Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§ 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking notes.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. § 3507.
Disclose the following information for each matter relating to a portfolio security considered at any shareholder meeting held during the period covered by the report and with respect to which the registrant was entitled to vote:
(a). The name of the issuer of the portfolio security;
(b). The exchange ticker symbol of the portfolio security;
(c). The Council on Uniform Securities Identification Procedures ("CUSIP") number for the portfolio security;
(d). The shareholder meeting date;
(e). A brief identification of the matter voted on;
(f). Whether the matter was proposed by the issuer or by a security holder;
(g). Whether the Registrant cast its vote on the matter;
(h). How the Registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding
(i). Whether the Registrant cast its vote for or against management.
| LINDE PLC | | |
| Security | G5494J103 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | LIN | | | | | | Meeting Date | 26-Jul-2021 | |
| ISIN | IE00BZ12WP82 | | | | | | Agenda | 935428234 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Prof. Dr. Wolfgang Reitzle | Management | For | | For | For | | | |
| 1B. | Election of Director: Stephen F. Angel | Management | For | | For | For | | | |
| 1C. | Election of Director: Prof. DDr. Ann-Kristin Achleitner | Management | For | | For | For | | | |
| 1D. | Election of Director: Prof. Dr. Clemens Börsig | Management | For | | For | For | | | |
| 1E. | Election of Director: Dr. Nance K. Dicciani | Management | For | | For | For | | | |
| 1F. | Election of Director: Dr. Thomas Enders | Management | For | | For | For | | | |
| 1G. | Election of Director: Franz Fehrenbach | Management | For | | For | For | | | |
| 1H. | Election of Director: Edward G. Galante | Management | For | | For | For | | | |
| 1I. | Election of Director: Larry D. McVay | Management | For | | For | For | | | |
| 1J. | Election of Director: Dr. Victoria Ossadnik | Management | For | | For | For | | | |
| 1K. | Election of Director: Prof. Dr. Martin H. Richenhagen | Management | For | | For | For | | | |
| 1L. | Election of Director: Robert L. Wood | Management | For | | For | For | | | |
| 2A. | To ratify, on an advisory and non-binding basis, the appointment of PricewaterhouseCoopers ("PWC") as the independent auditor. | Management | For | | For | For | | | |
| 2B. | To authorize the Board, acting through the Audit Committee, to determine PWC's remuneration. | Management | For | | For | For | | | |
| 3. | To approve, on an advisory and non- binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2021 Proxy Statement. | Management | For | | For | For | | | |
| 4. | To approve, on an advisory and non- binding basis, a Directors' Remuneration Policy for the Company's Directors as required under Irish law. | Management | For | | For | For | | | |
| 5. | To approve, on an advisory and non- binding basis, the Directors' Remuneration Report for the financial year ended December 31, 2020 as required under Irish law. | Management | For | | For | For | | | |
| 6. | To approve the 2021 Linde plc Long Term Incentive Plan. | Management | For | | For | For | | | |
| 7. | To determine the price range at which the Company can re-allot shares that it acquires as treasury shares under Irish law. | Management | For | | For | For | | | |
| ELECTRONIC ARTS INC. | | |
| Security | 285512109 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | EA | | | | | | Meeting Date | 12-Aug-2021 | |
| ISIN | US2855121099 | | | | | | Agenda | 935466804 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director to hold office for a one- year term: Kofi A. Bruce | Management | For | | For | For | | | |
| 1B. | Election of Director to hold office for a one- year term: Leonard S. Coleman | Management | For | | For | For | | | |
| 1C. | Election of Director to hold office for a one- year term: Jeffrey T. Huber | Management | For | | For | For | | | |
| 1D. | Election of Director to hold office for a one- year term: Talbott Roche | Management | For | | For | For | | | |
| 1E. | Election of Director to hold office for a one- year term: Richard A. Simonson | Management | For | | For | For | | | |
| 1F. | Election of Director to hold office for a one- year term: Luis A. Ubinas | Management | For | | For | For | | | |
| 1G. | Election of Director to hold office for a one- year term: Heidi J. Ueberroth | Management | For | | For | For | | | |
| 1H. | Election of Director to hold office for a one- year term: Andrew Wilson | Management | For | | For | For | | | |
| 2. | Advisory vote to approve named executive officer compensation. | Management | Against | | For | Against | | | |
| 3. | Ratification of the appointment of KPMG LLP as our independent public registered accounting firm for the fiscal year ending March 31, 2022. | Management | For | | For | For | | | |
| 4. | Amendment and Restatement of the Company's Certificate of Incorporation to permit stockholders to act by written consent. | Management | Abstain | | For | Against | | | |
| 5. | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, on whether to allow stockholders to act by written consent. | Shareholder | For | | Against | Against | | | |
| MICROCHIP TECHNOLOGY INCORPORATED | | |
| Security | 595017104 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | MCHP | | | | | | Meeting Date | 24-Aug-2021 | |
| ISIN | US5950171042 | | | | | | Agenda | 935474445 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Director: Matthew W. Chapman | Management | For | | For | For | | | |
| 1.2 | Election of Director: Esther L. Johnson | Management | For | | For | For | | | |
| 1.3 | Election of Director: Karlton D. Johnson | Management | For | | For | For | | | |
| 1.4 | Election of Director: Wade F. Meyercord | Management | For | | For | For | | | |
| 1.5 | Election of Director: Ganesh Moorthy | Management | For | | For | For | | | |
| 1.6 | Election of Director: Karen M. Rapp | Management | For | | For | For | | | |
| 1.7 | Election of Director: Steve Sanghi | Management | For | | For | For | | | |
| 2. | Proposal to approve an amendment and restatement of our Certificate of Incorporation to increase the number of authorized shares of common stock for the purpose of effecting a two-for-one forward stock split. | Management | For | | For | For | | | |
| 3. | Proposal to approve an amendment and restatement of our 2004 Equity Incentive Plan to extend the term of the plan by ten years, to August 24, 2031. | Management | For | | For | For | | | |
| 4. | Proposal to ratify the appointment of Ernst & Young LLP as the independent registered public accounting firm of Microchip for the fiscal year ending March 31, 2022. | Management | For | | For | For | | | |
| 5. | Proposal to approve, on an advisory (non- binding) basis, the compensation of our named executives. | Management | For | | For | For | | | |
| TAKE-TWO INTERACTIVE SOFTWARE, INC. | | |
| Security | 874054109 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | TTWO | | | | | | Meeting Date | 14-Sep-2021 | |
| ISIN | US8740541094 | | | | | | Agenda | 935479584 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Strauss Zelnick | Management | For | | For | For | | | |
| 1B. | Election of Director: Michael Dornemann | Management | For | | For | For | | | |
| 1C. | Election of Director: J. Moses | Management | For | | For | For | | | |
| 1D. | Election of Director: Michael Sheresky | Management | For | | For | For | | | |
| 1E. | Election of Director: LaVerne Srinivasan | Management | For | | For | For | | | |
| 1F. | Election of Director: Susan Tolson | Management | For | | For | For | | | |
| 1G. | Election of Director: Paul Viera | Management | For | | For | For | | | |
| 1H. | Election of Director: Roland Hernandez | Management | For | | For | For | | | |
| 2. | Approval, on a non-binding advisory basis, of the compensation of the Company's "named executive officers" as disclosed in the Proxy Statement. | Management | For | | For | For | | | |
