | 5 | Elect Scott Gottlieb | | Mgmt | For | For | For |
| | 6 | Elect Helen H. Hobbs | | Mgmt | For | For | For |
| | 7 | Elect Susan Hockfield | | Mgmt | For | For | For |
| | 8 | Elect Dan R. Littman | | Mgmt | For | For | For |
| | 9 | Elect Shantanu Narayen | | Mgmt | For | For | For |
| | 10 | Elect Suzanne Nora Johnson | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect James C. Smith | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Intellectual Property | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| PG&E Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PCG | CUSIP 69331C108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cheryl F. Campbell | | Mgmt | For | For | For |
| | 2 | Elect Kerry W. Cooper | | Mgmt | For | For | For |
| | 3 | Elect Arno L. Harris | | Mgmt | For | For | For |
| | 4 | Elect Carlos M. Hernandez | | Mgmt | For | For | For |
| | 5 | Elect Michael R. Niggli | | Mgmt | For | For | For |
| | 6 | Elect Benjamin F. Wilson | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Ratification of Auditor | | Mgmt | For | For | For |
|
|
|
| PPG Industries, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PPG | ISIN US6935061076 | | 04/20/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Stephen F. Angel | | Mgmt | For | For | For |
| | 2 | Elect Hugh Grant | | Mgmt | For | For | For |
| | 3 | Elect Melanie L. Healey | | Mgmt | For | For | For |
| | 4 | Elect Timothy Knavish | | Mgmt | For | For | For |
| | 5 | Elect Guillermo Novo | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Ratification of Auditor | | Mgmt | For | For | For |
| | 9 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| Prudential plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PRU | CINS G72899100 | | 05/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Elect Arijit Basu | | Mgmt | For | For | For |
| | 5 | Elect Claudia Sussmuth Dyckerhoff | | Mgmt | For | For | For |
| | 6 | Elect Anil Wadhwani | | Mgmt | For | For | For |
| | 7 | Elect Shriti Vadera | | Mgmt | For | For | For |
| | 8 | Elect Jeremy Anderson | | Mgmt | For | For | For |
| | 9 | Elect CHUA Sock Koong | | Mgmt | For | For | For |
| | 10 | Elect David Law | | Mgmt | For | For | For |
| | 11 | Elect Ming Lu | | Mgmt | For | For | For |
| | 12 | Elect George D. Sartorel | | Mgmt | For | For | For |
| | 13 | Elect Jeanette Wong | | Mgmt | For | For | For |
| | 14 | Elect Yok Tak Amy Yip | | Mgmt | For | For | For |
| | 15 | Appointment of Auditor | | Mgmt | For | For | For |
| | 16 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 17 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 18 | Sharesave Plan | | Mgmt | For | For | For |
| | 19 | Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 20 | International Savings-Related Share Option Scheme for Non-Employees | | Mgmt | For | For | For |
| | 21 | Service Provider Sublimit (ISSOSNE) | | Mgmt | For | For | For |
| | 22 | Agency Long-Term Incentive Plan | | Mgmt | For | For | For |
| | 23 | Service Provider Sublimit (Agency LTIP) | | Mgmt | For | For | For |
| | 24 | Authority to Issue Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | | Mgmt | For | For | For |
| | 26 | Authority to Issue Shares w/o Preemptive Rights | | Mgmt | For | For | For |
| | 27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | | Mgmt | For | For | For |
| | 28 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 29 | Adoption of New Articles | | Mgmt | For | For | For |
| | 30 | Authority to Set General Meeting Notice Period at 14 Days | | Mgmt | For | Against | Against |
|
|
|
| PulteGroup, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PHM | CUSIP 745867101 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Brian P. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Bryce Blair | | Mgmt | For | For | For |
| | 3 | Elect Thomas J. Folliard | | Mgmt | For | For | For |
| | 4 | Elect Cheryl W. Grise | | Mgmt | For | For | For |
| | 5 | Elect Andre J. Hawaux | | Mgmt | For | For | For |
| | 6 | Elect J. Phillip Holloman | | Mgmt | For | For | For |
| | 7 | Elect Ryan R. Marshall | | Mgmt | For | For | For |
| | 8 | Elect John R. Peshkin | | Mgmt | For | For | For |
| | 9 | Elect Scott F. Powers | | Mgmt | For | For | For |
| | 10 | Elect Lila Snyder | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | 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 |
|
|
|
| QUALCOMM Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QCOM | CUSIP 747525103 | | 03/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Sylvia Acevedo | | Mgmt | For | For | For |
| | 2 | Elect Director Cristiano R. Amon | | Mgmt | For | For | For |
| | 3 | Elect Director Mark Fields | | Mgmt | For | For | For |
| | 4 | Elect Director Jeffrey W. Henderson | | Mgmt | For | For | For |
| | 5 | Elect Director Gregory N. Johnson | | Mgmt | For | For | For |
| | 6 | Elect Director Ann M. Livermore | | Mgmt | For | For | For |
| | 7 | Elect Director Mark D. McLaughlin | | Mgmt | For | For | For |
