AbbVie Inc. 00287Y109 05/09/2025 Election of Class I Directors: William H.L. Burnside DIRECTOR ELECTIONS ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Election of Class I Directors: Thomas C. Freyman DIRECTOR ELECTIONS ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Election of Class I Directors: Brett J. Hart DIRECTOR ELECTIONS ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Election of Class I Directors: Edward J. Rapp DIRECTOR ELECTIONS ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Ratification of Ernst & Young LLP as AbbVie's independent registered public accounting firm for 2025 AUDIT-RELATED ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Say on Pay - An advisory vote on the approval of executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Approval of a management proposal regarding amendment of the certificate of incorporation to eliminate supermajority voting SHAREHOLDER RIGHTS AND DEFENSES ISSUER 15202 0 FOR 15202 FOR S000075609 AbbVie Inc. 00287Y109 05/09/2025 Stockholder Proposal - to Implement Simple Majority Vote SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 15202 0 FOR 15202 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Larry Page DIRECTOR ELECTIONS ISSUER 20756 0 AGAINST 20756 FOR S000075609 Less than 75% Attendance Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Sergey Brin DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Sundar Pichai DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: John L. Hennessy DIRECTOR ELECTIONS ISSUER 20756 0 AGAINST 20756 FOR S000075609 Board level diversity demographic information not fully disclosed; Insufficient board gender diversity; Insufficient disclosure of board diversity and policies; Multi-class share structure with unequal voting rights Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Frances H. Arnold DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: R. Martin "Marty" Chavez DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: L. John Doerr DIRECTOR ELECTIONS ISSUER 20756 0 AGAINST 20756 FOR S000075609 Affiliate/Insider on H committee Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Roger W. Ferguson Jr. DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: K. Ram Shriram DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Election of ten directors: Robin L. Washington DIRECTOR ELECTIONS ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Ratification of the appointment of Ernst & Young LLP as Alphabet's independent registered public accounting firm for the fiscal year ending December 31, 2025 AUDIT-RELATED ISSUER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding "Support for Shareholder Right to Act by Written Consent" SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 20756 0 AGAINST 20756 FOR S000075609 Shareholder action by written consent enables shareholders to take action on important issues that arise between annual meetings Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a financial performance policy COMPENSATION SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on charitable partnerships OTHER SOCIAL ISSUES SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a request to cease CEI participation OTHER SOCIAL ISSUES SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding an enhanced disclosure on climate goals ENVIRONMENT OR CLIMATE SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding equal shareholder voting CAPITAL STRUCTURE SECURITY HOLDER 20756 0 AGAINST 20756 FOR S000075609 Allowing one vote per share generally operates as a safeguard for common shareholders Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on risks of discrimination in GenAI DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on AI data usage oversight OTHER SOCIAL ISSUES SECURITY HOLDER 20756 0 AGAINST 20756 FOR S000075609 Additional disclosure will better allow shareholders to understand the Company's management of AI-related risks Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 20756 0 AGAINST 20756 FOR S000075609 An independent review of human rights considerations in advertising could benefit shareholders Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies OTHER SOCIAL ISSUES SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 Alphabet Inc. 02079K305 06/06/2025 Stockholder proposal regarding a report on online safety for children HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 20756 0 FOR 20756 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Michael J. Angelakis DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Thomas J. Baltimore DIRECTOR ELECTIONS ISSUER 15739 0 AGAINST 15739 FOR S000075609 Serves on too many boards American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: John J. Brennan DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Theodore J. Leonsis DIRECTOR ELECTIONS ISSUER 15739 0 AGAINST 15739 FOR S000075609 Affiliate/Insider on H committee; Affiliate/Insider on nominating/governance committee American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Deborah P. Majoras DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Karen L. Parkhill DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Charles E. Phillips DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Lynn A. Pike DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Stephen J. Squeri DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Daniel L. Vasella DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Lisa W. Wardell DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Election of Director nominees proposed by the Board of Directors for a term of one year: Christopher D. Young DIRECTOR ELECTIONS ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2025. AUDIT-RELATED ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Approval, on an advisory basis, of the Company's executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Shareholder proposal relating to DEI goals in executive pay incentives. COMPENSATION SECURITY HOLDER 15739 0 FOR 15739 FOR S000075609 American Express Company 025816109 04/29/2025 Shareholder proposal relating to civil liberties in advertising services. OTHER SOCIAL ISSUES SECURITY HOLDER 15739 0 FOR 15739 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Paola Bergamaschi DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: James Cole, Jr. DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: James (Jimmy) Dunne III DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: John (Chris) Inglis DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Courtney Leimkuhler DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Linda A. Mills DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Diana M. Murphy DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Juan Perez DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Peter R. Porrino DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: John G. Rice DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Vanessa A. Wittman DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Election