| 3. | Approval of the amendment to the Amended and Restated Take-Two Interactive Software, Inc. 2017 Stock Incentive Plan. | Management | For | | For | For | | | |
| 4. | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for the fiscal year ending March 31, 2022. | Management | For | | For | For | | | |
| TESLA, INC. | | |
| Security | 88160R101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | TSLA | | | | | | Meeting Date | 07-Oct-2021 | |
| ISIN | US88160R1014 | | | | | | Agenda | 935486452 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Class II Director: James Murdoch | Management | For | | For | For | | | |
| 1.2 | Election of Class II Director: Kimbal Musk | Management | For | | For | For | | | |
| 2. | Tesla proposal for adoption of amendments to certificate of incorporation to reduce director terms to two years. | Management | For | | For | For | | | |
| 3. | Tesla proposal for adoption of amendments to certificate of incorporation and bylaws to eliminate applicable supermajority voting requirements. | Management | For | | None | | | | |
| 4. | Tesla proposal to ratify the appointment of independent registered public accounting firm. | Management | For | | For | For | | | |
| 5. | Stockholder proposal regarding reduction of director terms to one year. | Shareholder | For | | Against | Against | | | |
| 6. | Stockholder proposal regarding additional reporting on diversity and inclusion efforts. | Shareholder | For | | Against | Against | | | |
| 7. | Stockholder proposal regarding reporting on employee arbitration. | Shareholder | For | | Against | Against | | | |
| 8. | Stockholder proposal regarding assigning responsibility for strategic oversight of human capital management to an independent board-level committee. | Shareholder | For | | Against | Against | | | |
| 9. | Stockholder proposal regarding additional reporting on human rights. | Shareholder | For | | Against | Against | | | |
| THE SELECT SECTOR SPDR TRUST | | |
| Security | 81369Y209 | | | | | | Meeting Type | Special | |
| Ticker Symbol | XLV | | | | | | Meeting Date | 29-Oct-2021 | |
| ISIN | US81369Y2090 | | | | | | Agenda | 935496580 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1. | DIRECTOR | Management | | | | | | | |
| | | 1 | Allison Grant Williams | For | | For | For | | | |
| | | 2 | Sheila Hartnett-Devlin | For | | For | For | | | |
| | | 3 | James Jessee | For | | For | For | | | |
| | | 4 | Teresa Polley | For | | For | For | | | |
| | | 5 | Ashley T. Rabun | For | | For | For | | | |
| | | 6 | James E. Ross | For | | For | For | | | |
| | | 7 | Rory Tobin | For | | For | For | | | |
| MICROSOFT CORPORATION | | |
| Security | 594918104 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | MSFT | | | | | | Meeting Date | 30-Nov-2021 | |
| ISIN | US5949181045 | | | | | | Agenda | 935505480 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Reid G. Hoffman | Management | For | | For | For | | | |
| 1B. | Election of Director: Hugh F. Johnston | Management | For | | For | For | | | |
| 1C. | Election of Director: Teri L. List | Management | For | | For | For | | | |
| 1D. | Election of Director: Satya Nadella | Management | For | | For | For | | | |
| 1E. | Election of Director: Sandra E. Peterson | Management | For | | For | For | | | |
| 1F. | Election of Director: Penny S. Pritzker | Management | For | | For | For | | | |
| 1G. | Election of Director: Carlos A. Rodriguez | Management | For | | For | For | | | |
| 1H. | Election of Director: Charles W. Scharf | Management | For | | For | For | | | |
| 1I. | Election of Director: John W. Stanton | Management | For | | For | For | | | |
| 1J. | Election of Director: John W. Thompson | Management | For | | For | For | | | |
| 1K. | Election of Director: Emma N. Walmsley | Management | For | | For | For | | | |
| 1L. | Election of Director: Padmasree Warrior | Management | For | | For | For | | | |
| 2. | Advisory vote to approve named executive officer compensation. | Management | For | | For | For | | | |
| 3. | Approve Employee Stock Purchase Plan. | Management | For | | For | For | | | |
| 4. | Ratification of the Selection of Deloitte & Touche LLP as our Independent Auditor for Fiscal Year 2022. | Management | For | | For | For | | | |
| 5. | Shareholder Proposal - Report on median pay gaps across race and gender. | Shareholder | Against | | Against | For | | | |
| 6. | Shareholder Proposal - Report on effectiveness of workplace sexual harassment policies. | Shareholder | For | | Against | Against | | | |
| 7. | Shareholder Proposal - Prohibition on sales of facial recognition technology to all government entities. | Shareholder | Against | | Against | For | | | |
| 8. | Shareholder Proposal - Report on implementation of the Fair Chance Business Pledge. | Shareholder | Against | | Against | For | | | |
| 9. | Shareholder Proposal - Report on how lobbying activities align with company policies. | Shareholder | Against | | Against | For | | | |
| ACCENTURE LLP | | |
| Security | G1151C101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | ACN | | | | | | Meeting Date | 26-Jan-2022 | |
| ISIN | IE00B4BNMY34 | | | | | | Agenda | 935534405 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Appointment of Director: Jaime Ardila | Management | For | | For | For | | | |
| 1B. | Appointment of Director: Nancy McKinstry | Management | For | | For | For | | | |
| 1C. | Appointment of Director: Beth E. Mooney | Management | For | | For | For | | | |
| 1D. | Appointment of Director: Gilles C. Pélisson | Management | For | | For | For | | | |
| 1E. | Appointment of Director: Paula A. Price | Management | For | | For | For | | | |
| 1F. | Appointment of Director: Venkata (Murthy) Renduchintala | Management | For | | For | For | | | |
| 1G. | Appointment of Director: Arun Sarin | Management | For | | For | For | | | |
| 1H. | Appointment of Director: Julie Sweet | Management | For | | For | For | | | |
| 1I. | Appointment of Director: Frank K. Tang | Management | For | | For | For | | | |
| 1J. | Appointment of Director: Tracey T. Travis | Management | For | | For | For | | | |
| 2. | To approve, in a non-binding vote, the compensation of our named executive officers. | Management | For | | For | For | | | |
| 3. | To approve an amendment to the Amended and Restated Accenture plc 2010 Share Incentive Plan to increase the number of shares available for issuance thereunder. | Management | For | | For | For | | | |
| 4. | To ratify, in a non-binding vote, the appointment of KPMG LLP ("KPMG") as independent auditors of Accenture and to authorize, in a binding vote, the Audit Committee of the Board of Directors to determine KPMG's remuneration. | Management | For | | For | For | | | |
| 5. | To grant the Board of Directors the authority to issue shares under Irish law. | Management | For | | For | For | | | |
| 6. | To grant the Board of Directors the authority to opt-out of pre- emption rights under Irish law. | Management | For | | For | For | | | |
| 7. | To determine the price range at which Accenture can re-allot shares that it acquires as treasury shares under Irish law. | Management | For | | For | For | | | |
| DEERE & COMPANY | | |
| Security | 244199105 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | DE | | | | | | Meeting Date | 23-Feb-2022 | |
| ISIN | US2441991054 | | | | | | Agenda | 935540977 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Leanne G. Caret | Management | For | | For | For | | | |
| 1B. | Election of Director: Tamra A. Erwin | Management | For | | For | For | | | |
| 1C. | Election of Director: Alan C. Heuberger | Management | For | | For | For | | | |
| 1D. | Election of Director: Charles O. Holliday, Jr. | Management | For | | For | For | | | |
| 1E. | Election of Director: Michael O. Johanns | Management | For | | For | For | | | |
| 1F. | Election of Director: Clayton M. Jones | Management | For | | For | For | | | |
| 1G. | Election of Director: John C. May | Management | For | | For | For | | | |
| 1H. | Election of Director: Gregory R. Page | Management | For | | For | For | | | |