| | 8 | Elect Director Jamie S. Miller | | Mgmt | For | For | For |
| | 9 | Elect Director Irene B. Rosenfeld | | Mgmt | For | For | For |
| | 10 | Elect Director Kornelis (Neil) Smit | | Mgmt | For | For | For |
| | 11 | Elect Director Jean-Pascal Tricoire | | Mgmt | For | For | For |
| | 12 | Elect Director Anthony J. Vinciquerra | | Mgmt | For | For | For |
| | 13 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Approve Omnibus Stock Plan | | Mgmt | For | For | For |
| | 15 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
|
|
|
| Quilter Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | QLT | CINS G3651J115 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Accounts and Reports | | Mgmt | For | For | For |
| | 2 | Remuneration Report | | Mgmt | For | For | For |
| | 3 | Final Dividend | | Mgmt | For | For | For |
| | 4 | Elect Neeta Atkar | | Mgmt | For | For | For |
| | 5 | Elect Tim Breedon | | Mgmt | For | For | For |
| | 6 | Elect Tazim Essani | | Mgmt | For | For | For |
| | 7 | Elect Moira A. Kilcoyne | | Mgmt | For | For | For |
| | 8 | Elect Steve Levin | | Mgmt | For | For | For |
| | 9 | Elect Ruth Markland | | Mgmt | For | For | For |
| | 10 | Elect Paul Matthews | | Mgmt | For | For | For |
| | 11 | Elect George M. Reid | | Mgmt | For | For | For |
| | 12 | Elect Christopher Samuel | | Mgmt | For | For | For |
| | 13 | Elect Mark O. Satchel | | Mgmt | For | For | For |
| | 14 | Appointment of Auditor | | Mgmt | For | For | For |
| | 15 | Authority to Set Auditor's Fees | | Mgmt | For | For | For |
| | 16 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 17 | Authority to Repurchase Shares | | Mgmt | For | For | For |
| | 18 | Authority to Repurchase Shares Off-Market | | Mgmt | For | For | For |
| | 19 | Adoption of New Article (Odd-lot Offer) | | Mgmt | For | For | For |
| | 20 | Approval of Odd-lot Offer | | Mgmt | For | For | For |
| | 21 | Authority to Repurchase Shares (Odd-lot Offer) | | Mgmt | For | For | For |
|
|
|
| Raytheon Technologies Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | RTX | CUSIP 75513E101 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Tracy A. Atkinson | | Mgmt | For | For | For |
| | 2 | Elect Leanne G. Caret | | Mgmt | For | For | For |
| | 3 | Elect Bernard A. Harris, Jr. | | Mgmt | For | For | For |
| | 4 | Elect Gregory J. Hayes | | Mgmt | For | For | For |
| | 5 | Elect George R. Oliver | | Mgmt | For | For | For |
| | 6 | Elect Robert K. Ortberg | | Mgmt | For | For | For |
| | 7 | Elect Dinesh C. Paliwal | | Mgmt | For | For | For |
| | 8 | Elect Ellen M. Pawlikowski | | Mgmt | For | For | For |
| | 9 | Elect Denise L. Ramos | | Mgmt | For | For | For |
| | 10 | Elect Fredric G. Reynolds | | Mgmt | For | For | For |
| | 11 | Elect Brian C. Rogers | | Mgmt | For | For | For |
| | 12 | Elect James A. Winnefeld, Jr. | | Mgmt | For | For | For |
| | 13 | Elect Robert O. Work | | 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 | Elimination of Supermajority Requirement | | Mgmt | For | For | For |
| | 18 | Amendment to Articles to Limit Liability of Certain Officers | | Mgmt | For | For | For |
| | 19 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | | ShrHoldr | Against | Against | For |
|
|
|
| Regeneron Pharmaceuticals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | REGN | CUSIP 75886F107 | | 06/09/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Joseph L. Goldstein | | Mgmt | For | For | For |
| | 2 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 3 | Elect Craig B. Thompson | | Mgmt | For | For | For |
| | 4 | Elect Huda Y. Zoghbi | | Mgmt | For | For | For |
| | 5 | Ratification of Auditor | | Mgmt | For | For | For |
| | 6 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 7 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | | ShrHoldr | Against | Against | For |
|
|
|
| S&P Global Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SPGI | CUSIP 78409V104 | | 05/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marco Alvera | | Mgmt | For | For | For |
| | 2 | Elect Jacques Esculier | | Mgmt | For | For | For |
| | 3 | Elect Gay Huey Evans | | Mgmt | For | For | For |
| | 4 | Elect William D. Green | | Mgmt | For | For | For |
| | 5 | Elect Stephanie C. Hill | | Mgmt | For | For | For |
| | 6 | Elect Rebecca Jacoby | | Mgmt | For | For | For |
| | 7 | Elect Robert P. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Ian P. Livingston | | Mgmt | For | For | For |
| | 9 | Elect Deborah D. McWhinney | | Mgmt | For | For | For |
| | 10 | Elect Maria R. Morris | | Mgmt | For | For | For |
| | 11 | Elect Douglas L. Peterson | | Mgmt | For | For | For |
| | 12 | Elect Richard E. Thornburgh | | Mgmt | For | For | For |
| | 13 | Elect Gregory Washington | | 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 |
|
|
|
| Salesforce, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CRM | CUSIP 79466L302 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc R. Benioff | | Mgmt | For | For | For |
