Box, Inc. 10316T104 US10316T1043 07/02/2024 Elect Director Dana Evan DIRECTOR ELECTIONS ISSUER 75 0 Against 75 AGAINST S000066745 A vote AGAINST governance committee chair Dana Evan is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board which adversely impact shareholder rights. A vote FOR the remaining director nominees is warranted. Box, Inc. 10316T104 US10316T1043 07/02/2024 Elect Director Aaron Levie DIRECTOR ELECTIONS ISSUER 75 0 For 75 FOR S000066745 Box, Inc. 10316T104 US10316T1043 07/02/2024 Elect Director Amit Walia DIRECTOR ELECTIONS ISSUER 75 0 For 75 FOR S000066745 Box, Inc. 10316T104 US10316T1043 07/02/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 75 0 For 75 FOR S000066745 Box, Inc. 10316T104 US10316T1043 07/02/2024 Amend Omnibus Stock Plan COMPENSATION ISSUER 75 0 Against 75 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors:- The plan cost is excessive;- The three-year average burn rate is excessive;- The plan permits liberal recycling of shares; and- The plan allows broad discretion to accelerate vesting. Box, Inc. 10316T104 US10316T1043 07/02/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 75 0 For 75 FOR S000066745 NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect David Kostman as Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect Rimon Ben-Shaoul as Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect Yehoshua (Shuki) Ehrlich as Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect Leo Apotheker as Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect Joseph (Joe) Cowan as Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reelect Zehava Simon as External Director DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066743 As the company has provided sufficient information on these proposals and as there are no concerns with the board and its committees' structure and functioning, these items warrant a vote FOR. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Vote FOR if you are a controlling shareholder or have a personal interest in Item 2, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager OTHER OTHER ISSUER 6 0 Against 6 FOR S000066743 Shareholders must indicate whether they are controlling shareholders or have a personal interest related to these agenda items, or else their ballots will not be counted. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Approve Updated Compensation Policy for the Directors and Officers of the Company COMPENSATION ISSUER 6 0 For 6 FOR S000066743 A vote FOR this item is warranted because the company discloses sufficient information and rationale on its amended compensation policy. However, qualified support is warranted because: - The amended cap on equity awards is substantially increased and raises some level of concern. The proposal entails a 33 percent increase to the maximum cap of up to ca. USD 26 million in annual RSU grants. - The potential of a USD 26 million RSU grants is substantially above market. Although median value of LTI grants of company-selected peers approximates USD 20 million, we note that median LTI grant value of ISS-selected peers for the company-selected peers is ca. USD 10 million. However, these concerns are somewhat mitigated by: - The proposal entails a theoretical cap whereas actual company practice is not concerning with a ca. USD 8 million annual grant value, being aligned with common market practice; - Any RSU grant to the CEO is subject to separate shareholder approval and hence the maximum cap is symbolic and shareholders can separately assess the merits of the separate RSU grants; and - We acknowledge the company is in the market for a new CEO. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Vote FOR if you are a controlling shareholder or have a personal interest in Item 3, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager OTHER OTHER ISSUER 6 0 Against 6 FOR S000066743 Shareholders must indicate whether they are controlling shareholders or have a personal interest related to these agenda items, or else their ballots will not be counted. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Approve CEO Equity Award COMPENSATION ISSUER 6 0 Against 6 AGAINST S000066743 A vote AGAINST this resolution is warranted because: - The company failed to disclose sufficient information regarding the value of the CEO's proposed compensation, preventing shareholders to assess the level of the payout opportunity; - The proposed vesting period is shorter in duration than the recommended guidelines and the possibility to accelerate the vesting within a short period is not in line with the pay-for-performance principle and Israeli market practice; - Despite the CEO`s impending departure within the following year and the short vesting period of the equity awards, the terms provide only limited guidance on the performance criteria used to determine the PSUs, thus leaving excessive room for board discretion and preventing shareholder to assess the rigor of the plan. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Vote FOR if you are a controlling shareholder or have a personal interest in Item 4, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager OTHER OTHER ISSUER 6 0 Against 6 FOR S000066743 Shareholders must indicate whether they are controlling shareholders or have a personal interest related to these agenda items, or else their ballots will not be counted. NICE Ltd. (Israel) M7494X101 IL0002730112 07/03/2024 Reappoint Kost Forer Gabbay & Kasierer as Auditors and Authorize Board to Fix Their Remuneration AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066743 A vote FOR this proposal to ratify the audit firm and fix their remuneration is warranted. Alcoa Corporation 013872106 US0138721065 07/16/2024 Issue Shares in Connection with Transaction EXTRAORDINARY TRANSACTIONS ISSUER 56 0 For 56 FOR S000066745 Alcoa Corporation 013872106 US0138721065 07/16/2024 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 56 0 For 56 FOR S000066745 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Andrew Anagnost DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Karen Blasing DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Reid French DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Ayanna Howard DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Blake Irving DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Mary T. McDowell DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Stephen Milligan DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Lorrie M. Norrington DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Betsy Rafael DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Rami Rahim DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Stacy J. Smith DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR interim CFO and former audit committee chair Elizabeth (Betsy) Rafael is warranted, with caution, as shareholders should continue to monitor the progress of regulatory investigations and civil litigation arising out of the audit committee's investigation into the company's free cash flow and non-GAAP operating margin practices. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 20 0 For 20 FOR S000066753 A vote FOR this item is warranted because only 3.13 percent of the fees paid to the auditor are for non-audit purposes. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 20 0 For 20 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned. Some concerns remain, including incomplete goal disclosure for the incentive programs and one-year performance periods for part of the LTIP. Nevertheless, annual incentives continued to be entirely based on pre-set financial metrics. Further, equity grants are majority performance conditioned and primarily based on financial metrics. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold SHAREHOLDER RIGHTS AND DEFENSES ISSUER 20 0 For 20 FOR S000066753 Currently, the company does not provide shareholders with the ability to call special meetings. Hence, a vote FOR this proposal is warranted as it represents an enhancement to shareholder's rights. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Provide Right to Call a Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 20 0 For 20 AGAINST S000066753 A vote FOR this proposal is warranted as the right to call special meetings at a 15 percent ownership threshold would enhance shareholders rights. Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Andrew Anagnost DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Karen Blasing DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Reid French DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Ayanna Howard DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Blake Irving DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Mary T. McDowell DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Stephen Milligan DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Lorrie M. Norrington DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Betsy Rafael DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Rami Rahim DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Elect Director Stacy J. Smith DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold SHAREHOLDER RIGHTS AND DEFENSES ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 07/16/2024 Provide Right to Call a Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 7 0 For 7 AGAINST S000066753 A vote FOR this proposal is warranted as the right to call special meetings at a 15 percent ownership threshold would enhance shareholders rights. Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Gerald G. Colella DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Kathryn V. Roedel DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director David J. Wilson DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Aziz S. Aghili DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Jeanne Beliveau-Dunn DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Michael Dastoor DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Chad R. Abraham DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Rebecca Yeung DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Elect Director Chris J. Stephens, Jr. DIRECTOR ELECTIONS ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 64 0 For 64 FOR S000066745 Columbus McKinnon Corporation 199333105 US1993331057 07/22/2024 Amend Omnibus Stock Plan COMPENSATION ISSUER 64 0 For 64 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Robert E. Abernathy DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Diane M. Bryant DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Michael J. Coyle DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Charles J. Dockendorff DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Lloyd E. Johnson DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Mark W. Kroll DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Claire Pomeroy DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Christopher A. Simon DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Elect Director Ellen M. Zane DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 27 0 For 27 FOR S000066745 Haemonetics Corporation 405024100 US4050241003 07/25/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 27 0 For 27 FOR S000066745 SouthState Corporation 840441109 US8404411097 08/14/2024 Issue Shares in Connection with Merger EXTRAORDINARY TRANSACTIONS ISSUER 26 0 For 26 FOR S000066745 SouthState Corporation 840441109 US8404411097 08/14/2024 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 26 0 For 26 FOR S000066745 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Amend Memorandum and Articles of Association CORPORATE GOVERNANCE ISSUER 45 0 For 45 FOR S000066753 A vote FOR this proposal is warranted given that the amendments are mainly proposed to align the company's Memorandum and Articles with the Hong Kong Listing Rules and the relevant requirements of applicable laws and regulations, and in the absence of any known issues concerning such amendments. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights CAPITAL STRUCTURE ISSUER 45 0 For 45 FOR S000066753 A vote FOR this resolution is warranted for the following: - The share issuance limit is 10 percent of the relevant class of shares for issuance for cash and non-cash consideration. - The company has specified a discount limit which is 10 percent for issuance for cash and non-cash consideration. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Authorize Share Repurchase Program CAPITAL STRUCTURE ISSUER 45 0 For 45 FOR S000066753 A vote FOR this resolution is warranted given the absence of any known issues concerning the proposed share repurchase. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Approve Omnibus Stock Plan COMPENSATION ISSUER 45 0 For 45 FOR For 45 FOR S000066753 A vote FOR these resolutions is warranted given that the terms of the proposed plan are reasonable. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Joseph C. Tsai DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director J. Michael Evans DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Weijian Shan DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Irene Yun-Lien Lee DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Ratify PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors AUDIT-RELATED ISSUER 45 0 For 45 FOR S000066753 A vote FOR this item is warranted because only 5.00 percent of the fees paid to the auditor are for non-audit purposes. Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Amend Memorandum and Articles of Association CORPORATE GOVERNANCE ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights CAPITAL STRUCTURE ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Authorize Share Repurchase Program CAPITAL STRUCTURE ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Approve Omnibus Stock Plan COMPENSATION ISSUER 16 0 For 16 FOR For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Joseph C. Tsai DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director J. Michael Evans DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Weijian Shan DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Elect Director Irene Yun-Lien Lee DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 Alibaba Group Holding Limited G01719114 KYG017191142 08/22/2024 Ratify PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors AUDIT-RELATED ISSUER 16 0 For 16 FOR S000066753 Marathon Oil Corporation 565849106 US5658491064 08/29/2024 Approve Merger Agreement EXTRAORDINARY TRANSACTIONS ISSUER 45 0 For 45 FOR S000066753 Marathon Oil Corporation 565849106 US5658491064 08/29/2024 Advisory Vote on Golden Parachutes COMPENSATION ISSUER 45 0 Against 45 AGAINST S000066753 - Support for the golden parachute proposal is not warranted. Cash severance and time-vested equity are double trigger. However, performance equity is single trigger, while the merger agreement enhanced the vesting treatment of performance equity, which will now vest at the maximum number of shares. Marathon Oil Corporation 565849106 US5658491064 08/29/2024 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 45 0 For 45 FOR S000066753 NIKE, Inc. 654106103 US6541061031 09/10/2024 Elect Director Cathleen Benko DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 WITHHOLD votes from governance committee member John Rogers Jr. in light of the multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. A vote FOR the remaining director nominees is warranted. NIKE, Inc. 654106103 US6541061031 09/10/2024 Elect Director John Rogers, Jr. DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066744 WITHHOLD votes from governance committee member John Rogers Jr. in light of the multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. A vote FOR the remaining director nominees is warranted. NIKE, Inc. 654106103 US6541061031 09/10/2024 Elect Director Robert Swan DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 WITHHOLD votes from governance committee member John Rogers Jr. in light of the multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. A vote FOR the remaining director nominees is warranted. NIKE, Inc. 654106103 US6541061031 09/10/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 Against 22 AGAINST S000066744 A vote AGAINST this proposal is warranted as a majority of equity awards to the CEO are not tied to performance-contingent pay elements. In addition, the pay to the CEO is high relative to company performance and compared to the company's peers. NIKE, Inc. 654106103 US6541061031 09/10/2024 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066744 A vote FOR this item is warranted because only 6.76 percent of the fees paid to the auditor are for non-audit purposes. NIKE, Inc. 654106103 US6541061031 09/10/2024 Report on Median Gender/Racial Pay Gaps DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 22 0 For 22 AGAINST S000066744 A vote FOR this proposal is warranted, as median pay gap statistics across race and gender would allow shareholders to compare and measure the progress of the company's diversity and inclusion initiatives. NIKE, Inc. 654106103 US6541061031 09/10/2024 Report on Effectiveness of Supply Chain Management on Equity Goals and Human Rights Commitments HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 22 0 For 22 AGAINST S000066744 A vote FOR this proposal is warranted, as additional information regarding the processes the company uses to assess human rights impacts in its operations and supply chain would allow shareholders to better gauge how well the company is managing human rights related risks. NIKE, Inc. 654106103 US6541061031 09/10/2024 Report on the Impact of Work-Driven Responsibility Principles and Supporting Binding Agreements in Sourcing from High-Risk Countries HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 22 0 For 22 AGAINST S000066744 A vote FOR this proposal is warranted as shareholders would benefit from a review of the effectiveness of the company's human rights policy in high-risk areas and the potential impacts of implementing worker-driven social responsibility principles in order to better assess whether the company is sufficiently managing associated risks and opportunities. Such a report would allow the company the opportunity to evaluate and manage related operational risks that have the potential to negatively affect shareholder value. NIKE, Inc. 654106103 US6541061031 09/10/2024 Report on Environmental Targets ENVIRONMENT OR CLIMATE SECURITY HOLDER 22 0 For 22 AGAINST S000066744 A vote FOR this proposal is warranted, as the company missed and restated many of its FY20 targets without adequate discussion of how the company s management and oversight of its sustainability targets would change in the future to avoid such a situation. NIKE, Inc. 654106103 US6541061031 09/10/2024 Report on Congruency of Voluntary Partnerships with Company's Fiduciary Duties OTHER SOCIAL ISSUES SECURITY HOLDER 22 0 Against 22 FOR S000066744 General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Benno O. Dorer DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director C. Kim Goodwin DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Jeffrey L. Harmening DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Maria G. Henry DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Jo Ann Jenkins DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Elizabeth C. Lempres DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director John G. Morikis DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Diane L. Neal DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Steve Odland DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Maria A. Sastre DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Eric D. Sprunk DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Elect Director Jorge A. Uribe DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A cautionary vote FOR governance committee members Jo Ann Jenkins, Maria Sastre, and Eric Sprunk is warranted for demonstrating limited responsiveness to the prior shareholder proposal to provide a right to call a special meeting at a 10 percent threshold. A vote FOR the remaining director nominees is warranted. General Mills, Inc. 370334104 US3703341046 09/24/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 23 0 For 23 FOR S000066744 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. STI are primarily based on pre-set financial metrics while half of the LTI are performance-based and measured over a multi-year performance period. General Mills, Inc. 370334104 US3703341046 09/24/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 23 0 For 23 FOR S000066744 A vote FOR this item is warranted because only 14.22 percent of the fees paid to the auditor are for non-audit purposes. General Mills, Inc. 370334104 US3703341046 09/24/2024 Disclose Regenerative Agriculture Practices Within Supply Chain ENVIRONMENT OR CLIMATE SECURITY HOLDER 23 0 For 23 AGAINST S000066744 A vote FOR this proposal is warranted, as increased disclosure about the company's reduction of synthetic pesticide use would allow investors to better understand how the company is managing related risks. General Mills, Inc. 370334104 US3703341046 09/24/2024 Report on Efforts to Reduce Plastic Use ENVIRONMENT OR CLIMATE SECURITY HOLDER 23 0 For 23 AGAINST S000066744 A vote FOR this proposal is warranted, as shareholders would benefit from additional information on how the company is managing risks related to its use of plastic packaging. Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Elect Director John B. Blystone DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Elect Director Mark C. Davis DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Elect Director John H. McConnell, II DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Elect Director B. Andrew ("Andy") Rose DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 28 0 For 28 FOR S000066745 Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Approve Omnibus Stock Plan COMPENSATION ISSUER 28 0 Against 28 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive; and - The estimated duration of available and proposed shares exceeds six years. Worthington Enterprises, Inc. 981811102 US9818111026 09/24/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 28 0 For 28 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Elect Director Geoffrey G. Gilmore DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Elect Director Carl A. Nelson, Jr. DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Elect Director George P. Stoe DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 30 0 For 30 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 30 0 One Year 30 FOR S000066745 Worthington Steel, Inc. 982104101 US9821041012 09/25/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 30 0 For 30 FOR S000066745 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Elect Director Wahid Nawabi DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Elect Director Cindy K. Lewis DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Elect Director Joseph L. Votel DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 17 0 For 17 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 09/27/2024 Amend Certificate of Incorporation to Provide for the Exculpation of Officers CORPORATE GOVERNANCE ISSUER 17 0 For 17 FOR S000066753 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Elect Director David B. Biegger DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Elect Director Daryl G. Brewster DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Elect Director Jacki S. Kelley DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Elect Director Timothy R. McLevish DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Approve Omnibus Stock Plan COMPENSATION ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 45 0 For 45 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 10/01/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 45 0 For 45 FOR S000066745 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director B. Marc Allen DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Brett Biggs DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Sheila Bonini DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Amy L. Chang DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Joseph Jimenez DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Christopher Kempczinski DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Debra L. Lee DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Terry J. Lundgren DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Christine M. McCarthy DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Ashley McEvoy DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Jon R. Moeller DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Robert J. Portman DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Rajesh Subramaniam DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Patricia A. Woertz DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 39 0 For 39 FOR S000066753 A vote FOR this item is warranted because only 1.38 percent of the fees paid to the auditor are for non-audit purposes. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 39 0 For 39 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Some concerns exist in the discretionary nature of the STI program. Nevertheless, annual incentives are tied to pre-set financial metrics, albeit with limited disclosure, and half of the annual equity grants are targeted to be performance-based and measured over a multiyear performance period. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Report on Median Gender/Racial Pay Gap DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 39 0 For 39 AGAINST S000066753 A vote FOR this proposal is warranted, as median pay gap statistics across race and gender would allow shareholders to compare and measure the progress of the company's diversity and inclusion initiatives. The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director B. Marc Allen DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Brett Biggs DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Sheila Bonini DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Amy L. Chang DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Joseph Jimenez DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Christopher Kempczinski DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Debra L. Lee DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Terry J. Lundgren DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Christine M. McCarthy DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Ashley McEvoy DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Jon R. Moeller DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Robert J. Portman DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Rajesh Subramaniam DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Elect Director Patricia A. Woertz DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 21 0 For 21 FOR S000066753 The Procter & Gamble Company 742718109 US7427181091 10/08/2024 Report on Median Gender/Racial Pay Gap DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 21 0 Against 21 FOR S000066753 Victory Capital Holdings, Inc. 92645B103 US92645B1035 10/11/2024 Issue Shares in Connection with Acquisition EXTRAORDINARY TRANSACTIONS ISSUER 34 0 For 34 FOR S000066745 Victory Capital Holdings, Inc. 92645B103 US92645B1035 10/11/2024 Increase Authorized Preferred Stock CAPITAL STRUCTURE ISSUER 34 0 Against 34 AGAINST S000066745 The preferred shares have not been modified to remove the blank check provisions and counterbalance their potential anti-takeover effects. Furthermore, there appears to be limited downside risk in the event of non-approval. Therefore, a vote AGAINST this proposal is warranted. Victory Capital Holdings, Inc. 92645B103 US92645B1035 10/11/2024 Amend Certificate of Incorporation to Expand the Existing Corporate Opportunities Waiver Provision CORPORATE GOVERNANCE ISSUER 34 0 Against 34 AGAINST S000066745 A vote AGAINST this proposal is warranted as the waiver of the corporate opportunity doctrine would permit Amundi and its affiliates, including Amundi-appointed directors, to pursue certain corporate opportunities without presenting them to the company in contravention of the fiduciary duty to disclose to the corporation opportunities related to its business. Victory Capital Holdings, Inc. 92645B103 US92645B1035 10/11/2024 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 34 0 For 34 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Esther M. Alegria DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Joseph Carleone DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Nicholas S. Green DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Richard B. Hancock DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Catherine J. Mackey DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Gregory P. Sargen DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Elect Director Jeanne A. Thoma DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Amend Omnibus Stock Plan COMPENSATION ISSUER 47 0 For 47 FOR S000066745 Avid Bioservices, Inc. 05368M106 US05368M1062 10/16/2024 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 47 0 For 47 FOR S000066745 Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Craig Arnold DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Scott C. Donnelly DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Lidia L. Fonseca DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Andrea J. Goldsmith DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Randall J. Hogan, III DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Gregory P. Lewis DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Kevin E. Lofton DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Geoffrey S. Martha DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Elizabeth G. Nabel DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Elect Director Kendall J. Powell DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Ratify PricewaterhouseCoopers LLP as Auditors and Authorize Board to fix Their Remuneration AUDIT-RELATED ISSUER 16 0 For 16 FOR S000066744 A vote FOR this item is warranted because only 7.10 percent of the fees paid to the auditor are for non-audit purposes. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 16 0 For 16 FOR S000066744 A vote FOR this proposal is warranted although a concern is noted regarding the lack of disclosure in the LTI program. Nevertheless, performance shares vest on achievement of financial metrics and are measured over a multi-year performance period, while annual incentives are largely based on pre-set financial metrics. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Renew the Board's Authority to Issue Shares Under Irish Law CAPITAL STRUCTURE ISSUER 16 0 For 16 FOR S000066744 A vote FOR these resolutions is warranted because the proposed amount and durations are within recommended limits. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law CAPITAL STRUCTURE ISSUER 16 0 For 16 FOR S000066744 A vote FOR these resolutions is warranted because the proposed amount and durations are within recommended limits. Medtronic Plc G5960L103 IE00BTN1Y115 10/17/2024 Authorize Overseas Market Purchases of Ordinary Shares CAPITAL STRUCTURE ISSUER 16 0 For 16 FOR S000066744 A vote FOR this proposal is warranted, as the amount and duration are within recommended limits. Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Elect Director Orlando P. Carvalho DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Elect Director Barry R. Nearhos DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Elect Director Debora A. Plunkett DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 Against 32 AGAINST S000066745 A vote AGAINST this proposal is warranted as the pay-for-performance misalignment has not been mitigated. Annual incentives were entirely based on pre-set financial metrics and LTI awards were majority performance-based and utilize a multi-year performance period. However, CEO Ballhaus' total pay was significantly elevated, primarily due to an outsized new-hire option award, and the proxy does not disclose a compelling rationale. Further, the committee approved discretionary bonuses for NEOs despite below threshold performance regarding the STIP and the proxy does not disclose forward-looking goals and closing-cycle award results in the LTIP. Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Approve Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 32 0 For 32 FOR S000066745 Mercury Systems, Inc. 589378108 US5893781089 10/23/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066745 Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Elect Director Jeffrey D. Buchanan DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066745 Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Elect Director Keith B. Geeslin DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066745 Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Elect Director James L. Whims DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066745 Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066745 Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Amend Omnibus Stock Plan COMPENSATION ISSUER 22 0 For 22 FOR S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive; - The three-year average burn rate is excessive; and - The plan allows broad discretion to accelerate vesting. Synaptics Incorporated 87157D109 US87157D1090 10/29/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 For 22 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Frances L. Allen DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Cynthia L. Davis DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Joseph M. DePinto DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Harriet Edelman DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director William T. Giles DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Kevin D. Hochman DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Ramona T. Hood DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director James C. Katzman DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Frank D. Liberio DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Elect Director Prashant N. Ranade DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 31 0 For 31 FOR S000066745 Brinker International, Inc. 109641100 US1096411004 11/06/2024 Approve Omnibus Stock Plan COMPENSATION ISSUER 31 0 For 31 FOR S000066745 KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Robert Calderoni DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Jeneanne Hanley DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Emiko Higashi DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Kevin Kennedy DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Michael McMullen DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Gary Moore DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Victor Peng DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Robert Rango DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Elect Director Richard P. Wallace DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066744 A vote FOR the director nominees is warranted. KLA Corporation 482480100 US4824801009 11/06/2024 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066744 A vote FOR this item is warranted because only 3.45 percent of the fees paid to the auditor are for non-audit purposes. KLA Corporation 482480100 US4824801009 11/06/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066744 A vote FOR this proposal is warranted as pay and performance are reasonably aligned. In addition, annual incentives were based on a pre-set financial metric, and a majority of long-term incentives were performance conditioned and measured over multi-year periods. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Awo Ablo DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Jeffrey S. Berg DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Michael J. Boskin DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Safra A. Catz DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Bruce R. Chizen DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director George H. Conrades DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Lawrence J. Ellison DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Rona A. Fairhead DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Jeffrey O. Henley DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Charles W. Moorman DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Leon E. Panetta DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director William G. Parrett DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Naomi O. Seligman DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 50 0 Against 50 AGAINST S000066753 A vote AGAINST the proposal is warranted. While CEO pay and company performance were reasonably aligned for the year in review, there are concerns noted within the pay program. Most notably, annual equity grants to certain NEOs do not utilize performance-conditioned equity, which is inconsistent with prevailing market practices as well as contrary to recent shareholder feedback. Additionally, though disclosure surrounding security fees to Chairman Ellison improved in FY24, continued monitoring is warranted, as the value of this perquisite remains outsized. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 50 0 For 50 FOR S000066753 A vote FOR this item is warranted because only 4.57 percent of the fees paid to the auditor are for non-audit purposes. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Report on Climate Risk in Retirement Plan Options ENVIRONMENT OR CLIMATE SECURITY HOLDER 50 0 For 50 AGAINST S000066753 A vote FOR this resolution is warranted. While the company offers an option to employees that want to invest more responsibly, it is unclear how well employees understand the retirement plans available to them. The information requested in the report would not only complement and enhance the company's existing commitments regarding climate change, but also allow shareholders to better evaluate the company's strategies and management of related risks. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Awo Ablo DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Jeffrey S. Berg DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Michael J. Boskin DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Safra A. Catz DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Bruce R. Chizen DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director George H. Conrades DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Lawrence J. Ellison DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Rona A. Fairhead DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Jeffrey O. Henley DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Charles W. Moorman DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Leon E. Panetta DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director William G. Parrett DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066753 WITHHOLD votes are warranted for incumbent Governance Committee members Jeffrey Berg, Bruce Chizen, Leon Panetta, and William Parrett for the substantial pledging activity and significant concerns regarding risk oversight. A vote FOR the remaining directors is warranted. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Elect Director Naomi O. Seligman DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 Against 22 AGAINST S000066753 A vote AGAINST the proposal is warranted. While CEO pay and company performance were reasonably aligned for the year in review, there are concerns noted within the pay program. Most notably, annual equity grants to certain NEOs do not utilize performance-conditioned equity, which is inconsistent with prevailing market practices as well as contrary to recent shareholder feedback. Additionally, though disclosure surrounding security fees to Chairman Ellison improved in FY24, continued monitoring is warranted, as the value of this perquisite remains outsized. Oracle Corporation 68389X105 US68389X1054 11/14/2024 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066753 Oracle Corporation 68389X105 US68389X1054 11/14/2024 Report on Climate Risk in Retirement Plan Options ENVIRONMENT OR CLIMATE SECURITY HOLDER 22 0 Against 22 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Elect Heloisa Belotti Bedicks as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Elect Reinaldo Duarte Castanheira Filho as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Approve Agreement to Absorb Acos Laminados do Para S.A. (ALPA) EXTRAORDINARY TRANSACTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Ratify Macso Legate Auditores Independentes as Independent Firm to Appraise Proposed Transaction OTHER OTHER ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Approve Independent Firm's Appraisal OTHER OTHER ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 11/14/2024 Approve Absorption of Acos Laminados do Para S.A. (ALPA) EXTRAORDINARY TRANSACTIONS ISSUER 38 0 For 38 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 11/26/2024 Approve Material Related Party Transactions between Infosys Limited and Subsidiaries with Stater N.V. OTHER OTHER ISSUER 140 0 For 140 FOR S000066753 A vote FOR this resolution is warranted given that the proposed transactions are within the ordinary course of the company's business, and will be conducted at arm's-length. Infosys Limited Y4082C133 INE009A01021 11/26/2024 Approve Material Related Party Transactions between Infosys Limited and Subsidiaries with Stater Nederland B.V OTHER OTHER ISSUER 140 0 For 140 FOR S000066753 A vote FOR this resolution is warranted given that the proposed transactions are within the ordinary course of the company's business, and will be conducted at arm's-length. Infosys Limited Y4082C133 INE009A01021 11/26/2024 Approve Material Related Party Transactions between Infosys Limited and Subsidiaries with Stater N.V. OTHER OTHER ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 11/26/2024 Approve Material Related Party Transactions between Infosys Limited and Subsidiaries with Stater Nederland B.V OTHER OTHER ISSUER 65 0 For 65 FOR S000066753 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Steven R. Beauchamp DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Linda M. Breard DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Virginia G. Breen DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Craig A. Conway DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Robin L. Pederson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Andres D. Reiner DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Kenneth B. Robinson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Steven I. Sarowitz DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Ronald V. Waters, III DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Elect Director Toby J. Williams DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066745 Paylocity Holding Corporation 70438V106 US70438V1061 12/05/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066745 Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director W. Don Cornwell DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director JoEllen Lyons Dillon DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Elisha Finney DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Leo Groothuis DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Melina Higgins DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director James M. Kilts DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Harry Korman DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Rajiv Malik DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Richard Mark DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Mark Parrish DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Scott A. Smith DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Elect Director Rogerio Vivaldi Coelho DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066744 A vote FOR the director nominees is warranted. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 1 0 Against 1 AGAINST S000066744 A vote AGAINST this proposal is warranted. Although CEO pay and performance are reasonably aligned for the year under review, significant concern is raised regarding the outsized magnitude and insufficient rationale pertaining to pay arrangements of former executive chairman Robert Coury in his capacity as an advisor to the board following his resignation from the executive chairman role. The company has not disclosed a compelling rationale for maintaining Coury's compensation at a level commensurate with the CEO's pay despite his reduced capacity as a strategic advisor, which is particularly concerning on the heels of a sizable severance payout. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 1 0 For 1 FOR S000066744 A vote FOR this item is warranted because only 9.04 percent of the fees paid to the auditor are for non-audit purposes. Viatris Inc. 92556V106 US92556V1061 12/06/2024 Amend Omnibus Stock Plan COMPENSATION ISSUER 1 0 For 1 FOR S000066744 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Reid G. Hoffman DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Hugh F. Johnston DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Teri L. List DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Catherine MacGregor DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Mark A. L. Mason DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Satya Nadella DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Sandra E. Peterson DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Penny S. Pritzker DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Carlos A. Rodriguez DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Charles W. Scharf DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director John W. Stanton DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Emma N. Walmsley DIRECTOR ELECTIONS ISSUER 78 0 For 78 FOR S000066753 A vote FOR the director nominees is warranted. Microsoft Corporation 594918104 US5949181045 12/10/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 78 0 For 78 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are aligned for the year in review. Annual incentives were primarily based on objective criteria and the CEO's long-term awards were entirely performance-conditioned. The cash incentive payout was reduced at the CEO's request this year. However, the CEO's base salary and STI payout opportunities remained relatively large and long-term incentives rely primarily on annual performance periods. Microsoft Corporation 594918104 US5949181045 12/10/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 78 0 For 78 FOR S000066753 A vote FOR this item is warranted because only 7.81 percent of the fees paid to the auditor are for non-audit purposes. Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Weapons Development OTHER SOCIAL ISSUES SECURITY HOLDER 78 0 For 78 AGAINST S000066753 A vote FOR this resolution is warranted as the requested report would allow shareholders to better understand Microsoft's management and oversight of risks related to weapons development. Microsoft Corporation 594918104 US5949181045 12/10/2024 Assess and Report on Investing in Bitcoin OTHER SOCIAL ISSUES SECURITY HOLDER 78 0 Against 78 FOR S000066753 A vote AGAINST this proposal is warranted, given that the company already considers potential investments in Bitcoin and other cryptocurrencies as part of its investment portfolio. Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Operating in Countries with Significant Human Rights Concerns HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 78 0 For 78 AGAINST S000066753 A vote FOR this proposal is warranted. Shareholders would benefit from increased disclosure regarding how the company is managing human rights-related risks in high-risk countries. Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Using Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production OTHER SOCIAL ISSUES SECURITY HOLDER 78 0 For 78 AGAINST S000066753 A vote FOR this proposal is warranted, as shareholders would benefit from additional disclosure related to the potential risks associated with the use of the company's artificial intelligence and machine learning tools for new oil and gas development and production. Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks Related to AI Generated Misinformation and Disinformation OTHER SOCIAL ISSUES SECURITY HOLDER 78 0 For 78 AGAINST S000066753 A vote FOR this proposal is warranted. Increased disclosure and greater transparency regarding risks related to misinformation and disinformation, including from generative AI, would benefit shareholders on its potential business impacts and how the company is managing these risks. Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on AI Data Sourcing Accountability OTHER SOCIAL ISSUES SECURITY HOLDER 78 0 For 78 AGAINST S000066753 A vote FOR this resolution is warranted as the company is facing increased risks related to copyright infringement and AI data sourcing. Although it discloses information about its assessment of AI risks generally, shareholders would benefit from greater attention to risks related to how the company uses third-party information to train its large language models. Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Reid G. Hoffman DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Hugh F. Johnston DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Teri L. List DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Catherine MacGregor DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Mark A. L. Mason DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Satya Nadella DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Sandra E. Peterson DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Penny S. Pritzker DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Carlos A. Rodriguez DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Charles W. Scharf DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director John W. Stanton DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Elect Director Emma N. Walmsley DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 27 0 For 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Weapons Development OTHER SOCIAL ISSUES SECURITY HOLDER 27 0 Against 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Assess and Report on Investing in Bitcoin OTHER SOCIAL ISSUES SECURITY HOLDER 27 0 Against 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Operating in Countries with Significant Human Rights Concerns HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 27 0 Against 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks of Using Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production OTHER SOCIAL ISSUES SECURITY HOLDER 27 0 Against 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on Risks Related to AI Generated Misinformation and Disinformation OTHER SOCIAL ISSUES SECURITY HOLDER 27 0 Against 27 FOR S000066753 Microsoft Corporation 594918104 US5949181045 12/10/2024 Report on AI Data Sourcing Accountability OTHER SOCIAL ISSUES SECURITY HOLDER 27 0 Against 27 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Susan L. Decker DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Kenneth D. Denman DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Helena B. Foulkes DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Hamilton E. James DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Sally Jewell DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Jeffrey S. Raikes DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director John W. Stanton DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Ron M. Vachris DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Mary Agnes (Maggie) Wilderotter DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted at this time. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 A vote FOR this item is warranted because only 7.48 percent of the fees paid to the auditor are for non-audit purposes. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 For 9 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. A majority of annual incentives and the entirety of long-term incentives are performance-conditioned. However, the specific quantitative targets were not disclosed for the environmental and social objectives in the STI plan. Performance share grants continue to utilize a one-year performance period, with metrics identical to the financial metrics utilized in the STI plan. Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Report on Risks of Maintaining Diversity, Equity, and Inclusion Efforts DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 9 0 Against 9 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Susan L. Decker DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Kenneth D. Denman DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Helena B. Foulkes DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Hamilton E. James DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Sally Jewell DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Jeffrey S. Raikes DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director John W. Stanton DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Ron M. Vachris DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Elect Director Mary Agnes (Maggie) Wilderotter DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Costco Wholesale Corporation 22160K105 US22160K1051 01/23/2025 Report on Risks of Maintaining Diversity, Equity, and Inclusion Efforts DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 6 0 Against 6 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Eve Burton DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Scott D. Cook DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Richard L. Dalzell DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Sasan K. Goodarzi DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Deborah Liu DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Tekedra Mawakana DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Suzanne Nora Johnson DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Forrest Norrod DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Vasant Prabhu DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Ryan Roslansky DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Thomas Szkutak DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Raul Vazquez DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Eric S. Yuan DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Intuit Inc. 461202103 US4612021034 01/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 4 0 For 4 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Annual incentives were primarily determined by pre-set financial metrics and half of the long-term incentive award is targeted to be performance based. In addition, long-term performance shares utilize multi-year measurement periods and payouts are generally capped at target in the event of negative absolute TSR performance. Intuit Inc. 461202103 US4612021034 01/23/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 4 0 For 4 FOR S000066753 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. Intuit Inc. 461202103 US4612021034 01/23/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 4 0 For 4 FOR S000066753 A vote FOR this proposal is warranted, as the exculpation provision permitted by Delaware law is considered to reasonably balance shareholders' interest in officer accountability with their interest in attracting and retaining qualified officers to serve the company. Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Eve Burton DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Scott D. Cook DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Richard L. Dalzell DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Sasan K. Goodarzi DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Deborah Liu DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Tekedra Mawakana DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Suzanne Nora Johnson DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Forrest Norrod DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Vasant Prabhu DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Ryan Roslansky DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Thomas Szkutak DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Raul Vazquez DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Elect Director Eric S. Yuan DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 4 0 For 4 FOR S000066753 Intuit Inc. 461202103 US4612021034 01/23/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 4 0 For 4 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Lloyd A. Carney DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Kermit R. Crawford DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Francisco Javier Fernandez-Carbajal DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Ramon Laguarta DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Teri L. List DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director John F. Lundgren DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Ryan McInerney DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Denise M. Morrison DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Pamela Murphy DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Linda J. Rendle DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Maynard G. Webb, Jr. DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote FOR the director nominees is warranted. Visa Inc. 92826C839 US92826C8394 01/28/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 31 0 For 31 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Although concerns exist under the STIP for lack of disclosure of metric weightings and in the LTIP for the use of annual measurements, both programs are primarily performance-based. Visa Inc. 92826C839 US92826C8394 01/28/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 31 0 For 31 FOR S000066753 A vote FOR this item is warranted because only 2.93 percent of the fees paid to the auditor are for non-audit purposes. Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Gender-Based Compensation and Benefits Inequities DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 31 0 Against 31 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Company's Policy on Merchant Category Codes OTHER SOCIAL ISSUES SECURITY HOLDER 31 0 Against 31 FOR S000066753 A vote AGAINST this proposal is warranted because: - the company appears to be taking appropriate action to mitigate risks associated with the potential implementation of merchant category code for standalone gun and ammunition stores; and - the requested report would unduly interfere with management's purview regarding the operation of its payment systems and compliance with legal responsibilities. Visa Inc. 92826C839 US92826C8394 01/28/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 31 0 Against 31 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Lobbying Payments and Policy HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 31 0 Against 31 FOR S000066753 A vote AGAINST this proposal is warranted. The company has committed to providing additional meaningful disclosure regarding its direct and indirect lobbying activities. Specifically, the company will now disclose the aggregate amount of dues that are attributed to federal lobbying activities for U.S. trade associations to which it pays annual membership dues of $25,000 or more. In addition, the company will report the annual total of U.S. federal lobbying expenditures. This enhancement to the company's disclosure will better position shareholders to evaluate the alignment between the company's political efforts and stated goals. Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Lloyd A. Carney DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Kermit R. Crawford DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Francisco Javier Fernandez-Carbajal DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Ramon Laguarta DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Teri L. List DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director John F. Lundgren DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Ryan McInerney DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Denise M. Morrison DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Pamela Murphy DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Linda J. Rendle DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Elect Director Maynard G. Webb, Jr. DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Gender-Based Compensation and Benefits Inequities DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 10 0 Against 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Company's Policy on Merchant Category Codes OTHER SOCIAL ISSUES SECURITY HOLDER 10 0 Against 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 10 0 Against 10 FOR S000066753 Visa Inc. 92826C839 US92826C8394 01/28/2025 Report on Lobbying Payments and Policy HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 10 0 Against 10 FOR S000066753 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Frank E. Casal DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director William L. Cornog DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Robyn C. Davis DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Dipal Doshi DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Quentin G. Koffey DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Martin D. Madaus DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Alan J. Malus DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director John P. Marotta DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Erica J. McLaughlin DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Elect Director Tina S. Nova DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 26 0 For 26 FOR S000066745 Azenta, Inc. 114340102 US1143401024 01/30/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 26 0 For 26 FOR S000066745 Emerson Electric Co. 291011104 US2910111044 02/04/2025 Elect Director Joshua B. Bolten DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote FOR Corporate Governance and Nominating Committee member Joshua Bolten is warranted, with caution. The company's governing documents continue to prohibit shareholders from amending the bylaws. A vote FOR the director nominees is warranted. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Elect Director Calvin G. Butler, Jr. DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote FOR Corporate Governance and Nominating Committee member Joshua Bolten is warranted, with caution. The company's governing documents continue to prohibit shareholders from amending the bylaws. A vote FOR the director nominees is warranted. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Elect Director Surendralal (Lal) L. Karsanbhai DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote FOR Corporate Governance and Nominating Committee member Joshua Bolten is warranted, with caution. The company's governing documents continue to prohibit shareholders from amending the bylaws. A vote FOR the director nominees is warranted. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Elect Director Lori M. Lee DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote FOR Corporate Governance and Nominating Committee member Joshua Bolten is warranted, with caution. The company's governing documents continue to prohibit shareholders from amending the bylaws. A vote FOR the director nominees is warranted. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066744 A vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. Annual incentives are entirely based on pre-set financial metrics and long-term incentives are majority performance based. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 29 0 For 29 FOR S000066744 A vote FOR this proposal is warranted as it enhances board accountability to shareholders and demonstrates a commitment to shareholders' interests on the part of management. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Reduce Supermajority Vote Requirement to Remove Directors SHAREHOLDER RIGHTS AND DEFENSES ISSUER 29 0 For 29 FOR S000066744 A vote FOR these proposals is warranted given that the reduction in the supermajority vote requirement would enhance shareholder rights. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Reduce Supermajority Vote Requirement in Connection with the Fair Price Provisions for Certain Business Combinations SHAREHOLDER RIGHTS AND DEFENSES ISSUER 29 0 For 29 FOR S000066744 A vote FOR these proposals is warranted given that the reduction in the supermajority vote requirement would enhance shareholder rights. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Reduce Supermajority Vote Requirement for Amendments to the Terms of any Series of Preferred Stock SHAREHOLDER RIGHTS AND DEFENSES ISSUER 29 0 For 29 FOR S000066744 A vote FOR these proposals is warranted given that the reduction in the supermajority vote requirement would enhance shareholder rights. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Approve Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 29 0 For 29 FOR S000066744 A vote FOR this proposal is warranted given that: - The purchase price is reasonable; - The number of shares reserved is relatively conservative; and - The offer period is within the prescribed limits under Section 423 of the Internal Revenue Code. Emerson Electric Co. 291011104 US2910111044 02/04/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director James P. Keane DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Blake D. Moret DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Thomas W. Rosamilia DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Patricia A. Watson DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 21 0 Against 21 AGAINST S000066753 A vote AGAINST this proposal is warranted due to the following concerns: - The majority of equity awards to the CEO are not tied to performance-contingent pay elements; - High CEO pay relative to company performance compared to the company s peers; and - Excessive differentials between CEO pay and the pay of other named executive officers at the firm. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director James P. Keane DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Blake D. Moret DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Thomas W. Rosamilia DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Elect Director Patricia A. Watson DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Rockwell Automation, Inc. 773903109 US7739031091 02/04/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Wanda Austin DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Tim Cook DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Alex Gorsky DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Andrea Jung DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Art Levinson DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Monica Lozano DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Ron Sugar DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Sue Wagner DIRECTOR ELECTIONS ISSUER 148 0 For 148 FOR S000066753 A vote FOR the director nominees is warranted. Apple Inc. 037833100 US0378331005 02/25/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 148 0 For 148 FOR S000066753 A vote FOR this item is warranted because only 14.68 percent of the fees paid to the auditor are for non-audit purposes. Apple Inc. 037833100 US0378331005 02/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 148 0 For 148 FOR S000066753 A vote FOR this proposal is warranted, as pay and performance are reasonably aligned at this time. Although the target annual equity award for CEO Cook increased relatively significantly, the overall structure of CEO pay did not fundamentally change in FY24. Annual cash incentives continued to be based entirely on pre-set financial metrics with clearly disclosed targets and performance-based equity utilizes a multi-year performance period with relatively rigorous, forward-looking target goals clearly disclosed. Further, the company states that it has made no changes to the amount or structure of Cook's total target compensation in FY25. Apple Inc. 037833100 US0378331005 02/25/2025 Report on Ethical AI Data Acquisition and Usage OTHER SOCIAL ISSUES SECURITY HOLDER 148 0 For 148 AGAINST S000066753 A vote FOR this proposal is warranted, as improved transparency would provide shareholders the ability to evaluate the benefits and risks associated with the company's use of external data in the development of its artificial intelligence (AI) projects. Apple Inc. 037833100 US0378331005 02/25/2025 Report on Child Safety Online HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 148 0 Against 148 FOR S000066753 A vote AGAINST this proposal is warranted, as Apple has already provided an explanation for its decisions regarding its use of child sex abuse material (CSAM) identifying software. Apple Inc. 037833100 US0378331005 02/25/2025 Consider Abolishing DEI Policies, Programs, Departments, and Goals DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 148 0 Against 148 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 148 0 Against 148 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Wanda Austin DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Tim Cook DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Alex Gorsky DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Andrea Jung DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Art Levinson DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Monica Lozano DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Ron Sugar DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Elect Director Sue Wagner DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 57 0 For 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Report on Ethical AI Data Acquisition and Usage OTHER SOCIAL ISSUES SECURITY HOLDER 57 0 Against 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Report on Child Safety Online HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 57 0 Against 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Consider Abolishing DEI Policies, Programs, Departments, and Goals DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 57 0 Against 57 FOR S000066753 Apple Inc. 037833100 US0378331005 02/25/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 57 0 Against 57 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Leanne G. Caret DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Tamra A. Erwin DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director R. Preston Feight DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Alan C. Heuberger DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director L. Neil Hunn DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Michael O. Johanns DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director John C. May DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Gregory R. Page DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Sherry M. Smith DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Dmitri L. Stockton DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Sheila G. Talton DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Deere & Company 244199105 US2441991054 02/26/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 Against 7 AGAINST S000066753 A vote AGAINST this proposal is warranted due to the following concerns: - The majority of equity awards to the CEO are not tied to performance-contingent pay elements; - High CEO pay relative to company performance compared to the company's peers; and - High CEO pay in relation to company peer group CEO median pay levels. Deere & Company 244199105 US2441991054 02/26/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Deere & Company 244199105 US2441991054 02/26/2025 Report on Statistical Differences in Hiring Across Race and Gender DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7 0 Against 7 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on Effectiveness of Efforts to Create a Meritocratic Workplace HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 7 0 For 7 AGAINST S000066753 A vote FOR this proposal is warranted, as disclosing the requested report would allow shareholders to better assess the company's efforts on creating a meritocratic workplace. Deere & Company 244199105 US2441991054 02/26/2025 Establish a Board Committee on Corporate Financial Sustainability ENVIRONMENT OR CLIMATE SECURITY HOLDER 7 0 Against 7 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on a Civil Rights Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 7 0 For 7 AGAINST S000066753 A vote FOR this proposal is warranted as such disclosure would allow shareholders to better assess the effectiveness of the company's anti-discrimination policies and practices. Deere & Company 244199105 US2441991054 02/26/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 7 0 Against 7 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Leanne G. Caret DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Tamra A. Erwin DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director R. Preston Feight DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Alan C. Heuberger DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director L. Neil Hunn DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Michael O. Johanns DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director John C. May DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Gregory R. Page DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Sherry M. Smith DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Dmitri L. Stockton DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Elect Director Sheila G. Talton DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on Statistical Differences in Hiring Across Race and Gender DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 6 0 Against 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on Effectiveness of Efforts to Create a Meritocratic Workplace HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 6 0 Against 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Establish a Board Committee on Corporate Financial Sustainability ENVIRONMENT OR CLIMATE SECURITY HOLDER 6 0 Against 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on a Civil Rights Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 6 0 Against 6 FOR S000066753 Deere & Company 244199105 US2441991054 02/26/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 6 0 Against 6 FOR S000066753 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Delaney M. Bellinger DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Belgacem Chariag DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Kevin G. Cramton DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Randy A. Foutch DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Hans Helmerich DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Elizabeth R. Killinger DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director John W. Lindsay DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Jose R. Mas DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director Donald F. Robillard, Jr. DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Elect Director John D. Zeglis DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 12 0 For 12 FOR S000066745 Helmerich & Payne, Inc. 423452101 US4234521015 03/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 12 0 For 12 FOR S000066745 Banco Bradesco SA P1808G117 BRBBDCACNPR8 03/10/2025 Elect Ava Cohn as Fiscal Council Member and Marcos Aparecido Galende as Alternate Appointed by Preferred Shareholder AUDIT-RELATED SECURITY HOLDER 1542 0 For 1542 FOR S000066753 A vote FOR this item is warranted because: - The names of the fiscal council nominee and alternate appointed by minority preferred shareholders have been disclosed; - There is no indication of competing minority preferred nominees; and - There are no known concerns regarding the proposed minority nominees. Banco Bradesco SA P1808G117 BRBBDCACNPR8 03/10/2025 Elect Ava Cohn as Fiscal Council Member and Marcos Aparecido Galende as Alternate Appointed by Preferred Shareholder AUDIT-RELATED SECURITY HOLDER 357 0 For 357 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Douglas C. Yearley, Jr. DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Stephen F. East DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Christine N. Garvey DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Karen H. Grimes DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Derek T. Kan DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director John A. McLean DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Wendell E. Pritchett DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Judith A. Reinsdorf DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Katherine M. Sandstrom DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Paul E. Shapiro DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Scott D. Stowell DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 36 0 For 36 FOR S000066753 A vote FOR this item is warranted because only 1.55 percent of the fees paid to the auditor are for non-audit purposes. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 36 0 For 36 FOR S000066753 Although some concerns are noted, a vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Eliminate Supermajority Vote Requirement to Remove Directors SHAREHOLDER RIGHTS AND DEFENSES ISSUER 36 0 For 36 FOR S000066753 A vote FOR this proposal is warranted. The reduction in the supermajority vote requirement enhances shareholder rights, and it appears prudent to align the provisions in the company's governing documents. Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Douglas C. Yearley, Jr. DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Stephen F. East DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Christine N. Garvey DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Karen H. Grimes DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Derek T. Kan DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director John A. McLean DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Wendell E. Pritchett DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Judith A. Reinsdorf DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Katherine M. Sandstrom DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Paul E. Shapiro DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Elect Director Scott D. Stowell DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 38 0 For 38 FOR S000066753 Toll Brothers, Inc. 889478103 US8894781033 03/11/2025 Eliminate Supermajority Vote Requirement to Remove Directors SHAREHOLDER RIGHTS AND DEFENSES ISSUER 38 0 For 38 FOR S000066753 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Hongbo Lu DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Michael S. Perry DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Christopher Anzalone DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Mauro Ferrari DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Adeoye Olukotun DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director William Waddill DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Victoria Vakiener DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Elect Director Douglas Ingram DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 For 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 32 0 One Year 32 FOR S000066745 Arrowhead Pharmaceuticals, Inc. 04280A100 US04280A1007 03/12/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066745 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Richard E. Allison, Jr. DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Andrew Campion DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Beth Ford DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Jorgen Vig Knudstorp DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Neal Mohan DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Brian Niccol DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Daniel Javier Servitje Montull DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Michael Sievert DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Elect Director Wei Zhang DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 13 0 Against 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Report on Human Rights Risks Related to Labor Organizing HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 13 0 Against 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Report on Cage Free Egg Commitment in China and Japan OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066753 Starbucks Corporation 855244109 US8552441094 03/12/2025 Publish an Annual Carbon Emissions Congruency Report ENVIRONMENT OR CLIMATE SECURITY HOLDER 13 0 Against 13 FOR S000066753 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Thomas M. Culligan DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Carol F. Fine DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Adolfo Henriques DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Mark H. Hildebrandt DIRECTOR ELECTIONS ISSUER 29 0 Against 29 AGAINST S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Eric A. Mendelson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Laurans A. Mendelson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Victor H. Mendelson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Julie Neitzel DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Alan Schriesheim DIRECTOR ELECTIONS ISSUER 29 0 Against 29 AGAINST S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Frank J. Schwitter DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 Against 29 AGAINST S000066744 A vote AGAINST this proposal is warranted. Although the compensation committee demonstrated sufficient responsiveness to shareholder concerns following last year's low say-on-pay support, concerns are raised due to the following: - The provision for automatic accelerated vesting of equity awards upon a change in control; and - A lack of all the following risk-mitigating features: clawback policy, stock ownership guidelines, and stock holding requirements. HEICO Corporation 422806109 US4228061093 03/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066744 A vote FOR this item is warranted because only 7.37 percent of the fees paid to the auditor are for non-audit purposes. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Thomas M. Culligan DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Carol F. Fine DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Adolfo Henriques DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Mark H. Hildebrandt DIRECTOR ELECTIONS ISSUER 6 0 Against 6 AGAINST S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Eric A. Mendelson DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Laurans A. Mendelson DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Victor H. Mendelson DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Julie Neitzel DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Alan Schriesheim DIRECTOR ELECTIONS ISSUER 6 0 Against 6 AGAINST S000066744 A vote AGAINST Governance Committee members Mark Hildebrandt and Alan Schriesheim is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. HEICO Corporation 422806109 US4228061093 03/14/2025 Elect Director Frank J. Schwitter DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066744 HEICO Corporation 422806109 US4228061093 03/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Sylvia Acevedo DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Cristiano R. Amon DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Mark Fields DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Jeffrey W. Henderson DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Ann M. Livermore DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Mark D. McLaughlin DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Jamie S. Miller DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Marie Myers DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Irene B. Rosenfeld DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Kornelis (Neil) Smit DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Elect Director Jean-Pascal Tricoire DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066744 QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 20 0 For 20 FOR S000066744 A vote FOR this item is warranted because only 2.52 percent of the fees paid to the auditor are for non-audit purposes. QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 20 0 For 20 FOR S000066744 A vote FOR this proposal is warranted. Pay and performance are reasonably aligned at this time and a majority of annual and long-term incentives are based on pre-set financial metrics. QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 20 0 For 20 FOR S000066744 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. QUALCOMM Incorporated 747525103 US7475251036 03/18/2025 Report on Climate Risk in Retirement Plan Options ENVIRONMENT OR CLIMATE SECURITY HOLDER 20 0 For 20 AGAINST S000066744 A vote FOR this resolution is warranted. While the company offers an option to employees that want to invest more responsibly, it is unclear how well employees understand the retirement plans available to them. The information requested in the report would not only complement and enhance the company's existing commitments regarding climate change, but also allow shareholders to better evaluate the company's strategies and management of related risks. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Linda L. Adamany DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Robert D. Beyer DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Matrice Ellis Kirk DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Brian P. Friedman DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director MaryAnne Gilmartin DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Richard B. Handler DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Thomas W. Jones DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Jacob M. Katz DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Toru Nakashima DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Michael T. O'Kane DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Joseph S. Steinberg DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Melissa V. Weiler DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066753 A vote FOR the director nominees is warranted. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 20 0 For 20 FOR S000066753 Although some concerns are noted, a vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 20 0 For 20 FOR S000066753 A vote FOR this item is warranted because only 3.96 percent of the fees paid to the auditor are for non-audit purposes. Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Linda L. Adamany DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Robert D. Beyer DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Matrice Ellis Kirk DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Brian P. Friedman DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director MaryAnne Gilmartin DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Richard B. Handler DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Thomas W. Jones DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Jacob M. Katz DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Toru Nakashima DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Michael T. O'Kane DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Joseph S. Steinberg DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Elect Director Melissa V. Weiler DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 25 0 For 25 FOR S000066753 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/27/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 25 0 For 25 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 04/01/2025 Issue Shares in Connection with Merger EXTRAORDINARY TRANSACTIONS ISSUER 26 0 For 26 FOR S000066753 AeroVironment, Inc. 008073108 US0080731088 04/01/2025 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 26 0 For 26 FOR S000066753 Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Peter Coleman DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Patrick de La Chevardiere DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Miguel Galuccio DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Jim Hackett DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Olivier Le Peuch DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Samuel Leupold DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Maria Moraeus Hanssen DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Vanitha Narayanan DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Elect Director Jeff Sheets DIRECTOR ELECTIONS ISSUER 144 0 For 144 FOR S000066744 A vote FOR all director nominees is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 144 0 For 144 FOR S000066744 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Annual and long-term incentives were primarily performance based, and the LTIP utilizes a multi-year performance period. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Adopt and Approve Financials and Dividends INVESTMENT COMPANY MATTERS ISSUER 144 0 For 144 FOR S000066744 In the absence of any concerns over the company's financial statements, a vote FOR this proposal is warranted. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 144 0 For 144 FOR S000066744 A vote FOR this item is warranted because only 10.67 percent of the fees paid to the auditor are for non-audit purposes. Schlumberger N.V. 806857108 AN8068571086 04/02/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 144 0 For 144 FOR S000066744 A vote FOR this proposal is warranted given that: - the purchase price is reasonable; - the number of shares reserved is reasonable; and - the offering period is within the limits prescribed by Section 423 of the Internal Revenue Code. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Todd W. Fister DIRECTOR ELECTIONS ISSUER 29 0 Withhold 29 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Michael M. Larsen DIRECTOR ELECTIONS ISSUER 29 0 Withhold 29 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Lois M. Martin DIRECTOR ELECTIONS ISSUER 29 0 Withhold 29 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Though STI performance metric result disclosure remains limited, annual incentives were based on pre-set objective metrics and long-term incentives were largely performance-conditioned with multi-year measurement periods. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066753 A vote FOR this item is warranted because only 1.08 percent of the fees paid to the auditor are for non-audit purposes. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Report on Company's Hiring Practices with Respect to Formerly Incarcerated People HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 29 0 For 29 AGAINST S000066753 A vote FOR this proposal is warranted because additional information could help shareholders better understand how the company is assessing and managing the progress of its various diversity and inclusion initiatives. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Todd W. Fister DIRECTOR ELECTIONS ISSUER 23 0 Withhold 23 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the ISS recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Michael M. Larsen DIRECTOR ELECTIONS ISSUER 23 0 Withhold 23 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the ISS recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Elect Director Lois M. Martin DIRECTOR ELECTIONS ISSUER 23 0 Withhold 23 AGAINST S000066753 WITHHOLD votes are warranted for all director nominees, which includes Todd Fister, Michael Larsen, and Lois Martin, due to the board's successive years of poor responsiveness to multiple directors failing to receive majority support and because the company maintains a multi-class capital structure with disparate voting rights that is not subject to a reasonable time-based sunset. Adrian Peace has withdrawn as a nominee and the ISS recommendation is NONE. A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 23 0 For 23 FOR S000066753 A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 23 0 For 23 FOR S000066753 A. O. Smith Corporation 831865209 US8318652091 04/08/2025 Report on Company's Hiring Practices with Respect to Formerly Incarcerated People HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 23 0 Against 23 FOR S000066753 Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Mirko Bibic DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Andrew A. Chisholm DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Jacynthe Cote DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Toos N. Daruvala DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Cynthia Devine DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Roberta L. Jamieson DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director David McKay DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Amanda Norton DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Barry Perry DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Maryann Turcke DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Thierry Vandal DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Frank Vettese DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Elect Director Jeffery Yabuki DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 23 0 For 23 FOR S000066743 A vote FOR this item is warranted because only 2.45 percent of the total audit fees paid to the auditor are attributable to non-audit fees. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 23 0 For 23 FOR S000066743 Vote FOR this non-binding advisory resolution as there are no significant issues at this time. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Amend Stock Option Plan COMPENSATION ISSUER 23 0 For 23 FOR S000066743 Based on the Equity Plan Score Card evaluation (EPSC), vote FOR this stock option plan. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 Approve Remuneration of Directors COMPENSATION ISSUER 23 0 For 23 FOR S000066743 Vote FOR this resolution given the reasonable rationale, size of the limit increase, and absence of significant corporate governance concerns. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 1: Disclosure of Internal Pay Metrics Used For Executive Compensation COMPENSATION SECURITY HOLDER 23 0 For 23 AGAINST S000066743 A vote FOR this proposal is warranted, as enhanced disclosure on the bank's internal pay metrics would provide shareholders with greater transparency whether executive compensation practices are reasonable and fair and aligned with shareholders' long-term interests. Additionally, excessive pay disparities between executives and rank-and-file employees could pose risks to long-term shareholder value, and impact employee morale as well as a company's standing in the communities in which it operates. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 2: Report on Forced Labor and Child Labor in Lending Portfolios HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 23 0 For 23 AGAINST S000066743 A vote FOR this shareholder proposal is warranted, as additional disclosure on the company's approach to addressing forced labor and child labor in its loan portfolios would enhance investor understanding of how the company is managing risk in the entities that it finances. Additionally, increased transparency on related policies and due diligence could provide assurance to the shareholders of the company's efforts to mitigate said risks. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 3: Adopt Advanced Generative AI Systems Voluntary Code of Conduct OTHER SOCIAL ISSUES SECURITY HOLDER 23 0 For 23 AGAINST S000066743 Votes FOR this proposal are warranted at this time, as shareholders would benefit from the company adopting a voluntary code of conduct around responsible AI. The requested policy adoption and resulting related disclosures would better allow shareholders to assess how the company is managing responsible AI issues and related risks. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 4: Employee Language Skills Disclosure OTHER OTHER SECURITY HOLDER 23 0 Against 23 FOR S000066743 A vote AGAINST this shareholder proposal is warranted at this time. The company complies with language laws and regulations applicable to it. All of the company's shareholder materials are made available in French and English, including materials prepared for the annual meetings of shareholders. In addition, the company already discloses this information within the annual information circular for all of its named executive officers. Considering the above and the fact that the company is already complying with all laws and regulations applicable to doing business, the request of the proponent pertaining to disclosing the languages by all employees appears to be overly prescriptive. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 5: Advisory Vote on Environmental Policies ENVIRONMENT OR CLIMATE SECURITY HOLDER 23 0 For 23 AGAINST S000066743 Vote FOR this shareholder proposal. Additional information on the company's plan to reduce its GHG emissions would allow investors to better understand how the company is managing its climate change-related risks. Such information would also allow shareholders to express their opinions on the climate risk management practices of the company. The bank, along with Canada's other major banks, departed from the Net-Zero banking alliance (NZBA) in January 2025. It is also noted that the company has not set targets approved by the Science-based Targets Initiative (SBTI) and its existing reduction targets only partially cover the short, medium, and long term. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting CORPORATE GOVERNANCE SECURITY HOLDER 23 0 For 23 AGAINST S000066743 A vote FOR this shareholder proposal is warranted as public disclosure of the requested information would enhance the company's tax transparency and overall calculation of compensation ratios. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 7: Report on Loans Made by the Bank in Support of the Circular Economy OTHER SOCIAL ISSUES SECURITY HOLDER 23 0 For 23 AGAINST S000066743 A vote FOR this proposal is warranted as shareholders would benefit from additional information regarding the company's sustainability commitments and management of related risks. Royal Bank of Canada 780087102 CA7800871021 04/10/2025 SP 8: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements CORPORATE GOVERNANCE SECURITY HOLDER 23 0 For 23 AGAINST S000066743 Vote FOR this shareholder proposal. Similar to last year, the bank plans to hold its 2025 AGM in a hybrid format. However, the board has indicated that, despite currently offering a hybrid option, virtual meetings may align better with the bank's environmental goals, reduce meeting-related costs, maintain equal shareholder rights and opportunities, and offer greater flexibility. While many investors recognize the advantages of virtual participation as an enhancement to shareholder engagement, particularly when combined with a physical meeting, they express concern regarding the potential shift towards virtual-only meetings. Investors argue that virtual-only meetings could limit meaningful interaction between management and shareholders, potentially allowing management to evade challenging questions, marginalize certain shareholders, and erode shareholder rights. Additionally, investor feedback shows that most shareholders prefer retaining the option of attending meetings in person, even if they often opt for virtual participation. Moreover, should unforeseen circumstances occur, companies governed by the Bank Act can seek a court order to hold a virtual-only meeting as a temporary alternative. Therefore, given the absence of compelling circumstances preventing an in-person meeting, support for retaining physical shareholder meetings is warranted at this time. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Warner L. Baxter DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Dorothy Bridges DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Elizabeth L. Buse DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Andrew Cecere DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Alan B. Colberg DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Kimberly N. Ellison-Taylor DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Aleem Gillani DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Roland A. Hernandez DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Gunjan Kedia DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Richard P. McKenney DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Yusuf I. Mehdi DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director Loretta E. Reynolds DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Elect Director John P. Wiehoff DIRECTOR ELECTIONS ISSUER 100 0 For 100 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly J. Harris has withdrawn as a nominee and the Sustainability Advisory Services recommendation is NONE. U.S. Bancorp 902973304 US9029733048 04/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 100 0 For 100 FOR S000066744 A vote FOR this proposal is warranted, with caution. Certain disclosure and goal rigor concerns are noted for the year in review. However, annual incentives are primarily based on pre-set financial metrics and the LTI is majority performance-based and utilizes a multi-year performance period. Furthermore, the concerns noted above have not resulted in a quantitative pay-for-performance misalignment. U.S. Bancorp 902973304 US9029733048 04/15/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 100 0 For 100 FOR S000066744 A vote FOR this item is warranted because only 6.54 percent of the fees paid to the auditor are for non-audit purposes. U.S. Bancorp 902973304 US9029733048 04/15/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 100 0 Against 100 FOR S000066744 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director John W. Allison DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Brian S. Davis DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Milburn Adams DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Robert H. Adcock, Jr. DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Mike D. Beebe DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Jack E. Engelkes DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Karen E. Garrett DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director James G. Hinkle DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Alex R. Lieblong DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Thomas J. Longe DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Jim Rankin, Jr. DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Larry W. Ross DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Elect Director Donna J. Townsell DIRECTOR ELECTIONS ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Increase Authorized Common Stock CAPITAL STRUCTURE ISSUER 110 0 For 110 FOR S000066745 Home BancShares, Inc. 436893200 US4368932004 04/17/2025 Ratify Forvis Mazars, LLP as Auditors AUDIT-RELATED ISSUER 110 0 For 110 FOR S000066745 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jose M. Barra DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Arthur R. Collins DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Dorene C. Dominguez DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Kevin P. Eltife DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Stuart A. Gabriel DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Thomas W. Gilligan DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Cheryl J. Henry DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jodeen A. Kozlak DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jeffrey T. Mezger DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director James C. Weaver DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066744 A vote FOR the director nominees is warranted. KB Home 48666K109 US48666K1097 04/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 63 0 For 63 FOR S000066744 Although some concerns are noted, a vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. KB Home 48666K109 US48666K1097 04/17/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 63 0 For 63 FOR S000066744 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jose M. Barra DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Arthur R. Collins DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Dorene C. Dominguez DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Kevin P. Eltife DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Stuart A. Gabriel DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Thomas W. Gilligan DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Cheryl J. Henry DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jodeen A. Kozlak DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director Jeffrey T. Mezger DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Elect Director James C. Weaver DIRECTOR ELECTIONS ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 33 0 For 33 FOR S000066744 KB Home 48666K109 US48666K1097 04/17/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 33 0 For 33 FOR S000066744 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Cristiano Amon DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Amy Banse DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Melanie Boulden DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Frank Calderoni DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Laura Desmond DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Shantanu Narayen DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Spencer Neumann DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Kathleen Oberg DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Dheeraj Pandey DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director David Ricks DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Daniel Rosensweig DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 A vote FOR the director nominees is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 13 0 For 13 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066753 A vote FOR this item is warranted because only 10.01 percent of the fees paid to the auditor are for non-audit purposes. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 Against 13 AGAINST S000066753 A vote AGAINST this proposal is warranted due to the following concerns: - High CEO pay relative to company performance compared to the company's peers; and - High CEO pay in relation to company peer group CEO median pay levels. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 13 0 For 13 AGAINST S000066753 A vote FOR the proposal is warranted. While current severance arrangements are reasonable, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Cristiano Amon DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Amy Banse DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Melanie Boulden DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Frank Calderoni DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Laura Desmond DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Shantanu Narayen DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Spencer Neumann DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Kathleen Oberg DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Dheeraj Pandey DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director David Ricks DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Elect Director Daniel Rosensweig DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Adobe Inc. 00724F101 US00724F1012 04/22/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 5 0 For 5 AGAINST S000066753 A vote FOR the proposal is warranted. While current severance arrangements are reasonable, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Sharon L. Allen DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Jose (Joe) E. Almeida DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Pierre J.P. de Weck DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Arnold W. Donald DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Linda P. Hudson DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Monica C. Lozano DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Maria N. Martinez DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Brian T. Moynihan DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Lionel L. Nowell, III DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Denise L. Ramos DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Clayton S. Rose DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Michael D. White DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Thomas D. Woods DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Maria T. Zuber DIRECTOR ELECTIONS ISSUER 196 0 For 196 FOR S000066753 A vote FOR the director nominees is warranted. Bank of America Corporation 060505104 US0605051046 04/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 196 0 Against 196 AGAINST S000066753 A vote AGAINST this proposal is warranted. There are significant concerns regarding the structure and lack of key disclosures under the short-term incentive determination process. Although long-term equity awards vest based on clearly disclosed multi-year goals with no upside potential, concerns are raised that equity awards are 50% (or not majority) performance-conditioned. While the process is guided by performance scorecards and various other performance considerations, award determinations are ultimately discretionary, and the committee's discretionary determinations contributed to a quantitative pay-for-performance misalignment for the year in review. Further, the proxy lacks related key disclosures, such as target and maximum pay opportunities, metric/category weightings, and quantified, preset threshold, target, and maximum goals. Bank of America Corporation 060505104 US0605051046 04/22/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 196 0 For 196 FOR S000066753 A vote FOR this item is warranted because only 7.89 percent of the fees paid to the auditor are for non-audit purposes. Bank of America Corporation 060505104 US0605051046 04/22/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 196 0 Against 196 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factor(s): - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary) - The plan permits liberal recycling of shares - The plan allows broad discretion to accelerate vesting Bank of America Corporation 060505104 US0605051046 04/22/2025 Require More Director Nominations Than Open Seats CORPORATE GOVERNANCE SECURITY HOLDER 196 0 Against 196 FOR S000066753 A vote AGAINST this proposal is warranted, as the proponent has not made a compelling case to suggest that mandated contested elections are necessary. Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Board Oversight of Material Risks Related to Animal Welfare OTHER SOCIAL ISSUES SECURITY HOLDER 196 0 For 196 AGAINST S000066753 A vote FOR this proposal is warranted. Additional disclosure would help strengthen the company's stated policies and practices. In addition, the disclosure would enable shareholders to better assess the effectiveness of the company's animal welfare efforts and its management and oversight of related risks. Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Climate Lobbying ENVIRONMENT OR CLIMATE SECURITY HOLDER 196 0 Against 196 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Clean Energy Supply Financing Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 196 0 For 196 AGAINST S000066753 A vote FOR the resolution asking the company to disclose its clean energy financing ratio is warranted, as it would give shareholders increased information on how the bank is progressing on its goal to align its financing activities with a net zero by 2050 pathway. Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Sharon L. Allen DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Jose (Joe) E. Almeida DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Pierre J.P. de Weck DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Arnold W. Donald DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Linda P. Hudson DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Monica C. Lozano DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Maria N. Martinez DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Brian T. Moynihan DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Lionel L. Nowell, III DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Denise L. Ramos DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Clayton S. Rose DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Michael D. White DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Thomas D. Woods DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Elect Director Maria T. Zuber DIRECTOR ELECTIONS ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 67 0 For 67 FOR S000066753 A vote AGAINST this proposal is warranted. The increase in CEO performance year pay appears directionally aligned with company performance. Additionally, long-term equity awards are majority performance-conditioned, and vest based on clearly disclosed multi-year goals with no upside potential. However, there are significant concerns regarding the structure and lack of key disclosures under the short-term incentive determination process. Although the process is guided by performance scorecards and various other performance considerations, award determinations are ultimately discretionary, and the committee's discretionary determinations contributed to a quantitative pay-for-performance misalignment for the year in review. Further, the proxy lacks related key disclosures, such as target and maximum pay opportunities, metric/category weightings, and quantified, preset threshold, target, and maximum goals. Bank of America Corporation 060505104 US0605051046 04/22/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 67 0 For 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 67 0 For 67 FOR S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factor(s): - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary) - The plan permits liberal recycling of shares - The plan allows broad discretion to accelerate vesting Bank of America Corporation 060505104 US0605051046 04/22/2025 Require More Director Nominations Than Open Seats CORPORATE GOVERNANCE SECURITY HOLDER 67 0 Against 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Board Oversight of Material Risks Related to Animal Welfare OTHER SOCIAL ISSUES SECURITY HOLDER 67 0 Against 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Climate Lobbying ENVIRONMENT OR CLIMATE SECURITY HOLDER 67 0 Against 67 FOR S000066753 Bank of America Corporation 060505104 US0605051046 04/22/2025 Report on Clean Energy Supply Financing Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 67 0 Against 67 FOR S000066753 Cadence Bank 12740C103 US12740C1036 04/23/2025 Elect Director Fernando G. Araujo DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Elect Director Shannon A. Brown DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Elect Director William G. Holliman DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Elect Director Alice L. Rodriguez DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Elect Director James D. Rollins, III DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 113 0 For 113 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/23/2025 Ratify Forvis Mazars, LLP as Auditors AUDIT-RELATED ISSUER 113 0 For 113 FOR S000066745 Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Craig Arnold DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Silvio Napoli DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Gregory R. Page DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Sandra Pianalto DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Robert V. Pragada DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Paulo Ruiz DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Lori J. Ryerkerk DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Andre Schulten DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Gerald B. Smith DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Karenann Terrell DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Dorothy C. Thompson DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Elect Director Darryl L. Wilson DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066744 A vote FOR the director nominees is warranted. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Ratify Ernst & Young LLP as Auditors and Authorize Their Remuneration AUDIT-RELATED ISSUER 12 0 For 12 FOR S000066744 A vote FOR this item is warranted because only 3.61 percent of the fees paid to the auditor are for non-audit purposes. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 12 0 For 12 FOR S000066744 A vote FOR this proposal is warranted as CEO pay and company performance are reasonably aligned at this time. Annual incentives were primarily based on financial metrics and half of the company's long-term equity grants remain based on objective long-term company performance. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Authorize Issue of Equity with Pre-emptive Rights CAPITAL STRUCTURE ISSUER 12 0 For 12 FOR S000066744 A vote FOR these resolutions is warranted. The proposed amounts and durations are within recommended limits. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Authorise Issue of Equity without Pre-emptive Rights CAPITAL STRUCTURE ISSUER 12 0 For 12 FOR S000066744 A vote FOR these resolutions is warranted. The proposed amounts and durations are within recommended limits. Eaton Corporation plc G29183103 IE00B8KQN827 04/23/2025 Authorize Share Repurchase of Issued Share Capital CAPITAL STRUCTURE ISSUER 12 0 For 12 FOR S000066744 A vote FOR this resolution is warranted because the proposed amount and duration are reasonable. Further, the board is using share buybacks to return value to shareholders and all shareholders may participate on equal terms. Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director Moses H. Feagin, Sr. DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director Randall W. Hanna DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director H. Merritt Lane, III DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director Sonya C. Little DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director Sonia A. Perez DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Elect Director Albert J. Williams DIRECTOR ELECTIONS ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 35 0 For 35 FOR S000066745 Hancock Whitney Corporation 410120109 US4101201097 04/23/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 35 0 For 35 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director David R. Brooks DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Ronald M. Cofield, Sr. DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Shantella E. Cooper DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director John C. Corbett DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Jean E. Davis DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Martin B. Davis DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Janet P. Froetscher DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Douglas J. Hertz DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Merriann Metz DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director G. Ruffner Page, Jr. DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director William Knox Pou, Jr. DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director James W. Roquemore DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director David G. Salyers DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director G. Stacy Smith DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Elect Director Joshua A. Snively DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Change State of Incorporation from South Carolina to Florida EXTRAORDINARY TRANSACTIONS ISSUER 28 0 For 28 FOR S000066745 SouthState Corporation 840441109 US8404411097 04/23/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 28 0 For 28 FOR S000066745 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Michele Burns DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Mark Flaherty DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Kimberley Harris DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director John Hess DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Kevin Johnson DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Ellen Kullman DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director KC McClure DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Lakshmi Mittal DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Thomas Montag DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Peter Oppenheimer DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director David Solomon DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Jan Tighe DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director David Viniar DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director John Waldron DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 17 0 Against 17 AGAINST S000066753 A vote AGAINST this proposal is warranted in light of significant concerns surrounding one-time grants made to the CEO and COO in early FY25. The $80 million value of each award is over two times the CEO's FY24 performance year pay, which itself increased significantly year-over-year. Additionally, the awards lack rigorous, pre-set performance-vesting criteria and were granted while previously-granted off-cycle awards to the recipients remain outstanding and eligible to vest. There are also ongoing concerns regarding the discretionary process used to determine annual incentives, particularly when paired with certain lacking disclosures. A new carried interest program may result in further pay complexity going forward. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 17 0 Against 17 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The equity program is estimated to be excessively dilutive (overriding factor) - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary) - The plan permits liberal recycling of shares; and - The plan allows broad discretion to accelerate vesting. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 17 0 For 17 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Consider Abolishing DEI Goals from Compensation Inducements DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 17 0 Against 17 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Conduct and Report a Third-Party Racial Equity Audit on Risks Related to Race-based Initiatives OTHER SOCIAL ISSUES SECURITY HOLDER 17 0 Against 17 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Report on Clean Energy Supply Financing Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 17 0 For 17 AGAINST S000066753 A vote FOR the resolution asking for the company to publish its clean energy financing ratio is warranted as it will give shareholders increased information on how the bank is progressing on its goal to align its financing activities with a net zero by 2050 pathway, its fossil fuel policy, and actions regarding corporate responsibility. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Michele Burns DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Mark Flaherty DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Kimberley Harris DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director John Hess DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Kevin Johnson DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Ellen Kullman DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director KC McClure DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Lakshmi Mittal DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Thomas Montag DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Peter Oppenheimer DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director David Solomon DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director Jan Tighe DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director David Viniar DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Elect Director John Waldron DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 There on ongoing concerns regarding the discretionary process used to determine annual incentives, particularly when paired with certain lacking disclosures. A new carried interest program may result in further pay complexity going forward. However, these issues have not contributed to a quantitative pay-for-performance misalignment at this time. Additionally, equity awards are entirely based on clearly disclosed multi-year goals. However, a vote AGAINST this proposal is warranted in light of significant concerns surrounding one-time grants made to the CEO and COO in early FY25. The $80 million value of each award is over two times the CEO's FY24 performance year pay, which itself increased significantly year-over-year. Additionally, the awards lack rigorous, pre-set performance-vesting criteria and were granted while previously-granted off-cycle awards to the recipients remain outstanding and eligible to vest. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The equity program is estimated to be excessively dilutive (overriding factor) - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary) - The plan permits liberal recycling of shares; and - The plan allows broad discretion to accelerate vesting. The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Consider Abolishing DEI Goals from Compensation Inducements DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 5 0 Against 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Conduct and Report a Third-Party Racial Equity Audit on Risks Related to Race-based Initiatives OTHER SOCIAL ISSUES SECURITY HOLDER 5 0 Against 5 FOR S000066753 The Goldman Sachs Group, Inc. 38141G104 US38141G1040 04/23/2025 Report on Clean Energy Supply Financing Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 5 0 Against 5 FOR S000066753 UFP Industries, Inc. 90278Q108 US90278Q1085 04/23/2025 Elect Director Joan A. Budden DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 UFP Industries, Inc. 90278Q108 US90278Q1085 04/23/2025 Elect Director William D. Schwartz, Jr. DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066745 UFP Industries, Inc. 90278Q108 US90278Q1085 04/23/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 28 0 For 28 FOR S000066745 UFP Industries, Inc. 90278Q108 US90278Q1085 04/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 28 0 For 28 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Grant H. Beard DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Frederick A. Ball DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Anne T. DelSanto DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Tina M. Donikowski DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Ronald C. Foster DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Stephen D. Kelley DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Lanesha T. Minnix DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director David W. Reed DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director John A. Roush DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Elect Director Brian M. Shirley DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 46 0 For 46 FOR S000066745 Advanced Energy Industries, Inc. 007973100 US0079731008 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 46 0 For 46 FOR S000066745 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Darius Adamczyk DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mary C. Beckerle DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Jennifer A. Doudna DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Joaquin Duato DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Marillyn A. Hewson DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Paula A. Johnson DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Hubert Joly DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mark B. McClellan DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mark A. Weinberger DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Nadja Y. West DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Eugene A. Woods DIRECTOR ELECTIONS ISSUER 55 0 For 55 FOR S000066753 A vote FOR the director nominees is warranted. Johnson & Johnson 478160104 US4781601046 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 55 0 For 55 FOR S000066753 A vote FOR this proposal is warranted. Pay and performance are reasonably aligned for the year under review and both the annual and long-term incentive programs are primarily performance based. There are concerns noted, as the forward-looking goals for the PSUs are not disclosed, though the 2022-2024 PSUs were earned below target, commensurate with longer-term company performance. Johnson & Johnson 478160104 US4781601046 04/24/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 55 0 For 55 FOR S000066753 A vote FOR this item is warranted because only 8.19 percent of the fees paid to the auditor are for non-audit purposes. Johnson & Johnson 478160104 US4781601046 04/24/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 55 0 Against 55 FOR S000066753 A vote AGAINST this proposal is warranted. The company maintains a policy requiring shareholder approval of severance payments that exceed market norms. Further, the company's severance arrangements are reasonable, and there have been no recent severance controversies identified. Johnson & Johnson 478160104 US4781601046 04/24/2025 Oversee and Report Human Rights Impact Assessment HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 55 0 For 55 AGAINST S000066753 A vote FOR this proposal is warranted, as additional information on the company's processes used to assess human rights impacts in its operations, including those related to accessibility to medicine, would allow shareholders to better gauge how well the company is managing human rights related risks. Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Darius Adamczyk DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mary C. Beckerle DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Jennifer A. Doudna DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Joaquin Duato DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Marillyn A. Hewson DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Paula A. Johnson DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Hubert Joly DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mark B. McClellan DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Mark A. Weinberger DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Nadja Y. West DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Elect Director Eugene A. Woods DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 22 0 Against 22 FOR S000066753 Johnson & Johnson 478160104 US4781601046 04/24/2025 Oversee and Report Human Rights Impact Assessment HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 22 0 Against 22 FOR S000066753 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Brian D. Chambers DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Curtis E. Espeland DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director N. Joy Falotico DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Bonnie J. Fetch DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Patrick P. Goris DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Steven B. Hedlund DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Michael F. Hilton DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Marc A. Howze DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Kathryn Jo Lincoln DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Phillip J. Mason DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Elect Director Ben P. Patel DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 14 0 For 14 FOR S000066745 Lincoln Electric Holdings, Inc. 533900106 US5339001068 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 14 0 For 14 FOR S000066745 MYR Group Inc. 55405W104 US55405W1045 04/24/2025 Elect Director Bradley T. Favreau DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066745 MYR Group Inc. 55405W104 US55405W1045 04/24/2025 Elect Director Ajoy H. Karna DIRECTOR ELECTIONS ISSUER 20 0 For 20 FOR S000066745 MYR Group Inc. 55405W104 US55405W1045 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 20 0 For 20 FOR S000066745 MYR Group Inc. 55405W104 US55405W1045 04/24/2025 Ratify Crowe LLP as Auditors AUDIT-RELATED ISSUER 20 0 For 20 FOR S000066745 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Ronald E. Blaylock DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Albert Bourla DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Mortimer J. Buckley DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Susan Desmond-Hellmann DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Joseph J. Echevarria DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Scott Gottlieb DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Susan Hockfield DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Dan R. Littman DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Shantanu Narayen DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Suzanne Nora Johnson DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director James Quincey DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director James C. Smith DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Cyrus Taraporevala DIRECTOR ELECTIONS ISSUER 180 0 For 180 FOR S000066753 A vote FOR the director nominees is warranted. Pfizer Inc. 717081103 US7170811035 04/24/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 180 0 For 180 FOR S000066753 A vote FOR this item is warranted because only 5.90 percent of the fees paid to the auditor are for non-audit purposes. Pfizer Inc. 717081103 US7170811035 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 180 0 Against 180 AGAINST S000066753 A vote AGAINST this proposal is warranted. Although the company's annual and long-term incentive programs were sufficiently tied to objective performance criteria, the compensation committee modified certain in-cycle LTI awards to provide additional opportunity to earn the awards despite the fact that those awards would likely otherwise not have been earned under their original schedules. In addition, concern is raised regarding the repeated lowering of annual incentive targets that are then achieved above target, as well as failure to disclose the forward-looking target for the FY24 LTI performance award. Pfizer Inc. 717081103 US7170811035 04/24/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 180 0 Against 180 FOR S000066753 A vote AGAINST this proposal is warranted. The company maintains a policy requiring shareholder approval of severance payments that exceed market norms. Further, the company's severance arrangements are reasonable, and there have been no recent severance controversies identified. Pfizer Inc. 717081103 US7170811035 04/24/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 180 0 Against 180 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Ronald E. Blaylock DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Albert Bourla DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Mortimer J. Buckley DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Susan Desmond-Hellmann DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Joseph J. Echevarria DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Scott Gottlieb DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Susan Hockfield DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Dan R. Littman DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Shantanu Narayen DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Suzanne Nora Johnson DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director James Quincey DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director James C. Smith DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Elect Director Cyrus Taraporevala DIRECTOR ELECTIONS ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 114 0 For 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 114 0 Against 114 AGAINST S000066753 A vote AGAINST this proposal is warranted. Although the company's annual and long-term incentive programs were sufficiently tied to objective performance criteria, the compensation committee modified certain in-cycle LTI awards to provide additional opportunity to earn the awards despite the fact that those awards would likely otherwise not have been earned under their original schedules. In addition, concern is raised regarding the repeated lowering of annual incentive targets that are then achieved above target, as well as failure to disclose the forward-looking target for the FY24 LTI performance award. Pfizer Inc. 717081103 US7170811035 04/24/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 114 0 Against 114 FOR S000066753 Pfizer Inc. 717081103 US7170811035 04/24/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 114 0 Against 114 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Robert A. Bradway DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Mortimer J. "Tim" Buckley DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Lynne M. Doughtie DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director David L. Gitlin DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Lynn J. Good DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Stayce D. Harris DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Akhil Johri DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director David L. Joyce DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Steven M. Mollenkopf DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director Robert Kelly Ortberg DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Elect Director John M. Richardson DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Report on Risks Created by the Company's Diversity, Equity, and Inclusion Efforts DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 10 0 Against 10 FOR S000066753 The Boeing Company 097023105 US0970231058 04/24/2025 Oversee and Report a Civil Rights Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 10 0 Against 10 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Robert J. Alpern DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Claire Babineaux-Fontenot DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Sally E. Blount DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Robert B. Ford DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Paola Gonzalez DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michelle A. Kumbier DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Darren W. McDew DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Nancy McKinstry DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michael G. O'Grady DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michael F. Roman DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Daniel J. Starks DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director John G. Stratton DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066753 A vote FOR the director nominees is warranted. Abbott Laboratories 002824100 US0028241000 04/25/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 36 0 For 36 FOR S000066753 A vote FOR this item is warranted because only 16.66 percent of the fees paid to the auditor are for non-audit purposes. Abbott Laboratories 002824100 US0028241000 04/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 36 0 Against 36 AGAINST S000066753 A vote AGAINST this proposal is warranted due to the following concerns: - The majority of equity awards to the CEO are not tied to performance-contingent pay elements; - High CEO pay relative to company performance compared to the company's peers; and - High CEO pay in relation to company peer group CEO median pay levels. Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Robert J. Alpern DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Claire Babineaux-Fontenot DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Sally E. Blount DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Robert B. Ford DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Paola Gonzalez DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michelle A. Kumbier DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Darren W. McDew DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Nancy McKinstry DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michael G. O'Grady DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Michael F. Roman DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director Daniel J. Starks DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Elect Director John G. Stratton DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 Abbott Laboratories 002824100 US0028241000 04/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 For 9 FOR S000066753 Cadence Bank 12740C103 US12740C1036 04/25/2025 Amend Articles of Incorporation CORPORATE GOVERNANCE ISSUER 107 0 For 107 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/25/2025 Amend Articles of Incorporation to Repurchase Shares of Common Stock and Preferred Stock OTHER OTHER ISSUER 107 0 For 107 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/25/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 107 0 For 107 FOR S000066745 Cadence Bank 12740C103 US12740C1036 04/25/2025 Adjourn Meeting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 107 0 For 107 FOR S000066745 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Michael J. Angelakis DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Thomas J. Baltimore DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director John J. Brennan DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Theodore J. Leonsis DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Deborah P. Majoras DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Karen L. Parkhill DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Charles E. Phillips DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Lynn A. Pike DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Stephen J. Squeri DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Daniel L. Vasella DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Lisa W. Wardell DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Elect Director Christopher D. Young DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066753 A vote FOR the director nominees is warranted. American Express Company 025816109 US0258161092 04/29/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 39 0 For 39 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. American Express Company 025816109 US0258161092 04/29/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 39 0 For 39 FOR S000066753 A vote FOR this proposal is warranted as pay and performance were reasonably aligned for the year in review. American Express Company 025816109 US0258161092 04/29/2025 Revisit Pay Incentives for Diversity, Equity, and Inclusion Goals DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 39 0 Against 39 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 39 0 Against 39 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Michael J. Angelakis DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Thomas J. Baltimore DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director John J. Brennan DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Theodore J. Leonsis DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Deborah P. Majoras DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Karen L. Parkhill DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Charles E. Phillips DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Lynn A. Pike DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Stephen J. Squeri DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Daniel L. Vasella DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Lisa W. Wardell DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Elect Director Christopher D. Young DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 For 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Revisit Pay Incentives for Diversity, Equity, and Inclusion Goals DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 13 0 Against 13 FOR S000066753 American Express Company 025816109 US0258161092 04/29/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Titi Cole DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Ellen M. Costello DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Grace E. Dailey DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director John C. Dugan DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Jane N. Fraser DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Duncan P. Hennes DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Peter B. Henry DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Renee J. James DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Gary M. Reiner DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Diana L. Taylor DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director James S. Turley DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Casper W. von Koskull DIRECTOR ELECTIONS ISSUER 131 0 For 131 FOR S000066753 A vote FOR the director nominees is warranted. Citigroup Inc. 172967424 US1729674242 04/29/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 131 0 For 131 FOR S000066753 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. Citigroup Inc. 172967424 US1729674242 04/29/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 131 0 For 131 FOR S000066753 A vote FOR this proposal is warranted, with caution. The discretionary nature of annual incentive determinations paired with a lack of certain key disclosures continues to raise some concern. However, these issues have not contributed to a quantitative pay-for-performance misalignment for the year in review. Additionally, the majority of CEO equity awards vest based on clearly disclosed multi-year goals. Citigroup Inc. 172967424 US1729674242 04/29/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 131 0 Against 131 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan allows broad discretion to accelerate vesting Citigroup Inc. 172967424 US1729674242 04/29/2025 Submit Severance Agreement (Change-in-Control) to Shareholder Vote COMPENSATION SECURITY HOLDER 131 0 For 131 AGAINST S000066753 A vote FOR this proposal is warranted. The board's current policy that requires shareholder approval of certain change of control severance payments lacks key disclosures for shareholders, and the company does not otherwise disclose a requiring shareholder approval of excess termination-related payments to be payable. The requested policy would ensure further shareholder safeguards. Citigroup Inc. 172967424 US1729674242 04/29/2025 Report on Respecting Indigenous Peoples' Rights HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 131 0 For 131 AGAINST S000066753 A vote FOR this proposal is warranted. The bank and its shareholders are likely to benefit from increased transparency regarding due diligence around Indigenous Peoples' rights in project-related financing and clients' activities, for existing and future business. Citigroup Inc. 172967424 US1729674242 04/29/2025 Issue Audited Report on Financial Statement Assumptions and Climate Change ENVIRONMENT OR CLIMATE SECURITY HOLDER 131 0 Against 131 FOR S000066753 A vote AGAINST this resolution is warranted. The proponent has not demonstrated how the company or shareholders would benefit from a separate report discounting the prevailing scientific consensus on climate change and related risks to assets. . Citigroup Inc. 172967424 US1729674242 04/29/2025 Disclose Board Oversight Regarding Material Risks Associated with Animal Welfare OTHER SOCIAL ISSUES SECURITY HOLDER 131 0 For 131 AGAINST S000066753 A vote FOR this proposal is warranted as additional disclosure would help strengthen the company's stated animal welfare policies and practices. In addition, the disclosure would enable shareholders to better assess the effectiveness of the company's animal welfare efforts and its management and oversight of related risks. Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Titi Cole DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Ellen M. Costello DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Grace E. Dailey DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director John C. Dugan DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Jane N. Fraser DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Duncan P. Hennes DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Peter B. Henry DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Renee J. James DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Gary M. Reiner DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Diana L. Taylor DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director James S. Turley DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Elect Director Casper W. von Koskull DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 42 0 For 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 42 0 Against 42 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive - The three-year average burn rate is excessive - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan allows broad discretion to accelerate vesting Citigroup Inc. 172967424 US1729674242 04/29/2025 Submit Severance Agreement (Change-in-Control) to Shareholder Vote COMPENSATION SECURITY HOLDER 42 0 For 42 AGAINST S000066753 A vote FOR this proposal is warranted. The board's current policy that requires shareholder approval of certain change of control severance payments lacks key disclosures for shareholders, and the company does not otherwise disclose a requiring shareholder approval of excess termination-related payments to be payable. The requested policy would ensure further shareholder safeguards. Citigroup Inc. 172967424 US1729674242 04/29/2025 Report on Respecting Indigenous Peoples' Rights HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 42 0 Against 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Issue Audited Report on Financial Statement Assumptions and Climate Change ENVIRONMENT OR CLIMATE SECURITY HOLDER 42 0 Against 42 FOR S000066753 Citigroup Inc. 172967424 US1729674242 04/29/2025 Disclose Board Oversight Regarding Material Risks Associated with Animal Welfare OTHER SOCIAL ISSUES SECURITY HOLDER 42 0 Against 42 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066753 A vote FOR this item is warranted because only 7.54 percent of the total audit fees paid to the auditor are attributable to non-audit fees. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 21 0 For 21 FOR S000066753 Vote FOR this non-binding advisory resolution. While the quantitative pay-for-performance screen indicates a medium concern, overall, the company has demonstrated adequate stewardship of investors' interests regarding executive compensation. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Management Advisory Vote on Climate Change ENVIRONMENT OR CLIMATE ISSUER 21 0 Against 21 AGAINST S000066753 A vote AGAINST this resolution is considered warranted given the significant gaps in the company's climate reporting. While the company has provided admirable disclosure on its scope 1 and 2 targets, there is an absence of commitment and quantifiable Scope 3 targets at this time. Additionally, the company has not fully committed to net zero by 2050. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Approve Amendments to Advance Notice Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 21 0 Against 21 AGAINST S000066753 Vote AGAINST this resolution as the ANP provides the board with flexibility and authority to request additional disclosure from nominees. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director John Baird DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Isabelle Courville DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Keith E. Creel DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Antonio Garza DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Arturo Gutierrez Hernandez DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Edward R. Hamberger DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Janet H. Kennedy DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Henry J. Maier DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Matthew H. Paull DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Jane L. Peverett DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Andrea Robertson DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Gordon T. Trafton DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 Vote FOR all proposed nominees as no significant concerns have been identified at this time. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Management Advisory Vote on Climate Change ENVIRONMENT OR CLIMATE ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Approve Amendments to Advance Notice Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 26 0 Against 26 AGAINST S000066753 Vote AGAINST this resolution as the ANP provides the board with flexibility and authority to request additional disclosure from nominees. Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director John Baird DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Isabelle Courville DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Keith E. Creel DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Antonio Garza DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Arturo Gutierrez Hernandez DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Edward R. Hamberger DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Janet H. Kennedy DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Henry J. Maier DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Matthew H. Paull DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Jane L. Peverett DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Andrea Robertson DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Canadian Pacific Kansas City Limited 13646K108 CA13646K1084 04/30/2025 Elect Director Gordon T. Trafton DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066753 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Peter D. Arvan DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Martha S. Gervasi DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director James D. Hope DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Kevin M. Murphy DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Debra S. Oler DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Manuel J. Perez de la Mesa DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director Carlos A. Sabater DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director John E. Stokely DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Elect Director David G. Whalen DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066745 Pool Corporation 73278L105 US73278L1052 04/30/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066745 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Herb Allen DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Bela Bajaria DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Ana Botin DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Christopher C. Davis DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Carolyn Everson DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Thomas S. Gayner DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Maria Elena Lagomasino DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Amity Millhiser DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director James Quincey DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director Caroline J. Tsay DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Elect Director David B. Weinberg DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 42 0 For 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Issue Third Party Assessment of Safety of Non-Sugar Sweeteners OTHER SOCIAL ISSUES SECURITY HOLDER 42 0 Against 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Report on Food Waste Management and Targets to Reduce Food Waste ENVIRONMENT OR CLIMATE SECURITY HOLDER 42 0 Against 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Establish a Board Committee on Improper Influence OTHER SOCIAL ISSUES SECURITY HOLDER 42 0 Against 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Consider Abolishing DEI Goals from Compensation Inducements DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 42 0 Against 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Report on Impacts Related to Associating Brand with Politically Divisive Events OTHER SOCIAL ISSUES SECURITY HOLDER 42 0 Against 42 FOR S000066753 The Coca-Cola Company 191216100 US1912161007 04/30/2025 Report on Risks Related to Discrimination Against Individuals Including Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 42 0 Against 42 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2024 CORPORATE GOVERNANCE ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Approve Allocation of Income and Dividends CORPORATE GOVERNANCE ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Fix Number of Directors at 13 CORPORATE GOVERNANCE ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? CORPORATE GOVERNANCE ISSUER 38 0 Abstain 38 AGAINST S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Daniel Andre Stieler as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Marcelo Gasparino da Silva as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Anelise Quintao Lara as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Fernando Jorge Buso Gomes as Director DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066753 Item 5.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns. Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Franklin Lee Feder as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Heloisa Belotti Bedicks as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Joao Luiz Fukunaga as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Rachel de Oliveira Maia as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Reinaldo Duarte Castanheira Filho as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Shunji Komai as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Wilfred Theodoor Bruijn (Bill) as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Daniel Andre Stieler as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Anelise Quintao Lara as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director DIRECTOR ELECTIONS ISSUER 38 0 Against 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Franklin Lee Feder as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Heloisa Belotti Bedicks as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Joao Luiz Fukunaga as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie) as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Reinaldo Duarte Castanheira Filho as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Shunji Komai as Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Percentage of Votes to Be Assigned - Elect Wilfred Theodoor Bruijn (Bill) as Independent Director DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066753 Under these items, the company presents shareholders with the option to request cumulative voting for the election of directors under the terms of Article 141 of the Brazilian Corporate Law, in accordance with the rules of the remote voting card issued by the Brazilian Securities Regulator (CVM), and mandatory for all publicly-traded Brazilian companies. ABSTAIN vote recommendation is warranted for Item 4 in the absence of publicly-available information, disclosed in a timely manner, regarding a cumulative voting request presented by shareholders. In addition, as Vale is a dispersed-capital company, in the event cumulative voting is adopted, which can be requested by holders of 5 percent of the company's up to 48 hours prior to the meeting, vote recommendations are as follows: - Item 6: No vote is required for this item. - Items 7.1, 7.2, 7.3, 7.5, 7.6, 7.7, 7.8, 7.9, 7.10, 7.11, and 7.12: FOR the board candidates due to the overall board independence and the lack of known concerns regarding the proposed nominees; - Item 7.4: AGAINST nominee Fernando Jorge Buso Gomes due to governance concerns; Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Daniel Andre Stieler as Board Chair CORPORATE GOVERNANCE ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Marcelo Gasparino da Silva as Board Vice-Chair CORPORATE GOVERNANCE ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Marcio de Souza as Fiscal Council Member and Alessandra Eloy Gadelha as Alternate Appointed by Caixa de Previdencia dos Funcionarios do Banco do Brasil - Previ DIRECTOR ELECTIONS SECURITY HOLDER 38 0 For 38 FOR S000066753 A vote FOR these items is warranted because: - The company has provided the detailed biographical information of the nominees; and - There are no known problems regarding the board or fiscal council. Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Aristoteles Nogueira Filho as Fiscal Council Member and Leda Maria Deiro Hahn as Alternate Appointed by Franklin Templeton Investimentos Brasil, Argucia Capital Management, and Capstone Partners DIRECTOR ELECTIONS SECURITY HOLDER 38 0 For 38 FOR S000066753 A vote FOR these items is warranted because: - The company has provided the detailed biographical information of the nominees; and - There are no known problems regarding the board or fiscal council. Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Raphael Manhaes Martins as Fiscal Council Member and Jandaraci Ferreira de Araujo as Alternate Appointed by Tempo Capital Gestao de Recursos Ltda., Alaska Investimentos Ltda. and Others DIRECTOR ELECTIONS SECURITY HOLDER 38 0 For 38 FOR S000066753 A vote FOR these items is warranted because: - The company has provided the detailed biographical information of the nominees; and - There are no known problems regarding the board or fiscal council. Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Elect Adriana de Andrade Sole as Fiscal Council Member and Pedro Zannoni as Alternate Appointed by Tempo Capital Gestao de Recursos Ltda., Alaska Investimentos Ltda. and Others DIRECTOR ELECTIONS SECURITY HOLDER 38 0 For 38 FOR S000066753 A vote FOR these items is warranted because: - The company has provided the detailed biographical information of the nominees; and - There are no known problems regarding the board or fiscal council. Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Approve Remuneration of Company's Management and Fiscal Council COMPENSATION ISSUER 38 0 For 38 FOR S000066753 Vale SA P9661Q155 BRVALEACNOR0 04/30/2025 Amend Long-Term Incentive Plan COMPENSATION ISSUER 38 0 Against 38 AGAINST S000066753 A vote AGAINST this item is warranted because the proposed plan does not appear to adequately align the interests of its beneficiaries and those of the shareholders. Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Robert L. Zerbe DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Alan L. Rubino DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Heidi Hagen DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Kevin F. McLaughlin DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Paul K. Wotton DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Dominick C. Colangelo DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Elect Director Lisa Wright DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 25 0 For 25 FOR S000066745 Vericel Corporation 92346J108 US92346J1088 04/30/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 25 0 For 25 FOR S000066745 Halozyme Therapeutics, Inc. 40637H109 US40637H1095 05/01/2025 Elect Director Jeffrey W. Henderson DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066745 Halozyme Therapeutics, Inc. 40637H109 US40637H1095 05/01/2025 Elect Director Helen I. Torley DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066745 Halozyme Therapeutics, Inc. 40637H109 US40637H1095 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 30 0 For 30 FOR S000066745 Halozyme Therapeutics, Inc. 40637H109 US40637H1095 05/01/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 30 0 For 30 FOR S000066745 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Craig H. Barratt DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Joseph C. Beery DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Lewis Chew DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Gary S. Guthart DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Amal M. Johnson DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Sreelakshmi Kolli DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Amy L. Ladd DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Keith R. Leonard, Jr. DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Jami Dover Nachtsheim DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Monica P. Reed DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director David J. Rosa DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 A vote FOR the director nominees is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 24 0 For 24 FOR S000066753 A vote FOR this proposal is warranted. There are concerns surrounding the LTIP targets and absence of forward-looking procedure growth goals; however, half of the equity awards are performance based and pay and performance are reasonably aligned for the year in review. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 24 0 For 24 FOR S000066753 A vote FOR this item is warranted because only 2.60 percent of the fees paid to the auditor are for non-audit purposes. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 24 0 For 24 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Improve Executive Compensation Program COMPENSATION SECURITY HOLDER 24 0 For 24 AGAINST S000066753 A vote FOR this proposal is warranted. The inclusion of the CEO pay ratio as a guiding principle of executive compensation could allow for more informed and contextual assessments by investors as to whether the company's executive compensation practices are reasonable and fair and aligned with shareholders' long-term interests. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 24 0 For 24 AGAINST S000066753 A vote FOR this proposal is warranted. Although current severance arrangements are reasonable, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Craig H. Barratt DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Joseph C. Beery DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Lewis Chew DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Gary S. Guthart DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Amal M. Johnson DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Sreelakshmi Kolli DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Amy L. Ladd DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Keith R. Leonard, Jr. DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Jami Dover Nachtsheim DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director Monica P. Reed DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Elect Director David J. Rosa DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 9 0 For 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Improve Executive Compensation Program COMPENSATION SECURITY HOLDER 9 0 Against 9 FOR S000066753 Intuitive Surgical, Inc. 46120E602 US46120E6023 05/01/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 9 0 For 9 AGAINST S000066753 A vote FOR this proposal is warranted. Although current severance arrangements are reasonable, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Sylvia M. Burwell DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director John W. Culver DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Michael D. Hsu DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Mae C. Jemison DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Deeptha Khanna DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director S. Todd Maclin DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Deirdre A. Mahlan DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Sherilyn S. McCoy DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Christa S. Quarles DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Jaime A. Ramirez DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Joseph Romanelli DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Dunia A. Shive DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Elect Director Mark T. Smucker DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066744 A vote FOR the director nominees is warranted. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066744 A vote FOR this item is warranted because only 12.12 percent of the fees paid to the auditor are for non-audit purposes. Kimberly-Clark Corporation 494368103 US4943681035 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066744 After a review of the company's compensation program and practices, it is determined that pay and performance are reasonably aligned for the year under review. Although the target LTI goals are not prospectively disclosed, over a majority of the LTI is tied to multi-year, pre-set goals. As such, a vote FOR this proposal is warranted. Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Peter A. Dea DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Sippy Chhina DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Meg A. Gentle DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Ralph Izzo DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Terri G. King DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Howard J. Mayson DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Brendan M. McCracken DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Steven W. Nance DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director George L. Pita DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Thomas G. Ricks DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Elect Director Brian G. Shaw DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 65 0 For 65 FOR S000066745 Ovintiv Inc. 69047Q102 US69047Q1022 05/01/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 65 0 For 65 FOR S000066745 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Tracy A. Atkinson DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Christopher T. Calio DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Leanne G. Caret DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Bernard A. Harris, Jr. DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director George R. Oliver DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Ellen M. Pawlikowski DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Denise L. Ramos DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Fredric G. Reynolds DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Brian C. Rogers DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director James A. Winnefeld, Jr. DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Elect Director Robert O. Work DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 16 0 For 16 FOR S000066753 RTX Corporation 75513E101 US75513E1010 05/01/2025 Report on Lobbying Payments and Policy OTHER SOCIAL ISSUES SECURITY HOLDER 16 0 Against 16 FOR S000066753 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Brent Bickett DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Ronald Clarke DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Deborah Farrington DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Thomas Hagerty DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Linda Mantia DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director David Ossip DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Ganesh Rao DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Andrea Rosen DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Elect Director Gerald Throop DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 24 0 For 24 FOR S000066745 Dayforce, Inc. 15677J108 US15677J1088 05/02/2025 Amend Certificate of Incorporation CORPORATE GOVERNANCE ISSUER 24 0 For 24 FOR S000066745 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Ralph Alvarez DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR all director nominees is warranted. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Mary Lynne Hedley DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR all director nominees is warranted. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Kimberly H. Johnson DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR all director nominees is warranted. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Juan R. Luciano DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR all director nominees is warranted. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 21 0 For 21 FOR S000066753 A vote FOR this proposal is warranted, though concerns are noted. There was a reduction in transparency in the STI program and some goal rigor concerns for the absolute TSR performance awards. Furthermore, the relative TSR performance awards target median performance with no payout cap if absolute TSR is negative. Nevertheless, pay is reasonably aligned with performance for the year under review, and all equity awards are performance-contingent with multi-year performance periods and disclosed targets. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066753 A vote FOR this item is warranted because only 7.45 percent of the fees paid to the auditor are for non-audit purposes. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 21 0 For 21 FOR S000066753 A vote FOR this proposal is warranted. Declassifying the board would enhance board accountability to shareholders. Moreover, the continued effort to secure passage of the proposal demonstrates a commitment to shareholders' interests on the part of management. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 21 0 For 21 FOR S000066753 A vote FOR this proposal is warranted. Eliminating the 80 percent supermajority voting requirements will enable shareholders to have a more meaningful voice in various governance matters that impact their rights, thus enhancing the company's corporate governance structure. Further, by resubmitting this proposal after it failed to pass in prior years, the company is demonstrating a commitment to shareholders' interests. Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Ralph Alvarez DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Mary Lynne Hedley DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Kimberly H. Johnson DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Elect Director Juan R. Luciano DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 8 0 For 8 FOR S000066753 Eli Lilly and Company 532457108 US5324571083 05/05/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 8 0 For 8 FOR S000066753 Paycom Software, Inc. 70432V102 US70432V1026 05/05/2025 Elect Director Henry C. Duques DIRECTOR ELECTIONS ISSUER 8 0 Against 8 AGAINST S000066745 In the absence of Governance Committee members on the ballot, a vote AGAINST incumbent director nominees Chad Richison and Henry (Ric) Duques is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Paycom Software, Inc. 70432V102 US70432V1026 05/05/2025 Elect Director Chad Richison DIRECTOR ELECTIONS ISSUER 8 0 Against 8 AGAINST S000066745 In the absence of Governance Committee members on the ballot, a vote AGAINST incumbent director nominees Chad Richison and Henry (Ric) Duques is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Paycom Software, Inc. 70432V102 US70432V1026 05/05/2025 Ratify Grant Thornton LLP as Auditors AUDIT-RELATED ISSUER 8 0 For 8 FOR S000066745 Paycom Software, Inc. 70432V102 US70432V1026 05/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 8 0 For 8 FOR S000066745 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Rainer M. Blair DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Feroz Dewan DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Linda Filler DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Charles W. Lamanna DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Teri List DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Jessica L. Mega DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Mitchell P. Rales DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Steven M. Rales DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director A. Shane Sanders DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director John T. Schwieters DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Alan G. Spoon DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Raymond C. Stevens DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Elias A. Zerhouni DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 A vote FOR this item is warranted because only 5.17 percent of the fees paid to the auditor are for non-audit purposes. Danaher Corporation 235851102 US2358511028 05/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned. There are some concerns with the NEO retention awards which were in the form of time-vested equity. However, the awards were reasonable in magnitude, vest over 4 years, and did not contribute to a pay-for-performance misalignment. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Rainer M. Blair DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Feroz Dewan DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Linda Filler DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Charles W. Lamanna DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Teri List DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Jessica L. Mega DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Mitchell P. Rales DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Steven M. Rales DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director A. Shane Sanders DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director John T. Schwieters DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Alan G. Spoon DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Raymond C. Stevens DIRECTOR ELECTIONS ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST incumbent audit committee members Teri List, A. Shane Sanders, John Schwieters, and Raymond Stevens is warranted for failure to sufficiently address problematic pledging activity. A vote FOR the remaining director nominees is warranted. Danaher Corporation 235851102 US2358511028 05/06/2025 Elect Director Elias A. Zerhouni DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 Danaher Corporation 235851102 US2358511028 05/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Elect Director J. Thomas Presby DIRECTOR ELECTIONS ISSUER 51 0 For 51 FOR S000066745 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Elect Director James K. Price DIRECTOR ELECTIONS ISSUER 51 0 For 51 FOR S000066745 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Elect Director Janet Risi Field DIRECTOR ELECTIONS ISSUER 51 0 For 51 FOR S000066745 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 51 0 For 51 FOR S000066745 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 51 0 For 51 FOR S000066745 Montrose Environmental Group, Inc. 615111101 US6151111019 05/06/2025 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 51 0 For 51 FOR S000066745 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Ian R. Ashby DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Patricia M. Bedient DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Russell K. Girling DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Jean Paul (JP) Gladu DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Richard M. Kruger DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Brian P. MacDonald DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Lorraine Mitchelmore DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Jane L. Peverett DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Daniel Romasko DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director Christopher R. Seasons DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Elect Director M. Jacqueline Sheppard DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 29 0 For 29 FOR S000066753 Suncor Energy Inc. 867224107 CA8672241079 05/06/2025 SP 1: Report on Impact of Net Zero by 2050 Pledge ENVIRONMENT OR CLIMATE SECURITY HOLDER 29 0 Against 29 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Vinod M. Khilnani DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Emily M. Liggett DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Robert J. Phillippy DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Patrick Prevost DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director N. Mohan Reddy DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Craig S. Shular DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Darlene J. S. Solomon DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Robert B. Toth DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Elect Director Jugal K. Vijayvargiya DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 Materion Corporation 576690101 US5766901012 05/07/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Segun Agbaje DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Jennifer Bailey DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Cesar Conde DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Ian Cook DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Edith W. Cooper DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Susan M. Diamond DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Dina Dublon DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Michelle Gass DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Ramon L. Laguarta DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Dave J. Lewis DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director David C. Page DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Robert C. Pohlad DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Daniel Vasella DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Darren Walker DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Alberto Weisser DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 A vote FOR the director nominees is warranted. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 For 32 FOR S000066753 A vote FOR this proposal is warranted as pay and performance were reasonably aligned for the year in review. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Issue Third Party Assessment of Safety of Non-Sugar Sweeteners OTHER SOCIAL ISSUES SECURITY HOLDER 32 0 Against 32 FOR S000066753 A vote AGAINST this proposal is warranted, as the company appears to provide sufficient disclosure for shareholders to evaluate its use of non-sugar sweeteners and any related risks. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Third-Party Racial Equity Audit DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 32 0 Against 32 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Risks Related to Biodiversity and Nature Loss ENVIRONMENT OR CLIMATE SECURITY HOLDER 32 0 Against 32 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Plastic Packaging ENVIRONMENT OR CLIMATE SECURITY HOLDER 32 0 For 32 AGAINST S000066753 A vote FOR this proposal is warranted, as additional reporting on plastic packaging would enable shareholders to better assess the company's risk management and its progress in developing alternative packaging solutions. PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Segun Agbaje DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Jennifer Bailey DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Cesar Conde DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Ian Cook DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Edith W. Cooper DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Susan M. Diamond DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Dina Dublon DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Michelle Gass DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Ramon L. Laguarta DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Dave J. Lewis DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director David C. Page DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Robert C. Pohlad DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Daniel Vasella DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Darren Walker DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Elect Director Alberto Weisser DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 For 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Issue Third Party Assessment of Safety of Non-Sugar Sweeteners OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Third-Party Racial Equity Audit DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 13 0 Against 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Risks Related to Biodiversity and Nature Loss ENVIRONMENT OR CLIMATE SECURITY HOLDER 13 0 Against 13 FOR S000066753 PepsiCo, Inc. 713448108 US7134481081 05/07/2025 Report on Plastic Packaging ENVIRONMENT OR CLIMATE SECURITY HOLDER 13 0 Against 13 FOR S000066753 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Fix Number of Directors at Fourteen CORPORATE GOVERNANCE ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Marty D. Casteel DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director William E. Clark, II DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Steven A. Coss? DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Mark C. Doramus DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Edward Drilling DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Eugene Hunt DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Jerry Hunter DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Susan Lanigan DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director George A. Makris, Jr. DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Tom Purvis DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Robert L. Shoptaw DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Julie Stackhouse DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Russell W. Teubner DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Elect Director Mindy West DIRECTOR ELECTIONS ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 91 0 For 91 FOR S000066745 Simmons First National Corporation 828730200 US8287302009 05/07/2025 Ratify Forvis Mazars, LLP as Auditors AUDIT-RELATED ISSUER 91 0 For 91 FOR S000066745 Victory Capital Holdings, Inc. 92645B103 US92645B1035 05/07/2025 Elect Director Lawrence Davanzo DIRECTOR ELECTIONS ISSUER 33 0 Against 33 AGAINST S000066745 A vote AGAINST incumbent director nominees Lawrence Davanzo, Robert Delaney Jr., and Karin Hirtler-Garvey is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board which adversely impacts shareholder rights. Victory Capital Holdings, Inc. 92645B103 US92645B1035 05/07/2025 Elect Director Robert V. Delaney, Jr. DIRECTOR ELECTIONS ISSUER 33 0 Against 33 AGAINST S000066745 A vote AGAINST incumbent director nominees Lawrence Davanzo, Robert Delaney Jr., and Karin Hirtler-Garvey is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board which adversely impacts shareholder rights. Victory Capital Holdings, Inc. 92645B103 US92645B1035 05/07/2025 Elect Director Karin Hirtler-Garvey DIRECTOR ELECTIONS ISSUER 33 0 Against 33 AGAINST S000066745 A vote AGAINST incumbent director nominees Lawrence Davanzo, Robert Delaney Jr., and Karin Hirtler-Garvey is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board which adversely impacts shareholder rights. Victory Capital Holdings, Inc. 92645B103 US92645B1035 05/07/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 33 0 For 33 FOR S000066745 Victory Capital Holdings, Inc. 92645B103 US92645B1035 05/07/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 33 0 For 33 FOR S000066745 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Elect Director Eric D. Ashleman DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Elect Director Stephanie J. Disher DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Elect Director Matthijs Glastra DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066753 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 IDEX Corporation 45167R104 US45167R1041 05/08/2025 Report on Company's Hiring Practices with Respect to Formerly Incarcerated People HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 7 0 Against 7 FOR S000066753 Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Richard H. Anderson DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director William Clyburn, Jr. DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Philip S. Davidson DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Francesca A. DeBiase DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Marcela E. Donadio DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Sameh Fahmy DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Mark R. George DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Mary Kathryn "Heidi" Heitkamp DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director John C. Huffard, Jr. DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Christopher T. Jones DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Gilbert H. Lamphere DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Claude Mongeau DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Elect Director Lori J. Ryerkerk DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Norfolk Southern Corporation 655844108 US6558441084 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 For 13 FOR S000066744 A vote FOR this proposal is warranted. The company engaged with shareholders, disclosed their concerns, and made meaningful changes to address those concerns. As such, the committee has demonstrated sufficient responsiveness to the failed 2024 say-on-pay vote. Further, the new CEO's pay is largely connected to objective performance metrics, and the overall pay is reasonably aligned to company performance for the year in review. Certain issues are noted, however, including incomplete LTIP goal disclosure and a lack of performance criteria on promotion equity awards. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Norma B. Clayton DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Patrick J. Dempsey DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Nicholas C. Gangestad DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Christopher J. Kearney DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Laurette T. Koellner DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Michael W. Lamach DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Leon J. Topalian DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Elect Director Nadja Y. West DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066744 A vote FOR the director nominees is warranted. Nucor Corporation 670346105 US6703461052 05/08/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Nucor Corporation 670346105 US6703461052 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 Against 32 AGAINST S000066744 A vote AGAINST this proposal is warranted due to the following concerns: - The company has not disclosed any short- and long-term E&S performance incentives; and - The company provides for automatic accelerated vesting of equity awards upon a change in control. Nucor Corporation 670346105 US6703461052 05/08/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 32 0 For 32 FOR S000066744 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Mary K. Brainerd DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Giovanni Caforio DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Kevin A. Lobo DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Emmanuel P. Maceda DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Sherilyn S. McCoy DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Rachel M. Ruggeri DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Andrew K. Silvernail DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Lisa M. Skeete Tatum DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Ronda E. Stryker DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Rajeev Suri DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 A vote FOR the director nominees is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 6 0 Against 6 AGAINST S000066753 A vote AGAINST the ratification of the company's auditor is warranted given that non-audit fees represent 41.87 percent of the total fees received by the auditor during the fiscal year, raising substantial doubts over the independence of the auditor. Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Restricted Stock Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 A vote FOR this proposal is warranted given that the purchase price and number of shares reserved is reasonable, and the offering period is within the limits prescribed by Section 423 of the Internal Revenue Code. Stryker Corporation 863667101 US8636671013 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 A vote FOR this proposal is warranted. While a concern is noted regarding the complexity of the STIP and goal rigor in the LTIP, pay and performance were reasonably aligned. STI awards were entirely based on pre-set financial metrics with objectives generally set above the prior year's results, while the proportion of performance equity was increased for LTI awards, with forward-looking disclosure of PSU metrics. Stryker Corporation 863667101 US8636671013 05/08/2025 Report on Political Contributions and Expenditures OTHER SOCIAL ISSUES SECURITY HOLDER 6 0 For 6 AGAINST S000066753 A vote FOR this resolution is warranted, as enhanced disclosure of the company's direct and indirect political contributions through all trade associations and other tax-exempt organizations could help shareholders more comprehensively evaluate the company's management of any related risks and benefits. Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Mary K. Brainerd DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Giovanni Caforio DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Kevin A. Lobo DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Emmanuel P. Maceda DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Sherilyn S. McCoy DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Rachel M. Ruggeri DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Andrew K. Silvernail DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Lisa M. Skeete Tatum DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Ronda E. Stryker DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Elect Director Rajeev Suri DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Restricted Stock Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Stryker Corporation 863667101 US8636671013 05/08/2025 Report on Political Contributions and Expenditures OTHER SOCIAL ISSUES SECURITY HOLDER 6 0 Against 6 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Glenn R. August DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Mark S. Bartlett DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director William P. Donnelly DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Dina Dublon DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert F. MacLellan DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Eileen P. Rominger DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert W. Sharps DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Cynthia F. Smith DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert J. Stevens DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Sandra S. Wijnberg DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Alan D. Wilson DIRECTOR ELECTIONS ISSUER 41 0 For 41 FOR S000066753 A vote FOR the director nominees is warranted. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 41 0 For 41 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. The company adopted a more structured and less discretionary approach to determining incentive compensation for the CEO, and now discloses performance metrics, targets and weightings. A majority of cash and equity incentives are awarded based on financial measures, and half of equity awards vest based on an additional performance metric, measured over a multi-year period. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 41 0 For 41 FOR S000066753 A vote FOR this item is warranted because only 5.43 percent of the fees paid to the auditor are for non-audit purposes. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 41 0 For 41 AGAINST S000066753 A vote FOR this proposal is warranted. Although current severance arrangements do not raise any concerns, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Glenn R. August DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Mark S. Bartlett DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director William P. Donnelly DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Dina Dublon DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert F. MacLellan DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Eileen P. Rominger DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert W. Sharps DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Cynthia F. Smith DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Robert J. Stevens DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Sandra S. Wijnberg DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Elect Director Alan D. Wilson DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 T. Rowe Price Group, Inc. 74144T108 US74144T1088 05/08/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 10 0 For 10 AGAINST S000066753 A vote FOR this proposal is warranted. Although current severance arrangements do not raise any concerns, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director David B. Dillon DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Sheri H. Edison DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Teresa M. Finley DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Deborah C. Hopkins DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Jane H. Lute DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Michael R. McCarthy DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Doyle R. Simons DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director John K. Tien, Jr. DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director V. James Vena DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director John P. Wiehoff DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Elect Director Christopher J. Williams DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066751 A vote FOR the director nominees is warranted. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066751 A vote FOR this item is warranted because only 1.80 percent of the fees paid to the auditor are for non-audit purposes. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066751 A vote FOR this proposal is warranted as pay and performance were reasonably aligned for the year in review. Union Pacific Corporation 907818108 US9078181081 05/08/2025 Amend Clawback Policy COMPENSATION SECURITY HOLDER 7 0 For 7 AGAINST S000066751 A vote FOR this proposal is warranted as shareholders would benefit from additional disclosure on the company's recoupment of incentive pay to any NEO due to conduct or negligence. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Rodney Adkins DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Eva Boratto DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Kevin Clark DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Wayne Hewett DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Angela Hwang DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Kate Johnson DIRECTOR ELECTIONS ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director William Johnson DIRECTOR ELECTIONS ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Franck Moison DIRECTOR ELECTIONS ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Christiana Smith Shi DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Russell Stokes DIRECTOR ELECTIONS ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Carol B. Tome DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Elect Director Kevin M. Warsh DIRECTOR ELECTIONS ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST Governance Committee members William Johnson, Kathleen Johnson, Franck Moison, Russell Stokes, and Kevin Warsh is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 For 13 FOR S000066744 A vote FOR this proposal is warranted as pay and performance are reasonably aligned for the year in review. Some concern is raised given that goals are not forwardly disclosed for PSUs. However, annual incentives are entirely based on pre-set financial metrics and the long-term awards are primarily performance-conditioned and use multi-year performance periods. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066744 A vote FOR this item is warranted because only 1.38 percent of the fees paid to the auditor are for non-audit purposes. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Approve Recapitalization Plan for all Stock to Have One-vote per Share OTHER OTHER SECURITY HOLDER 13 0 For 13 AGAINST S000066744 A vote FOR this proposal is warranted, as it would provide all shareholders with equal voting rights on all matters. United Parcel Service, Inc. 911312106 US9113121068 05/08/2025 Report on Risks Arising from Voluntary Carbon-Reduction Commitments ENVIRONMENT OR CLIMATE SECURITY HOLDER 13 0 Against 13 FOR S000066744 A vote AGAINST this proposal is warranted. The company provides sufficient information regarding its rationale for addressing GHG emissions and oversight of climate-related risks. Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Elect Director Sujeet Chand DIRECTOR ELECTIONS ISSUER 44 0 For 44 FOR S000066745 Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Elect Director William J. Miller DIRECTOR ELECTIONS ISSUER 44 0 For 44 FOR S000066745 Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Elect Director Thomas St. Dennis DIRECTOR ELECTIONS ISSUER 44 0 For 44 FOR S000066745 Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 44 0 For 44 FOR S000066745 Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 44 0 For 44 FOR S000066745 Veeco Instruments Inc. 922417100 US9224171002 05/08/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 44 0 For 44 FOR S000066745 AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Elect Director William H.L. Burnside DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A vote FOR the director nominees is warranted. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Elect Director Thomas C. Freyman DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A vote FOR the director nominees is warranted. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Elect Director Brett J. Hart DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A vote FOR the director nominees is warranted. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Elect Director Edward J. Rapp DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066744 A vote FOR the director nominees is warranted. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 23 0 For 23 FOR S000066744 A vote FOR this item is warranted because only 16.47 percent of the fees paid to the auditor are for non-audit purposes. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 23 0 For 23 FOR S000066744 A vote FOR this proposal is warranted. Although concerns regarding the structure of the short-term and long-term incentive programs remain, pay and performance are reasonably aligned at this time. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 23 0 For 23 FOR S000066744 A vote FOR this proposal is warranted given that the reduction in the supermajority vote requirement enhances shareholder rights. AbbVie Inc. 00287Y109 US00287Y1091 05/09/2025 Adopt Simple Majority Vote CORPORATE GOVERNANCE SECURITY HOLDER 23 0 For 23 AGAINST S000066744 A vote FOR this proposal is warranted. The elimination of supermajority vote requirements would improve shareholder rights and approval of this non-binding item may convey to the board that shareholders may wish for it to take additional steps to ensure they are removed. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director John P. Bilbrey DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director John T. Cahill DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Steven A. Cahillane DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Lisa M. Edwards DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director C. Martin Harris DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Martina Hund-Mejean DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Kimberly A. Nelson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Brian O. Newman DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Lorrie M. Norrington DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Elect Director Noel Wallace DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066751 A vote FOR the director nominees is warranted. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066751 A vote FOR this item is warranted because only 9.93 percent of the fees paid to the auditor are for non-audit purposes. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066751 A vote FOR this proposal is warranted as pay and performance were reasonably aligned for the year in review. Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 29 0 Against 29 FOR S000066751 Colgate-Palmolive Company 194162103 US1941621039 05/09/2025 Revisit Plastic Packaging Policies OTHER SOCIAL ISSUES SECURITY HOLDER 29 0 Against 29 FOR S000066751 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Elect Director Roderick A. Larson DIRECTOR ELECTIONS ISSUER 96 0 For 96 FOR S000066745 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Elect Director M. Kevin McEvoy DIRECTOR ELECTIONS ISSUER 96 0 For 96 FOR S000066745 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Elect Director Paul B. Murphy, Jr. DIRECTOR ELECTIONS ISSUER 96 0 For 96 FOR S000066745 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 96 0 For 96 FOR S000066745 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 96 0 For 96 FOR S000066745 Oceaneering International, Inc. 675232102 US6752321025 05/09/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 96 0 For 96 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Elect Director Joel Bender DIRECTOR ELECTIONS ISSUER 81 0 For 81 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Elect Director Alan Semple DIRECTOR ELECTIONS ISSUER 81 0 For 81 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Elect Director Melissa Law DIRECTOR ELECTIONS ISSUER 81 0 For 81 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 81 0 For 81 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 81 0 Against 81 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive; - The estimated duration of available and proposed shares exceeds six years; - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan allows broad discretion to accelerate vesting. Cactus, Inc. 127203107 US1272031071 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 81 0 For 81 FOR S000066745 Cactus, Inc. 127203107 US1272031071 05/13/2025 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 81 0 One Year 81 AGAINST S000066745 A vote for the adoption of an ANNUAL say-on-pay frequency is warranted. Annual say-on-pay votes are considered a best practice as they give shareholders a regular opportunity to opine on executive pay. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Dennis V. Arriola DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Nelda J. Connors DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Gay Huey Evans DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Jeffrey A. Joerres DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Ryan M. Lance DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Timothy A. Leach DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director William H. McRaven DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Sharmila Mulligan DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Arjun N. Murti DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Robert A. Niblock DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director David T. Seaton DIRECTOR ELECTIONS ISSUER 18 0 Against 18 AGAINST S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director R.A. Walker DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, David Seaton, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 18 0 For 18 FOR S000066753 A vote FOR this item is warranted because only 1.29 percent of the fees paid to the auditor are for non-audit purposes. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 18 0 For 18 FOR S000066753 A vote FOR this proposal is warranted. Pay and performance were reasonably aligned for the year in review. Annual incentive awards are primarily determined based on financial and operational performance and the majority of equity grants are conditioned on performance over a multi-year period, with forward-looking goals disclosed. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 18 0 For 18 FOR S000066753 A vote FOR this proposal is warranted given that the reduction in the supermajority vote requirement would enhance shareholder rights. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Remove All GHG Emissions Reduction Targets ENVIRONMENT OR CLIMATE SECURITY HOLDER 18 0 Against 18 FOR S000066753 A vote AGAINST this proposal is warranted. The company provides sufficient information to understand its rationale for adopting emissions reduction targets and how its targets are selected and managed. In addition, the proposal is overly prescriptive. ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Dennis V. Arriola DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Nelda J. Connors DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Gay Huey Evans DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Jeffrey A. Joerres DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Ryan M. Lance DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Timothy A. Leach DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director William H. McRaven DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Sharmila Mulligan DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Arjun N. Murti DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director Robert A. Niblock DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director David T. Seaton DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Elect Director R.A. Walker DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 11 0 For 11 FOR S000066753 ConocoPhillips 20825C104 US20825C1045 05/13/2025 Remove All GHG Emissions Reduction Targets ENVIRONMENT OR CLIMATE SECURITY HOLDER 11 0 Against 11 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Jennifer W. Rumsey DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Gary L. Belske DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Robert J. Bernhard DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Bruno V. Di Leo Allen DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Daniel W. Fisher DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Carla A. Harris DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Thomas J. Lynch DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director William I. Miller DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Kimberly A. Nelson DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Karen H. Quintos DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director John H. Stone DIRECTOR ELECTIONS ISSUER 21 0 For 21 FOR S000066753 A vote FOR the director nominees is warranted. Cummins Inc. 231021106 US2310211063 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 21 0 For 21 FOR S000066753 A vote FOR this proposal is warranted. Although some concern is raised regarding the granting of special equity awards to certain NEOs, CEO pay and company performance are reasonably aligned at this time. Moreover, the majority of pay is conditioned on clearly disclosed financial performance metrics, and LTI outcomes are generally consistent with longer-term shareholder outcomes. Cummins Inc. 231021106 US2310211063 05/13/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066753 A vote FOR this item is warranted because only 1.49 percent of the fees paid to the auditor are for non-audit purposes. Cummins Inc. 231021106 US2310211063 05/13/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 21 0 For 21 AGAINST S000066753 A vote FOR this proposal is warranted. Although CMI appears to have continued making progress under its settlement obligations regarding the alleged Clean Air Act violations, the regulatory regime and longer-term customer demand for certain zero-emission technologies remains dynamic. These factors suggest that, at the time of a future CEO transition, shareholders may benefit from the most robust form of independent board oversight, in the form of an independent board chair. Moreover, this proposal is non-binding and not explicitly seeking an immediate change in the board leadership structure. Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Jennifer W. Rumsey DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Gary L. Belske DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Robert J. Bernhard DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Bruno V. Di Leo Allen DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Daniel W. Fisher DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Carla A. Harris DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Thomas J. Lynch DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director William I. Miller DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Kimberly A. Nelson DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director Karen H. Quintos DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Elect Director John H. Stone DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 Cummins Inc. 231021106 US2310211063 05/13/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 10 0 For 10 AGAINST S000066753 A vote FOR this proposal is warranted. Although CMI appears to have continued making progress under its settlement obligations regarding the alleged Clean Air Act violations, the regulatory regime and longer-term customer demand for certain zero-emission technologies remains dynamic. These factors suggest that, at the time of a future CEO transition, shareholders may benefit from the most robust form of independent board oversight, in the form of an independent board chair. Moreover, this proposal is non-binding and not explicitly seeking an immediate change in the board leadership structure. Manhattan Associates, Inc. 562750109 US5627501092 05/13/2025 Elect Director Thomas E. Noonan DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066745 Manhattan Associates, Inc. 562750109 US5627501092 05/13/2025 Elect Director Kimberly A. Kuryea DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066745 Manhattan Associates, Inc. 562750109 US5627501092 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066745 Manhattan Associates, Inc. 562750109 US5627501092 05/13/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Chad Collins DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Razat Gaurav DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Marty R?aume DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Tami Reller DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Philip Soran DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Anne Sempowski Ward DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Elect Director Sven Wehrwein DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 15 0 For 15 FOR S000066745 SPS Commerce, Inc. 78463M107 US78463M1071 05/13/2025 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 15 0 One Year 15 FOR S000066745 Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Earl R. Ellis DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Robert F. Friel DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Lisa Glatch DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Victoria D. Harker DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Mark D. Morelli DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Jerome A. Peribere DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Matthew F. Pine DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Lila Tretikov DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Elect Director Uday Yadav DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066751 A vote FOR the director nominees is warranted. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 24 0 For 24 FOR S000066751 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 24 0 For 24 FOR S000066751 A vote FOR this proposal is warranted as pay and performance are reasonably aligned. Concerns are noted with respect to the adjusted EBITDA and revenue PSU metrics, for which the company forwardly disclosed targets in FY23 but did not in FY24. In addition, the third metric (relative TSR), merely targets median performance. However, annual incentives are primarily based on pre-set financial goals and the LTI equity mix is targeted to comprise half performance conditioned awards with a multi-year performance period. Xylem Inc. 98419M100 US98419M1009 05/13/2025 Reduce Ownership Threshold for Shareholders to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 24 0 For 24 AGAINST S000066751 A vote FOR this proposal is warranted as a lower ownership threshold would provide for a more useful special meeting right for shareholders. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Nora M. Denzel DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Michael P. Gregoire DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Joseph A. Householder DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director John W. Marren DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Jon A. Olson DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Lisa T. Su DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Abhi Y. Talwalkar DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Elizabeth W. Vanderslice DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote FOR the director nominees is warranted. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 49 0 For 49 FOR S000066753 A vote FOR this item is warranted because only 6.52 percent of the fees paid to the auditor are for non-audit purposes. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 49 0 For 49 FOR S000066753 A vote FOR the proposal is warranted. Concerns are noted regarding disclosure, as strategic metrics and specific payouts are not clearly disclosed in the STI program and no forward-looking goals were disclosed in the LTI program. Despite these concerns, both the STI and LTI program were largely performance based; the STI program appears to utilize rigorous financial metrics and the below-target payout was in line with recent company performance, while the LTI program utilized multi-year performance periods. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Increase Authorized Common Stock CAPITAL STRUCTURE ISSUER 49 0 For 49 FOR S000066753 A vote FOR this proposal is warranted. The proposed increase in the number of authorized shares of common stock is reasonable, and there are no substantial concerns about the company's past use of shares. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 49 0 For 49 FOR S000066753 A vote FOR this proposal is warranted. The exculpation provision permitted by Delaware law is considered to reasonably balance shareholders' interest in officer accountability with their interest in attracting and retaining qualified officers to serve the company. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 49 0 Against 49 FOR S000066753 A vote AGAINST this proposal is warranted. There appears to be no compelling reason to support this shareholder proposal as the one-year holding period is not especially problematic and provides a reasonable safeguard against abuse of the special meeting right. Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Nora M. Denzel DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Michael P. Gregoire DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Joseph A. Householder DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director John W. Marren DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Jon A. Olson DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Lisa T. Su DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Abhi Y. Talwalkar DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Elect Director Elizabeth W. Vanderslice DIRECTOR ELECTIONS ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Increase Authorized Common Stock CAPITAL STRUCTURE ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 24 0 For 24 FOR S000066753 Advanced Micro Devices, Inc. 007903107 US0079031078 05/14/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 24 0 Against 24 FOR S000066753 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Elect Director John T. Henderson DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Elect Director B. Lynne Parshall DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Elect Director Muna Bhanji DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Increase Authorized Common Stock CAPITAL STRUCTURE ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 27 0 For 27 FOR S000066745 Cytokinetics, Incorporated 23282W605 US23282W6057 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 27 0 For 27 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Luis A. Aguilar DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Richard L. Crandall DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Juliet S. Ellis DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Gary G. Greenfield DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Daniel N. Leib DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Lois M. Martin DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Chandar Pattabhiram DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Elect Director Ayman Sayed DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 38 0 For 38 FOR S000066745 Donnelley Financial Solutions, Inc. 25787G100 US25787G1004 05/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 38 0 For 38 FOR S000066745 M/I Homes, Inc. 55305B101 US55305B1017 05/14/2025 Elect Director Nancy J. Kramer DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 M/I Homes, Inc. 55305B101 US55305B1017 05/14/2025 Elect Director Yvette McGee Brown DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 M/I Homes, Inc. 55305B101 US55305B1017 05/14/2025 Elect Director Robert H. Schottenstein DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 M/I Homes, Inc. 55305B101 US55305B1017 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 36 0 For 36 FOR S000066745 M/I Homes, Inc. 55305B101 US55305B1017 05/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 36 0 For 36 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Claiborne P. Deming DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Lawrence R. Dickerson DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Michelle A. Earley DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Eric M. Hambly DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Elisabeth W. Keller DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director R. Madison Murphy DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Jeffrey W. Nolan DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Robert N. Ryan, Jr. DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Laura A. Sugg DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Elect Director Robert B. Tudor, III DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 71 0 For 71 FOR S000066745 Murphy Oil Corporation 626717102 US6267171022 05/14/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 71 0 For 71 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Barbara A. Boigegrain DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Thomas L. Brown DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Kathryn J. Hayley DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Peter J. Henseler DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Daniel S. Hermann DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Ryan C. Kitchell DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Austin M. Ramirez DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Ellen A. Rudnick DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director James C. Ryan, III DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Thomas E. Salmon DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Rebecca S. Skillman DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Michael J. Small DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Derrick J. Stewart DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Stephen C. Van Arsdell DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Elect Director Katherine E. White DIRECTOR ELECTIONS ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 154 0 For 154 FOR S000066745 Old National Bancorp 680033107 US6800331075 05/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 154 0 For 154 FOR S000066745 Tenable Holdings, Inc. 88025T102 US88025T1025 05/14/2025 Elect Director Linda Zecher Higgins DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee members Linda Higgins and Niloofar Howe given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Tenable Holdings, Inc. 88025T102 US88025T1025 05/14/2025 Elect Director Niloofar Razi Howe DIRECTOR ELECTIONS ISSUER 50 0 Withhold 50 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee members Linda Higgins and Niloofar Howe given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Tenable Holdings, Inc. 88025T102 US88025T1025 05/14/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 50 0 For 50 FOR S000066745 Tenable Holdings, Inc. 88025T102 US88025T1025 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 50 0 For 50 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Paula H. J. Cholmondeley DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Donald DeFosset DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Simon Meester DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Sandie O'Connor DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Christopher Rossi DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Andra Rush DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director David A. Sachs DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Elect Director Seun Salami DIRECTOR ELECTIONS ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 68 0 For 68 FOR S000066745 Terex Corporation 880779103 US8807791038 05/14/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 68 0 For 68 FOR S000066745 The Boston Beer Company, Inc. 100557107 US1005571070 05/14/2025 Elect Director Joseph H. Jordan DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 The Boston Beer Company, Inc. 100557107 US1005571070 05/14/2025 Elect Director Meghan V. Joyce DIRECTOR ELECTIONS ISSUER 5 0 Withhold 5 AGAINST S000066745 WITHHOLD votes are warranted for incumbent director nominees Meghan Joyce and Cynthia (Cindy) Swanson given the board's failure to adequately address the lack of majority support for Joyce at last year's annual meeting. WITHHOLD votes are further warranted for Governance Committee member Meghan Joyce for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominee, Joseph (Joe) Jordan, is warranted. The Boston Beer Company, Inc. 100557107 US1005571070 05/14/2025 Elect Director Cynthia L. Swanson DIRECTOR ELECTIONS ISSUER 5 0 Withhold 5 AGAINST S000066745 WITHHOLD votes are warranted for incumbent director nominees Meghan Joyce and Cynthia (Cindy) Swanson given the board's failure to adequately address the lack of majority support for Joyce at last year's annual meeting. WITHHOLD votes are further warranted for Governance Committee member Meghan Joyce for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominee, Joseph (Joe) Jordan, is warranted. The Boston Beer Company, Inc. 100557107 US1005571070 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066745 Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Sangeeta N. Bhatia DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Lloyd Carney DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Alan Garber DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Reshma Kewalramani DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Michel Lagarde DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Jeffrey M. Leiden DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Diana McKenzie DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Bruce I. Sachs DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Jennifer Schneider DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Nancy Thornberry DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Elect Director Suketu Upadhyay DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066751 A vote FOR the director nominees is warranted. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066751 A vote FOR this item is warranted because only 13.58 percent of the fees paid to the auditor are for non-audit purposes. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066751 A vote FOR this proposal is warranted, with caution. The annual incentive determination process is largely subjective, complex, and lacks fulsome disclosure. In addition, only 25 percent of the CEO's total performance year equity awards utilize multi-year performance conditions. However, these issues have not resulted in a quantitative pay-for-performance misalignment for the year in review. Vertex Pharmaceuticals Incorporated 92532F100 US92532F1003 05/14/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 5 0 For 5 AGAINST S000066751 A vote FOR this proposal is warranted. Although current severance arrangements are reasonable, the company does not disclose a policy prohibiting additional cash severance payments beyond a certain level or a mechanism that would require shareholder approval in order for excessive cash severance to be payable. The requested policy would ensure such shareholder protections. Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director Peter L. Bain DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director Susan S. Fleming DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director Timothy A. Holt DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director Melody L. Jones DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director W. Howard Morris DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Elect Director John C. Weisenseel DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066745 Virtus Investment Partners, Inc. 92828Q109 US92828Q1094 05/14/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Susan Y. Kim DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Giel Rutten DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Douglas A. Alexander DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Roger A. Carolin DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Winston J. Churchill DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Daniel Liao DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director John D. Liu DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director MaryFrances McCourt DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Robert R. Morse DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director Gil C. Tily DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Elect Director David N. Watson DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 74 0 For 74 FOR S000066745 Amkor Technology, Inc. 031652100 US0316521006 05/15/2025 Amend Certificate of Incorporation to Provide for the Exculpation of Officers CORPORATE GOVERNANCE ISSUER 74 0 Against 74 AGAINST S000066745 A vote AGAINST this proposal is warranted, as the company is controlled and decisions regarding the company's response to shareholder litigation would be made by a board that lacks accountability to public shareholders. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Pamela Daley DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Laurence D. Fink DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Gregory J. Fleming DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director William E. Ford DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Fabrizio Freda DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Murry S. Gerber DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Margaret "Peggy" L. Johnson DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Robert S. Kapito DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Cheryl D. Mills DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Kathleen Murphy DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Amin H. Nasser DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Gordon M. Nixon DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Adebayo O. Ogunlesi DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Kristin C. Peck DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Charles H. Robbins DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Hans E. Vestberg DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Susan L. Wagner DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Mark Wilson DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 Against 9 AGAINST S000066753 There remains some concern surrounding the nature of the incentive determination process, which is ultimately discretionary and lacks certain key disclosures, such as quantified target goals and per-metric weightings. Additionally, the new CEO carry program may create additional pay complexity going forward. However, these issues have not contributed to a quantitative pay-for-performance misalignment for the year in review. Additionally, the majority of LTI awards vest based on clearly disclosed multi-year goals. Notwithstanding, a vote AGAINST this proposal is warranted due to the high CEO pay relative to company performance compared to the company's peers and high CEO pay in relation to company peer group CEO median pay levels. Furthermore, a vote AGAINST this proposal is warranted in light of the committee's limited response to last year's low say-on-pay vote result. The committee engaged with shareholders and the proxy discloses shareholder feedback. However, the committee's actions in response to the two key topics of shareholder feedback, clarity on NEO pay determinations and one-time awards, do not amount to sufficient responsiveness. New disclosures related to the pay determination process are incremental and the committee did not take any firm actions, nor make any firm commitments, that appear to address concerns surrounding one-time awards. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 A vote FOR this item is warranted because only 10.85 percent of the fees paid to the auditor are for non-audit purposes. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Report on Risks of Stakeholder Capitalism OTHER SOCIAL ISSUES SECURITY HOLDER 9 0 Against 9 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Require More Director Nominations Than Open Seats CORPORATE GOVERNANCE SECURITY HOLDER 9 0 Against 9 FOR S000066753 A vote AGAINST this proposal is warranted, as the proponent has not made a compelling case to suggest that mandated contested elections are necessary. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Pamela Daley DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Laurence D. Fink DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Gregory J. Fleming DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director William E. Ford DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Fabrizio Freda DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Murry S. Gerber DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Margaret "Peggy" L. Johnson DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Robert S. Kapito DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Cheryl D. Mills DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Kathleen Murphy DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Amin H. Nasser DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Gordon M. Nixon DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Adebayo O. Ogunlesi DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Kristin C. Peck DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Charles H. Robbins DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Hans E. Vestberg DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Susan L. Wagner DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Elect Director Mark Wilson DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 3 0 Against 3 AGAINST S000066753 There remains some concern surrounding the nature of the incentive determination process, which is ultimately discretionary and lacks certain key disclosures, such as quantified target goals and per-metric weightings. Additionally, the new CEO carry program may create additional pay complexity going forward. However, these issues have not contributed to a quantitative pay-for-performance misalignment for the year in review. Additionally, the majority of LTI awards vest based on clearly disclosed multi-year goals. However, a vote AGAINST this proposal is warranted in light of the committee's limited response to last year's low say-on-pay vote result. The committee engaged with shareholders and the proxy discloses shareholder feedback. However, the committee's actions in response to the two key topics of shareholder feedback, clarity on NEO pay determinations and one-time awards, do not amount to sufficient responsiveness. New disclosures related to the pay determination process are incremental and the committee did not take any firm actions, nor make any firm commitments, that appear to address concerns surrounding one-time awards. BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 3 0 For 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Report on Risks of Stakeholder Capitalism OTHER SOCIAL ISSUES SECURITY HOLDER 3 0 Against 3 FOR S000066753 BlackRock, Inc. 09290D101 US09290D1019 05/15/2025 Require More Director Nominations Than Open Seats CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Lourenco Goncalves DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Douglas C. Taylor DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director John T. Baldwin DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Ron A. Bloom DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Jane M. Cronin DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Susan M. Green DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Ralph S. Michael, III DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Ben Oren DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Gabriel Stoliar DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Elect Director Arlene M. Yocum DIRECTOR ELECTIONS ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 166 0 For 166 FOR S000066753 Cleveland-Cliffs Inc. 185899101 US1858991011 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 166 0 For 166 FOR S000066753 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Maria M. Pope DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Mark A. Finkelstein DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Eric S. Forrest DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Randal L. Lund DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Luis F. Machuca DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director S. Mae Fujita Numata DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director John F. Schultz DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Elizabeth W. Seaton DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Clint E. Stein DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Hilliard C. Terry, III DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Elect Director Anddria Varnado DIRECTOR ELECTIONS ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 111 0 For 111 FOR S000066745 Columbia Banking System, Inc. 197236102 US1972361026 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 111 0 For 111 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Elect Director Michael P. Hogan DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Elect Director Eileen C. Miskell DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Elect Director Gerard F. Nadeau DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Elect Director Susan Perry O'Day DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Elect Director Thomas R. Venables DIRECTOR ELECTIONS ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 47 0 For 47 FOR S000066745 Independent Bank Corp. 453836108 US4538361084 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 47 0 For 47 FOR S000066745 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Megan Butler DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Thomas H. Glocer DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Robert H. Herz DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Erika H. James DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Hironori Kamezawa DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Shelley B. Leibowitz DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Jami Miscik DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Masato Miyachi DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Dennis M. Nally DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Douglas L. Peterson DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Edward Pick DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Mary L. Schapiro DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Perry M. Traquina DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Rayford Wilkins, Jr. DIRECTOR ELECTIONS ISSUER 57 0 For 57 FOR S000066753 A vote FOR the director nominees is warranted. Morgan Stanley 617446448 US6174464486 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 57 0 For 57 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Morgan Stanley 617446448 US6174464486 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 57 0 For 57 FOR S000066753 A vote FOR this proposal is warranted, with caution. There are some continuing concerns regarding the committee's discretion in determining NEOs' total pay and the lack of certain key disclosures surrounding the annual pay assessment. Additionally, modifications were made to the definition of a metric for in-flight awards, which resulted in realized incremental fair value. Nonetheless, sufficient mitigating factors have been identified for the year in review. In particular, CEO pay and company performance are reasonably aligned at this time, and the CEO's FY24 total pay was set below the former CEO and executive chairman's FY23 pay. Additionally, financial metrics considered under the performance assessment were generally consistent year-over-year, the majority of equity awards are based on clearly-disclosed multi-year goals, and the relative metric targets outperformance. Lastly, the incremental fair value arising from the modification of in-cycle metric definition was relatively modest and did not result in elevated pay levels. Morgan Stanley 617446448 US6174464486 05/15/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 57 0 Against 57 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The three-year average burn rate is excessive; - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan permits liberal recycling of shares Morgan Stanley 617446448 US6174464486 05/15/2025 Report Annually on Energy Supply Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 57 0 For 57 AGAINST S000066753 A vote FOR this proposal is warranted as it would help shareholders better evaluate the company's management of climate risks from its lending and underwriting activities. Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Megan Butler DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Thomas H. Glocer DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Robert H. Herz DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Erika H. James DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Hironori Kamezawa DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Shelley B. Leibowitz DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Jami Miscik DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Masato Miyachi DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Dennis M. Nally DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Douglas L. Peterson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Edward Pick DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Mary L. Schapiro DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Perry M. Traquina DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Elect Director Rayford Wilkins, Jr. DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066753 Morgan Stanley 617446448 US6174464486 05/15/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 29 0 Against 29 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The three-year average burn rate is excessive; - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan permits liberal recycling of shares Morgan Stanley 617446448 US6174464486 05/15/2025 Report Annually on Energy Supply Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 29 0 Against 29 FOR S000066753 Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Thomas A. Bartlett DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Jeffrey H. Black DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Jill C. Brannon DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Nelda J. Connors DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Kathy Hopinkah Hannan DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Shailesh G. Jejurikar DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Christopher J. Kearney DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Judith F. Marks DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Margaret M. V. Preston DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director Shelley Stewart, Jr. DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Elect Director John H. Walker DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066744 A vote FOR the director nominees is warranted. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 26 0 Against 26 AGAINST S000066744 A vote AGAINST this proposal is warranted due to the following concerns: - High CEO pay relative to company performance compared to the company s peers; and - High CEO pay in relation to company peer group CEO median pay levels. Although the annual and long-term incentive programs are sufficiently performance-based, significant concern is also raised regarding the magnitude of a retention award granted to the CEO. A significant portion of the CEO's retention grant is time-based and the performance measures are the same as those used in the annual LTI program. Additionally, two other special awards were granted in FY24 that entirely lack performance criteria. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 26 0 For 26 FOR S000066744 A vote FOR this item is warranted because only 13.17 percent of the fees paid to the auditor are for non-audit purposes. Otis Worldwide Corporation 68902V107 US68902V1070 05/15/2025 Report on Political Contributions and Expenditures OTHER SOCIAL ISSUES SECURITY HOLDER 26 0 For 26 AGAINST S000066744 A vote FOR this proposal is warranted. The company's disclosures relating to its direct and indirect political contributions are somewhat limited. In addition, based on the current disclosure, it is somewhat unclear if the company's political activities are exclusively administered through its PAC or if the company also makes separate political contributions. It is also unclear if the company's disclosed list of membership associations is comprehensive, and the company does not provide the amount of dues paid to each organization. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Paget L. Alves DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Keith Barr DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director M. Brett Biggs DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Christopher M. Connor DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Brian C. Cornell DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Tanya L. Domier DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Susan Doniz DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director David W. Gibbs DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Mirian M. Graddick-Weir DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Thomas C. Nelson DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director P. Justin Skala DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Elect Director Annie Young-Scrivner DIRECTOR ELECTIONS ISSUER 13 0 For 13 FOR S000066744 A vote FOR the director nominees is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 13 0 For 13 FOR S000066744 A vote FOR this item is warranted because only 3.22 percent of the fees paid to the auditor are for non-audit purposes. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 13 0 Against 13 AGAINST S000066744 A vote AGAINST this proposal is warranted due to the following concerns: - The majority of equity awards to the CEO are not tied to performance-contingent pay elements; - High CEO pay relative to company performance compared to the company's peers; - High CEO pay in relation to company peer group CEO median pay levels; and - Excessive differentials between CEO pay and the pay of other named executive officers at the firm. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 13 0 For 13 FOR S000066744 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066744 A vote AGAINST this proposal is warranted. The company appears to be in alignment with regulatory standards involving antibiotic use, and shareholders would be better served by the company exercising its discretion in following WHO recommendations. Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Report on Risks Related to Religious Discrimination Against Employees OTHER SOCIAL ISSUES SECURITY HOLDER 13 0 Against 13 FOR S000066744 Yum! Brands, Inc. 988498101 US9884981013 05/15/2025 Commission a Third Party Audit on Working Conditions HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 13 0 For 13 AGAINST S000066744 A vote FOR this resolution is warranted, as a third-party audit would improve transparency and help shareholders better evaluate the company's management and policies on the safety and well-being of workers. First Merchants Corporation 320817109 US3208171096 05/16/2025 Elect Director F. Howard Halderman DIRECTOR ELECTIONS ISSUER 87 0 For 87 FOR S000066745 First Merchants Corporation 320817109 US3208171096 05/16/2025 Elect Director Kevin D. Johnson DIRECTOR ELECTIONS ISSUER 87 0 For 87 FOR S000066745 First Merchants Corporation 320817109 US3208171096 05/16/2025 Elect Director Clark C. Kellogg DIRECTOR ELECTIONS ISSUER 87 0 For 87 FOR S000066745 First Merchants Corporation 320817109 US3208171096 05/16/2025 Elect Director Michael C. Rechin DIRECTOR ELECTIONS ISSUER 87 0 For 87 FOR S000066745 First Merchants Corporation 320817109 US3208171096 05/16/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 87 0 For 87 FOR S000066745 First Merchants Corporation 320817109 US3208171096 05/16/2025 Ratify Forvis Mazars, LLP as Auditors AUDIT-RELATED ISSUER 87 0 For 87 FOR S000066745 Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Elect Director August J. Troendle DIRECTOR ELECTIONS ISSUER 11 0 Withhold 11 AGAINST S000066745 WITHHOLD votes are warranted for incumbent director nominee August Troendle given the board's failure to remove, or subject to a sunset requirement, the supermajority vote requirement to enact certain changes to the governing documents which adversely impacts shareholder rights. A vote FOR the remaining director nominee, Dani Zander, is warranted, given that she is a new nominee at this year's meeting. Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Elect Director Dani S. Zander DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 11 0 For 11 FOR S000066745 Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 11 0 For 11 FOR S000066745 Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 11 0 For 11 FOR S000066745 Medpace Holdings, Inc. 58506Q109 US58506Q1094 05/16/2025 Adopt Simple Majority Vote CORPORATE GOVERNANCE SECURITY HOLDER 11 0 For 11 AGAINST S000066745 A vote FOR this proposal is warranted given that a reduction in certain vote requirements would be beneficial for shareholders. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director W. Geoffrey Beattie DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Abdulaziz M. Al Gudaimi DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Gregory D. Brenneman DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Cynthia B. Carroll DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Michael R. Dumais DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Shirley A. Edwards DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director John G. Rice DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Lorenzo Simonelli DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Elect Director Mohsen M. Sohi DIRECTOR ELECTIONS ISSUER 105 0 For 105 FOR S000066744 A vote FOR the director nominees is warranted. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 105 0 For 105 FOR S000066744 A vote FOR this proposal is warranted. While concerns remain regarding the rigor and upside leverage of the long-term incentive and a new concern is noted regarding the application of positive discretion to the CEO's annual incentive, the annual incentive was predominantly based on pre-set financial metrics and the long-term incentive was primarily performance-based with a multi-year measurement period. Baker Hughes Company 05722G100 US05722G1004 05/20/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 105 0 For 105 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director James C. Foster DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Nancy C. Andrews DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Robert Bertolini DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Reshema Kemps-Polanco DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Deborah T. Kochevar DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director George Llado, Sr. DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Martin W. Mackay DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director George E. Massaro DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Craig B. Thompson DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Richard F. Wallman DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Elect Director Virginia M. Wilson DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Ratify PricewaterhouseCoopers LLC as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066745 Charles River Laboratories International, Inc. 159864107 US1598641074 05/20/2025 Report on Imported Nonhuman Primates OTHER SOCIAL ISSUES SECURITY HOLDER 5 0 Against 5 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Jillian C. Evanko DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Andrew R. Cichocki DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Paula M. Harris DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Linda A. Harty DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Paul E. Mahoney DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director David M. Sagehorn DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Spencer S. Stiles DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Elect Director Roger A. Strauch DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 19 0 For 19 FOR S000066745 Chart Industries, Inc. 16115Q308 US16115Q3083 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 19 0 For 19 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Patrick (Pat) J. Beyer DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director David Bronson DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Brian P. Concannon DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director LaVerne Council DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Charles M. Farkas DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Martha Goldberg Aronson DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Mark Kaye DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Elect Director Barbara J. Schwarzentraub DIRECTOR ELECTIONS ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 54 0 For 54 FOR S000066745 CONMED Corporation 207410101 US2074101013 05/20/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 54 0 For 54 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Jennifer Craighead Carey DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Lisa Crutchfield DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Denise L. Devine DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director George K. Martin DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director James R. Moxley, III DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Curtis J. Myers DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Antoinette M. Pergolin DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Michael F. Shirk DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Scott A. Snyder DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director Ronald H. Spair DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Elect Director E. Philip Wenger DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 101 0 For 101 FOR S000066745 Fulton Financial Corporation 360271100 US3602711000 05/20/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 101 0 For 101 FOR S000066745 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director John E. F. Armstrong DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Jeane L. Hull DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Carin S. Knickel DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Peter Kukielski DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director George E. Lafond DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Stephen A. Lang DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Colin Osborne DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director Paula C. Rogers DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Elect Director David S. Smith DIRECTOR ELECTIONS ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration AUDIT-RELATED ISSUER 232 0 For 232 FOR S000066753 Hudbay Minerals Inc. 443628102 CA4436281022 05/20/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 232 0 For 232 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Linda B. Bammann DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Michele G. Buck DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Stephen B. Burke DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Todd A. Combs DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Alicia Boler Davis DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director James Dimon DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Alex Gorsky DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Mellody Hobson DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Phebe N. Novakovic DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Virginia M. Rometty DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Brad D. Smith DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Mark A. Weinberger DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 A vote FOR the director nominees is warranted. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 45 0 For 45 FOR S000066753 A vote FOR this proposal is warranted, with caution. There are some ongoing concerns regarding the discretionary determination of NEOs' total incentive awards and the lack of certain key disclosures. However, the financial metrics considered were generally consistent year-over-year and equity awards were majority performance-conditioned based on clearly disclosed multi-year goals. Most notably, these issues have not resulted in a quantitative pay-for-performance misalignment for the year in review. A quantitative pay-for-performance misalignment going forward may be met with increased scrutiny of pay program structure and disclosures. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 45 0 For 45 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 45 0 For 45 AGAINST S000066753 A vote FOR this proposal is warranted as shareholders would benefit from more independent oversight in the form of an independent chair. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Report on Social Impacts of Climate Transition Finance ENVIRONMENT OR CLIMATE SECURITY HOLDER 45 0 For 45 AGAINST S000066753 A vote FOR this proposal is warranted as the requested disclosure would enable shareholders to better assess how the company is managing risks related to transition finance and a just transition, in alignment with climate change goals. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Linda B. Bammann DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Michele G. Buck DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Stephen B. Burke DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Todd A. Combs DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Alicia Boler Davis DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director James Dimon DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Alex Gorsky DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Mellody Hobson DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Phebe N. Novakovic DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Virginia M. Rometty DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Brad D. Smith DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Elect Director Mark A. Weinberger DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 14 0 For 14 FOR S000066753 JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 14 0 Against 14 FOR S000066753 A vote FOR this proposal is warranted as shareholders would benefit from more independent oversight in the form of an independent chair. JPMorgan Chase & Co. 46625H100 US46625H1005 05/20/2025 Report on Social Impacts of Climate Transition Finance ENVIRONMENT OR CLIMATE SECURITY HOLDER 14 0 Against 14 FOR S000066753 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Kevin T. Conroy DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Kevin J. Dallas DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Joseph M. Hogan DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Joseph Lacob DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director C. Raymond Larkin, Jr. DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director George J. Morrow DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Anne M. Myong DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Mojdeh Poul DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Andrea L. Saia DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Elect Director Susan E. Siegel DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Eliminate Supermajority Vote Requirement SHAREHOLDER RIGHTS AND DEFENSES ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 8 0 For 8 FOR S000066745 Align Technology, Inc. 016255101 US0162551016 05/21/2025 Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold SHAREHOLDER RIGHTS AND DEFENSES ISSUER 8 0 Against 8 AGAINST S000066745 A vote AGAINST this proposal is warranted. While the ability to call special meetings would improve shareholder rights, this proposal is merely a request for the board to take action at a future meeting to provide a special meeting right with a 25 percent ownership threshold with otherwise undefined terms. The 25 percent ownership threshold is considered relatively high for a company of this size. Moreover, the proposed 10 percent threshold in Item 7 is considered more appropriate and it is recommended that shareholders vote in favor of Item 7. Align Technology, Inc. 016255101 US0162551016 05/21/2025 Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold CORPORATE GOVERNANCE SECURITY HOLDER 8 0 For 8 AGAINST S000066745 A vote FOR this proposal is warranted as the ability to call special meetings would improve shareholder rights. The proposed 10 percent ownership threshold is considered more appropriate than the 25 percent threshold proposed by the board, in light of the company's market capitalization and the composition of its shareholder base. Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Shane M. Cooke DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Richard B. Gaynor DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Cato T. Laurencin DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Nancy S. Lurker DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Brian P. McKeon DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Richard F. Pops DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Nancy L. Snyderman DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Frank Anders "Andy" Wilson DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Elect Director Christopher I. Wright DIRECTOR ELECTIONS ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Ratify PricewaterhouseCoopers LLP as Auditors and Authorize Their Remuneration AUDIT-RELATED ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Renew the Board's Authority to Issue Shares Under Irish Law CAPITAL STRUCTURE ISSUER 29 0 For 29 FOR S000066745 Alkermes plc G01767105 IE00B56GVS15 05/21/2025 Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights CAPITAL STRUCTURE ISSUER 29 0 For 29 FOR S000066745 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jeffrey P. Bezos DIRECTOR ELECTIONS ISSUER 99 0 Against 99 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Andrew R. Jassy DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Keith B. Alexander DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Edith W. Cooper DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jamie S. Gorelick DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Daniel P. Huttenlocher DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Andrew Y. Ng DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Indra K. Nooyi DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jonathan J. Rubinstein DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Brad D. Smith DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Patricia Q. Stonesifer DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Wendell P. Weeks DIRECTOR ELECTIONS ISSUER 99 0 For 99 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. Votes AGAINST board chair Jeffrey Bezos are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes FOR the remaining nominees are warranted at this time. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 99 0 For 99 FOR S000066753 A vote FOR this item is warranted because only 1.62 percent of the fees paid to the auditor are for non-audit purposes. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 99 0 Against 99 AGAINST S000066753 A vote AGAINST this proposal is warranted. While pay to CEO Jassy was negligible in FY24, other NEOs received sizable time-vesting stock awards, with each non-CEO NEO receiving grants near or in excess of median CEO pay at peers. While it is recognized that grants are typically provided on a periodic basis and the company provides a robust rationale for its structure, it remains a significant concern that no portion of NEO compensation is directly tied to the achievement of pre-set performance criteria. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Adopt Mandatory Policy Separating the Roles of CEO and Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 99 0 Against 99 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Risks of Discrimination Against Ad Buyers and Sellers Based on Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 99 0 Against 99 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Disclose All Material Scope 3 Emissions ENVIRONMENT OR CLIMATE SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted considering: - Amazon s limited adoption of Scope 3 carbon reporting; - The company's lack of disclosure regarding emissions from third-party sales unlike many of its major retail peers, which may expose the company to some risk as emissions regulations come into effect or are adopted in some jurisdictions; and - Ongoing controversies surrounding the company s climate and environmental practices. Expanded Scope 3 disclosure would enhance transparency and enable shareholders to more accurately evaluate Amazon s environmental risks and sustainability performance. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Impact of Data Centers on Climate Commitments ENVIRONMENT OR CLIMATE SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted, as a further assessment of the impact of data centers on Amazon s climate commitments would enable shareholders to thoroughly review and evaluate the credibility and achievability of the company s net-zero strategy. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Commission Third Party Assessment of Board Oversight of Human Rights Risks of AI OTHER SOCIAL ISSUES SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted because a third-party assessment would provide valuable insights and enable both the company and its shareholders to better understand and evaluate the effectiveness of its policies, while also promoting greater transparency. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Efforts to Reduce Plastic Packaging ENVIRONMENT OR CLIMATE SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted, as a further assessment of its efforts to reduce plastic packaging would provide valuable insights and help the company mitigate associated risks. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Commission Independent Audit and Report on Warehouse Working Conditions HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted. Concerns are raised regarding recent work-place related violations and resulting negative media attention. In this regard, an independent audit would enable both the company and its shareholders to identify material and emerging risk factors, while also providing an opportunity to strengthen or revise workplace safety policies. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Unethical Use of External Data in Development of AI Products OTHER SOCIAL ISSUES SECURITY HOLDER 99 0 For 99 AGAINST S000066753 A vote FOR this proposal is warranted, as improved transparency would provide shareholders the ability to evaluate the benefits and risks associated with the company's use of external data in the development of its artificial intelligence (AI) projects. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jeffrey P. Bezos DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Andrew R. Jassy DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Keith B. Alexander DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Edith W. Cooper DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jamie S. Gorelick DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Daniel P. Huttenlocher DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Andrew Y. Ng DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Indra K. Nooyi DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Jonathan J. Rubinstein DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Brad D. Smith DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Patricia Q. Stonesifer DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Elect Director Wendell P. Weeks DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 40 0 For 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 40 0 For 40 FOR S000066753 A vote AGAINST this proposal is warranted. While pay to CEO Jassy was negligible in FY24, other NEOs received sizable time-vesting stock awards, with each non-CEO NEO receiving grants near or in excess of median CEO pay at peers. While it is recognized that grants are typically provided on a periodic basis and the company provides a robust rationale for its structure, it remains a significant concern that no portion of NEO compensation is directly tied to the achievement of pre-set performance criteria. Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Adopt Mandatory Policy Separating the Roles of CEO and Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Risks of Discrimination Against Ad Buyers and Sellers Based on Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Disclose All Material Scope 3 Emissions ENVIRONMENT OR CLIMATE SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Impact of Data Centers on Climate Commitments ENVIRONMENT OR CLIMATE SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Commission Third Party Assessment of Board Oversight of Human Rights Risks of AI OTHER SOCIAL ISSUES SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Efforts to Reduce Plastic Packaging ENVIRONMENT OR CLIMATE SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Commission Independent Audit and Report on Warehouse Working Conditions HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 40 0 Against 40 FOR S000066753 Amazon.com, Inc. 023135106 US0231351067 05/21/2025 Report on Unethical Use of External Data in Development of AI Products OTHER SOCIAL ISSUES SECURITY HOLDER 40 0 Against 40 FOR S000066753 EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Janet F. Clark DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Janet Clark, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Charles R. Crisp DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Robert P. Daniels DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Lynn A. Dugle DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director C. Christopher Gaut DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Michael T. Kerr DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Julie J. Robertson DIRECTOR ELECTIONS ISSUER 38 0 Against 38 AGAINST S000066744 A vote AGAINST incumbent audit committee members Robert (Bob) Daniels, Janet Clark, Charles (Charlie) Crisp, Lynn Dugle, C. Christopher (Cris) Gaut, Michael (Mike) Kerr, and Julie Robertson are warranted given the concerns raised regarding the company's failure to disclose transition- and climate-related estimates and assumptions. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Elect Director Ezra Y. Yacob DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066744 EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 38 0 For 38 FOR S000066744 A vote FOR this item is warranted because only less than one percent of the fees paid to the auditor are for non-audit purposes. EOG Resources, Inc. 26875P101 US26875P1012 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 38 0 For 38 FOR S000066744 A vote FOR this proposal is warranted. Annual incentives were largely based on pre-set financial metrics, and equity awards are predominantly performance-based with clearly disclosed multi-year goals. Five9, Inc. 338307101 US3383071012 05/21/2025 Elect Director Susan (Sue) Barsamian DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Five9, Inc. 338307101 US3383071012 05/21/2025 Elect Director Jonathan Mariner DIRECTOR ELECTIONS ISSUER 36 0 Withhold 36 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee members David (Dave) Welsh and Jonathan Mariner given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR Susan (Sue) Barsamian is warranted. Five9, Inc. 338307101 US3383071012 05/21/2025 Elect Director David S. Welsh DIRECTOR ELECTIONS ISSUER 36 0 Withhold 36 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee members David (Dave) Welsh and Jonathan Mariner given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR Susan (Sue) Barsamian is warranted. Five9, Inc. 338307101 US3383071012 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 36 0 For 36 FOR S000066745 Five9, Inc. 338307101 US3383071012 05/21/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 36 0 For 36 FOR S000066745 Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Abdulaziz F. Al Khayyal DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director William E. Albrecht DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director M. Katherine Banks DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Alan M. Bennett DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Earl M. Cummings DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Murry S. Gerber DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Robert A. Malone DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Jeffrey A. Miller DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Maurice S. Smith DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Janet L. Weiss DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Elect Director Tobi M. Edwards Young DIRECTOR ELECTIONS ISSUER 95 0 For 95 FOR S000066744 A vote FOR the director nominees is warranted. Halliburton Company 406216101 US4062161017 05/21/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 95 0 For 95 FOR S000066744 A vote FOR this item is warranted because only 6.80 percent of the fees paid to the auditor are for non-audit purposes. Halliburton Company 406216101 US4062161017 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 95 0 For 95 FOR S000066744 A vote FOR this proposal is warranted, as pay and performance are reasonably aligned at this time. Annual incentives are primarily based on preset financial metrics and above-target payouts on the non-financial metrics are not possible. Long-term incentives are majority performance-based, with performance measured over a multi-year period and targeting above the peer median. Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Elect Director Kyle W. Gano DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Elect Director Richard F. Pops DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Elect Director Shalini Sharp DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Elect Director Stephen A. Sherwin DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 6 0 For 6 FOR S000066745 Neurocrine Biosciences, Inc. 64125C109 US64125C1099 05/21/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066745 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Marc N. Casper DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Nelson J. Chai DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Ruby R. Chandy DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director C. Martin Harris DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Tyler Jacks DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Jennifer M. Johnson DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director R. Alexandra Keith DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Karen S. Lynch DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director James C. Mullen DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Debora L. Spar DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Scott M. Sperling DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Dion J. Weisler DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 A vote FOR the director nominees is warranted. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 4 0 Against 4 AGAINST S000066753 A vote AGAINST this proposal is warranted. Despite lowering year-over-year targets in the STI program, target bonus opportunities were not commensurately lowered and payouts were earned well-above target. The LTI program also largely utilizes one-year performance periods as well as an identical metric from the STI program. Further, a majority of non-CEO NEO equity was in time-vesting equity. Executives also received a one-time award and, though the award was entirely in multi-year performance equity, a portion could be earned based on one-year performance. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 4 0 Against 4 AGAINST S000066753 A vote AGAINST the ratification of the company's auditor is warranted given that non-audit fees represent 27.39 percent of the total fees received by the auditor during the fiscal year, raising substantial doubts over the independence of the auditor. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 4 0 Against 4 FOR S000066753 A vote AGAINST this proposal is warranted. There appears to be no compelling reason to support this shareholder proposal as the one-year holding period is not especially problematic and provides a reasonable safeguard against abuse of the special meeting right. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Marc N. Casper DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Nelson J. Chai DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Ruby R. Chandy DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director C. Martin Harris DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Tyler Jacks DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Jennifer M. Johnson DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director R. Alexandra Keith DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Karen S. Lynch DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director James C. Mullen DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Debora L. Spar DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Scott M. Sperling DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Elect Director Dion J. Weisler DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 3 0 Against 3 AGAINST S000066753 A vote AGAINST this proposal is warranted. Despite lowering year-over-year targets in the STI program, target bonus opportunities were not commensurately lowered and payouts were earned well-above target. The LTI program also largely utilizes one-year performance periods as well as an identical metric from the STI program. Further, a majority of non-CEO NEO equity was in time-vesting equity. Executives also received a one-time award and, though the award was entirely in multi-year performance equity, a portion could be earned based on one-year performance. Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 3 0 For 3 FOR S000066753 Thermo Fisher Scientific Inc. 883556102 US8835561023 05/21/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Accept Financial Statements and Statutory Reports CORPORATE GOVERNANCE ISSUER 40 0 For 40 FOR S000066743 A vote FOR the Company's routine submission of the directors' report and financial statements is warranted as no significant concerns have been identified. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Approve Remuneration Report COMPENSATION ISSUER 40 0 For 40 FOR S000066743 A vote FOR this item is warranted as no material concerns have been identified. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Elect Sol Daurella as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Elect Robert Appleby as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Manolo Arroyo as Director DIRECTOR ELECTIONS ISSUER 40 0 Against 40 AGAINST S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Guillaume Bacuvier as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect John Bryant as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Jose Ignacio Comenge as Director DIRECTOR ELECTIONS ISSUER 40 0 Against 40 AGAINST S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Damian Gammell as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Nathalie Gaveau as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Alvaro Gomez-Trenor Aguilar as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Mary Harris as Director DIRECTOR ELECTIONS ISSUER 40 0 Against 40 AGAINST S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Thomas Johnson as Director DIRECTOR ELECTIONS ISSUER 40 0 Against 40 AGAINST S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Alfonso Libano Daurella as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Nicolas Mirzayantz as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Mark Price as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Nancy Quan as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Mario Rotllant Sola as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Re-elect Dessi Temperley as Director DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066743 A vote AGAINST incumbent nomination committee chair Mary Harris and the former committee chair, Thomas Johnson, is warranted for lack of diversity on the board. Votes AGAINST the re-election of Manolo Arroyo Prieto and Jose Ignacio Comenge Sanchez-Real are warranted because: - Potential independence issues have been identified and they currently sit on the Remuneration Committee, preventing the composition of this Committee from adhering to UK best practice recommendations for a company of this size. Votes FOR the remaining nominees are warranted at this time. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Reappoint Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 40 0 For 40 FOR S000066743 A vote FOR this item is warranted as no significant concerns have been identified. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise the Audit Committee to Fix Remuneration of Auditors AUDIT-RELATED ISSUER 40 0 For 40 FOR S000066743 A vote FOR this item is warranted because only less than one percent of the fees paid to the auditor are for non-audit purposes. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise UK Political Donations and Expenditure OTHER SOCIAL ISSUES ISSUER 40 0 For 40 FOR S000066743 A vote FOR this resolution is warranted because the Company states that it does not intend to make overtly political payments but is making this technical proposal in order to avoid inadvertent contravention of UK legislation. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise Issue of Equity CAPITAL STRUCTURE ISSUER 40 0 For 40 FOR S000066743 A vote FOR these resolutions is warranted because the proposed amounts and durations are within recommended limits. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Approve Waiver of Rule 9 of the Takeover Code EXTRAORDINARY TRANSACTIONS ISSUER 40 0 Against 40 AGAINST S000066743 All Rule 9 waivers are deemed contentious as institutional investors are concerned about the risk of creeping control. In light of this guidance, a vote AGAINST this proposal is warranted. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise Issue of Equity without Pre-emptive Rights CAPITAL STRUCTURE ISSUER 40 0 For 40 FOR S000066743 A vote FOR these resolutions is warranted because the proposed amounts and durations are within recommended limits. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment CAPITAL STRUCTURE ISSUER 40 0 For 40 FOR S000066743 A vote FOR these resolutions is warranted because the proposed amounts and durations are within recommended limits. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise Market Purchase of Ordinary Shares CAPITAL STRUCTURE ISSUER 40 0 For 40 FOR S000066743 A vote FOR this resolution is warranted because the proposed amount and duration are within recommended limits. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise Off-Market Purchase of Ordinary Shares CAPITAL STRUCTURE ISSUER 40 0 For 40 FOR S000066743 A vote FOR this resolution is warranted because the proposed amount and duration are within recommended limits. Coca-Cola Europacific Partners plc G25839104 GB00BDCPN049 05/22/2025 Authorise the Company to Call General Meeting with Two Weeks' Notice SHAREHOLDER RIGHTS AND DEFENSES ISSUER 40 0 For 40 FOR S000066743 A vote FOR this resolution is warranted. No issues of concern have been identified. Lennox International Inc. 526107107 US5261071071 05/22/2025 Elect Director Alok Maskara DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. Lennox International Inc. 526107107 US5261071071 05/22/2025 Elect Director Sivasankaran ("Soma") Somasundaram DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 A vote FOR the director nominees is warranted. Lennox International Inc. 526107107 US5261071071 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 For 9 FOR S000066753 A vote FOR this proposal is warranted. CEO pay and company performance were reasonably aligned for the year under review. A concern is noted regarding the lack of disclosure of forward-looking targets for the performance-based shares in the LTIP. Nevertheless, PSUs comprise half of the equity grant and are earned based on financial metrics measured over a three-year period. Further, annual incentives continue to be primarily based on financial metrics with fully disclosed targets. Lennox International Inc. 526107107 US5261071071 05/22/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 A vote FOR this proposal to ratify the auditor is warranted. Lennox International Inc. 526107107 US5261071071 05/22/2025 Elect Director Alok Maskara DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Lennox International Inc. 526107107 US5261071071 05/22/2025 Elect Director Sivasankaran ("Soma") Somasundaram DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Lennox International Inc. 526107107 US5261071071 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066753 Lennox International Inc. 526107107 US5261071071 05/22/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Chad R. Abraham DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Jonathan J. Doyle DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Ann C. Gallo DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Victoria M. Holt DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Robbin Mitchell DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Thomas S. Schreier DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Sherry M. Smith DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Philip E. Soran DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Brian R. Sterling DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Elect Director Scott C. Taylor DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 19 0 For 19 FOR S000066745 Piper Sandler Companies 724078100 US7240781002 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 19 0 For 19 FOR S000066745 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Susan L. Bostrom DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Teresa Briggs DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Jonathan C. Chadwick DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Paul E. Chamberlain DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Lawrence J. Jackson, Jr. DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Frederic B. Luddy DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director William R. McDermott DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Joseph "Larry" Quinlan DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Anita M. Sands DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 A vote FOR the director nominees is warranted. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 3 0 For 3 FOR S000066753 A vote FOR this proposal is warranted. A majority of CEO pay was linked to objective performance criteria, and pay and performance are reasonably aligned for the year in review. Moreover, disclosed changes for FY25 are expected to strengthen the long-term nature of the program. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 3 0 For 3 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation CORPORATE GOVERNANCE ISSUER 3 0 For 3 FOR S000066753 A vote FOR this proposal is warranted. The exculpation amendment aligns with Delaware law and is considered to reasonably balance shareholders' interest in officer accountability with their interest in recruiting and retaining qualified officers to manage the company. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Eliminate Supermajority Vote Requirements SHAREHOLDER RIGHTS AND DEFENSES ISSUER 3 0 For 3 FOR S000066753 A vote FOR this proposal is warranted given that the reduction in the supermajority vote requirement enhances shareholder rights. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Bylaws Regarding Right to Cure Purported Nomination Defects CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 A vote AGAINST this proposal is warranted as the proponent has not provided a compelling argument that the proposed policy would materially protect or improve shareholders' rights. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 A vote AGAINST this proposal is warranted. There appears to be no compelling reason to support this shareholder proposal as the one-year holding period is not especially problematic and provides a reasonable safeguard against abuse of the special meeting right. ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Susan L. Bostrom DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Teresa Briggs DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Jonathan C. Chadwick DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Paul E. Chamberlain DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Lawrence J. Jackson, Jr. DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Frederic B. Luddy DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director William R. McDermott DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Joseph "Larry" Quinlan DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Elect Director Anita M. Sands DIRECTOR ELECTIONS ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Certificate of Incorporation to Reflect Delaware Law Provisions Regarding Officer Exculpation CORPORATE GOVERNANCE ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Eliminate Supermajority Vote Requirements SHAREHOLDER RIGHTS AND DEFENSES ISSUER 3 0 For 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Bylaws Regarding Right to Cure Purported Nomination Defects CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 ServiceNow, Inc. 81762P102 US81762P1021 05/22/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 3 0 Against 3 FOR S000066753 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Peter Lane DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Anne L. Mariucci DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director David C. Merritt DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Heather C. Ostis DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Andrea (Andi) Owen DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Sheryl D. Palmer DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Fletcher F. Previn DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Denise F. Warren DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Elect Director Christopher Yip DIRECTOR ELECTIONS ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 46 0 For 46 FOR S000066745 Taylor Morrison Home Corporation 87724P106 US87724P1066 05/22/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 46 0 For 46 FOR S000066745 The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Elect Director John K. Adams, Jr. DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 A vote FOR the director nominees is warranted. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Elect Director Stephen A. Ellis DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 A vote FOR the director nominees is warranted. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Elect Director Arun Sarin DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 A vote FOR the director nominees is warranted. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Elect Director Charles R. Schwab DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 A vote FOR the director nominees is warranted. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Elect Director Paula A. Sneed DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066744 A vote FOR the director nominees is warranted. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 Against 22 AGAINST S000066744 A vote AGAINST this proposal is warranted due to the following concerns: - The majority of equity awards to the CEO are not tied to performance-contingent pay elements; - High CEO pay relative to company performance compared to the company's peers; and - High CEO pay in relation to company peer group CEO median pay levels. A vote AGAINST this proposal is further warranted due to the below concerns: - The company has not disclosed any short- and long-term E&S performance incentives; - Modified single-trigger provision in change-in-control agreements; and - The company provides for automatic accelerated vesting of equity awards upon a change in control. The Charles Schwab Corporation 808513105 US8085131055 05/22/2025 Declassify the Board of Directors CORPORATE GOVERNANCE SECURITY HOLDER 22 0 For 22 AGAINST S000066744 A vote FOR this proposal is warranted as a declassified board would improve director accountability to shareholders. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Gerard J. Arpey DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Ari Bousbib DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Jeffery H. Boyd DIRECTOR ELECTIONS ISSUER 31 0 Against 31 AGAINST S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Gregory D. Brenneman DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director J. Frank Brown DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Edward P. Decker DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Wayne M. Hewett DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Manuel Kadre DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Stephanie C. Linnartz DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Paula A. Santilli DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Caryn Seidman-Becker DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Asha Sharma DIRECTOR ELECTIONS ISSUER 31 0 For 31 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Jeffery Boyd, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 31 0 For 31 FOR S000066753 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 31 0 For 31 FOR S000066753 A vote FOR this proposal is warranted. Although some concerns are raised regarding STI target goal setting, pay and performance are reasonably aligned for the year under review. Furthermore, the long-term incentive is primarily performance-based, and half of equity grants use a multi-year measurement period. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 31 0 Against 31 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Disclose a Biodiversity Impact and Dependency Assessment ENVIRONMENT OR CLIMATE SECURITY HOLDER 31 0 Against 31 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Report on Efforts to Reduce Plastic Use ENVIRONMENT OR CLIMATE SECURITY HOLDER 31 0 For 31 AGAINST S000066753 A vote FOR this proposal is warranted, as further assessment of the company's circularity efforts would provide valuable insights and help the company mitigate associated risks. The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Gerard J. Arpey DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Ari Bousbib DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Jeffery H. Boyd DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Gregory D. Brenneman DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director J. Frank Brown DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Edward P. Decker DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Wayne M. Hewett DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Manuel Kadre DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Stephanie C. Linnartz DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Paula A. Santilli DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Caryn Seidman-Becker DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Elect Director Asha Sharma DIRECTOR ELECTIONS ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 8 0 For 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 8 0 Against 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Disclose a Biodiversity Impact and Dependency Assessment ENVIRONMENT OR CLIMATE SECURITY HOLDER 8 0 Against 8 FOR S000066753 The Home Depot, Inc. 437076102 US4370761029 05/22/2025 Report on Efforts to Reduce Plastic Use ENVIRONMENT OR CLIMATE SECURITY HOLDER 8 0 Against 8 FOR S000066753 Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Wanda M. Austin DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Robert A. Bradway DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Michael V. Drake DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Brian J. Druker DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Robert A. Eckert DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Greg C. Garland DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Charles M. Holley, Jr. DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director S. Omar Ishrak DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Tyler Jacks DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Mary E. Klotman DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Ellen J. Kullman DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Elect Director Amy E. Miles DIRECTOR ELECTIONS ISSUER 16 0 For 16 FOR S000066744 A vote FOR the director nominees is warranted. Amgen Inc. 031162100 US0311621009 05/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 16 0 For 16 FOR S000066744 A vote FOR this proposal is warranted. Pay and performance are reasonably aligned for the year in review, though some concerns exist in the LTIP which lacks disclosure of certain goals. However, the LTIP is half performance-based with goals disclosed retrospectively, and the STIP is primarily based on financial measures. Amgen Inc. 031162100 US0311621009 05/23/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 16 0 For 16 FOR S000066744 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Sarah E. Beshar DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Thomas M. Finke DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Thomas ("Todd") P. Gibbons DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director William F. Glavin, Jr. DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Elizabeth S. Johnson DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Andrew R. Schlossberg DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Nigel Sheinwald DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Paula C. Tolliver DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director G. Richard ("Rick") Wagoner, Jr. DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Christopher C. Womack DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Phoebe A. Wood DIRECTOR ELECTIONS ISSUER 124 0 For 124 FOR S000066753 A vote FOR the director nominees is warranted. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 124 0 For 124 FOR S000066753 A vote FOR this proposal is warranted, with caution. The framework for determining total incentive pay lacks certain shareholder-friendly disclosures, such as threshold/maximum goals. However, these issues have not resulted in a quantitative pay-for-performance misalignment for the year in review. Additionally, the majority of equity awards vest based on clearly disclosed, multi-year goals. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 124 0 For 124 FOR S000066753 A vote FOR this item is warranted because only 18.40 percent of the fees paid to the auditor are for non-audit purposes. Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Sarah E. Beshar DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Thomas M. Finke DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Thomas ("Todd") P. Gibbons DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director William F. Glavin, Jr. DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Elizabeth S. Johnson DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Andrew R. Schlossberg DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Nigel Sheinwald DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Paula C. Tolliver DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director G. Richard ("Rick") Wagoner, Jr. DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Christopher C. Womack DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Elect Director Phoebe A. Wood DIRECTOR ELECTIONS ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 52 0 For 52 FOR S000066753 Invesco Ltd. G491BT108 BMG491BT1088 05/23/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 52 0 For 52 FOR S000066753 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Elect Director Mark A. Alexander DIRECTOR ELECTIONS ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Elect Director Dirkson R. Charles DIRECTOR ELECTIONS ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Elect Director Peter M. Jackson DIRECTOR ELECTIONS ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Declassify the Board of Directors CORPORATE GOVERNANCE ISSUER 34 0 For 34 FOR S000066745 Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Remove the Board Size Range CORPORATE GOVERNANCE ISSUER 34 0 Against 34 AGAINST S000066745 A vote AGAINST this proposal is warranted as providing that the board may alter its size without shareholder input could serve as an entrenching mechanism. Builders FirstSource, Inc. 12008R107 US12008R1077 05/27/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 34 0 For 34 FOR S000066745 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Douglas M. Baker, Jr. DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Mary Ellen Coe DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Pamela J. Craig DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Robert M. Davis DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Thomas H. Glocer DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Surendralal "Lal" L. Karsanbhai DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Risa J. Lavizzo-Mourey DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Stephen L. Mayo DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Paul B. Rothman DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Patricia F. Russo DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Christine E. Seidman DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Inge G. Thulin DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Kathy J. Warden DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066753 A vote FOR the director nominees is warranted. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 74 0 For 74 FOR S000066753 A vote FOR this proposal is warranted. Pay and performance are reasonably aligned for the year under review. Moreover, though some concerns are noted, payouts under the STI and PSU programs are commensurate with recent and longer-term company performance and shareholder outcomes. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 74 0 For 74 FOR S000066753 A vote FOR this item is warranted because only 3.59 percent of the fees paid to the auditor are for non-audit purposes. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Report on a Human Rights Impact Assessment HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 74 0 For 74 AGAINST S000066753 A vote FOR this proposal is warranted. Adoption of the proposal would serve to further strengthen the company's commitment to human rights, as well as augment its existing human rights-related oversight mechanisms, and thus help safeguard the company's reputation and long-term shareholder value. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Publish Tax Transparency Report OTHER SOCIAL ISSUES SECURITY HOLDER 74 0 For 74 AGAINST S000066753 A vote FOR this proposal is warranted as the proposed GRI Tax Standard would enhance the company's transparency in communicating its tax practices to investors globally. Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Consider Eliminating DEI Goals from Compensation Plan Incentives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 74 0 Against 74 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Report on Risks of Discriminating Against Ad Buyers and Sellers Based on Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 74 0 Against 74 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Douglas M. Baker, Jr. DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Mary Ellen Coe DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Pamela J. Craig DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Robert M. Davis DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Thomas H. Glocer DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Surendralal "Lal" L. Karsanbhai DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Risa J. Lavizzo-Mourey DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Stephen L. Mayo DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Paul B. Rothman DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Patricia F. Russo DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Christine E. Seidman DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Inge G. Thulin DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Elect Director Kathy J. Warden DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Report on a Human Rights Impact Assessment HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 32 0 Against 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Publish Tax Transparency Report OTHER SOCIAL ISSUES SECURITY HOLDER 32 0 Against 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Consider Eliminating DEI Goals from Compensation Plan Incentives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 32 0 Against 32 FOR S000066753 Merck & Co., Inc. 58933Y105 US58933Y1055 05/27/2025 Report on Risks of Discriminating Against Ad Buyers and Sellers Based on Religious/Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 32 0 Against 32 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Wanda M. Austin DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director John B. Frank DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Alice P. Gast DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Enrique Hernandez, Jr. DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Marillyn A. Hewson DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Jon M. Huntsman, Jr. DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Charles W. Moorman DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Dambisa F. Moyo DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Debra Reed-Klages DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director D. James Umpleby, III DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Cynthia J. Warner DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Elect Director Michael K. (Mike) Wirth DIRECTOR ELECTIONS ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Amend Certificate of Incorporation to Provide for the Exculpation of Officers CORPORATE GOVERNANCE ISSUER 30 0 For 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Commission Third Party Assessment of Implementation of Human Rights Policy HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 30 0 Against 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Report on Risk of Reverse Stranded Assets of Investing in Renewables ENVIRONMENT OR CLIMATE SECURITY HOLDER 30 0 Against 30 FOR S000066753 Chevron Corporation 166764100 US1667641005 05/28/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 30 0 For 30 AGAINST S000066753 A vote FOR this proposal is warranted. Lowering the threshold to call a special meeting and removing the subject matter restrictions would enhance the current shareholder right to call special meetings. Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Michael J. Angelakis DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Angela F. Braly DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Maria S. Dreyfus DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director John D. Harris, II DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Kaisa H. Hietala DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Joseph L. Hooley DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Steven A. Kandarian DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Alexander A. Karsner DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Lawrence W. Kellner DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Dina Powell McCormick DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Jeffrey W. Ubben DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Elect Director Darren W. Woods DIRECTOR ELECTIONS ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 45 0 For 45 FOR S000066753 Exxon Mobil Corporation 30231G102 US30231G1022 05/28/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 45 0 For 45 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Peggy Alford DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Marc L. Andreessen DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director John Arnold DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Patrick Collison DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director John Elkann DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Andrew W. Houston DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Nancy Killefer DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Robert M. Kimmitt DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Dina Powell McCormick DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Charles Songhurst DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Hock E. Tan DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Tracey T. Travis DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Dana White DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Tony Xu DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Elect Director Mark Zuckerberg DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066753 WITHHOLD votes are warranted for John Elkann for serving on more than three public boards while serving as a CEO of an outside company. WITHHOLD votes are warranted for incumbent governance committee members Peggy Alford, Marc Andreessen, Andrew Houston, and Tony Xu, in addition to Mark Zuckerberg, the owner of the supervoting shares, given that the multi-class structure is not subject to a reasonable time-based sunset provision. WITHHOLD votes are further warranted for Peggy Alford in her capacity as chair of the compensation, nominating, & governance committee due to consecutive years of high director pay without reasonable rationale disclosed. A vote FOR the remaining director nominees is warranted. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 12 0 For 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 12 0 Against 12 AGAINST S000066753 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factor(s): - The equity program is estimated to be excessively dilutive (overriding factor) - The plan contains an evergreen feature (overriding factor) - The plan provides for the transferability of stock options without shareholder approval (overriding factor) - The plan cost is excessive - The three-year average burn rate is excessive - The estimated duration of available and proposed shares exceeds six years - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary) - The plan permits liberal recycling of shares - The plan allows broad discretion to accelerate vesting Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 12 0 Against 12 AGAINST S000066753 A vote AGAINST this proposal is warranted. The compensation of non-CEO NEOs does not utilize any formulaic pre-set performance criteria, as the annual bonus pays out ultimately based on the compensation committee's discretion while long-term incentives were entirely in time-vesting equity. Furthermore, CEO Zuckerberg's security perquisite costs continue to dwarf those of his peers. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 12 0 One Year 12 AGAINST S000066753 A vote for the adoption of an ANNUAL say-on-pay frequency is warranted. Annual say-on-pay votes are considered a best practice as they give shareholders a regular opportunity to opine on executive pay. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Approve Recapitalization Plan for all Stock to Have One-vote per Share OTHER OTHER SECURITY HOLDER 12 0 For 12 AGAINST S000066753 A vote FOR this proposal is warranted as it would convey to the board nonaffiliated shareholders' preference for a capital structure in which the levels of economic ownership and voting power are aligned. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Disclosure of Voting Results Based on Class of Shares CORPORATE GOVERNANCE SECURITY HOLDER 12 0 For 12 AGAINST S000066753 A vote FOR this proposal is warranted, as it appears reasonable that the company would begin differentiating the voting results on a per-class basis to help facilitate improved board accountability at the company. Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Hate Targeting Marginalized Communities HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Child Safety and Harm Reduction OTHER SOCIAL ISSUES SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Combatting Risks of Online Child Exploitation OTHER SOCIAL ISSUES SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Risks of Unethical Use of External Data to Develop AI Products OTHER SOCIAL ISSUES SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Disclose a Climate Transition Plan Resulting in New Renewable Energy Capacity ENVIRONMENT OR CLIMATE SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Investing in Bitcoin OTHER SOCIAL ISSUES SECURITY HOLDER 12 0 Against 12 FOR S000066753 Meta Platforms, Inc. 30303M102 US30303M1027 05/28/2025 Report on Data Collection and Advertising Practices OTHER SOCIAL ISSUES SECURITY HOLDER 12 0 Against 12 FOR S000066753 Acadia Pharmaceuticals Inc. 004225108 US0042251084 05/29/2025 Elect Director Laura A. Brege DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066745 Acadia Pharmaceuticals Inc. 004225108 US0042251084 05/29/2025 Elect Director Elizabeth A. Garofalo DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066745 Acadia Pharmaceuticals Inc. 004225108 US0042251084 05/29/2025 Elect Director Catherine Owen Adams DIRECTOR ELECTIONS ISSUER 42 0 For 42 FOR S000066745 Acadia Pharmaceuticals Inc. 004225108 US0042251084 05/29/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 42 0 For 42 FOR S000066745 Acadia Pharmaceuticals Inc. 004225108 US0042251084 05/29/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 42 0 For 42 FOR S000066745 Day One Biopharmaceuticals, Inc. 23954D109 US23954D1090 06/02/2025 Elect Director Natalie Holles DIRECTOR ELECTIONS ISSUER 88 0 For 88 FOR S000066745 Day One Biopharmaceuticals, Inc. 23954D109 US23954D1090 06/02/2025 Elect Director Garry Nicholson DIRECTOR ELECTIONS ISSUER 88 0 Withhold 88 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Garry Nicholson given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR director nominee Natalie Holles is warranted Day One Biopharmaceuticals, Inc. 23954D109 US23954D1090 06/02/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 88 0 For 88 FOR S000066745 Day One Biopharmaceuticals, Inc. 23954D109 US23954D1090 06/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 88 0 For 88 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Steven R. Hash DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Enrique Hernandez, Jr. DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Daniel J. Hirsch DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Jackson Hsieh DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Diana M. Laing DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Marianne Lowenthal DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Devin I. Murphy DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Elect Director Andrea M. Stephen DIRECTOR ELECTIONS ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 152 0 For 152 FOR S000066745 The Macerich Company 554382101 US5543821012 06/02/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 152 0 For 152 FOR S000066745 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Charles Baker DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Timothy Flynn DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Paul Garcia DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Kristen Gil DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Stephen Hemsley DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Michele Hooper DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director F. William McNabb, III DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Valerie Montgomery Rice DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director John Noseworthy DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote FOR the director nominees is warranted. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 Against 10 AGAINST S000066753 A vote AGAINST this proposal is warranted. On May 14, 2025, the company filed a Form 8-K announcing that CEO Andrew Witty stepped down from his position on May 12, 2025, and the board appointed non-executive chair and former CEO Stephen Hemsley as the new CEO and board chair. Hemsley's initial compensation arrangements as disclosed in the Form 8-K include a one-time grant of stock options valued at $60 million that cliff vest after three years, and the company discloses that he will not receive additional annual equity awards in his first three years of employment. The award raises significant concern: front-loaded awards intended to cover multiple years of incentive pay limit the board's ability to meaningfully adjust future pay opportunities in the event of unforeseen circumstances or changes in performance or strategic focus. In this case, the award lacks any performance conditions and prevents the compensation committee from granting the new CEO performance-based equity for three years. Shareholders may additionally have concerns with the timing of the grant: a large option award granted at a time when the stock price has sharply declined has the potential to result in a windfall for the CEO upon a rebound in the share price. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 A vote FOR this item is warranted because only 10.33 percent of the fees paid to the auditor are for non-audit purposes. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 10 0 Against 10 FOR S000066753 A vote AGAINST this proposal is warranted. The company maintains a policy prohibiting the payment of cash severance in excess of 2.99 times base salary and target bonus. Further, the company's severance arrangements are reasonable, and there have been no recent severance controversies identified. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Charles Baker DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Timothy Flynn DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Paul Garcia DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Kristen Gil DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Stephen Hemsley DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Michele Hooper DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director F. William McNabb, III DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director Valerie Montgomery Rice DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Elect Director John Noseworthy DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST this proposal is warranted. On May 14, 2025, the company filed a Form 8-K announcing that CEO Andrew Witty stepped down from his position on May 12, 2025, and the board appointed non-executive chair and former CEO Stephen Hemsley as the new CEO and board chair. Hemsley's initial compensation arrangements as disclosed in the Form 8-K include a one-time grant of stock options valued at $60 million that cliff vest after three years, and the company discloses that he will not receive additional annual equity awards in his first three years of employment. The award raises significant concern: front-loaded awards intended to cover multiple years of incentive pay limit the board's ability to meaningfully adjust future pay opportunities in the event of unforeseen circumstances or changes in performance or strategic focus. In this case, the award lacks any performance conditions and prevents the compensation committee from granting the new CEO performance-based equity for three years. Shareholders may additionally have concerns with the timing of the grant: a large option award granted at a time when the stock price has sharply declined has the potential to result in a windfall for the CEO upon a rebound in the share price. UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 UnitedHealth Group Incorporated 91324P102 US91324P1021 06/02/2025 Submit Severance Agreement to Shareholder Vote COMPENSATION SECURITY HOLDER 5 0 Against 5 FOR S000066753 Denali Therapeutics Inc. 24823R105 US24823R1059 06/03/2025 Elect Director Julian C. Baker DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Denali Therapeutics Inc. 24823R105 US24823R1059 06/03/2025 Elect Director Peter Klein DIRECTOR ELECTIONS ISSUER 38 0 For 38 FOR S000066745 Denali Therapeutics Inc. 24823R105 US24823R1059 06/03/2025 Elect Director Steve E. Krognes DIRECTOR ELECTIONS ISSUER 38 0 Withhold 38 AGAINST S000066745 WITHHOLD votes are warranted for Steve Krognes for serving as a non-independent member of a key board committee. A vote FOR the remaining director nominees is warranted. Denali Therapeutics Inc. 24823R105 US24823R1059 06/03/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 38 0 For 38 FOR S000066745 Denali Therapeutics Inc. 24823R105 US24823R1059 06/03/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 38 0 For 38 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Sanj K. Patel DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Thomas R. Malley DIRECTOR ELECTIONS ISSUER 50 0 Against 50 AGAINST S000066745 A vote AGAINST Governance Committee members Felix Baker, Stephen Biggar, and Thomas Malley is warranted given the board's failure to remove, or subject to a sunset requirement, the multi-class structure which adversely impacts shareholder rights. A vote AGAINST Stephen Biggar, as Governance Committee chair, is also warranted given the board's failure to remove, or subject to a sunset requirement, the classified board structure which adversely impacts shareholder rights. A vote FOR the remaining director nominees is warranted. Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Richard S. Levy DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Stephen R. Biggar DIRECTOR ELECTIONS ISSUER 50 0 Against 50 AGAINST S000066745 A vote AGAINST Governance Committee members Felix Baker, Stephen Biggar, and Thomas Malley is warranted given the board's failure to remove, or subject to a sunset requirement, the multi-class structure which adversely impacts shareholder rights. A vote AGAINST Stephen Biggar, as Governance Committee chair, is also warranted given the board's failure to remove, or subject to a sunset requirement, the classified board structure which adversely impacts shareholder rights. A vote FOR the remaining director nominees is warranted. Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director G. Bradley Cole DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Barry D. Quart DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Felix J. Baker DIRECTOR ELECTIONS ISSUER 50 0 Against 50 AGAINST S000066745 A vote AGAINST Governance Committee members Felix Baker, Stephen Biggar, and Thomas Malley is warranted given the board's failure to remove, or subject to a sunset requirement, the multi-class structure which adversely impacts shareholder rights. A vote AGAINST Stephen Biggar, as Governance Committee chair, is also warranted given the board's failure to remove, or subject to a sunset requirement, the classified board structure which adversely impacts shareholder rights. A vote FOR the remaining director nominees is warranted. Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director M. Cantey Boyd DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Tracey L. McCain DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Elect Director Kimberly J. Popovits DIRECTOR ELECTIONS ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Appoint PricewaterhouseCoopers LLP as UK Statutory Auditors AUDIT-RELATED ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Authorise Board to Fix Remuneration of Auditors AUDIT-RELATED ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Accept Financial Statements and Statutory Reports CORPORATE GOVERNANCE ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Approve Remuneration Report COMPENSATION ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Approve Remuneration Policy COMPENSATION ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 50 0 For 50 FOR S000066745 Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Authorise Issue of Equity CAPITAL STRUCTURE ISSUER 50 0 Against 50 AGAINST S000066745 A vote AGAINST these proposals is warranted as the duration of the issuance request is considered excessive. Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Authorise Issue of Equity without Pre-emptive Rights CAPITAL STRUCTURE ISSUER 50 0 Against 50 AGAINST S000066745 A vote AGAINST these proposals is warranted as the duration of the issuance request is considered excessive. Kiniksa Pharmaceuticals International, plc G52694109 GB00BRXB0C07 06/03/2025 Authorize Board to Capitalize the Company's Merger Reserve Account, Creating a Distributable Reserve Account and Allowing for the Liquidation of Kiniksa Bermuda OTHER OTHER ISSUER 50 0 For 50 FOR S000066745 Taiwan Semiconductor Manufacturing Co., Ltd. Y84629107 TW0002330008 06/03/2025 Approve Business Operations Report and Financial Statements CORPORATE GOVERNANCE ISSUER 102 0 For 102 FOR S000066753 A vote FOR is merited for this routine resolution because no concerns have been identified. Taiwan Semiconductor Manufacturing Co., Ltd. Y84629107 TW0002330008 06/03/2025 Approve Amendments to Articles of Association CORPORATE GOVERNANCE ISSUER 102 0 For 102 FOR S000066753 A vote FOR is warranted given that the amendments are to align company procedures with regulations. Taiwan Semiconductor Manufacturing Co., Ltd. Y84629107 TW0002330008 06/03/2025 Approve Business Operations Report and Financial Statements CORPORATE GOVERNANCE ISSUER 51 0 For 51 FOR S000066753 Taiwan Semiconductor Manufacturing Co., Ltd. Y84629107 TW0002330008 06/03/2025 Approve Amendments to Articles of Association CORPORATE GOVERNANCE ISSUER 51 0 For 51 FOR S000066753 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Donald Clarke DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Stephen Evans DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Cecile B. Harper DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Timothy McAdam DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Darius G. Nevin DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Stephen Trundle DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Timothy J. Whall DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Elect Director Simone Wu DIRECTOR ELECTIONS ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 37 0 For 37 FOR S000066745 Alarm.com Holdings, Inc. 011642105 US0116421050 06/04/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 37 0 Against 37 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The equity program is estimated to be excessively dilutive (overriding factor); - The plan cost is excessive; - The estimated duration of available and proposed shares exceeds six years; - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); and - The plan allows broad discretion to accelerate vesting. Shake Shack Inc. 819047101 US8190471016 06/04/2025 Elect Director Daniel H. Meyer DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Shake Shack Inc. 819047101 US8190471016 06/04/2025 Elect Director Jeff Flug DIRECTOR ELECTIONS ISSUER 32 0 For 32 FOR S000066745 Shake Shack Inc. 819047101 US8190471016 06/04/2025 Elect Director Lori George DIRECTOR ELECTIONS ISSUER 32 0 Withhold 32 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Lori George given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR the remaining director nominees is warranted. Shake Shack Inc. 819047101 US8190471016 06/04/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 32 0 For 32 FOR S000066745 Shake Shack Inc. 819047101 US8190471016 06/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 32 0 For 32 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Adam T. Berlew DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Maryam S. Brown DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Michael W. Brown DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Lisa L. Carnoy DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Robert E. Grady DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director James P. Kavanaugh DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Ronald J. Kruszewski DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Maura A. Markus DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director David A. Peacock DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Thomas W. Weisel DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Elect Director Michael J. Zimmerman DIRECTOR ELECTIONS ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 26 0 For 26 FOR S000066745 Stifel Financial Corp. 860630102 US8606301021 06/04/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 26 0 For 26 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Edward N. Antoian DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Kelly Campbell DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Harry S. Cherken, Jr. DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Mary C. Egan DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Margaret A. Hayne DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Richard A. Hayne DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Amin N. Maredia DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Wesley S. McDonald DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director Todd R. Morgenfeld DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Elect Director John C. Mulliken DIRECTOR ELECTIONS ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 36 0 For 36 FOR S000066745 Urban Outfitters, Inc. 917047102 US9170471026 06/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 36 0 For 36 FOR S000066745 Casella Waste Systems, Inc. 147448104 US1474481041 06/05/2025 Elect Director Michael K. Burke DIRECTOR ELECTIONS ISSUER 22 0 Withhold 22 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Michael Burke for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. Casella Waste Systems, Inc. 147448104 US1474481041 06/05/2025 Elect Director Douglas R. Casella DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066745 Casella Waste Systems, Inc. 147448104 US1474481041 06/05/2025 Elect Director Gary Sova DIRECTOR ELECTIONS ISSUER 22 0 For 22 FOR S000066745 Casella Waste Systems, Inc. 147448104 US1474481041 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 22 0 For 22 FOR S000066745 Casella Waste Systems, Inc. 147448104 US1474481041 06/05/2025 Ratify RSM US LLP as Auditors AUDIT-RELATED ISSUER 22 0 For 22 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Anthony S. Marucci DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Keith L. Brownlie DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Cheryl L. Cohen DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Herbert J. Conrad DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Rita I. Jain DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director James J. Marino DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Garry Neil DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Harry H. Penner, Jr. DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Elect Director Denice Torres DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 43 0 For 43 FOR S000066745 Celldex Therapeutics, Inc. 15117B202 US15117B2025 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 43 0 For 43 FOR S000066745 Moelis & Company 60786M105 US60786M1053 06/05/2025 Elect Director Kenneth Moelis DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066745 Moelis & Company 60786M105 US60786M1053 06/05/2025 Elect Director Eric Cantor DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066745 Moelis & Company 60786M105 US60786M1053 06/05/2025 Elect Director Louise Mirrer DIRECTOR ELECTIONS ISSUER 39 0 For 39 FOR S000066745 Moelis & Company 60786M105 US60786M1053 06/05/2025 Elect Director Kenneth L. Shropshire DIRECTOR ELECTIONS ISSUER 39 0 Against 39 AGAINST S000066745 A vote AGAINST incumbent Governance Committee members Kenneth Shropshire and Laila Worrell is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. Moelis & Company 60786M105 US60786M1053 06/05/2025 Elect Director Laila J. Worrell DIRECTOR ELECTIONS ISSUER 39 0 Against 39 AGAINST S000066745 A vote AGAINST incumbent Governance Committee members Kenneth Shropshire and Laila Worrell is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. A vote FOR the remaining director nominees is warranted. Moelis & Company 60786M105 US60786M1053 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 39 0 Against 39 AGAINST S000066745 A vote AGAINST this proposal is warranted. A quantitative pay-for-performance misalignment exists, and sufficient mitigating factors have not been identified. Certain magnitude, structural, and disclosure concerns are noted in pay programs. The CEO's total pay significantly increased due to an increase in the value of his granted equity awards without compelling rationale. In addition, the CEO received an outsized, entirely time-based retention award in early FY25, and his annual equity awards were also entirely time-based. Furthermore, total incentive compensation is ultimately determined by committee discretion and important disclosures are missing, including per-metric weightings or quantified threshold, target, and maximum goals. Moelis & Company 60786M105 US60786M1053 06/05/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 39 0 For 39 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Elect Director Samraat S. Raha DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Elect Director Heiner Dreismann DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Elect Director Colleen F. Reitan DIRECTOR ELECTIONS ISSUER 71 0 For 71 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 71 0 For 71 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 71 0 For 71 FOR S000066745 Myriad Genetics, Inc. 62855J104 US62855J1043 06/05/2025 Amend Restricted Stock Plan COMPENSATION ISSUER 71 0 For 71 FOR S000066745 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Richard N. Barton DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Mathias Dopfner DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Reed Hastings DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Jay C. Hoag DIRECTOR ELECTIONS ISSUER 10 0 Against 10 AGAINST S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Leslie Kilgore DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Strive Masiyiwa DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Ann Mather DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Greg Peters DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Susan E. Rice DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Ted Sarandos DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Bradford L. Smith DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Anne M. Sweeney DIRECTOR ELECTIONS ISSUER 10 0 For 10 FOR S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 10 0 For 10 FOR S000066753 A vote FOR this item is warranted because only 23.30 percent of the fees paid to the auditor are for non-audit purposes. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 10 0 For 10 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are aligned for the year in review. Though base salaries are relatively high for the co-CEOs and a few NEOs, the annual bonus program was based entirely on pre-set financial metrics with clearly disclosed, rigorous targets. The annual equity grant was half in performance-conditioned equity based on a rigorous performance target and, though a portion is based on merely one-year performance, this appears to be transitional and will be phased out in the future. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Issue a Climate Transition Plan ENVIRONMENT OR CLIMATE SECURITY HOLDER 10 0 For 10 AGAINST S000066753 A vote FOR this proposal is warranted, as enhanced disclosure would provide shareholders with greater clarity in assessing the effectiveness of its policies and strategies for climate related-risks. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Reduce Ownership Threshold for Shareholders to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 10 0 For 10 AGAINST S000066753 A vote FOR this proposal is warranted as a lower ownership threshold would provide for a more useful special meeting right for shareholders. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Amend Code of Ethics to Enhance Policies on Non-Discrimination, Anti-Harassment, and Whistleblower Protection HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 10 0 For 10 AGAINST S000066753 A vote FOR this proposal is warranted. Amending the company's Code of Ethics to address key employee fairness provisions would enhance the company's ability to manage related controversies and risks and would enable shareholders to better assess the effectiveness of the company's efforts to create an inclusive workplace. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Report on Discrimination Risks of Affirmative Action Initiatives OTHER SOCIAL ISSUES SECURITY HOLDER 10 0 Against 10 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Report on Discrimination in Charitable Giving OTHER SOCIAL ISSUES SECURITY HOLDER 10 0 Against 10 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Richard N. Barton DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Mathias Dopfner DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Reed Hastings DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Jay C. Hoag DIRECTOR ELECTIONS ISSUER 4 0 Against 4 AGAINST S000066753 A vote AGAINST Jay Hoag is warranted for failing to attend at least 75 percent of his total board and committee meetings held during the fiscal year under review without disclosing the reason for the absences. A vote FOR the remaining director nominees is warranted. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Leslie Kilgore DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Strive Masiyiwa DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Ann Mather DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Greg Peters DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Susan E. Rice DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Ted Sarandos DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Bradford L. Smith DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Elect Director Anne M. Sweeney DIRECTOR ELECTIONS ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 4 0 For 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Issue a Climate Transition Plan ENVIRONMENT OR CLIMATE SECURITY HOLDER 4 0 Against 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Reduce Ownership Threshold for Shareholders to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 4 0 For 4 AGAINST S000066753 A vote FOR this proposal is warranted as a lower ownership threshold would provide for a more useful special meeting right for shareholders. Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Amend Code of Ethics to Enhance Policies on Non-Discrimination, Anti-Harassment, and Whistleblower Protection HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 4 0 Against 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Report on Discrimination Risks of Affirmative Action Initiatives OTHER SOCIAL ISSUES SECURITY HOLDER 4 0 Against 4 FOR S000066753 Netflix, Inc. 64110L106 US64110L1061 06/05/2025 Report on Discrimination in Charitable Giving OTHER SOCIAL ISSUES SECURITY HOLDER 4 0 Against 4 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Marc Benioff DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Laura Alber DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Craig Conway DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Arnold Donald DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Parker Harris DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Neelie Kroes DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Sachin Mehra DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director G. Mason Morfit DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Oscar Munoz DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director John V. Roos DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Robin Washington DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Maynard Webb DIRECTOR ELECTIONS ISSUER 28 0 For 28 FOR S000066753 A vote FOR the director nominees is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 28 0 For 28 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 28 0 For 28 FOR S000066753 A vote FOR this item is warranted because only 19.51 percent of the fees paid to the auditor are for non-audit purposes. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 28 0 For 28 FOR S000066753 A vote FOR this proposal is warranted, with caution. CEO pay quantum remains a major concern. Despite a commitment to lower Benioff's target equity grant value going forward, his award size will appear to remain large and will be assessed within the context of next year's performance. However, the company has strongly performance-based short- and long-term programs, with each program utilizing clear disclosure and seemingly robust goals, and positive pay program changes were made to the pay program going forward. The company was also adequately responsive to shareholder concerns following a failed say-on-pay vote result. Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Marc Benioff DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Laura Alber DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Craig Conway DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Arnold Donald DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Parker Harris DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Neelie Kroes DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Sachin Mehra DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director G. Mason Morfit DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Oscar Munoz DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director John V. Roos DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Robin Washington DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Elect Director Maynard Webb DIRECTOR ELECTIONS ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 9 0 For 9 FOR S000066753 Salesforce, Inc. 79466L302 US79466L3024 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 9 0 For 9 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Richard J. Barry DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote FOR the director nominees is warranted. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director M. Kathleen Behrens DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote FOR the director nominees is warranted. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Stephen L. Mayo DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote FOR the director nominees is warranted. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Claude Nicaise DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 A vote FOR the director nominees is warranted. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 A vote FOR this proposal is warranted as pay and performance are reasonably aligned and no significant concerns were identified at this time. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 A vote FOR this proposal is warranted given that: - The purchase price is reasonable; - The number of shares reserved is reasonable; and - The offer period is within the limits prescribed by Section 423 of the Internal Revenue Code. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 5 0 Against 5 AGAINST S000066753 A vote AGAINST the ratification of the company's auditor is warranted given that non-audit fees represent 26.57 percent of the total fees received by the auditor during the fiscal year, raising substantial doubts over the independence of the auditor. Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Richard J. Barry DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director M. Kathleen Behrens DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Stephen L. Mayo DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Elect Director Claude Nicaise DIRECTOR ELECTIONS ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 5 0 For 5 FOR S000066753 Sarepta Therapeutics, Inc. 803607100 US8036071004 06/05/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 5 0 For 5 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Cesar Conde DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Timothy P. Flynn DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Sarah J. Friar DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Carla A. Harris DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Thomas W. Horton DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Marissa A. Mayer DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director C. Douglas McMillon DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Robert E. Moritz, Jr. DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Brian Niccol DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Gregory B. Penner DIRECTOR ELECTIONS ISSUER 49 0 Against 49 AGAINST S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Randall L. Stephenson DIRECTOR ELECTIONS ISSUER 49 0 Against 49 AGAINST S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Steuart L. Walton DIRECTOR ELECTIONS ISSUER 49 0 For 49 FOR S000066753 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, Randall Stephenson, is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote AGAINST Board Chair Gregory (Greg) Penner is warranted in light of significant concerns raised by shareholders regarding board oversight of risks related to labor controversies and wage concerns. Votes FOR the remaining director nominees are warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 49 0 For 49 FOR S000066753 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Walmart Inc. 931142103 US9311421039 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 49 0 Against 49 AGAINST S000066753 A vote AGAINST this proposal is warranted due to the following concerns: - The company has not disclosed any short- and long-term E&S performance incentives; and - The company has not disclosed equity award arrangements in connection with a change in control. Walmart Inc. 931142103 US9311421039 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 49 0 For 49 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Walmart Inc. 931142103 US9311421039 06/05/2025 Commission Third Party Assessment on Policies Regarding Law Enforcement Information Requests Related to Medication Use OTHER SOCIAL ISSUES SECURITY HOLDER 49 0 For 49 AGAINST S000066753 A vote FOR this proposal is warranted, as the requested disclosure would provide shareholders with a more comprehensive understanding of how the company oversees and manages risks related to data privacy, particularly in relation to medication use. Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Reduction of Plastic Packaging and Recyclability Claims ENVIRONMENT OR CLIMATE SECURITY HOLDER 49 0 For 49 AGAINST S000066753 A vote FOR this proposal is warranted, as additional disclosure on the company's sustainable packaging efforts would allow shareholders to better assess the company's management of related risks. Walmart Inc. 931142103 US9311421039 06/05/2025 Revisit Plastic Packaging Policies OTHER SOCIAL ISSUES SECURITY HOLDER 49 0 Against 49 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Conduct and Report a Third-Party Racial Equity Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 49 0 Against 49 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 49 0 Against 49 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Health and Safety Governance HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 49 0 For 49 AGAINST S000066753 The requested report on health and safety governance would help shareholders evaluate the effectiveness of the company's workplace safety policies, practices, and management of related risks (Item 10). Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Risks of Discriminating Based on Religious and Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 49 0 Against 49 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Cesar Conde DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Timothy P. Flynn DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Sarah J. Friar DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Carla A. Harris DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Thomas W. Horton DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Marissa A. Mayer DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director C. Douglas McMillon DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Robert E. Moritz, Jr. DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Brian Niccol DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Gregory B. Penner DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Randall L. Stephenson DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Elect Director Steuart L. Walton DIRECTOR ELECTIONS ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 63 0 For 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Commission Third Party Assessment on Policies Regarding Law Enforcement Information Requests Related to Medication Use OTHER SOCIAL ISSUES SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Reduction of Plastic Packaging and Recyclability Claims ENVIRONMENT OR CLIMATE SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Revisit Plastic Packaging Policies OTHER SOCIAL ISSUES SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Conduct and Report a Third-Party Racial Equity Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Delays in Revising Diversity, Equity, and Inclusion (DEI) Initiatives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Health and Safety Governance OTHER SOCIAL ISSUES SECURITY HOLDER 63 0 Against 63 FOR S000066753 Walmart Inc. 931142103 US9311421039 06/05/2025 Report on Risks of Discriminating Based on Religious and Political Views OTHER SOCIAL ISSUES SECURITY HOLDER 63 0 Against 63 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Larry Page DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Sergey Brin DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Sundar Pichai DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director John L. Hennessy DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Frances H. Arnold DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director R. Martin "Marty" Chavez DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director L. John Doerr DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Roger W. Ferguson, Jr. DIRECTOR ELECTIONS ISSUER 101 0 For 101 FOR S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director K. Ram Shriram DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Robin L. Washington DIRECTOR ELECTIONS ISSUER 101 0 Against 101 AGAINST S000066753 Significant risks to shareholders stemming from severe ESG controversies have been identified at the company, which reflects a failure by the board to proficiently guard against and manage material environmental, social and governance risks. - Votes AGAINST board chair John Hennessy are warranted given that the chair of the board ultimately shoulders the most responsibility amongst all board members for failing to effectively supervise the management of risks to the company and its shareholders, and should therefore be held the most accountable for poor board oversight of ESG risk exposures at the firm. Votes AGAINST Governance Committee members John Hennessy and Frances Arnold are warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. Votes AGAINST Lawrence (Larry) Page are warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. Votes AGAINST incumbent compensation committee members L. John Doerr, K. Ram Shriram, and Robin Washington are warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. Votes FOR the remaining director nominees are warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 101 0 Against 101 AGAINST S000066753 A vote AGAINST the ratification of the company's auditor is warranted given that non-audit fees represent 34.52 percent of the total fees received by the auditor during the fiscal year, raising substantial doubts over the independence of the auditor. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Provide Right to Act by Written Consent CORPORATE GOVERNANCE SECURITY HOLDER 101 0 Against 101 FOR S000066753 A vote AGAINST this proposal is warranted given that the ability to act by written consent would be detrimental to unaffiliated shareholders. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Adjust Executive Compensation Metrics for Share Buybacks COMPENSATION SECURITY HOLDER 101 0 Against 101 FOR S000066753 A vote AGAINST this proposal is warranted. The impacts of buybacks on metric results do not raise significant concerns at this time and, as such, performance metrics are best left to directors' discretion. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 Against 101 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Consider Ending Participation in Human Rights Campaign's Corporate Equality Index HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 101 0 Against 101 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Meeting 2030 Climate Goals ENVIRONMENT OR CLIMATE SECURITY HOLDER 101 0 For 101 AGAINST S000066753 A vote FOR this proposal is warranted. Additional information on how the company plans to reasonably achieve its 2030 targets with its current related resource commitments would further enable shareholders to monitor the company's progress. Moreover, the requested report would help investors better understand how the company is managing and mitigating climate change-related risks. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Approve Recapitalization Plan for all Stock to Have One-vote per Share OTHER OTHER SECURITY HOLDER 101 0 For 101 AGAINST S000066753 A vote FOR this proposal is warranted as it would convey to the board nonaffiliated shareholders' preference for a capital structure in which the levels of economic ownership and voting power are aligned. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Due Diligence Process to Assess Human Rights Risks in High-Risk Countries HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 101 0 Against 101 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Risks of Discrimination in GenAI OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 Against 101 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Risks of Improper Use of External Data in Development of AI Products OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 For 101 AGAINST S000066753 A vote FOR this proposal is warranted. The potential benefit of additional reporting appears prudent given the company acknowledges the risks related to AI technologies and because there appears to be an increased regulatory focus in many of the jurisdictions in which the company operates. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Publish a Human Rights Impact Assessment of AI Driven Targeted Advertising OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 For 101 AGAINST S000066753 A vote FOR this proposal is warranted, as an independent human rights impact assessment would build trust in the company s ability to address potential risks associated with its AI-driven advertising practices, particularly amid a recent data privacy settlement. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Lobbying and Child Safety Online OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 Against 101 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Adopt Metrics Evaluating YouTube Child Safety Policies OTHER SOCIAL ISSUES SECURITY HOLDER 101 0 For 101 AGAINST S000066753 A vote FOR this proposal is warranted, as additional disclosure on how the company measures and tracks metrics related to child safety on the company's platforms would give shareholders more information on how well the company is managing related risks. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Larry Page DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Sergey Brin DIRECTOR ELECTIONS ISSUER 53 0 For 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Sundar Pichai DIRECTOR ELECTIONS ISSUER 53 0 For 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director John L. Hennessy DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Frances H. Arnold DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director R. Martin "Marty" Chavez DIRECTOR ELECTIONS ISSUER 53 0 For 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director L. John Doerr DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Roger W. Ferguson, Jr. DIRECTOR ELECTIONS ISSUER 53 0 For 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director K. Ram Shriram DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Elect Director Robin L. Washington DIRECTOR ELECTIONS ISSUER 53 0 Against 53 AGAINST S000066753 - A vote AGAINST Governance Committee members John Hennessy and Frances Arnold is warranted for maintaining a multi-class structure that is not subject to a reasonable time-based sunset provision. - A vote AGAINST Lawrence (Larry) Page is warranted for failing to attend at least 75 percent of his total board meetings held during the fiscal year under review without disclosing the reason for the absences. - A vote AGAINST incumbent compensation committee members John Doerr, K. Ram Shriram, and Robin Washington is warranted due to executive compensation concerns, in the absence of a say-on-pay proposal on the ballot. - A vote FOR the remaining director nominees is warranted. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 53 0 For 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Provide Right to Act by Written Consent CORPORATE GOVERNANCE SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Adjust Executive Compensation Metrics for Share Buybacks COMPENSATION SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Consider Ending Participation in Human Rights Campaign's Corporate Equality Index HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Meeting 2030 Climate Goals ENVIRONMENT OR CLIMATE SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Approve Recapitalization Plan for all Stock to Have One-vote per Share OTHER OTHER SECURITY HOLDER 53 0 For 53 AGAINST S000066753 A vote FOR this proposal is warranted as it would convey to the board nonaffiliated shareholders' preference for a capital structure in which the levels of economic ownership and voting power are aligned. Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Due Diligence Process to Assess Human Rights Risks in High-Risk Countries HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Risks of Discrimination in GenAI OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Risks of Improper Use of External Data in Development of AI Products OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Publish a Human Rights Impact Assessment of AI Driven Targeted Advertising OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Report on Lobbying and Child Safety Online OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Alphabet Inc. 02079K305 US02079K3059 06/06/2025 Adopt Metrics Evaluating YouTube Child Safety Policies OTHER SOCIAL ISSUES SECURITY HOLDER 53 0 Against 53 FOR S000066753 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Jason M. Aryeh DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Todd C. Davis DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Nancy R. Gray DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Jason Haas DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director John W. Kozarich DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director John L. LaMattina DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Stephen L. Sabba DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Elect Director Martine Zimmermann DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 11 0 For 11 FOR S000066745 Ligand Pharmaceuticals Incorporated 53220K504 US53220K5048 06/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 11 0 For 11 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Mark S. Bartlett DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Erika T. Davis DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Gerard E. Holthaus DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Worthing Jackman DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Natalia N. Johnson DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Rebecca L. Owen DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Jeff Sagansky DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Bradley L. Soultz DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Michael W. Upchurch DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Elect Director Dominick Zarcone DIRECTOR ELECTIONS ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 113 0 For 113 FOR S000066745 WillScot Holdings Corporation 971378104 US9713781048 06/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 113 0 For 113 FOR S000066745 Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Elect Director Yasunori Kaneko DIRECTOR ELECTIONS ISSUER 84 0 For 84 FOR S000066745 Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Elect Director Patrick Machado DIRECTOR ELECTIONS ISSUER 84 0 Withhold 84 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Patrick Machado given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. WITHHOLD votes are warranted for non-independent director nominee Antoni (Toni) Ribas for failing to establish a board on which a majority of the directors are independent. A vote FOR the remaining director nominees is warranted. Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Elect Director Andrew Perlman DIRECTOR ELECTIONS ISSUER 84 0 For 84 FOR S000066745 Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Elect Director Antoni Ribas DIRECTOR ELECTIONS ISSUER 84 0 Withhold 84 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Patrick Machado given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. WITHHOLD votes are warranted for non-independent director nominee Antoni (Toni) Ribas for failing to establish a board on which a majority of the directors are independent. A vote FOR the remaining director nominees is warranted. Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 84 0 For 84 FOR S000066745 Arcus Biosciences, Inc. 03969F109 US03969F1093 06/10/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 84 0 For 84 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Kerrii B. Anderson DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Andrew Clarke DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Susie Coulter DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director James A. Goldman DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Fran Horowitz DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Helen E. McCluskey DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Arturo Nu?ez DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Kenneth B. Robinson DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Nigel Travis DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Elect Director Helen Vaid DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 43 0 For 43 FOR S000066745 Abercrombie & Fitch Co. 002896207 US0028962076 06/11/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 43 0 For 43 FOR S000066745 Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Joseph E. Creed DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director James C. Fish, Jr. DIRECTOR ELECTIONS ISSUER 11 0 Against 11 AGAINST S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Gerald Johnson DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Nazzic S. Keene DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director David W. MacLennan DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Judith F. Marks DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Debra L. Reed-Klages DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Susan C. Schwab DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director D. James Umpleby, III DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Elect Director Rayford Wilkins, Jr. DIRECTOR ELECTIONS ISSUER 11 0 For 11 FOR S000066744 A vote AGAINST the incumbent chair of the committee responsible for climate risk oversight, James (Jim) Fish Jr., is warranted because the company is not aligned with investor expectations on Net Zero by 2050 targets and commitments. A vote FOR the remaining director nominees is warranted. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 11 0 For 11 FOR S000066744 A vote FOR this item is warranted because less than one percent of the fees paid to the auditor are for non-audit purposes. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 11 0 For 11 FOR S000066744 A vote FOR this proposal is warranted. Annual incentives are primarily based on pre-set financial metrics and half the long-term incentives are performance-based and utilize a multi-year performance period. Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Report on a Civil Rights Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 11 0 Against 11 FOR S000066744 Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Report on Religious Discrimination in Charitable Contributions OTHER SOCIAL ISSUES SECURITY HOLDER 11 0 Against 11 FOR S000066744 Caterpillar, Inc. 149123101 US1491231015 06/11/2025 Consider Abolishing DEI Policies, Departments, and Goals DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 11 0 Against 11 FOR S000066744 Crinetics Pharmaceuticals, Inc. 22663K107 US22663K1079 06/11/2025 Elect Director Matthew K. Fust DIRECTOR ELECTIONS ISSUER 21 0 Withhold 21 AGAINST S000066745 In the absence of Governance Committee members on the ballot, WITHHOLD votes are warranted for incumbent director nominees R. Scott Struthers, Matthew (Matt) Fust, and Rogerio Vivaldi Coelho given the board's failure to remove, or subject to a sunset requirement, the supermajority vote requirement to enact certain changes to the governing documents, and the classified board, each of which adversely impacts shareholder rights. Crinetics Pharmaceuticals, Inc. 22663K107 US22663K1079 06/11/2025 Elect Director R. Scott Struthers DIRECTOR ELECTIONS ISSUER 21 0 Withhold 21 AGAINST S000066745 In the absence of Governance Committee members on the ballot, WITHHOLD votes are warranted for incumbent director nominees R. Scott Struthers, Matthew (Matt) Fust, and Rogerio Vivaldi Coelho given the board's failure to remove, or subject to a sunset requirement, the supermajority vote requirement to enact certain changes to the governing documents, and the classified board, each of which adversely impacts shareholder rights. Crinetics Pharmaceuticals, Inc. 22663K107 US22663K1079 06/11/2025 Elect Director Rog?rio Vivaldi Coelho DIRECTOR ELECTIONS ISSUER 21 0 Withhold 21 AGAINST S000066745 In the absence of Governance Committee members on the ballot, WITHHOLD votes are warranted for incumbent director nominees R. Scott Struthers, Matthew (Matt) Fust, and Rogerio Vivaldi Coelho given the board's failure to remove, or subject to a sunset requirement, the supermajority vote requirement to enact certain changes to the governing documents, and the classified board, each of which adversely impacts shareholder rights. Crinetics Pharmaceuticals, Inc. 22663K107 US22663K1079 06/11/2025 Ratify BDO USA, P.C. as Auditors AUDIT-RELATED ISSUER 21 0 For 21 FOR S000066745 Crinetics Pharmaceuticals, Inc. 22663K107 US22663K1079 06/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 21 0 For 21 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Roger C. Altman DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Pamela G. Carlton DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Ellen V. Futter DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Gail B. Harris DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Robert B. Millard DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Willard J. Overlock, Jr. DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Simon M. Robertson DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director John S. Weinberg DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director William J. Wheeler DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Elect Director Sarah K. Williamson DIRECTOR ELECTIONS ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 19 0 For 19 FOR S000066745 Evercore Inc. 29977A105 US29977A1051 06/11/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 19 0 For 19 FOR S000066745 Qualys, Inc. 74758T303 US74758T3032 06/11/2025 Elect Director Thomas P. Berquist DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Qualys, Inc. 74758T303 US74758T3032 06/11/2025 Elect Director Kristi M. Rogers DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066745 Qualys, Inc. 74758T303 US74758T3032 06/11/2025 Ratify Grant Thornton LLP as Auditors AUDIT-RELATED ISSUER 14 0 For 14 FOR S000066745 Qualys, Inc. 74758T303 US74758T3032 06/11/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 14 0 For 14 FOR S000066745 Qualys, Inc. 74758T303 US74758T3032 06/11/2025 Amend Certificate of Incorporation to Permit the Exculpation of Certain Officers CORPORATE GOVERNANCE ISSUER 14 0 For 14 FOR S000066745 BioCryst Pharmaceuticals, Inc. 09058V103 US09058V1035 06/12/2025 Elect Director Steven K. Galson DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 BioCryst Pharmaceuticals, Inc. 09058V103 US09058V1035 06/12/2025 Elect Director Alan G. Levin DIRECTOR ELECTIONS ISSUER 74 0 For 74 FOR S000066745 BioCryst Pharmaceuticals, Inc. 09058V103 US09058V1035 06/12/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 74 0 For 74 FOR S000066745 BioCryst Pharmaceuticals, Inc. 09058V103 US09058V1035 06/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 74 0 For 74 FOR S000066745 BioCryst Pharmaceuticals, Inc. 09058V103 US09058V1035 06/12/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 74 0 Against 74 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The equity program is estimated to be excessively dilutive (overriding factor); - The plan cost is excessive; and - The plan allows broad discretion to accelerate vesting. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Michael Barber DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Paul Clancy DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Daniel J. Levangie DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Kevin Conroy DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Shacey Petrovic DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Kimberly Popovits DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Katherine S. Zanotti DIRECTOR ELECTIONS ISSUER 17 0 For 17 FOR S000066753 A vote FOR the director nominees is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 17 0 For 17 FOR S000066753 A vote FOR this item is warranted because none of the fees paid to the auditor are for non-audit purposes. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 17 0 For 17 FOR S000066753 Although some concerns are noted, a vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 17 0 For 17 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 17 0 For 17 FOR S000066753 A vote FOR this proposal is warranted given that: - The purchase price is reasonable; - The number of shares reserved is reasonable; and - The offer period is within the limits prescribed by Section 423 of the Internal Revenue Code. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 17 0 Against 17 FOR S000066753 A vote AGAINST this proposal is warranted as there are no recurring issues or company-specific factors that suggest the proponent's more stringent director resignation policy is necessary at this time. Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Michael Barber DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Paul Clancy DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Daniel J. Levangie DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Kevin Conroy DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Shacey Petrovic DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Kimberly Popovits DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Elect Director Katherine S. Zanotti DIRECTOR ELECTIONS ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Approve Omnibus Stock Plan COMPENSATION ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 27 0 For 27 FOR S000066753 Exact Sciences Corporation 30063P105 US30063P1057 06/12/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 27 0 Against 27 FOR S000066753 Matador Resources Company 576485205 US5764852050 06/12/2025 Elect Director Shelley F. Appel DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066745 Matador Resources Company 576485205 US5764852050 06/12/2025 Elect Director R. Gaines Baty DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066745 Matador Resources Company 576485205 US5764852050 06/12/2025 Elect Director Paul W. Harvey DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066745 Matador Resources Company 576485205 US5764852050 06/12/2025 Elect Director Susan M. Ward DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066745 Matador Resources Company 576485205 US5764852050 06/12/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 40 0 For 40 FOR S000066745 Matador Resources Company 576485205 US5764852050 06/12/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 40 0 For 40 FOR S000066745 Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Sara Andrews DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director W. Tudor Brown DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Brad W. Buss DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Daniel Durn DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Rebecca W. House DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Marachel L. Knight DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Matthew J. Murphy DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Elect Director Richard P. Wallace DIRECTOR ELECTIONS ISSUER 40 0 For 40 FOR S000066744 A vote FOR the director nominees is warranted. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 40 0 For 40 FOR S000066744 A cautionary vote FOR this proposal is warranted given that the compensation committee demonstrated only limited responsiveness to shareholder concerns following last year's low say-on-pay support. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Ratify Deloitte & Touche LLP as Auditors AUDIT-RELATED ISSUER 40 0 For 40 FOR S000066744 A vote FOR this item is warranted because only 11.08 percent of the fees paid to the auditor are for non-audit purposes. Marvell Technology, Inc. 573874104 US5738741041 06/13/2025 Require Independent Board Chair CORPORATE GOVERNANCE SECURITY HOLDER 40 0 For 40 AGAINST S000066744 A vote FOR this proposal is warranted. The lead independent director's role is not viewed as sufficiently robust. In addition, the proposal is non-binding and would not require an immediate change in board leadership. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Caroline D. Dorsa DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Maria C. Freire DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: William A. Hawkins DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Susan K. Langer DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Jesus B. Mantas DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Lloyd Minor DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Menelas Pangalos DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Monish Patolawala DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Eric K. Rowinsky DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Stephen A. Sherwin DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Elect Director: Christopher A. Viehbacher DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066744 A vote FOR the director nominees is warranted. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 25 0 For 25 FOR S000066744 A vote FOR this item is warranted because only 4.08 percent of the fees paid to the auditor are for non-audit purposes. Biogen Inc. 09062X103 US09062X1037 06/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 25 0 Against 25 AGAINST S000066744 A vote AGAINST this proposal is warranted. Although annual incentives are primarily based on pre-set objective metrics, financial targets were lowered for the fourth consecutive year and achieved above target or at maximum, raising significant concern regarding goal rigor. Design concerns also exist regarding the individual performance factor that can significantly increase payouts, and did for the CEO amidst poor shareholder returns. In addition, while LTI awards are majority based on multi-year performance goals, lack of forward -looking disclosure for one of the goals and a reduction in the rigor of the other goal raise concern. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Elect Director Stelleo Passos Tolda DIRECTOR ELECTIONS ISSUER 1 0 Withhold 1 AGAINST S000066743 WITHHOLD votes are warranted for Stelleo Passos Tolda for serving as a non-independent member of certain key board committees. A vote FOR the remaining director nominees is warranted. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Elect Director Emiliano Calemzuk DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066743 WITHHOLD votes are warranted for Stelleo Passos Tolda for serving as a non-independent member of certain key board committees. A vote FOR the remaining director nominees is warranted. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Elect Director Marcos Galperin DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066743 WITHHOLD votes are warranted for Stelleo Passos Tolda for serving as a non-independent member of certain key board committees. A vote FOR the remaining director nominees is warranted. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Elect Director Martin Lawson DIRECTOR ELECTIONS ISSUER 1 0 For 1 FOR S000066743 WITHHOLD votes are warranted for Stelleo Passos Tolda for serving as a non-independent member of certain key board committees. A vote FOR the remaining director nominees is warranted. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 1 0 Against 1 AGAINST S000066743 A vote AGAINST this proposal is warranted because: - The company has not disclosed any short- and long-term E&S performance incentives; and - The company has not adopted sufficient risk mitigators, such as a clawback policy, CEO stock ownership guidelines, and stock holding period requirements. MercadoLibre, Inc. 58733R102 US58733R1023 06/17/2025 Ratify Pistrelli, Henry Martin y Asociados S.A. as Auditors AUDIT-RELATED ISSUER 1 0 For 1 FOR S000066743 A vote FOR this item is warranted because only 3.01 percent of the fees paid to the auditor are for non-audit purposes. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director Allan Jacobson DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 A vote FOR the director nominees is warranted. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director David P. Southwell DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 A vote FOR the director nominees is warranted. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director Alethia Young DIRECTOR ELECTIONS ISSUER 14 0 For 14 FOR S000066753 A vote FOR the director nominees is warranted. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 14 0 For 14 FOR S000066753 A vote FOR this item is warranted because only 7.50 percent of the fees paid to the auditor are for non-audit purposes. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 14 0 For 14 FOR S000066753 Although some concerns are noted, a vote FOR this proposal is warranted as pay and performance are reasonably aligned at this time. PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director Allan Jacobson DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066753 PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director David P. Southwell DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066753 PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Elect Director Alethia Young DIRECTOR ELECTIONS ISSUER 15 0 For 15 FOR S000066753 PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 15 0 For 15 FOR S000066753 PTC Therapeutics, Inc. 69366J200 US69366J2006 06/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 15 0 For 15 FOR S000066753 Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Tobias Lutke DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Lulu Cheng Meservey DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Gail Goodman DIRECTOR ELECTIONS ISSUER 25 0 Against 25 AGAINST S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director David Heinemeier Hansson DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Jeremy Levine DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Prashanth Mahendra-Rajah DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Joe Natale DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Kevin Scott DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Toby Shannan DIRECTOR ELECTIONS ISSUER 25 0 For 25 FOR S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Elect Director Fidji Simo DIRECTOR ELECTIONS ISSUER 25 0 Against 25 AGAINST S000066743 Vote AGAINST the continuing compensation committee members, Gail Goodman (committee chair) and Fidji Simo, as the committee has failed to adequately address pay-for-performance concerns and problematic pay practices over multiple years. (See Item 3) Vote FOR all other proposed nominees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration AUDIT-RELATED ISSUER 25 0 For 25 FOR S000066743 A vote FOR this item is warranted because only 4.93 percent of the total audit fees paid to the auditor are attributable to non-audit fees. Shopify Inc. 82509L107 CA82509L1076 06/17/2025 Advisory Vote on Executive Compensation Approach COMPENSATION ISSUER 25 0 Against 25 AGAINST S000066743 Vote AGAINST this non-binding advisory resolution. The quantitative pay-for-performance screen has identified a high concern. This follows the high concerns generated by the quantitative screen in the past two years and the low say-on-pay supports of 77.4 percent and 69.2 percent at the 2023 and 2024 AGMs, respectively. While the company has outperformed its peer group over the last year and on a longer term, the 2024 CEO total pay has far exceeded that of its peers and such quantum causes significant concern. In addition, the company continued to have some significant problematic pay practices, including the outsized 2024 annual equity grant to the CEO which appears to be made at the discretion of the board and without any performance-vesting conditions, as well as lack of long-term performance-based equity compensation for other NEOs. Furthermore, the company's response to the low say on pay support from last year's AGM appears to be insufficient. In light of the above, shareholders are advised to vote AGAINST the say-on-pay resolution. Agios Pharmaceuticals, Inc. 00847X104 US00847X1046 06/18/2025 Elect Director Jacqualyn A. Fouse DIRECTOR ELECTIONS ISSUER 44 0 For 44 FOR S000066745 Agios Pharmaceuticals, Inc. 00847X104 US00847X1046 06/18/2025 Elect Director David Scadden DIRECTOR ELECTIONS ISSUER 44 0 For 44 FOR S000066745 Agios Pharmaceuticals, Inc. 00847X104 US00847X1046 06/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 44 0 For 44 FOR S000066745 Agios Pharmaceuticals, Inc. 00847X104 US00847X1046 06/18/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 44 0 Against 44 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factor(s): - The plan cost is excessive. - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary). - The plan allows broad discretion to accelerate vesting. Agios Pharmaceuticals, Inc. 00847X104 US00847X1046 06/18/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 44 0 For 44 FOR S000066745 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Andrew Anagnost DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Karen Blasing DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director John T. Cahill DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Reid French DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Ayanna Howard DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Blake Irving DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Ram R. Krishnan DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Stephen Milligan DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Rami Rahim DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Stacy J. Smith DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066753 A cautionary vote FOR governance committee members Blake Irving, Stacy Smith, and Rami Rahim is warranted for demonstrating limited responsiveness to the shareholder proposal to provide a right to call a special meeting at a 15 percent threshold, which won majority support at last year's annual meeting. A vote FOR the remaining director nominees is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 18 0 For 18 FOR S000066753 A vote FOR this item is warranted because only 2.83 percent of the fees paid to the auditor are for non-audit purposes. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 18 0 For 18 FOR S000066753 A vote FOR this proposal is warranted. Pay and company performance were reasonably aligned. Some concerns remain regarding incomplete goal disclosure for both the annual and long-term incentive programs, and the use of one-year measurement periods for a portion of the LTIP. Nevertheless, equity grants are majority performance conditioned and primarily based on financial metrics. Further, starting in FY26, the performance shares will cliff-vest after three years and the relative TSR metric will only be measured by a three-year performance period. Moreover, annual incentives remain entirely based on pre-set financial metrics. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 18 0 For 18 FOR S000066753 Based on the Equity Plan Scorecard evaluation (EPSC), a vote FOR this proposal is warranted. Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Andrew Anagnost DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Karen Blasing DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director John T. Cahill DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Reid French DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Ayanna Howard DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Blake Irving DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Ram R. Krishnan DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Stephen Milligan DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Rami Rahim DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Elect Director Stacy J. Smith DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066753 Autodesk, Inc. 052769106 US0527691069 06/18/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 7 0 For 7 FOR S000066753 Blueprint Medicines Corporation 09627Y109 US09627Y1091 06/18/2025 Elect Director Jeffrey W. Albers DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066745 In the absence of Governance Committee members on ballot, WITHHOLD votes are warranted for director nominees Jeffrey (Jeff) Albers, Mark Goldberg, and John Tsai given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Blueprint Medicines Corporation 09627Y109 US09627Y1091 06/18/2025 Elect Director Mark Goldberg DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066745 In the absence of Governance Committee members on ballot, WITHHOLD votes are warranted for director nominees Jeffrey (Jeff) Albers, Mark Goldberg, and John Tsai given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Blueprint Medicines Corporation 09627Y109 US09627Y1091 06/18/2025 Elect Director John Tsai DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066745 In the absence of Governance Committee members on ballot, WITHHOLD votes are warranted for director nominees Jeffrey (Jeff) Albers, Mark Goldberg, and John Tsai given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. Blueprint Medicines Corporation 09627Y109 US09627Y1091 06/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 12 0 For 12 FOR S000066745 Blueprint Medicines Corporation 09627Y109 US09627Y1091 06/18/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 12 0 For 12 FOR S000066745 Nuvalent, Inc. 670703107 US6707031075 06/18/2025 Elect Director Grant Bogle DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Nuvalent, Inc. 670703107 US6707031075 06/18/2025 Elect Director James R. Porter DIRECTOR ELECTIONS ISSUER 12 0 For 12 FOR S000066745 Nuvalent, Inc. 670703107 US6707031075 06/18/2025 Elect Director Anna Protopapas DIRECTOR ELECTIONS ISSUER 12 0 Withhold 12 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Anna Protopapas given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR the remaining director nominees is warranted. Nuvalent, Inc. 670703107 US6707031075 06/18/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 12 0 Against 12 AGAINST S000066745 A vote AGAINST this proposal is warranted. A quantitative pay-for-performance misalignment exists for the year under consideration, and sufficient mitigating factors have not been identified. Positive features are recognized, as the STI was primarily based on pre-set objective goals, which were disclosed for the first time in FY24, and the company will be introducing PSUs to the FY25 program. While three-year returns were strong and the majority of equity awards were in the form of stock options, which are considered to be more strongly performance-based at clinical-stage biopharmaceutical companies, significant concerns are raised regarding the addition of RSUs to the LTI mix, which has resulted in consecutive years of substantial increases to the CEO's grant value. Finally, the CEO's total compensation nearly doubled year-over-year without compelling rationale. Nuvalent, Inc. 670703107 US6707031075 06/18/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 12 0 For 12 FOR S000066745 Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Elect Director Jeff Ajer DIRECTOR ELECTIONS ISSUER 56 0 For 56 FOR S000066745 Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Elect Director Chris Cain DIRECTOR ELECTIONS ISSUER 56 0 For 56 FOR S000066745 Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Elect Director Sarah Gheuens DIRECTOR ELECTIONS ISSUER 56 0 Withhold 56 AGAINST S000066745 In the absence of compensation committee members on ballot, WITHHOLD votes are warranted for incumbent director Sarah Gheuens for the compensation committee's poor responsiveness to shareholder concerns following last year's low say-on-pay support.A vote FOR the remaining director nominees is warranted. Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 56 0 For 56 FOR S000066745 Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 56 0 Against 56 AGAINST S000066745 A vote AGAINST this proposal is warranted as the compensation committee demonstrated poor responsiveness to shareholder concerns following last year's low say-on-pay support. Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 56 0 Against 56 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The equity program is estimated to be excessively dilutive (overriding factor); - The plan cost is excessive; - The three-year average burn rate is excessive; - The disclosure of change-in-control ("CIC") vesting treatment is incomplete (or is otherwise considered discretionary); - The plan permits liberal recycling of shares; and - The plan allows broad discretion to accelerate vesting. Viridian Therapeutics, Inc. 92790C104 US92790C1045 06/20/2025 Approve Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 56 0 For 56 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Olu Beck DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director David B. Biegger DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Daryl G. Brewster DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director William B. Cyr DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Walter N. George, III DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Jacki S. Kelley DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Lauri Kien Kotcher DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Timothy R. McLevish DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Leta D. Priest DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Joseph E. Scalzo DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director Craig D. Steeneck DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Elect Director David J. West DIRECTOR ELECTIONS ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Ratify KPMG LLP as Auditors AUDIT-RELATED ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 18 0 For 18 FOR S000066745 Freshpet, Inc. 358039105 US3580391056 06/24/2025 Advisory Vote on Say on Pay Frequency COMPENSATION ISSUER 18 0 One Year 18 FOR S000066745 IDEAYA Biosciences, Inc. 45166A102 US45166A1025 06/24/2025 Elect Director Jeffrey L. Stein DIRECTOR ELECTIONS ISSUER 43 0 For 43 FOR S000066745 IDEAYA Biosciences, Inc. 45166A102 US45166A1025 06/24/2025 Elect Director Scott W. Morrison DIRECTOR ELECTIONS ISSUER 43 0 Withhold 43 AGAINST S000066745 WITHHOLD votes are warranted for Governance Committee member Scott Morrison given the board's failure to remove, or subject to a sunset requirement, the classified board and the supermajority vote requirement to enact certain changes to the governing documents, each of which adversely impacts shareholder rights. A vote FOR Jeffrey Stein is warranted. IDEAYA Biosciences, Inc. 45166A102 US45166A1025 06/24/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 43 0 For 43 FOR S000066745 IDEAYA Biosciences, Inc. 45166A102 US45166A1025 06/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 43 0 For 43 FOR S000066745 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Merit E. Janow DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Candido Bracher DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Richard K. Davis DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Julius Genachowski DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Choon Phong Goh DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Oki Matsumoto DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Michael Miebach DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Youngme Moon DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Rima Qureshi DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Gabrielle Sulzberger DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Harit Talwar DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Lance Uggla DIRECTOR ELECTIONS ISSUER 7 0 For 7 FOR S000066753 A vote FOR the director nominees is warranted. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 7 0 For 7 FOR S000066753 A vote FOR this proposal is warranted, as pay and performance are reasonably aligned. Concerns remain regarding the significant role of discretion in the STIP and lack of disclosure of forward-looking goals for PSUs in the LTIP. Nevertheless, equity grants are predominantly performance-conditioned and based on financial metrics measured using a multi-year period. Further, starting in 2025, the relative TSR metric of the LTIP will target above-median performance and include a payout cap in the event of negative company TSR. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 7 0 For 7 FOR S000066753 A vote FOR this item is warranted because only 7.98 percent of the fees paid to the auditor are for non-audit purposes. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Certificate of Incorporation to Limit the Liability of Officers CORPORATE GOVERNANCE ISSUER 7 0 For 7 FOR S000066753 A vote FOR this proposal is warranted, as the exculpation provision permitted by Delaware law is considered to reasonably balance shareholders' interest in officer accountability with their interest in attracting and retaining qualified officers to serve the company. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Articles of Incorporation to Remove Industry Director Concept CORPORATE GOVERNANCE ISSUER 7 0 For 7 FOR S000066753 A vote FOR this proposal is warranted as the proposed amendments are administrative in nature and are not considered problematic. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Certificate of Incorporation CORPORATE GOVERNANCE ISSUER 7 0 For 7 FOR S000066753 A vote FOR this proposal is warranted as the proposed amendments are administrative in nature and are not considered problematic. Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Oversee and Report on a Racial Equity Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 7 0 Against 7 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Report on Discrimination Risks of Affirmative Action Initiatives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7 0 Against 7 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Merit E. Janow DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Candido Bracher DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Richard K. Davis DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Julius Genachowski DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Choon Phong Goh DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Oki Matsumoto DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Michael Miebach DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Youngme Moon DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Rima Qureshi DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Gabrielle Sulzberger DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Harit Talwar DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Elect Director Lance Uggla DIRECTOR ELECTIONS ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Certificate of Incorporation to Limit the Liability of Officers CORPORATE GOVERNANCE ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Articles of Incorporation to Remove Industry Director Concept CORPORATE GOVERNANCE ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Amend Certificate of Incorporation CORPORATE GOVERNANCE ISSUER 6 0 For 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Oversee and Report on a Racial Equity Audit HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 6 0 Against 6 FOR S000066753 Mastercard Incorporated 57636Q104 US57636Q1040 06/24/2025 Report on Discrimination Risks of Affirmative Action Initiatives DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 6 0 Against 6 FOR S000066753 Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Nagai, Koji DIRECTOR ELECTIONS ISSUER 439 0 Against 439 AGAINST S000066743 A vote AGAINST this nominee is warranted because: - Given a series of compliance concerns, support for the reappointment of Nagai does not appear appropriate at this time. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Okuda, Kentaro DIRECTOR ELECTIONS ISSUER 439 0 Against 439 AGAINST S000066743 A vote AGAINST this nominee is warranted because: - Given a series of compliance concerns, support for the reappointment of Okuda does not appear appropriate at this time. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Nakajima, Yutaka DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Ogawa, Shoji DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Victor Chu DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director J. Christopher Giancarlo DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Patricia Mosser DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Takahara, Takahisa DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Ishiguro, Miyuki DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Ishizuka, Masahiro DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Oshima, Taku DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Elect Director Nellie Liang DIRECTOR ELECTIONS ISSUER 439 0 For 439 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Nomura Holdings, Inc. J58646100 JP3762600009 06/24/2025 Amend Articles to Change Company Name CORPORATE GOVERNANCE SECURITY HOLDER 439 0 Against 439 FOR S000066743 A vote AGAINST this shareholder proposal is warranted because: - The subject matter of the proposal is best left to management judgment under the oversight of the board of directors. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Accept Financial Statements and Statutory Reports CORPORATE GOVERNANCE ISSUER 149 0 For 149 FOR S000066753 A vote FOR this resolution is warranted given the absence of any known issues surrounding the company's financial statements. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Final Dividend CORPORATE GOVERNANCE ISSUER 149 0 For 149 FOR S000066753 A vote FOR this resolution is warranted because this is a routine dividend proposal. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Reelect Salil Parekh as Director DIRECTOR ELECTIONS ISSUER 149 0 For 149 FOR S000066753 A vote FOR the nominee is warranted given the absence of any known issues concerning the nominee and the company's board and committee dynamics. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Material Related Party Transactions with Stater N.V. OTHER OTHER ISSUER 149 0 For 149 FOR S000066753 A vote FOR these resolutions is warranted given that the proposed transactions are within the ordinary course of the company's business and will be conducted at arm's-length. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Material Related Party Transactions with Stater Nederland B.V. OTHER OTHER ISSUER 149 0 For 149 FOR S000066753 A vote FOR these resolutions is warranted given that the proposed transactions are within the ordinary course of the company's business and will be conducted at arm's-length. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Makarand M. Joshi & Co., Company Secretaries as Auditors and Authorize Board to Fix Their Remuneration AUDIT-RELATED ISSUER 149 0 For 149 FOR S000066753 A vote FOR this proposal is warranted given the absence of any significant concerns. Infosys Limited Y4082C133 INE009A01021 06/25/2025 Accept Financial Statements and Statutory Reports CORPORATE GOVERNANCE ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Final Dividend CORPORATE GOVERNANCE ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 06/25/2025 Reelect Salil Parekh as Director DIRECTOR ELECTIONS ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Material Related Party Transactions with Stater N.V. OTHER OTHER ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Material Related Party Transactions with Stater Nederland B.V. OTHER OTHER ISSUER 65 0 For 65 FOR S000066753 Infosys Limited Y4082C133 INE009A01021 06/25/2025 Approve Makarand M. Joshi & Co., Company Secretaries as Auditors and Authorize Board to Fix Their Remuneration AUDIT-RELATED ISSUER 65 0 For 65 FOR S000066753 NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Elect William Lei Ding as Director DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 A vote FOR the election of all nominees is warranted given that majority of the board members are independent and that the board has established audit, compensation, and nominating committees which are composed entirely of independent non-executive directors. NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Elect Alice Yu-Fen Cheng as Director DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 A vote FOR the election of all nominees is warranted given that majority of the board members are independent and that the board has established audit, compensation, and nominating committees which are composed entirely of independent non-executive directors. NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Elect Grace Hui Tang as Director DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 A vote FOR the election of all nominees is warranted given that majority of the board members are independent and that the board has established audit, compensation, and nominating committees which are composed entirely of independent non-executive directors. NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Elect Joseph Tze Kay Tong as Director DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 A vote FOR the election of all nominees is warranted given that majority of the board members are independent and that the board has established audit, compensation, and nominating committees which are composed entirely of independent non-executive directors. NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Elect Michael Man Kit Leung as Director DIRECTOR ELECTIONS ISSUER 23 0 For 23 FOR S000066743 A vote FOR the election of all nominees is warranted given that majority of the board members are independent and that the board has established audit, compensation, and nominating committees which are composed entirely of independent non-executive directors. NetEase, Inc. G6427A102 KYG6427A1022 06/25/2025 Ratify Appointment of PricewaterhouseCoopers Zhong Tian LLP and PricewaterhouseCoopers as Auditors AUDIT-RELATED ISSUER 23 0 Against 23 AGAINST S000066743 A vote AGAINST this proposal is warranted due to the significant concerns raised by regulatory authorities regarding PwC Zhong Tian's conduct and its suitability to act as auditor of the company. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Robert K. Burgess DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Tench Coxe DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director John O. Dabiri DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Persis S. Drell DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Jen-Hsun Huang DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Dawn Hudson DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Harvey C. Jones DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Melissa B. Lora DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Stephen C. Neal DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Ellen Ochoa DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director A. Brooke Seawell DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Aarti Shah DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Mark A. Stevens DIRECTOR ELECTIONS ISSUER 302 0 For 302 FOR S000066753 A vote FOR the director nominees is warranted. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 302 0 For 302 FOR S000066753 A vote FOR this proposal is warranted. Although some concerns are raised with respect to the LTI plan, CEO pay and company performance are reasonably aligned for the year under review, and the CEO's equity awards are entirely performance-based, with clearly disclosed target goals. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 302 0 For 302 FOR S000066753 A vote FOR this item is warranted because only 12.10 percent of the fees paid to the auditor are for non-audit purposes. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Eliminate Supermajority Vote Requirements SHAREHOLDER RIGHTS AND DEFENSES ISSUER 302 0 For 302 FOR S000066753 A vote FOR this proposal is warranted given that the reduction in the supermajority vote requirement would enhance shareholder rights. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 302 0 Against 302 FOR S000066753 A vote AGAINST this proposal is warranted. There appears to be no compelling reason to support this shareholder proposal as the one-year holding period is not especially problematic. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 302 0 Against 302 FOR S000066753 A vote AGAINST this proposal is warranted as there are no recurring issues or company-specific factors at the company that suggest the proponent's more stringent director resignation policy is necessary at this time. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Enhance Workforce Data Reporting OTHER SOCIAL ISSUES SECURITY HOLDER 302 0 For 302 AGAINST S000066753 A vote FOR this resolution is warranted, as additional diversity-related disclosures would allow shareholders to better assess the effectiveness of the company's existing diversity initiatives and its management of related risks. NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Robert K. Burgess DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Tench Coxe DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director John O. Dabiri DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Persis S. Drell DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Jen-Hsun Huang DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Dawn Hudson DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Harvey C. Jones DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Melissa B. Lora DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Stephen C. Neal DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Ellen Ochoa DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director A. Brooke Seawell DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Aarti Shah DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Elect Director Mark A. Stevens DIRECTOR ELECTIONS ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Ratify PricewaterhouseCoopers LLP as Auditors AUDIT-RELATED ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Eliminate Supermajority Vote Requirements SHAREHOLDER RIGHTS AND DEFENSES ISSUER 130 0 For 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Amend Right to Call Special Meeting CORPORATE GOVERNANCE SECURITY HOLDER 130 0 Against 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Amend Bylaws to Adopt a New Director Election Resignation Governance Guideline CORPORATE GOVERNANCE SECURITY HOLDER 130 0 Against 130 FOR S000066753 NVIDIA Corporation 67066G104 US67066G1040 06/25/2025 Enhance Workforce Data Reporting OTHER SOCIAL ISSUES SECURITY HOLDER 130 0 Against 130 FOR S000066753 Box, Inc. 10316T104 US10316T1043 06/27/2025 Elect Director Dan Levin DIRECTOR ELECTIONS ISSUER 89 0 Against 89 AGAINST S000066745 A vote AGAINST Governance Committee member Daniel (Dan) Levin is warranted given the board's failure to remove, or subject to a sunset requirement, the classified board which adversely impacts shareholder rights. A vote FOR director nominee Bethany Mayer is warranted. Box, Inc. 10316T104 US10316T1043 06/27/2025 Elect Director Bethany Mayer DIRECTOR ELECTIONS ISSUER 89 0 For 89 FOR S000066745 Box, Inc. 10316T104 US10316T1043 06/27/2025 Advisory Vote to Ratify Named Executive Officers' Compensation COMPENSATION ISSUER 89 0 For 89 FOR S000066745 Box, Inc. 10316T104 US10316T1043 06/27/2025 Amend Omnibus Stock Plan COMPENSATION ISSUER 89 0 Against 89 AGAINST S000066745 Based on an evaluation of the estimated cost, plan features, and grant practices using the Equity Plan Scorecard (EPSC), a vote AGAINST this proposal is warranted due to the following key factors: - The plan cost is excessive; - The three-year average burn rate is excessive; - The plan permits liberal recycling of shares; and - The plan allows broad discretion to accelerate vesting. Box, Inc. 10316T104 US10316T1043 06/27/2025 Amend Qualified Employee Stock Purchase Plan COMPENSATION ISSUER 89 0 For 89 FOR S000066745 Box, Inc. 10316T104 US10316T1043 06/27/2025 Amend Certificate of Incorporation to Limit the Liability of Certain Officers CORPORATE GOVERNANCE ISSUER 89 0 For 89 FOR S000066745 Box, Inc. 10316T104 US10316T1043 06/27/2025 Ratify Ernst & Young LLP as Auditors AUDIT-RELATED ISSUER 89 0 For 89 FOR S000066745 Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Approve Allocation of Income, with a Final Dividend of JPY 39 CORPORATE GOVERNANCE ISSUER 390 0 For 390 FOR S000066743 A vote FOR this proposal is warranted because: - There are no particular concerns with the level of the proposed dividend. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Honda, Keiko DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Kuwabara, Satoko DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Nomoto, Hirofumi DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - The board after this meeting will not be majority independent and this outside director nominee lacks independence. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Mari Elka Pangestu DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Shimizu, Hiroshi DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - The board after this meeting will not be majority independent and this outside director nominee lacks independence. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director David Sneider DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Suzuki, Miyuki DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Tsuji, Koichi DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Ueda, Teruhisa DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - The board after this meeting will not be majority independent and this outside director nominee lacks independence. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Shinke, Ryoichi DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Yasuda, Takayuki DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Mike, Kanetsugu DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - Top management is responsible for the company's capital misallocation. - Considering the implication of the illegal sharing of client information within the group and the arrest of former MUFG Bank employee, support for the reappointment of the nominee does not appear appropriate at this time. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Kamezawa, Hironori DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - Top management is responsible for the company's capital misallocation. - Considering the implication of the illegal sharing of client information within the group and the arrest of former MUFG Bank employee, support for the reappointment of the nominee does not appear appropriate at this time. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Hanzawa, Junichi DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this nominee is warranted because: - Considering the implication of the illegal sharing of client information within the group and the arrest of former MUFG Bank employee, support for the reappointment of the nominee does not appear appropriate at this time. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Kobayashi, Makoto DIRECTOR ELECTIONS ISSUER 390 0 Against 390 AGAINST S000066743 A vote AGAINST this nominee is warranted because: - Considering the implication of the illegal sharing of client information within the group, support for the reappointment of the nominee does not appear appropriate at this time. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Elect Director Kubota, Hiroshi DIRECTOR ELECTIONS ISSUER 390 0 For 390 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Amend Articles to Add Provision on Disclosure of Financial Risk Audit by Audit Committee CORPORATE GOVERNANCE SECURITY HOLDER 390 0 For 390 AGAINST S000066743 Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans ENVIRONMENT OR CLIMATE SECURITY HOLDER 390 0 For 390 AGAINST S000066743 Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Amend Articles to Add Provision concerning Responsible Contribution to Japan's Capital Markets CORPORATE GOVERNANCE SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder proposal is warranted because: - The subject matter of the proposal is best left to management judgment under the oversight of the board of directors. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Amend Articles to Change Company Name CORPORATE GOVERNANCE SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder proposal is warranted because: - The subject matter of the proposal is best left to management judgment under the oversight of the board of directors. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Amend Articles to Add Provision on Compliance and Etiquette CORPORATE GOVERNANCE SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder proposal is warranted because: - While compliance issues at the company should be recognized, the company already has its Code of Conduct, so the proposed content appears to be redundant to the company's current practice. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Initiate Share Repurchase Program (with Trigger Setting) OTHER OTHER SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder proposal is warranted because: - Setting share repurchase method in the articles of incorporation would reduce management's flexibility in capital management, and therefore will not be appropriate. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Appoint Shareholder Director Nominee Horie, Takafumi DIRECTOR ELECTIONS SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder nominee is recommended because: - The proponent does not appear to have spelled out its arguments to independent shareholders. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Appoint Shareholder Director Nominee Tachibana, Takashi DIRECTOR ELECTIONS SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder nominee is recommended because: - The proponent does not appear to have spelled out its arguments to independent shareholders. Mitsubishi UFJ Financial Group, Inc. J44497105 JP3902900004 06/27/2025 Appoint Shareholder Director Nominee Misaki, Yuta DIRECTOR ELECTIONS SECURITY HOLDER 390 0 Against 390 FOR S000066743 A vote AGAINST this shareholder nominee is recommended because: - The proponent does not appear to have spelled out its arguments to independent shareholders. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Approve Allocation of Income, with a Final Dividend of JPY 62 CORPORATE GOVERNANCE ISSUER 313 0 For 313 FOR S000066743 A vote FOR this proposal is warranted because: - There are no particular concerns with the level of the proposed dividend. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Takashima, Makoto DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Nakashima, Toru DIRECTOR ELECTIONS ISSUER 313 0 Against 313 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - Top management is responsible for the company's capital misallocation. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Kudo, Teiko DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Anchi, Kazuyuki DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Isshiki, Toshihiro DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Matsugasaki, Honami DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Kadonaga, Sonosuke DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Sawada, Jun DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Goto, Yoriko DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Teshirogi, Isao DIRECTOR ELECTIONS ISSUER 313 0 Against 313 AGAINST S000066743 A vote AGAINST this director nominee is warranted because: - The board after this meeting will not be majority independent and this outside director nominee lacks independence. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Takashima, Norimitsu DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Charles D. Lake II DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Elect Director Jenifer Rogers DIRECTOR ELECTIONS ISSUER 313 0 For 313 FOR S000066743 A vote FOR this nominee is warranted because: - There are no particular concerns about the nominee. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Amend Articles to Add Provision on Disclosure of Financial Risk Audit by Audit Committee CORPORATE GOVERNANCE SECURITY HOLDER 313 0 For 313 AGAINST S000066743 A vote FOR this shareholder proposal is recommended because: ? Disclosing information on how climate-related risks and opportunities are factored into the annual audit report would benefit shareholders and provide transparency regarding the company's risk control systems, especially given the climate risk and other environmental impacts of the company's current strategy, as well as slow progress towards stated goals. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans ENVIRONMENT OR CLIMATE SECURITY HOLDER 313 0 For 313 AGAINST S000066743 A vote FOR this shareholder proposal is recommended because: ? Enhanced disclosure of strategies and reduction targets aimed to limit the company's exposure to fossil fuels would further bolster the company's current commitments to net zero activities. Adoption of the resolution would more strongly align the company's net zero goals and its policies and actions, and provide shareholders with a better understanding of the company's management and oversight of climate change-related risks, particularly with its climate transition plan. Sumitomo Mitsui Financial Group, Inc. J7771X109 JP3890350006 06/27/2025 Approve Alternate Final Dividend of JPY 70 per Share OTHER OTHER SECURITY HOLDER 313 0 Against 313 FOR S000066743 A vote AGAINST this shareholder proposal is recommended because: - The company has increased its dividends per share, and ROE and PBR have also increased. - The company has a three-committee system and the board after the meeting will be composed of six insiders and seven outsiders, including six independent outsiders, and shareholders can arguably rely on the judgment of the board with that governance profile.