| 1I. | Election of Director: Sherry M. Smith | Management | For | | For | For | | | |
| 1J. | Election of Director: Dmitri L. Stockton | Management | For | | For | For | | | |
| 1K. | Election of Director: Sheila G. Talton | Management | For | | For | For | | | |
| 2. | Advisory vote on executive compensation. | Management | For | | For | For | | | |
| 3. | Ratification of the appointment of Deloitte & Touche LLP as Deere's independent registered public accounting firm for fiscal 2022. | Management | For | | For | For | | | |
| 4. | Approval of the Nonemployee Director Stock Ownership Plan. | Management | For | | For | For | | | |
| 5. | Shareholder Proposal - Special Shareholder Meeting Improvement. | Shareholder | For | | Against | Against | | | |
| APPLE INC. | | |
| Security | 037833100 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | AAPL | | | | | | Meeting Date | 04-Mar-2022 | |
| ISIN | US0378331005 | | | | | | Agenda | 935541549 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: James Bell | Management | For | | For | For | | | |
| 1B. | Election of Director: Tim Cook | Management | For | | For | For | | | |
| 1C. | Election of Director: Al Gore | Management | For | | For | For | | | |
| 1D. | Election of Director: Alex Gorsky | Management | For | | For | For | | | |
| 1E. | Election of Director: Andrea Jung | Management | For | | For | For | | | |
| 1F. | Election of Director: Art Levinson | Management | For | | For | For | | | |
| 1G. | Election of Director: Monica Lozano | Management | For | | For | For | | | |
| 1H. | Election of Director: Ron Sugar | Management | For | | For | For | | | |
| 1I. | Election of Director: Sue Wagner | Management | For | | For | For | | | |
| 2. | Ratification of the appointment of Ernst & Young LLP as Apple's independent registered public accounting firm for fiscal 2022. | Management | For | | For | For | | | |
| 3. | Advisory vote to approve executive compensation. | Management | For | | For | For | | | |
| 4. | Approval of the Apple Inc. 2022 Employee Stock Plan. | Management | For | | For | For | | | |
| 5. | A shareholder proposal entitled "Reincorporate with Deeper Purpose". | Shareholder | Against | | Against | For | | | |
| 6. | A shareholder proposal entitled "Transparency Reports". | Shareholder | Against | | Against | For | | | |
| 7. | A shareholder proposal entitled "Report on Forced Labor". | Shareholder | Against | | Against | For | | | |
| 8. | A shareholder proposal entitled "Pay Equity". | Shareholder | Against | | Against | For | | | |
| 9. | A shareholder proposal entitled "Civil Rights Audit". | Shareholder | For | | Against | Against | | | |
| 10. | A shareholder proposal entitled "Report on Concealment Clauses". | Shareholder | For | | Against | Against | | | |
| THE SHERWIN-WILLIAMS COMPANY | | |
| Security | 824348106 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | SHW | | | | | | Meeting Date | 20-Apr-2022 | |
| ISIN | US8243481061 | | | | | | Agenda | 935557744 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Kerrii B. Anderson | Management | For | | For | For | | | |
| 1B. | Election of Director: Arthur F. Anton | Management | For | | For | For | | | |
| 1C. | Election of Director: Jeff M. Fettig | Management | For | | For | For | | | |
| 1D. | Election of Director: Richard J. Kramer | Management | For | | For | For | | | |
| 1E. | Election of Director: John G. Morikis | Management | For | | For | For | | | |
| 1F. | Election of Director: Christine A. Poon | Management | For | | For | For | | | |
| 1G. | Election of Director: Aaron M. Powell | Management | For | | For | For | | | |
| 1H. | Election of Director: Marta R. Stewart | Management | For | | For | For | | | |
| 1I. | Election of Director: Michael H. Thaman | Management | For | | For | For | | | |
| 1J. | Election of Director: Matthew Thornton III | Management | For | | For | For | | | |
| 1K. | Election of Director: Steven H. Wunning | Management | For | | For | For | | | |
| 2. | Advisory approval of the compensation of the named executives. | Management | For | | For | For | | | |
| 3. | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm. | Management | For | | For | For | | | |
| SVB FINANCIAL GROUP | | |
| Security | 78486Q101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | SIVB | | | | | | Meeting Date | 21-Apr-2022 | |
| ISIN | US78486Q1013 | | | | | | Agenda | 935556944 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1. | DIRECTOR | Management | | | | | | | |
| | | 1 | Greg Becker | For | | For | For | | | |
| | | 2 | Eric Benhamou | For | | For | For | | | |
| | | 3 | Elizabeth "Busy" Burr | For | | For | For | | | |
| | | 4 | Richard Daniels | For | | For | For | | | |
| | | 5 | Alison Davis | For | | For | For | | | |
| | | 6 | Joel Friedman | For | | For | For | | | |
| | | 7 | Jeffrey Maggioncalda | For | | For | For | | | |
| | | 8 | Beverly Kay Matthews | For | | For | For | | | |
| | | 9 | Mary Miller | For | | For | For | | | |
| | | 10 | Kate Mitchell | For | | For | For | | | |
| | | 11 | Garen Staglin | For | | For | For | | | |
| 2. | To approve, on an advisory basis, our executive compensation ("Say on Pay"). | Management | For | | For | For | | | |
| 3. | To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for its fiscal year ending December 31, 2022. | Management | For | | For | For | | | |
| 4. | Shareholder proposal requesting that the Board of Directors oversee a racial equity audit. | Shareholder | For | | Against | Against | | | |
| HONEYWELL INTERNATIONAL INC. | | |
| Security | 438516106 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | HON | | | | | | Meeting Date | 25-Apr-2022 | |
| ISIN | US4385161066 | | | | | | Agenda | 935559510 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Darius Adamczyk | Management | For | | For | For | | | |
| 1B. | Election of Director: Duncan B. Angove | Management | For | | For | For | | | |
| 1C. | Election of Director: William S. Ayer | Management | For | | For | For | | | |
| 1D. | Election of Director: Kevin Burke | Management | For | | For | For | | | |
| 1E. | Election of Director: D. Scott Davis | Management | For | | For | For | | | |
| 1F. | Election of Director: Deborah Flint | Management | For | | For | For | | | |
| 1G. | Election of Director: Rose Lee | Management | For | | For | For | | | |
| 1H. | Election of Director: Grace D. Lieblein | Management | For | | For | For | | | |
| 1I. | Election of Director: George Paz | Management | For | | For | For | | | |
| 1J. | Election of Director: Robin L. Washington | Management | For | | For | For | | | |
| 2. | Advisory Vote to Approve Executive Compensation. | Management | For | | For | For | | | |
| 3. | Approval of Appointment of Independent Accountants. | Management | For | | For | For | | | |
| 4. | Shareowner Proposal - Special Shareholder Meeting Improvement. | Shareholder | Against | | Against | For | | | |
| 5. | Shareowner Proposal - Climate Lobbying Report. | Shareholder | Against | | Against | For | | | |
| 6. | Shareowner Proposal - Environmental and Social Due Diligence. | Shareholder | Against | | Against | For | | | |
| RAYTHEON TECHNOLOGIES | | |
| Security | 75513E101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | RTX | | | | | | Meeting Date | 25-Apr-2022 | |
| ISIN | US75513E1010 | | | | | | Agenda | 935559673 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Tracy A. Atkinson | Management | For | | For | For | | | |
| 1B. | Election of Director: Bernard A.Harris,Jr. | Management | For | | For | For | | | |
| 1C. | Election of Director: Gregory J. Hayes | Management | For | | For | For | | | |
| 1D. | Election of Director: George R. Oliver | Management | For | | For | For | | | |
| 1E. | Election of Director: Robert K. (Kelly) Ortberg | Management | For | | For | For | | | |
| 1F. | Election of Director: Margaret L. O'Sullivan | Management | For | | For | For | | | |
| 1G. | Election of Director: Dinesh C. Paliwal | Management | For | | For | For | | | |
| 1H. | Election of Director: Ellen M. Pawlikowski | Management | For | | For | For | | | |