| | 2 | Elect Laura Alber | | Mgmt | For | For | For |
| | 3 | Elect Craig A. Conway | | Mgmt | For | For | For |
| | 4 | Elect Arnold W. Donald | | Mgmt | For | For | For |
| | 5 | Elect Parker Harris | | Mgmt | For | For | For |
| | 6 | Elect Neelie Kroes | | Mgmt | For | For | For |
| | 7 | Elect Sachin Mehra | | Mgmt | For | For | For |
| | 8 | Elect G. Mason Morfit | | Mgmt | For | For | For |
| | 9 | Elect Oscar Munoz | | Mgmt | For | Against | Against |
| | 10 | Elect John V. Roos | | Mgmt | For | For | For |
| | 11 | Elect Robin L. Washington | | Mgmt | For | For | For |
| | 12 | Elect Maynard G. Webb | | Mgmt | For | For | For |
| | 13 | Elect Susan D. Wojcicki | | Mgmt | For | For | For |
| | 14 | Amendment to the 2013 Equity Incentive Plan | | Mgmt | For | Against | Against |
| | 15 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 17 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | | ShrHoldr | Against | Against | For |
|
|
|
| Shell Plc | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHEL | CINS G80827101 | | 05/23/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United Kingdom | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
| | 2 | Accounts and Reports | | Mgmt | For | For | For |
| | 3 | Remuneration Policy | | Mgmt | For | For | For |
| | 4 | Remuneration Report | | Mgmt | For | For | For |
| | 5 | Elect Wael Sawan | | Mgmt | For | For | For |
| | 6 | Elect Cyrus Taraporevala | | Mgmt | For | For | For |
| | 7 | Elect Sir Charles Roxburgh | | Mgmt | For | For | For |
| | 8 | Elect Leena Srivastava | | Mgmt | For | For | For |
| | 9 | Elect Sinead Gorman | | Mgmt | For | For | For |
| | 10 | Elect Dick Boer | | Mgmt | For | For | For |
| | 11 | Elect Neil A.P. Carson | | Mgmt | For | For | For |
| | 12 | Elect Ann F. Godbehere | | Mgmt | For | For | For |
| | 13 | Elect Jane Holl Lute | | Mgmt | For | For | For |
| | 14 | Elect Catherine J. Hughes | | Mgmt | For | For | For |
| | 15 | Elect Sir Andrew Mackenzie | | Mgmt | For | For | For |
| | 16 | Elect Abraham Schot | | Mgmt | For | For | For |
| | 17 | Appointment of Auditor | | Mgmt | For | For | For |
| | 18 | Authority to Set Auditor's Fees | | 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 Repurchase Shares (Off-Market) | | Mgmt | For | For | For |
| | 23 | Authorisation of Political Donations | | Mgmt | For | For | For |
| | 24 | Adoption of New Articles | | Mgmt | For | For | For |
| | 25 | Performance Share Plan | | Mgmt | For | For | For |
| | 26 | Approval of Energy Transition Progress | | Mgmt | For | For | For |
| | 27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | | ShrHoldr | Against | Against | For |
| | 28 | Non-Voting Meeting Note | | N/A | N/A | N/A | N/A |
|
|
|
| Southwest Airlines Co. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | LUV | CUSIP 844741108 | | 05/17/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David W. Biegler | | Mgmt | For | For | For |
| | 2 | Elect J. Veronica Biggins | | Mgmt | For | Against | Against |
| | 3 | Elect Douglas H. Brooks | | Mgmt | For | For | For |
| | 4 | Elect Eduardo F. Conrado | | Mgmt | For | For | For |
| | 5 | Elect William H. Cunningham | | Mgmt | For | For | For |
| | 6 | Elect Thomas W. Gilligan | | Mgmt | For | For | For |
| | 7 | Elect David P. Hess | | Mgmt | For | For | For |
| | 8 | Elect Robert E. Jordan | | Mgmt | For | For | For |
| | 9 | Elect Gary C. Kelly | | Mgmt | For | For | For |
| | 10 | Elect Elaine Mendoza | | Mgmt | For | For | For |
| | 11 | Elect John T. Montford | | Mgmt | For | For | For |
| | 12 | Elect Christopher P. Reynolds | | Mgmt | For | For | For |
| | 13 | Elect Ron Ricks | | Mgmt | For | For | For |
| | 14 | Elect Jill Ann Soltau | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | Against | For |
|
|
|
| Target Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TGT | CUSIP 87612E106 | | 06/14/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David P. Abney | | Mgmt | For | For | For |
| | 2 | Elect Douglas M. Baker, Jr. | | Mgmt | For | For | For |
| | 3 | Elect George S. Barrett | | Mgmt | For | For | For |
| | 4 | Elect Gail K. Boudreaux | | Mgmt | For | For | For |
| | 5 | Elect Brian C. Cornell | | Mgmt | For | For | For |
| | 6 | Elect Robert L. Edwards | | Mgmt | For | For | For |
| | 7 | Elect Donald R. Knauss | | Mgmt | For | For | For |
| | 8 | Elect Christine A. Leahy | | Mgmt | For | For | For |
| | 9 | Elect Monica C. Lozano | | Mgmt | For | For | For |
| | 10 | Elect Grace Puma | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | Mgmt | For | For | For |
| | 12 | Elect Dmitri L. Stockton | | Mgmt | For | For | For |
| | 13 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
|
|
|
| TerrAscend Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TER | CUSIP 88105E108 | | 06/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Craig Collard | | Mgmt | For | Withhold | Against |
| | 2 | Elect Kara DioGuardi | | Mgmt | For | Withhold | Against |
| | 3 | Elect Ira Duarte | | Mgmt | For | Withhold | Against |
| | 4 | Elect Edward Schutter | | Mgmt | For | Withhold | Against |
| | 5 | Elect Jason Wild | | Mgmt | For | Withhold | Against |
| | 6 | Appointment of Auditor | | Mgmt | For | For | For |
| | 7 | Amendment to the Stock Option Plan | | Mgmt | For | For | For |
| | 8 | Amendment to the Share Unit Plan | | Mgmt | For | For | For |
| | 9 | Private Placement | | Mgmt | For | For | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CUSIP 88160R101 | | 05/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Elon Musk | | Mgmt | For | For | For |
| | 2 | Elect Robyn M. Denholm | | Mgmt | For | For | For |
| | 3 | Elect J.B. Straubel | | Mgmt | For | For | For |
| | 4 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 5 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 3 Years | 1 Year | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Shareholder Proposal Regarding Key Person Risk Report | | ShrHoldr | Against | Against | For |
|
|
|
| Tesla, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TSLA | CINS 88160R101 | | 08/04/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Ira Ehrenpreis | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kathleen Wilson-Thompson | | Mgmt | For | Against | Against |
| | 3 | Reduce Director Terms from Three to Two Years | | Mgmt | For | For | For |
| | 4 | Eliminate Supermajority Voting Provisions | | Mgmt | For | For | For |
| | 5 | Increase Authorized Common Stock | | Mgmt | For | For | For |
| | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | | Mgmt | For | For | For |
| | 7 | Adopt Proxy Access Right | | ShrHoldr | Against | For | Against |
| | 8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | | ShrHoldr | Against | For | Against |
| | 9 | Report on Racial and Gender Board Diversity | | ShrHoldr | Against | Against | For |
| | 10 | Report on the Impacts of Using Mandatory Arbitration | | ShrHoldr | Against | For | Against |
| | 11 | Report on Corporate Climate Lobbying in line with Paris Agreement | | ShrHoldr | Against | For | Against |
| | 12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | | ShrHoldr | Against | For | Against |
| | 13 | Report on Eradicating Child Labor in Battery Supply Chain | | ShrHoldr | Against | Against | For |
| | 14 | Report on Water Risk Exposure | | ShrHoldr | Against | For | Against |
|
|
|
| The Boeing Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | BA | ISIN US0970231058 | | 04/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Robert A. Bradway | | Mgmt | For | For | For |
| | 2 | Elect David L. Calhoun | | Mgmt | For | For | For |
| | 3 | Elect Lynne M. Doughtie | | Mgmt | For | For | For |
| | 4 | Elect David L. Gitlin | | Mgmt | For | For | For |
| | 5 | Elect Lynn J. Good | | Mgmt | For | For | For |
| | 6 | Elect Stayce D. Harris | | Mgmt | For | For | For |
| | 7 | Elect Akhil Johri | | Mgmt | For | For | For |
| | 8 | Elect David L. Joyce | | Mgmt | For | For | For |
| | 9 | Elect Lawrence W. Kellner | | Mgmt | For | For | For |
| | 10 | Elect Steven M. Mollenkopf | | Mgmt | For | For | For |
| | 11 | Elect John M. Richardson | | Mgmt | For | For | For |
| | 12 | Elect Sabrina Soussan | | Mgmt | For | For | For |
| | 13 | Elect Ronald A. Williams | | 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 | Approval of the 2023 Incentive Stock Plan | | Mgmt | For | For | For |
| | 17 | Ratification of Auditor | | Mgmt | For | For | For |
| | 18 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Abstain | N/A |
|
|
|
| The Charles Schwab Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SCHW | CUSIP 808513105 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marianne C. Brown | | Mgmt | For | Against | Against |
| | 2 | Elect Frank C. Herringer | | Mgmt | For | Against | Against |
| | 3 | Elect Gerri Martin-Flickinger | | Mgmt | For | Against | Against |
| | 4 | Elect Todd M. Ricketts | | Mgmt | For | Against | Against |
| | 5 | Elect Carolyn Schwab-Pomerantz | | Mgmt | For | Against | Against |
| | 6 | Ratification of Auditor | | Mgmt | For | For | For |
| | 7 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 8 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
| | 10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | | ShrHoldr | Against | Against | For |
|
|
|
| The Cigna Group | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | CI | CUSIP 125523100 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect David M. Cordani | | Mgmt | For | For | For |
| | 2 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 3 | Elect Eric J. Foss | | Mgmt | For | For | For |
| | 4 | Elect Elder Granger | | Mgmt | For | For | For |
| | 5 | Elect Neesha Hathi | | Mgmt | For | For | For |
| | 6 | Elect George Kurian | | Mgmt | For | For | For |
| | 7 | Elect Kathleen M. Mazzarella | | Mgmt | For | For | For |
| | 8 | Elect Mark B. McClellan | | Mgmt | For | For | For |
| | 9 | Elect Kimberly A. Ross | | Mgmt | For | For | For |