| 1I. | Election of Director: Denise L. Ramos | Management | For | | For | For | | | |
| 1J. | Election of Director: Fredric G. Reynolds | Management | For | | For | For | | | |
| 1K. | Election of Director: Brian C. Rogers | Management | For | | For | For | | | |
| 1L. | Election of Director: James A. Winnefeld, Jr. | Management | For | | For | For | | | |
| 1M. | Election of Director: Robert O. Work | Management | For | | For | For | | | |
| 2. | Advisory Vote to Approve Executive Compensation | Management | For | | For | For | | | |
| 3. | Appoint PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2022 | Management | For | | For | For | | | |
| 4. | Approve an Amendment to the Restated Certificate of Incorporation to Reduce the Voting Threshold Required to Repeal Article Ninth | Management | For | | For | For | | | |
| PFIZER INC. | | |
| Security | 717081103 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | PFE | | | | | | Meeting Date | 28-Apr-2022 | |
| ISIN | US7170811035 | | | | | | Agenda | 935562062 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Ronald E. Blaylock | Management | For | | For | For | | | |
| 1B. | Election of Director: Albert Bourla | Management | For | | For | For | | | |
| 1C. | Election of Director: Susan Desmond- Hellmann | Management | For | | For | For | | | |
| 1D. | Election of Director: Joseph J. Echevarria | Management | For | | For | For | | | |
| 1E. | Election of Director: Scott Gottlieb | Management | For | | For | For | | | |
| 1F. | Election of Director: Helen H. Hobbs | Management | For | | For | For | | | |
| 1G. | Election of Director: Susan Hockfield | Management | For | | For | For | | | |
| 1H. | Election of Director: Dan R. Littman | Management | For | | For | For | | | |
| 1I. | Election of Director: Shantanu Narayen | Management | For | | For | For | | | |
| 1J. | Election of Director: Suzanne Nora Johnson | Management | For | | For | For | | | |
| 1K. | Election of Director: James Quincey | Management | For | | For | For | | | |
| 1L. | Election of Director: James C. Smith | Management | For | | For | For | | | |
| 2. | Ratify the selection of KPMG LLP as independent registered public accounting firm for 2022 | Management | For | | For | For | | | |
| 3. | 2022 advisory approval of executive compensation | Management | For | | For | For | | | |
| 4. | Shareholder proposal regarding amending proxy access | Shareholder | Against | | Against | For | | | |
| 5. | Shareholder proposal regarding report on political expenditures congruency | Shareholder | Against | | Against | For | | | |
| 6. | Shareholder proposal regarding report on transfer of intellectual property to potential COVID-19 manufacturers | Shareholder | Against | | Against | For | | | |
| 7. | Shareholder proposal regarding report on board oversight of risks related to anticompetitive practices | Shareholder | Against | | Against | For | | | |
| 8. | Shareholder proposal regarding report on public health costs of protecting vaccine technology | Shareholder | Against | | Against | For | | | |
| ALBEMARLE CORPORATION | | |
| Security | 012653101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | ALB | | | | | | Meeting Date | 03-May-2022 | |
| ISIN | US0126531013 | | | | | | Agenda | 935570211 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1. | To consider and vote on a non-binding advisory resolution approving the compensation of our named executive officers. | Management | For | | For | For | | | |
| 2A. | Election of Director: Mary Lauren Brlas | Management | For | | For | For | | | |
| 2B. | Election of Director: Ralf H. Cramer | Management | For | | For | For | | | |
| 2C. | Election of Director: J. Kent Masters, Jr. | Management | For | | For | For | | | |
| 2D. | Election of Director: Glenda J. Minor | Management | For | | For | For | | | |
| 2E. | Election of Director: James J. O'Brien | Management | For | | For | For | | | |
| 2F. | Election of Director: Diarmuid B. O'Connell | Management | For | | For | For | | | |
| 2G. | Election of Director: Dean L. Seavers | Management | For | | For | For | | | |
| 2H. | Election of Director: Gerald A. Steiner | Management | For | | For | For | | | |
| 2I. | Election of Director: Holly A. Van Deursen | Management | For | | For | For | | | |
| 2J. | Election of Director: Alejandro D. Wolff | Management | For | | For | For | | | |
| 3. | To ratify the appointment of PricewaterhouseCoopers LLP as Albemarle's independent registered public accounting firm for the fiscal year ending December 31, 2022. | Management | For | | For | For | | | |
| EDWARDS LIFESCIENCES CORPORATION | | |
| Security | 28176E108 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | EW | | | | | | Meeting Date | 03-May-2022 | |
| ISIN | US28176E1082 | | | | | | Agenda | 935572481 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Director: Kieran T. Gallahue | Management | For | | For | For | | | |
| 1.2 | Election of Director: Leslie S. Heisz | Management | For | | For | For | | | |
| 1.3 | Election of Director: Paul A. LaViolette | Management | For | | For | For | | | |
| 1.4 | Election of Director: Steven R. Loranger | Management | For | | For | For | | | |
| 1.5 | Election of Director: Martha H. Marsh | Management | For | | For | For | | | |
| 1.6 | Election of Director: Michael A. Mussallem | Management | For | | For | For | | | |
| 1.7 | Election of Director: Ramona Sequeira | Management | For | | For | For | | | |
| 1.8 | Election of Director: Nicholas J. Valeriani | Management | For | | For | For | | | |
| 2. | Advisory Vote to Approve Named Executive Officer Compensation | Management | For | | For | For | | | |
| 3. | Ratification of Appointment of Independent Registered Public Accounting Firm | Management | For | | For | For | | | |
| 4. | Stockholder Proposal for an Advisory Vote to Reduce the Share Ownership Threshold to Call a Special Meeting | Shareholder | Against | | Against | For | | | |
| CF INDUSTRIES HOLDINGS, INC. | | |
| Security | 125269100 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | CF | | | | | | Meeting Date | 11-May-2022 | |
| ISIN | US1252691001 | | | | | | Agenda | 935575588 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Javed Ahmed | Management | For | | For | For | | | |
| 1B. | Election of Director: Robert C. Arzbaecher | Management | For | | For | For | | | |
| 1C. | Election of Director: Deborah L. DeHaas | Management | For | | For | For | | | |
| 1D. | Election of Director: John W. Eaves | Management | For | | For | For | | | |
| 1E. | Election of Director: Stephen J. Hagge | Management | For | | For | For | | | |
| 1F. | Election of Director: Jesus Madrazo Yris | Management | For | | For | For | | | |
| 1G. | Election of Director: Anne P. Noonan | Management | For | | For | For | | | |
| 1H. | Election of Director: Michael J. Toelle | Management | For | | For | For | | | |
| 1I. | Election of Director: Theresa E. Wagler | Management | For | | For | For | | | |
| 1J. | Election of Director: Celso L. White | Management | For | | For | For | | | |
| 1K. | Election of Director: W. Anthony Will | Management | For | | For | For | | | |
| 2. | Approval of an advisory resolution regarding the compensation of CF Industries Holdings, Inc.'s named executive officers. | Management | For | | For | For | | | |
| 3. | Approval of CF Industries Holdings, Inc.'s new 2022 Equity and Incentive Plan. | Management | For | | For | For | | | |
| 4. | Ratification of the selection of KPMG LLP as CF Industries Holdings, Inc.'s independent registered public accounting firm for 2022. | Management | For | | For | For | | | |
| 5. | Shareholder proposal regarding the ownership threshold required to call a special meeting of shareholders, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| SIMON PROPERTY GROUP, INC. | | |
| Security | 828806109 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | SPG | | | | | | Meeting Date | 11-May-2022 | |
| ISIN | US8288061091 | | | | | | Agenda | 935577429 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Glyn F. Aeppel | Management | For | | For | For | | | |
| 1B. | Election of Director: Larry C. Glasscock | Management | For | | For | For | | | |
| 1C. | Election of Director: Karen N. Horn, Ph.D. | Management | For | | For | For | | | |
| 1D. | Election of Director: Allan Hubbard | Management | For | | For | For | | | |
| 1E. | Election of Director: Reuben S. Leibowitz | Management | For | | For | For | | | |
| 1F. | Election of Director: Gary M. Rodkin | Management | For | | For | For | | | |
| 1G. | Election of Director: Peggy Fang Roe | Management | For | | For | For | | | |
| 1H. | Election of Director: Stefan M. Selig | Management | For | | For | For | | | |
| 1I. | Election of Director: Daniel C. Smith, Ph.D. | Management | For | | For | For | | | |
| 1J. | Election of Director: J. Albert Smith, Jr. | Management | For | | For | For | | | |
| 1K. | Election of Director: Marta R. Stewart | Management | For | | For | For | | | |
| 2. | Advisory Vote to Approve the Compensation of our Named Executive Officers. | Management | For | | For | For | | | |
| 3. | Ratify the appointment of Ernst & Young LLP as our Independent Registered Public Accounting Firm for 2022. | Management | For | | For | For | | | |
| WHEATON PRECIOUS METALS CORP. | | |
| Security | 962879102 | | | | | | Meeting Type | Annual and Special Meeting | |
| Ticker Symbol | WPM | | | | | | Meeting Date | 13-May-2022 | |
| ISIN | CA9628791027 | | | | | | Agenda | 935586050 - Management | |
| | | | | | | | | | | | | | | | | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1 | DIRECTOR | Management | | | | | | | |
| | | 1 | George L. Brack | For | | For | For | | | |
| | | 2 | John A. Brough | For | | For | For | | | |
| | | 3 | Jaimie Donovan | For | | For | For | | | |
| | | 4 | R. Peter Gillin | For | | For | For | | | |
| | | 5 | Chantal Gosselin | For | | For | For | | | |
| | | 6 | Glenn Ives | For | | For | For | | | |
| | | 7 | Charles A. Jeannes | For | | For | For | | | |
| | | 8 | Eduardo Luna | For | | For | For | | | |
| | | 9 | Marilyn Schonberner | For | | For | For | | | |
| | | 10 | Randy V.J. Smallwood | For | | For | For | | | |
| 2 | In respect of the appointment of Deloitte LLP, Independent Registered Public Accounting Firm, as auditors for 2022 and to authorize the directors to fix the auditors' remuneration | Management | For | | For | For | | | |
| 3 | A non-binding advisory resolution on the Company's approach to executive compensation | Management | For | | For | For | | | |
| CHART INDUSTRIES, INC. | | |
| Security | 16115Q308 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | GTLS | | | | | | Meeting Date | 13-May-2022 | |
| ISIN | US16115Q3083 | | | | | | Agenda | 935603856 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Director: Jillian C. Evanko | Management | For | | For | For | | | |
| 1.2 | Election of Director: Paula M. Harris | Management | For | | For | For | | | |
| 1.3 | Election of Director: Linda A. Harty | Management | For | | For | For | | | |
| 1.4 | Election of Director: Singleton B. McAllister | Management | For | | For | For | | | |
| 1.5 | Election of Director: Michael L. Molinini | Management | For | | For | For | | | |
| 1.6 | Election of Director: David M. Sagehorn | Management | For | | For | For | | | |
| 1.7 | Election of Director: Roger A. Strauch | Management | For | | For | For | | | |
| 2. | To ratify the selection of Deloitte & Touche LLP, an independent registered public accounting firm, to examine the financial statements of the Company for the year ending December 31, 2022. | Management | For | | For | For | | | |
| 3. | To approve, on an advisory basis, the Company's executive compensation. | Management | For | | For | For | | | |
| THERMO FISHER SCIENTIFIC INC. | | |
| Security | 883556102 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | TMO | | | | | | Meeting Date | 18-May-2022 | |
| ISIN | US8835561023 | | | | | | Agenda | 935585058 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of director: Marc N. Casper | Management | For | | For | For | | | |
| 1B. | Election of director: Nelson J. Chai | Management | For | | For | For | | | |
| 1C. | Election of director: Ruby R. Chandy | Management | For | | For | For | | | |
| 1D. | Election of director: C. Martin Harris | Management | For | | For | For | | | |
| 1E. | Election of director: Tyler Jacks | Management | For | | For | For | | | |
| 1F. | Election of director: R. Alexandra Keith | Management | For | | For | For | | | |
| 1G. | Election of director: Jim P. Manzi | Management | For | | For | For | | | |
| 1H. | Election of director: James C. Mullen | Management | For | | For | For | | | |
| 1I. | Election of director: Lars R. Sorensen | Management | For | | For | For | | | |
| 1J. | Election of director: Debora L. Spar | Management | For | | For | For | | | |
| 1K. | Election of director: Scott M. Sperling | Management | For | | For | For | | | |
| 1L. | Election of director: Dion J. Weisler | Management | For | | For | For | | | |
| 2. | An advisory vote to approve named executive officer compensation. | Management | For | | For | For | | | |
| 3. | Ratification of the Audit Committee's selection of PricewaterhouseCoopers LLP as the Company's independent auditors for 2022. | Management | For | | For | For | | | |
| THE HOME DEPOT, INC. | | |
| Security | 437076102 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | HD | | | | | | Meeting Date | 19-May-2022 | |
| ISIN | US4370761029 | | | | | | Agenda | 935581290 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Gerard J. Arpey | Management | For | | For | For | | | |
| 1B. | Election of Director: Ari Bousbib | Management | For | | For | For | | | |
| 1C. | Election of Director: Jeffery H. Boyd | Management | For | | For | For | | | |
| 1D. | Election of Director: Gregory D. Brenneman | Management | For | | For | For | | | |
| 1E. | Election of Director: J. Frank Brown | Management | For | | For | For | | | |
| 1F. | Election of Director: Albert P. Carey | Management | For | | For | For | | | |
| 1G. | Election of Director: Edward P. Decker | Management | For | | For | For | | | |
| 1H. | Election of Director: Linda R. Gooden | Management | For | | For | For | | | |
| 1I. | Election of Director: Wayne M. Hewett | Management | For | | For | For | | | |
| 1J. | Election of Director: Manuel Kadre | Management | For | | For | For | | | |
| 1K. | Election of Director: Stephanie C. Linnartz | Management | For | | For | For | | | |
| 1L. | Election of Director: Craig A. Menear | Management | For | | For | For | | | |
| 1M. | Election of Director: Paula Santilli | Management | For | | For | For | | | |
| 1N. | Election of Director: Caryn Seidman-Becker | Management | For | | For | For | | | |
| 2. | Ratification of the Appointment of KPMG LLP | Management | For | | For | For | | | |
| 3. | Advisory Vote to Approve Executive Compensation ("Say-on-Pay") | Management | For | | For | For | | | |
| 4. | Approval of the Omnibus Stock Incentive Plan, as Amended and Restated May 19, 2022 | Management | For | | For | For | | | |
| 5. | Shareholder Proposal to Reduce the Threshold to Call Special Shareholder Meetings to 10% of Outstanding Shares | Shareholder | Against | | Against | For | | | |
| 6. | Shareholder Proposal Regarding Independent Board Chair | Shareholder | Against | | Against | For | | | |
| 7. | Shareholder Proposal Regarding Political Contributions Congruency Analysis | Shareholder | Against | | Against | For | | | |
| 8. | Shareholder Proposal Regarding Report on Gender and Racial Equity on the Board of Directors | Shareholder | Against | | Against | For | | | |
| 9. | Shareholder Proposal Regarding Report on Deforestation | Shareholder | Against | | Against | For | | | |
| 10. | Shareholder Proposal Regarding Racial Equity Audit | Shareholder | For | | Against | Against | | | |
| GXO LOGISTICS, INC. | | |
| Security | 36262G101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | GXO | | | | | | Meeting Date | 24-May-2022 | |
| ISIN | US36262G1013 | | | | | | Agenda | 935643329 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Class I Director for a term to expire at 2025 Annual Meeting: Gena Ashe | Management | For | | For | For | | | |