| | 10 | Elect Eric C. Wiseman | | Mgmt | For | For | For |
| | 11 | Elect Donna F. Zarcone | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to Allow Exculpation of Officers | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Right to Call Special Meetings | | ShrHoldr | Against | For | Against |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| The Coca-Cola Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | KO | ISIN US1912161007 | | 04/25/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Herbert A. Allen, III | | Mgmt | For | For | For |
| | 2 | Elect Marc Bolland | | Mgmt | For | For | For |
| | 3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | | Mgmt | For | For | For |
| | 4 | Elect Christopher C. Davis | | Mgmt | For | For | For |
| | 5 | Elect Barry Diller | | Mgmt | For | Against | Against |
| | 6 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 7 | Elect Helene D. Gayle | | Mgmt | For | For | For |
| | 8 | Elect Alexis M. Herman | | Mgmt | For | For | For |
| | 9 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 10 | Elect Amity Millhiser | | Mgmt | For | For | For |
| | 11 | Elect James Quincey | | Mgmt | For | For | For |
| | 12 | Elect Caroline J. Tsay | | Mgmt | For | For | For |
| | 13 | Elect David B. Weinberg | | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | | ShrHoldr | Against | Against | For |
|
|
|
| The Goldman Sachs Group, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | GS | CUSIP 38141G104 | | 04/26/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect M. Michele Burns | | Mgmt | For | For | For |
| | 2 | Elect Mark Flaherty | | Mgmt | For | For | For |
| | 3 | Elect Kimberley Harris | | Mgmt | For | For | For |
| | 4 | Elect Kevin R. Johnson | | Mgmt | For | For | For |
| | 5 | Elect Ellen J. Kullman | | Mgmt | For | For | For |
| | 6 | Elect Lakshmi N. Mittal | | Mgmt | For | Against | Against |
| | 7 | Elect Adebayo O. Ogunlesi | | Mgmt | For | For | For |
| | 8 | Elect Peter Oppenheimer | | Mgmt | For | For | For |
| | 9 | Elect David M. Solomon | | Mgmt | For | For | For |
| | 10 | Elect Jan E. Tighe | | Mgmt | For | For | For |
| | 11 | Elect Jessica Uhl | | Mgmt | For | For | For |
| | 12 | Elect David A. Viniar | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Lobbying Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding a Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | | ShrHoldr | Against | Against | For |
| | 23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | | ShrHoldr | Against | Against | For |
|
|
|
| The Home Depot, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | HD | CUSIP 437076102 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gerard J. Arpey | | Mgmt | For | For | For |
| | 2 | Elect Ari Bousbib | | Mgmt | For | For | For |
| | 3 | Elect Jeffery H. Boyd | | Mgmt | For | For | For |
| | 4 | Elect Gregory D. Brenneman | | Mgmt | For | For | For |
| | 5 | Elect J. Frank Brown | | Mgmt | For | For | For |
| | 6 | Elect Albert P. Carey | | Mgmt | For | For | For |
| | 7 | Elect Edward P. Decker | | Mgmt | For | For | For |
| | 8 | Elect Linda R. Gooden | | Mgmt | For | For | For |
| | 9 | Elect Wayne M. Hewett | | Mgmt | For | For | For |
| | 10 | Elect Manuel Kadre | | Mgmt | For | For | For |
| | 11 | Elect Stephanie C. Linnartz | | Mgmt | For | For | For |
| | 12 | Elect Paula Santilli | | Mgmt | For | For | For |
| | 13 | Elect Caryn Seidman-Becker | | 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 Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | For | Against |
| | 18 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | For | Against |
| | 19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Public Positions on Political Speech | | ShrHoldr | Against | Against | For |
|
|
|
| The Procter & Gamble Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | PG | CINS 742718109 | | 10/11/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Ratify Deloitte & Touche LLP as Auditors | | Mgmt | For | For | For |
| | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 3 | Elect Director B. Marc Allen | | Mgmt | For | For | For |
| | 4 | Elect Director Angela F. Braly | | Mgmt | For | For | For |
| | 5 | Elect Director Amy L. Chang | | Mgmt | For | For | For |
| | 6 | Elect Director Joseph Jimenez | | Mgmt | For | For | For |
| | 7 | Elect Director Christopher Kempczinski | | Mgmt | For | For | For |
| | 8 | Elect Director Debra L. Lee | | Mgmt | For | For | For |
| | 9 | Elect Director Terry J. Lundgren | | Mgmt | For | For | For |
| | 10 | Elect Director Christine M. McCarthy | | Mgmt | For | For | For |
| | 11 | Elect Director Jon R. Moeller | | Mgmt | For | For | For |
| | 12 | Elect Director Rajesh Subramaniam | | Mgmt | For | For | For |
| | 13 | Elect Director Patricia A. Woertz | | Mgmt | For | For | For |
|
|
|
| The Sherwin-Williams Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | SHW | ISIN US8243481061 | | 04/19/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Kerrii B. Anderson | | Mgmt | For | For | For |