| 1.2 | Election of Class I Director for a term to expire at 2025 Annual Meeting: Malcolm Wilson | Management | For | | For | For | | | |
| 2. | Ratification of the Appointment of our Independent Public Accounting Firm To ratify the appointment of KPMG LLP as the company's independent registered public accounting firm for fiscal year 2022. | Management | For | | For | For | | | |
| 3. | Advisory Vote to Approve Executive Compensation Advisory vote to approve the executive compensation of the company's named executive officers as disclosed in the accompanying Proxy Statement. | Management | For | | For | For | | | |
| 4. | Advisory Vote on Frequency of Future Advisory Votes to Approve Executive Compensation Advisory vote on the frequency of future advisory votes to approve executive compensation. | Management | 1 Year | | 1 Year | For | | | |
| PIONEER NATURAL RESOURCES COMPANY | | |
| Security | 723787107 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | PXD | | | | | | Meeting Date | 25-May-2022 | |
| ISIN | US7237871071 | | | | | | Agenda | 935593500 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: A.R. Alameddine | Management | For | | For | For | | | |
| 1B. | Election of Director: Lori G. Billingsley | Management | For | | For | For | | | |
| 1C. | Election of Director: Edison C. Buchanan | Management | For | | For | For | | | |
| 1D. | Election of Director: Maria S. Dreyfus | Management | For | | For | For | | | |
| 1E. | Election of Director: Matthew M. Gallagher | Management | For | | For | For | | | |
| 1F. | Election of Director: Phillip A. Gobe | Management | For | | For | For | | | |
| 1G. | Election of Director: Stacy P. Methvin | Management | For | | For | For | | | |
| 1H. | Election of Director: Royce W. Mitchell | Management | For | | For | For | | | |
| 1I. | Election of Director: Frank A. Risch | Management | For | | For | For | | | |
| 1J. | Election of Director: Scott D. Sheffield | Management | For | | For | For | | | |
| 1K. | Election of Director: J. Kenneth Thompson | Management | For | | For | For | | | |
| 1L. | Election of Director: Phoebe A. Wood | Management | For | | For | For | | | |
| 2. | RATIFICATION OF SELECTION OF ERNST & YOUNG LLP AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2022. | Management | For | | For | For | | | |
| 3. | ADVISORY VOTE TO APPROVE NAMED EXECUTIVE OFFICER COMPENSATION. | Management | For | | For | For | | | |
| BLACKROCK, INC. | | |
| Security | 09247X101 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | BLK | | | | | | Meeting Date | 25-May-2022 | |
| ISIN | US09247X1019 | | | | | | Agenda | 935606890 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Bader M. Alsaad | Management | For | | For | For | | | |
| 1B. | Election of Director: Pamela Daley | Management | For | | For | For | | | |
| 1C. | Election of Director: Laurence D. Fink | Management | For | | For | For | | | |
| 1D. | Election of Director: Beth Ford | Management | For | | For | For | | | |
| 1E. | Election of Director: William E. Ford | Management | For | | For | For | | | |
| 1F. | Election of Director: Fabrizio Freda | Management | For | | For | For | | | |
| 1G. | Election of Director: Murry S. Gerber | Management | For | | For | For | | | |
| 1H. | Election of Director: Margaret "Peggy" L. Johnson | Management | For | | For | For | | | |
| 1I. | Election of Director: Robert S. Kapito | Management | For | | For | For | | | |
| 1J. | Election of Director: Cheryl D. Mills | Management | For | | For | For | | | |
| 1K. | Election of Director: Gordon M. Nixon | Management | For | | For | For | | | |
| 1L. | Election of Director: Kristin C. Peck | Management | For | | For | For | | | |
| 1M. | Election of Director: Charles H. Robbins | Management | For | | For | For | | | |
| 1N. | Election of Director: Marco Antonio Slim Domit | Management | For | | For | For | | | |
| 1O. | Election of Director: Hans E. Vestberg | Management | For | | For | For | | | |
| 1P. | Election of Director: Susan L. Wagner | Management | For | | For | For | | | |
| 1Q. | Election of Director: Mark Wilson | Management | For | | For | For | | | |
| 2. | Approval, in a non-binding advisory vote, of the compensation for named executive officers. | Management | For | | For | For | | | |
| 3. | Ratification of the appointment of Deloitte LLP as BlackRock's independent registered public accounting firm for the fiscal year 2022. | Management | For | | For | For | | | |
| 4. | Shareholder Proposal - Adopt stewardship policies designed to curtail corporate activities that externalize social and environmental costs. | Shareholder | Against | | Against | For | | | |
| AMAZON.COM, INC. | | |
| Security | 023135106 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | AMZN | | | | | | Meeting Date | 25-May-2022 | |
| ISIN | US0231351067 | | | | | | Agenda | 935609288 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1a. | Election of Director: Jeffrey P. Bezos | Management | For | | For | For | | | |
| 1b. | Election of Director: Andrew R. Jassy | Management | For | | For | For | | | |
| 1c. | Election of Director: Keith B. Alexander | Management | For | | For | For | | | |
| 1d. | Election of Director: Edith W. Cooper | Management | For | | For | For | | | |
| 1e. | Election of Director: Jamie S. Gorelick | Management | For | | For | For | | | |
| 1f. | Election of Director: Daniel P. Huttenlocher | Management | For | | For | For | | | |
| 1g. | Election of Director: Judith A. McGrath | Management | For | | For | For | | | |
| 1h. | Election of Director: Indra K. Nooyi | Management | For | | For | For | | | |
| 1i. | Election of Director: Jonathan J. Rubinstein | Management | For | | For | For | | | |
| 1j. | Election of Director: Patricia Q. Stonesifer | Management | For | | For | For | | | |
| 1k. | Election of Director: Wendell P. Weeks | Management | For | | For | For | | | |
| 2. | RATIFICATION OF THE APPOINTMENT OF ERNST & YOUNG LLP AS INDEPENDENT AUDITORS | Management | For | | For | For | | | |
| 3. | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION | Management | Against | | For | Against | | | |
| 4. | APPROVAL OF AN AMENDMENT TO THE COMPANY'S RESTATED CERTIFICATE OF INCORPORATION TO EFFECT A 20- FOR-1 SPLIT OF THE COMPANY'S COMMON STOCK AND A PROPORTIONATE INCREASE IN THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK | Management | For | | For | For | | | |
| 5. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON RETIREMENT PLAN OPTIONS | Shareholder | Against | | Against | For | | | |
| 6. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE | Shareholder | For | | Against | Against | | | |
| 7. | SHAREHOLDER PROPOSAL REQUESTING AN ALTERNATIVE DIRECTOR CANDIDATE POLICY | Shareholder | Against | | Against | For | | | |
| 8. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS | Shareholder | Against | | Against | For | | | |
| 9. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WORKER HEALTH AND SAFETY DIFFERENCES | Shareholder | Against | | Against | For | | | |
| 10. | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON RISKS ASSOCIATED WITH THE USE OF CERTAIN CONTRACT CLAUSES | Shareholder | For | | Against | Against | | | |
| 11. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CHARITABLE CONTRIBUTIONS | Shareholder | Against | | Against | For | | | |
| 12. | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE TAX REPORTING | Shareholder | For | | Against | Against | | | |
| 13. | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION | Shareholder | For | | Against | Against | | | |
| 14. | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING | Shareholder | Against | | Against | For | | | |
| 15. | SHAREHOLDER PROPOSAL REQUESTING A POLICY REQUIRING MORE DIRECTOR CANDIDATES THAN BOARD SEATS | Shareholder | Against | | Against | For | | | |
| 16. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS | Shareholder | For | | Against | Against | | | |
| 17. | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY | Shareholder | Against | | Against | For | | | |