| | 2 | Elect Arthur F. Anton | | Mgmt | For | For | For |
| | 3 | Elect Jeff M. Fettig | | Mgmt | For | For | For |
| | 4 | Elect John G. Morikis | | Mgmt | For | For | For |
| | 5 | Elect Christine A. Poon | | Mgmt | For | For | For |
| | 6 | Elect Aaron M. Powell | | Mgmt | For | For | For |
| | 7 | Elect Marta R. Stewart | | Mgmt | For | For | For |
| | 8 | Elect Michael H. Thaman | | Mgmt | For | For | For |
| | 9 | Elect Matthew Thornton III | | 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 |
|
|
|
| The TJX Companies, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TJX | CUSIP 872540109 | | 06/06/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Alan M. Bennett | | Mgmt | For | For | For |
| | 3 | Elect Rosemary T. Berkery | | Mgmt | For | For | For |
| | 4 | Elect David T. Ching | | Mgmt | For | For | For |
| | 5 | Elect C. Kim Goodwin | | Mgmt | For | For | For |
| | 6 | Elect Ernie Herrman | | Mgmt | For | For | For |
| | 7 | Elect Amy B. Lane | | Mgmt | For | For | For |
| | 8 | Elect Carol Meyrowitz | | Mgmt | For | For | For |
| | 9 | Elect Jackwyn L. Nemerov | | 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 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| The Walt Disney Company | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | DIS | ISIN US2546871060 | | 04/03/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Mary T. Barra | | Mgmt | For | For | For |
| | 2 | Elect Safra A. Catz | | Mgmt | For | For | For |
| | 3 | Elect Amy L. Chang | | Mgmt | For | For | For |
| | 4 | Elect Francis A. deSouza | | Mgmt | For | For | For |
| | 5 | Elect Carolyn N. Everson | | Mgmt | For | For | For |
| | 6 | Elect Michael B.G. Froman | | Mgmt | For | For | For |
| | 7 | Elect Robert A. Iger | | Mgmt | For | For | For |
| | 8 | Elect Maria Elena Lagomasino | | Mgmt | For | For | For |
| | 9 | Elect Calvin R. McDonald | | Mgmt | For | For | For |
| | 10 | Elect Mark G. Parker | | Mgmt | For | For | For |
| | 11 | Elect Derica W. Rice | | 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 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
|
|
|
| Thermo Fisher Scientific Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMO | CUSIP 883556102 | | 05/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Marc N. Casper | | Mgmt | For | For | For |
| | 2 | Elect Nelson J. Chai | | Mgmt | For | For | For |
| | 3 | Elect Ruby R. Chandy | | Mgmt | For | For | For |
| | 4 | Elect C. Martin Harris | | Mgmt | For | For | For |
| | 5 | Elect Tyler Jacks | | Mgmt | For | For | For |
| | 6 | Elect R. Alexandra Keith | | Mgmt | For | For | For |
| | 7 | Elect James C. Mullen | | Mgmt | For | For | For |
| | 8 | Elect Lars R. Sorensen | | Mgmt | For | For | For |
| | 9 | Elect Debora L. Spar | | Mgmt | For | For | For |
| | 10 | Elect Scott M. Sperling | | Mgmt | For | For | For |
| | 11 | Elect Dion J. Weisler | | 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 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Amendment to the 2013 Stock Incentive Plan | | Mgmt | For | For | For |
| | 16 | Approval of the 2023 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| T-Mobile US, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | TMUS | CUSIP 872590104 | | 06/16/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Andre Almeida | | Mgmt | For | Withhold | Against |
| | 1.2 | Elect Marcelo Claure | | Mgmt | For | Withhold | Against |
| | 1.3 | Elect Srikant M. Datar | | Mgmt | For | Withhold | Against |
| | 1.4 | Elect Srinivasan Gopalan | | Mgmt | For | Withhold | Against |
| | 1.5 | Elect Timotheus Hottges | | Mgmt | For | Withhold | Against |
| | 1.6 | Elect Christian P. Illek | | Mgmt | For | Withhold | Against |
| | 1.7 | Elect Raphael Kubler | | Mgmt | For | Withhold | Against |
| | 1.8 | Elect Thorsten Langheim | | Mgmt | For | Withhold | Against |
| | 1.9 | Elect Dominique Leroy | | Mgmt | For | Withhold | Against |
| | 1.10 | Elect Letitia A. Long | | Mgmt | For | Withhold | Against |
| | 1.11 | Elect G. Michael Sievert | | Mgmt | For | Withhold | Against |
| | 1.12 | Elect Teresa A. Taylor | | Mgmt | For | Withhold | Against |
| | 1.13 | Elect Kelvin R. Westbrook | | Mgmt | For | Withhold | Against |
| | 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 | 3 Years | 1 Year | Against |
| | 5 | Approval of the 2023 Incentive Award Plan | | Mgmt | For | For | For |
| | 6 | Amendment to the 2014 Employee Stock Purchase Plan | | Mgmt | For | For | For |
|
|
|
| Union Pacific Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNP | CUSIP 907818108 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect William J. DeLaney | | Mgmt | For | For | For |
| | 2 | Elect David B. Dillon | | Mgmt | For | For | For |
| | 3 | Elect Sheri H. Edison | | Mgmt | For | For | For |
| | 4 | Elect Teresa M. Finley | | Mgmt | For | For | For |
| | 5 | Elect Lance M. Fritz | | Mgmt | For | For | For |
| | 6 | Elect Deborah C. Hopkins | | Mgmt | For | For | For |