| 18. | SHAREHOLDER PROPOSAL REQUESTING A DIVERSITY AND EQUITY AUDIT | Shareholder | Abstain | | Against | Against | | | |
| 19. | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES | Shareholder | For | | Against | Against | | | |
| MORGAN STANLEY | | |
| Security | 617446448 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | MS | | | | | | Meeting Date | 26-May-2022 | |
| ISIN | US6174464486 | | | | | | Agenda | 935584878 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Alistair Darling | Management | For | | For | For | | | |
| 1B. | Election of Director: Thomas H. Glocer | Management | For | | For | For | | | |
| 1C. | Election of Director: James P. Gorman | Management | For | | For | For | | | |
| 1D. | Election of Director: Robert H. Herz | Management | For | | For | For | | | |
| 1E. | Election of Director: Erika H. James | Management | For | | For | For | | | |
| 1F. | Election of Director: Hironori Kamezawa | Management | For | | For | For | | | |
| 1G. | Election of Director: Shelley B. Leibowitz | Management | For | | For | For | | | |
| 1H. | Election of Director: Stephen J. Luczo | Management | For | | For | For | | | |
| 1I. | Election of Director: Jami Miscik | Management | For | | For | For | | | |
| 1J. | Election of Director: Masato Miyachi | Management | For | | For | For | | | |
| 1K. | Election of Director: Dennis M. Nally | Management | For | | For | For | | | |
| 1L. | Election of Director: Mary L. Schapiro | Management | For | | For | For | | | |
| 1M. | Election of Director: Perry M. Traquina | Management | For | | For | For | | | |
| 1N. | Election of Director: Rayford Wilkins, Jr. | Management | For | | For | For | | | |
| 2. | To ratify the appointment of Deloitte & Touche LLP as independent auditor | Management | For | | For | For | | | |
| 3. | To approve the compensation of executives as disclosed in the proxy statement (non- binding advisory vote) | Management | For | | For | For | | | |
| 4. | Shareholder proposal requesting adoption of a policy to cease financing new fossil fuel development | Shareholder | Against | | Against | For | | | |
| ALPHABET INC. | | |
| Security | 02079K305 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | GOOGL | | | | | | Meeting Date | 01-Jun-2022 | |
| ISIN | US02079K3059 | | | | | | Agenda | 935618578 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1a. | Election of Director: Larry Page | Management | For | | For | For | | | |
| 1b. | Election of Director: Sergey Brin | Management | For | | For | For | | | |
| 1c. | Election of Director: Sundar Pichai | Management | For | | For | For | | | |
| 1d. | Election of Director: John L. Hennessy | Management | For | | For | For | | | |
| 1e. | Election of Director: Frances H. Arnold | Management | For | | For | For | | | |
| 1f. | Election of Director: L. John Doerr | Management | For | | For | For | | | |
| 1g. | Election of Director: Roger W. Ferguson Jr. | Management | For | | For | For | | | |
| 1h. | Election of Director: Ann Mather | Management | For | | For | For | | | |
| 1i. | Election of Director: K. Ram Shriram | Management | For | | For | For | | | |
| 1j. | Election of Director: Robin L. Washington | Management | For | | For | For | | | |
| 2. | Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2022. | Management | For | | For | For | | | |
| 3. | The amendment of Alphabet's 2021 Stock Plan to increase the share reserve by 4,000,000 shares of Class C capital stock. | Management | For | | For | For | | | |
| 4. | The amendment of Alphabet's Amended and Restated Certificate of Incorporation to increase the number of authorized shares. | Management | Against | | For | Against | | | |
| 5. | A stockholder proposal regarding a lobbying report, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 6. | A stockholder proposal regarding a climate lobbying report, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 7. | A stockholder proposal regarding a report on physical risks of climate change, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 8. | A stockholder proposal regarding a report on water management risks, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 9. | A stockholder proposal regarding a racial equity audit, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 10. | A stockholder proposal regarding a report on concealment clauses, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 11. | A stockholder proposal regarding equal shareholder voting, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 12. | A stockholder proposal regarding a report on government takedown requests, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 13. | A stockholder proposal regarding a human rights assessment of data center siting, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 14. | A stockholder proposal regarding a report on data collection, privacy, and security, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 15. | A stockholder proposal regarding algorithm disclosures, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 16. | A stockholder proposal regarding misinformation and disinformation, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| 17. | A stockholder proposal regarding a report on external costs of disinformation, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 18. | A stockholder proposal regarding a report on board diversity, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 19. | A stockholder proposal regarding the establishment of an environmental sustainability board committee, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 20. | A stockholder proposal regarding a policy on non-management employee representative director, if properly presented at the meeting. | Shareholder | Against | | Against | For | | | |
| 21. | A stockholder proposal regarding a report on policies regarding military and militarized policing agencies, if properly presented at the meeting. | Shareholder | For | | Against | Against | | | |
| NVIDIA CORPORATION | | |
| Security | 67066G104 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | NVDA | | | | | | Meeting Date | 02-Jun-2022 | |
| ISIN | US67066G1040 | | | | | | Agenda | 935618299 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1A. | Election of Director: Robert K. Burgess | Management | For | | For | For | | | |
| 1B. | Election of Director: Tench Coxe | Management | For | | For | For | | | |
| 1C. | Election of Director: John O. Dabiri | Management | For | | For | For | | | |
| 1D. | Election of Director: Persis S. Drell | Management | For | | For | For | | | |
| 1E. | Election of Director: Jen-Hsun Huang | Management | For | | For | For | | | |
| 1F. | Election of Director: Dawn Hudson | Management | For | | For | For | | | |
| 1G. | Election of Director: Harvey C. Jones | Management | For | | For | For | | | |
| 1H. | Election of Director: Michael G. McCaffery | Management | For | | For | For | | | |
| 1I. | Election of Director: Stephen C. Neal | Management | For | | For | For | | | |
| 1J. | Election of Director: Mark L. Perry | Management | For | | For | For | | | |
| 1K. | Election of Director: A. Brooke Seawell | Management | For | | For | For | | | |
| 1L. | Election of Director: Aarti Shah | Management | For | | For | For | | | |
| 1M. | Election of Director: Mark A. Stevens | Management | For | | For | For | | | |
| 2. | Advisory approval of our executive compensation. | Management | For | | For | For | | | |
| 3. | Ratification of the selection of PricewaterhouseCoopers LLP as our independent registered public accounting firm for fiscal year 2023. | Management | For | | For | For | | | |
| 4. | Approval of an amendment to our charter to increase the number of authorized shares of common stock from 4 billion to 8 billion shares. | Management | For | | For | For | | | |
| 5. | Approval of an amendment and restatement of our Amended and Restated 2007 Equity Incentive Plan. | Management | For | | For | For | | | |
| UnitedHealth Group | | |
| Security | 91324P102 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | UNH | | | | | | Meeting Date | 06-Jun-2022 | |
| ISIN | US91324P1021 | | | | | | Agenda | 935618453 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1a. | Election of Director: Timothy P. Flynn | Management | For | | For | For | | | |
| 1b. | Election of Director: Paul R. Garcia | Management | For | | For | For | | | |
| 1c. | Election of Director: Stephen J. Hemsley | Management | For | | For | For | | | |
| 1d. | Election of Director: Michele J. Hooper | Management | For | | For | For | | | |
| 1e. | Election of Director: F. William McNabb III | Management | For | | For | For | | | |
| 1f. | Election of Director: Valerie C. Montgomery Rice, M.D. | Management | For | | For | For | | | |
| 1g. | Election of Director: John H. Noseworthy, M.D. | Management | For | | For | For | | | |
| 1h. | Election of Director: Andrew Witty | Management | For | | For | For | | | |
| 2. | Advisory approval of the Company's executive compensation. | Management | For | | For | For | | | |
| 3. | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the Company for the year ending December 31, 2022. | Management | For | | For | For | | | |
| 4. | If properly presented at the 2022 Annual Meeting of Shareholders, the shareholder proposal seeking shareholder ratification of termination pay. | Shareholder | For | | Against | Against | | | |
| 5. | If properly presented at the 2022 Annual Meeting of Shareholders, the shareholder proposal regarding political contributions congruency report. | Shareholder | Against | | Against | For | | | |
| DEVON ENERGY CORPORATION | | |
| Security | 25179M103 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | DVN | | | | | | Meeting Date | 08-Jun-2022 | |
| ISIN | US25179M1036 | | | | | | Agenda | 935618198 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1. | DIRECTOR | Management | | | | | | | |
| | | 1 | Barbara M. Baumann | For | | For | For | | | |
| | | 2 | John E. Bethancourt | For | | For | For | | | |
| | | 3 | Ann G. Fox | For | | For | For | | | |
| | | 4 | David A. Hager | For | | For | For | | | |
| | | 5 | Kelt Kindick | For | | For | For | | | |
| | | 6 | John Krenicki Jr. | For | | For | For | | | |
| | | 7 | Karl F. Kurz | For | | For | For | | | |
| | | 8 | Robert A. Mosbacher, Jr | For | | For | For | | | |
| | | 9 | Richard E. Muncrief | For | | For | For | | | |
| | | 10 | Duane C. Radtke | For | | For | For | | | |
| | | 11 | Valerie M. Williams | For | | For | For | | | |
| 2. | Ratify the selection of the Company's Independent Auditors for 2022. | Management | For | | For | For | | | |
| 3. | Advisory Vote to Approve Executive Compensation. | Management | For | | For | For | | | |
| 4. | Approve the Devon Energy Corporation 2022 Long-Term Incentive Plan. | Management | For | | For | For | | | |
| TARGET CORPORATION | | |
| Security | 87612E106 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | TGT | | | | | | Meeting Date | 08-Jun-2022 | |
| ISIN | US87612E1064 | | | | | | Agenda | 935620369 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1a. | Election of Director: David P. Abney | Management | For | | For | For | | | |
| 1b. | Election of Director: Douglas M. Baker, Jr. | Management | For | | For | For | | | |
| 1c. | Election of Director: George S. Barrett | Management | For | | For | For | | | |
| 1d. | Election of Director: Gail K. Boudreaux | Management | For | | For | For | | | |
| 1e. | Election of Director: Brian C. Cornell | Management | For | | For | For | | | |
| 1f. | Election of Director: Robert L. Edwards | Management | For | | For | For | | | |
| 1g. | Election of Director: Melanie L. Healey | Management | For | | For | For | | | |
| 1h. | Election of Director: Donald R. Knauss | Management | For | | For | For | | | |
| 1i. | Election of Director: Christine A. Leahy | Management | For | | For | For | | | |
| 1j. | Election of Director: Monica C. Lozano | Management | For | | For | For | | | |
| 1k. | Election of Director: Derica W. Rice | Management | For | | For | For | | | |
| 1l. | Election of Director: Dmitri L. Stockton | Management | For | | For | For | | | |
| 2. | Company proposal to ratify the appointment of Ernst & Young LLP as our independent registered public accounting firm. | Management | For | | For | For | | | |
| 3. | Company proposal to approve, on an advisory basis, our executive compensation (Say on Pay). | Management | For | | For | For | | | |
| 4. | Shareholder proposal to amend the proxy access bylaw to remove the shareholder group limit. | Shareholder | Against | | Against | For | | | |
| FREEPORT-MCMORAN INC. | | |
| Security | 35671D857 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | FCX | | | | | | Meeting Date | 09-Jun-2022 | |
| ISIN | US35671D8570 | | | | | | Agenda | 935615279 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1a. | Election of Director: David P. Abney | Management | For | | For | For | | | |
| 1b. | Election of Director: Richard C. Adkerson | Management | For | | For | For | | | |
| 1c. | Election of Director: Marcela E. Donadio | Management | For | | For | For | | | |
| 1d. | Election of Director: Robert W. Dudley | Management | For | | For | For | | | |
| 1e. | Election of Director: Hugh Grant | Management | For | | For | For | | | |
| 1f. | Election of Director: Lydia H. Kennard | Management | For | | For | For | | | |
| 1g. | Election of Director: Ryan M. Lance | Management | For | | For | For | | | |
| 1h. | Election of Director: Sara Grootwassink Lewis | Management | For | | For | For | | | |
| 1I. | Election of Director: Dustan E. McCoy | Management | For | | For | For | | | |
| 1j. | Election of Director: John J. Stephens | Management | For | | For | For | | | |
| 1k. | Election of Director: Frances Fragos Townsend | Management | For | | For | For | | | |
| 2. | Approval, on an advisory basis, of the compensation of our named executive officers. | Management | For | | For | For | | | |
| 3. | Ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for 2022. | Management | For | | For | For | | | |
| DIAMONDBACK ENERGY, INC. | | |
| Security | 25278X109 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | FANG | | | | | | Meeting Date | 09-Jun-2022 | |
| ISIN | US25278X1090 | | | | | | Agenda | 935619734 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1.1 | Election of Director: Travis D. Stice | Management | For | | For | For | | | |
| 1.2 | Election of Director: Vincent K. Brooks | Management | For | | For | For | | | |
| 1.3 | Election of Director: Michael P. Cross | Management | For | | For | For | | | |
| 1.4 | Election of Director: David L. Houston | Management | For | | For | For | | | |
| 1.5 | Election of Director: Stephanie K. Mains | Management | For | | For | For | | | |
| 1.6 | Election of Director: Mark L. Plaumann | Management | For | | For | For | | | |
| 1.7 | Election of Director: Melanie M. Trent | Management | For | | For | For | | | |
| 1.8 | Election of Director: Steven E. West | Management | For | | For | For | | | |
| 2. | Proposal to approve, on an advisory basis, the compensation paid to the Company's named executive officers. | Management | For | | For | For | | | |
| 3. | Proposal to ratify the appointment of Grant Thornton LLP as the Company's independent auditors for the fiscal year ending December 31, 2022. | Management | For | | For | For | | | |
| CROCS, INC. | | |
| Security | 227046109 | | | | | | Meeting Type | Annual | |
| Ticker Symbol | CROX | | | | | | Meeting Date | 14-Jun-2022 | |
| ISIN | US2270461096 | | | | | | Agenda | 935626183 - Management | |
| Item | Proposal | Proposed by | Vote | Management Recommendation | For/Against Management | | |
| 1. | DIRECTOR | Management | | | | | | | |
| | | 1 | Ian M. Bickley | For | | For | For | | | |
| | | 2 | Tracy Gardner | For | | For | For | | | |
| | | 3 | Douglas J. Treff | For | | For | For | | | |
| 2. | Ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for fiscal year 2022. | Management | For | | For | For | | | |
| 3. | An advisory vote to approve the compensation of our named executive officers. | Management | For | | For | For | | | |
| | | | | | | | | | | | | | | | | |
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
W. Jameson McFadden, President