| | 7 | Elect Jane H. Lute | | Mgmt | For | For | For |
| | 8 | Elect Michael R. McCarthy | | Mgmt | For | For | For |
| | 9 | Elect Jose H. Villarreal | | Mgmt | For | For | For |
| | 10 | Elect Christopher J. Williams | | Mgmt | For | For | For |
| | 11 | Ratification of Auditor | | 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 | Shareholder Proposal Regarding Independent Chair | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Paid Sick Leave | | ShrHoldr | Against | Against | For |
|
|
|
| United Rentals, Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | URI | CUSIP 911363109 | | 05/04/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Jose B. Alvarez | | Mgmt | For | For | For |
| | 2 | Elect Marc A. Bruno | | Mgmt | For | For | For |
| | 3 | Elect Larry D. De Shon | | Mgmt | For | For | For |
| | 4 | Elect Matthew J. Flannery | | Mgmt | For | For | For |
| | 5 | Elect Bobby J. Griffin | | Mgmt | For | For | For |
| | 6 | Elect Kim Harris Jones | | Mgmt | For | For | For |
| | 7 | Elect Terri L. Kelly | | Mgmt | For | For | For |
| | 8 | Elect Michael J. Kneeland | | Mgmt | For | For | For |
| | 9 | Elect Francisco J. Lopez-Balboa | | Mgmt | For | For | For |
| | 10 | Elect Gracia C. Martore | | Mgmt | For | For | For |
| | 11 | Elect Shiv Singh | | 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 | Reduce Ownership Threshold to Initiate Written Consent | | Mgmt | For | For | For |
| | 16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | | ShrHoldr | Against | Against | For |
|
|
|
| UnitedHealth Group Incorporated | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | UNH | CUSIP 91324P102 | | 06/05/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 2 | Elect Paul R. Garcia | | Mgmt | For | For | For |
| | 3 | Elect Kristen Gil | | Mgmt | For | For | For |
| | 4 | Elect Stephen J. Hemsley | | Mgmt | For | For | For |
| | 5 | Elect Michele J. Hooper | | Mgmt | For | For | For |
| | 6 | Elect F. William McNabb, III | | Mgmt | For | For | For |
| | 7 | Elect Valerie C. Montgomery Rice | | Mgmt | For | For | For |
| | 8 | Elect John H. Noseworthy | | Mgmt | For | For | For |
| | 9 | Elect Andrew Witty | | 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 Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | | ShrHoldr | Against | Against | For |
| | 15 | Shareholder Proposal Regarding Severance Approval Policy | | ShrHoldr | Against | For | Against |
|
|
|
| Unity Software Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | U | CINS 91332U101 | | 10/07/2022 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Special | USA | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Issue Shares in Connection with Merger | | Mgmt | For | For | For |
| | 2 | Adjourn Meeting | | Mgmt | For | For | For |
|
|
|
| Visa Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | V | CUSIP 92826C839 | | 01/24/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Director Lloyd A. Carney | | Mgmt | For | Against | Against |
| | 2 | Elect Director Kermit R. Crawford | | Mgmt | For | For | For |
| | 3 | Elect Director Francisco Javier Fernandez-Carbajal | | Mgmt | For | For | For |
| | 4 | Elect Director Alfred F. Kelly, Jr. | | Mgmt | For | For | For |
| | 5 | Elect Director Ramon Laguarta | | Mgmt | For | For | For |
| | 6 | Elect Director Teri L. List | | Mgmt | For | For | For |
| | 7 | Elect Director John F. Lundgren | | Mgmt | For | For | For |
| | 8 | Elect Director Denise M. Morrison | | Mgmt | For | For | For |
| | 9 | Elect Director Linda J. Rendle | | Mgmt | For | For | For |
| | 10 | Elect Director Maynard G. Webb, Jr. | | Mgmt | For | For | For |
| | 11 | Advisory Vote to Ratify Named Executive Officers' Compensation | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Say on Pay Frequency | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Ratify KPMG LLP as Auditors | | Mgmt | For | For | For |
| | 14 | Require Independent Board Chair | | ShrHoldr | Against | Against | For |
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| Vistra Corp. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VST | CUSIP 92840M102 | | 05/02/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Scott B. Helm | | Mgmt | For | For | For |
| | 2 | Elect Hilary E. Ackermann | | Mgmt | For | For | For |
| | 3 | Elect Arcilia C. Acosta | | Mgmt | For | For | For |
| | 4 | Elect Gavin R. Baiera | | Mgmt | For | For | For |
| | 5 | Elect Paul M. Barbas | | Mgmt | For | For | For |
| | 6 | Elect James A. Burke | | Mgmt | For | For | For |
| | 7 | Elect Lisa Crutchfield | | Mgmt | For | For | For |
| | 8 | Elect Brian K. Ferraioli | | Mgmt | For | For | For |
| | 9 | Elect Jeff D. Hunter | | Mgmt | For | For | For |
| | 10 | Elect Julie Lagacy | | Mgmt | For | For | For |
| | 11 | Elect John R. Sult | | Mgmt | For | For | For |
| | 12 | Advisory Vote on Executive Compensation | | Mgmt | For | Against | Against |
| | 13 | Ratification of Auditor | | Mgmt | For | For | For |
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| Vontier Corporation | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNT | CUSIP 928881101 | | 05/22/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Gloria R. Boyland | | Mgmt | For | For | For |
| | 2 | Elect Christopher J. Klein | | Mgmt | For | For | For |
| | 3 | Elect Maryrose T. Sylvester | | Mgmt | For | For | For |
| | 4 | Ratification of Auditor | | Mgmt | For | For | For |
| | 5 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
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| Vornado Realty Trust | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | VNO | CUSIP 929042109 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Steven Roth | | Mgmt | For | For | For |
| | 1.2 | Elect Candace K. Beinecke | | Mgmt | For | For | For |
| | 1.3 | Elect Michael D. Fascitelli | | Mgmt | For | For | For |
| | 1.4 | Elect Beatrice Bassey | | Mgmt | For | For | For |
| | 1.5 | Elect William W. Helman IV | | Mgmt | For | For | For |
| | 1.6 | Elect David Mandelbaum | | Mgmt | For | For | For |
| | 1.7 | Elect Raymond J. McGuire | | Mgmt | For | For | For |
| | 1.8 | Elect Mandakini Puri | | Mgmt | For | For | For |
| | 1.9 | Elect Daniel R. Tisch | | Mgmt | For | For | For |
| | 1.10 | Elect Russell B. Wight, Jr. | | 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 | Approval of the 2023 Omnibus Share Plan | | Mgmt | For | For | For |
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| Walmart Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WMT | CUSIP 931142103 | | 05/31/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Cesar Conde | | Mgmt | For | For | For |
| | 2 | Elect Timothy P. Flynn | | Mgmt | For | For | For |
| | 3 | Elect Sarah J. Friar | | Mgmt | For | For | For |
| | 4 | Elect Carla A. Harris | | Mgmt | For | For | For |
| | 5 | Elect Thomas W. Horton | | Mgmt | For | For | For |
| | 6 | Elect Marissa A. Mayer | | Mgmt | For | For | For |
| | 7 | Elect C. Douglas McMillon | | Mgmt | For | For | For |
| | 8 | Elect Gregory B. Penner | | Mgmt | For | For | For |
| | 9 | Elect Randall L. Stephenson | | Mgmt | For | For | For |
| | 10 | Elect S. Robson Walton | | Mgmt | For | For | For |
| | 11 | Elect Steuart L. Walton | | Mgmt | For | For | For |
| | 12 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
| | 13 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 14 | Ratification of Auditor | | Mgmt | For | For | For |
| | 15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | | ShrHoldr | Against | Against | For |
| | 16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | | ShrHoldr | Against | Against | For |
| | 17 | Shareholder Proposal Regarding Racial Equity Audit | | ShrHoldr | Against | Against | For |
| | 18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | | ShrHoldr | Against | Against | For |
| | 19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | | ShrHoldr | Against | Against | For |
| | 20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | | ShrHoldr | Against | Against | For |
| | 21 | Shareholder Proposal Regarding Report on Corporate Operations with China | | ShrHoldr | Against | Against | For |
| | 22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | | ShrHoldr | Against | Against | For |
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| Warby Parker Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | WRBY | CUSIP 93403J106 | | 06/08/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1.1 | Elect Dave Gilboa | | Mgmt | For | For | For |
| | 1.2 | Elect Youngme E. Moon | | Mgmt | For | For | For |
| | 1.3 | Elect Ronald A. Williams | | Mgmt | For | For | For |
| | 2 | Ratification of Auditor | | Mgmt | For | For | For |
| | 3 | Frequency of Advisory Vote on Executive Compensation | | Mgmt | 1 Year | 1 Year | For |
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| Zoetis Inc. | | | | |
| | Ticker | Security ID: | | Meeting Date | | Meeting Status | |
| | ZTS | CUSIP 98978V103 | | 05/18/2023 | | Voted | |
| | Meeting Type | Country of Trade | | |
| | Annual | United States | | |
| | Issue No. | Description | | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt |
| | 1 | Elect Paul M. Bisaro | | Mgmt | For | For | For |
| | 2 | Elect Vanessa Broadhurst | | Mgmt | For | For | For |
| | 3 | Elect Frank A. D'Amelio | | Mgmt | For | For | For |
| | 4 | Elect Michael B. McCallister | | Mgmt | For | For | For |
| | 5 | Elect Gregory Norden | | Mgmt | For | For | For |
| | 6 | Elect Louise M. Parent | | Mgmt | For | For | For |
| | 7 | Elect Kristin C. Peck | | Mgmt | For | For | For |
| | 8 | Elect Robert W. Scully | | Mgmt | For | For | For |
| | 9 | Advisory Vote on Executive Compensation | | Mgmt | For | For | For |
| | 10 | Ratification of Auditor | | Mgmt | For | For | For |
| | 11 | Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | | Mgmt | For | For | For |
| | 12 | Shareholder Proposal Regarding Right to Call Special Meeting | | ShrHoldr | Against | Against | For |