of Directors: Peter Zaffino DIRECTOR ELECTIONS ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Advisory Vote to Approve Named Executive Officer H. SECTION 14A SAY-ON-PAY VOTES ISSUER 56607 0 AGAINST 56607 FOR S000075609 Pay for performance disconnect American International Group, Inc. 026874784 05/14/2025 Advisory Vote on the Frequency of Future Executive H Votes. SECTION 14A SAY-ON-PAY VOTES ISSUER 56607 0 FOR 56607 FOR S000075609 American International Group, Inc. 026874784 05/14/2025 Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025. AUDIT-RELATED ISSUER 56607 0 FOR 56607 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Wanda Austin DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Tim Cook DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Alex Gorsky DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Andrea Jung DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Art Levinson DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Monica Lozano DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Ron Sugar DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Election of Directors: Sue Wagner DIRECTOR ELECTIONS ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Ratification of the appointment of Ernst & Young LLP as Apple's independent registered public accounting firm for fiscal 2025 AUDIT-RELATED ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 Advisory vote to approve executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" OTHER SOCIAL ISSUES SECURITY HOLDER 29672 0 AGAINST 29672 FOR S000075609 Additional disclosure will better allow shareholders to understand the Company's management of AI-related risks Apple Inc. 037833100 02/25/2025 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 29672 0 AGAINST 29672 FOR S000075609 Adoption could provide shareholders with sufficient context to understand how the Company is managing issues related to CSAM Apple Inc. 037833100 02/25/2025 A shareholder proposal entitled "Request to Cease DEI Efforts" DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 29672 0 FOR 29672 FOR S000075609 Apple Inc. 037833100 02/25/2025 A shareholder proposal entitled "Report on Charitable Giving" OTHER SOCIAL ISSUES SECURITY HOLDER 29672 0 FOR 29672 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Sharon L. Allen DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Jos (Joe) E. Almeida DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Pierre J.P. de Weck DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Arnold W. Donald DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Linda P. Hudson DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Monica C. Lozano DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Maria N. Martinez DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Brian T. Moynihan DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Lionel L. Nowell III DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Denise L. Ramos DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Clayton S. Rose DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Michael D. White DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Thomas D. Woods DIRECTOR ELECTIONS ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Election of Directors: Maria T. Zuber DIRECTOR ELECTIONS ISSUER 99174 0 AGAINST 99174 FOR S000075609 Affiliate/Insider on nominating/governance committee Bank of America Corporation 060505104 04/22/2025 Approving our executive H (an advisory, non-binding "Say on Pay" resolution) SECTION 14A SAY-ON-PAY VOTES ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Ratifying the appointment of our independent registered public accounting firm for 2025 AUDIT-RELATED ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Amending and restating the Bank of America Corporation Equity Plan COMPENSATION ISSUER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Shareholder proposal requesting the nomination of more director candidates than board seats CORPORATE GOVERNANCE SECURITY HOLDER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Shareholder proposal requesting report on board oversight of risks related to animal welfare OTHER SOCIAL ISSUES SECURITY HOLDER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals ENVIRONMENT OR CLIMATE SECURITY HOLDER 99174 0 FOR 99174 FOR S000075609 Bank of America Corporation 060505104 04/22/2025 Shareholder proposal requesting disclosure of energy financing ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 99174 0 FOR 99174 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Warren E. Buffett DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Gregory E. Abel DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Howard G. Buffett DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Susan A. Buffett DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Stephen B. Burke DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Kenneth I. Chenault DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Christopher C. Davis DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Susan L. Decker DIRECTOR ELECTIONS ISSUER 7834 0 AGAINST 7834 FOR S000075609 Climate-related concerns Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Charlotte Guyman DIRECTOR ELECTIONS ISSUER 7834 0 AGAINST 7834 FOR S000075609 Board level diversity demographic information not fully disclosed; Multi-class share structure with unequal voting rights Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Ajit Jain DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Thomas S. Murphy, Jr. DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Wallace R. Weitz DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Elect Meryl B. Witmer DIRECTOR ELECTIONS ISSUER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. ENVIRONMENT OR CLIMATE SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. COMPENSATION SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Company designate a Board Committee to oversee the Company's diversity and inclusion strategy. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. ENVIRONMENT OR CLIMATE SECURITY HOLDER 7834 0 FOR 7834 FOR S000075609 Berkshire Hathaway Inc. 084670702 05/03/2025 Shareholder proposal requesting that the Board charter a new committee of independent directors to address risks associated with the development and deployment of AI across the Company's operations. OTHER SOCIAL ISSUES SECURITY HOLDER 7834 0 AGAINST 7834 FOR S000075609 The board should oversee risks related to AI Booking Holdings Inc. 09857L108 06/03/2025 Elect Glenn D. Fogel DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Mirian M. Graddick-Weir DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Kelly J. Grier DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Robert J. Mylod Jr. DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Charles H. Noski DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Joseph Quinlan DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Nicholas J. Read DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Thomas E. Rothman DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Sumit Singh DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Lynn M. Vojvodich Radakovich DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Elect Vanessa A. Wittman DIRECTOR ELECTIONS ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Advisory vote to approve 2024 executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Ratification of Deloitte & Touche LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2025. AUDIT-RELATED ISSUER 358 0 FOR 358 FOR S000075609 Booking Holdings Inc. 09857L108 06/03/2025 Stockholder proposal requesting a non-binding stockholder vote regarding proposal that won 49% BKNG Shareholder Support. SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 358 0 AGAINST 358 FOR S000075609 A 10% threshold for calling a special meeting is appropriate CSX Corporation 126408103 05/07/2025 Election of Directors: Ann D. Begeman DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Thomas P. Bostick DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Anne H. Chow DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Steven T. Halverson DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Paul C. Hilal DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Joseph R. Hinrichs DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: David M. Moffett DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: Linda H. Riefler DIRECTOR ELECTIONS ISSUER 58324 0 AGAINST 58324 FOR S000075609 Board level diversity demographic information not fully disclosed CSX Corporation 126408103 05/07/2025 Election of Directors: Suzanne M. Vautrinot DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: James L. Wainscott DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: J. Steven Whisler DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Election of Directors: John J. Zillmer DIRECTOR ELECTIONS ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 The ratification of the appointment of Ernst & Young LLP as the Independent Registered Public Accounting Firm for 2025. AUDIT-RELATED ISSUER 58324 0 FOR 58324 FOR S000075609 CSX Corporation 126408103 05/07/2025 Advisory (non-binding) resolution to approve H for the Company's named executive officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 58324 0 FOR 58324 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Fernando Aguirre DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Jeffrey R. Balser, M.D., Ph.D. DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: C. David Brown II DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Alecia A. DeCoudreaux DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Roger N. Farah DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Anne M. Finucane DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: J. David Joyner DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: J. Scott Kirby DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Michael F. Mahoney DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Leslie V. Norwalk DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Larry M. Robbins DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Guy P. Sansone DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Election of Directors: Douglas H. Shulman DIRECTOR ELECTIONS ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Ratification of the Appointment of Our Independent Registered Public Accounting Firm for 2025. AUDIT-RELATED ISSUER 42870 0 FOR 42870 FOR S000075609 CVS Health Corporation 126650100 05/15/2025 Say on Pay, a Proposal to Approve, on an Advisory Basis, the Company's Executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 42870 0 AGAINST 42870 FOR S000075609 Concerning pay practices; Pay for performance disconnect CVS Health Corporation 126650100 05/15/2025 Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 42870 0 FOR 42870 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Kenneth J. Bacon DIRECTOR ELECTIONS ISSUER 83793 0 AGAINST 83793 FOR S000075609 Board level diversity demographic information not fully disclosed; Multi-class share structure with unequal voting rights Comcast Corporation 20030N101 06/18/2025 Elect Thomas J. Baltimore, Jr. DIRECTOR ELECTIONS ISSUER 83793 0 AGAINST 83793 FOR S000075609 Serves on too many boards Comcast Corporation 20030N101 06/18/2025 Elect Madeline S. Bell DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Louise F. Brady DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Edward D. Breen DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Jeffrey A. Honickman DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Wonya Y. Lucas DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Asuka Nakahara DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect David C. Novak DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Elect Brian L. Roberts DIRECTOR ELECTIONS ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Ratify appointment of our independent auditors AUDIT-RELATED ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Increase share authorization under Comcast-NBCUniversal 2011 Employee Stock Purchase Plan COMPENSATION ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Advisory vote on executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Consider "CEO pay ratio factor" in executive H COMPENSATION SECURITY HOLDER 83793 0 FOR 83793 FOR S000075609 Comcast Corporation 20030N101 06/18/2025 Adopt policy for an independent chair CORPORATE GOVERNANCE SECURITY HOLDER 83793 0 AGAINST 83793 FOR S000075609 An independent chair is better able to oversee the executives of a company and set a pro-shareholder agenda ConocoPhillips 20825C104 05/13/2025 Election of Directors: Dennis V. Arriola DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Nelda J. Connors DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Gay Huey Evans DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Jeffrey A. Joerres DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Ryan M. Lance DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Timothy A. Leach DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: William H. McRaven DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Sharmila Mulligan DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Arjun N. Murti DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: Robert A. Niblock DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: David T. Seaton DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Election of Directors: R.A. Walker DIRECTOR ELECTIONS ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Proposal to ratify appointment of Ernst & Young LLP as ConocoPhillips independent registered public accounting firm for 2025. AUDIT-RELATED ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Advisory Approval of Executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Adoption of Amended and Restated Certificate of Incorporation to Eliminate Supermajority Voting Provisions. SHAREHOLDER RIGHTS AND DEFENSES ISSUER 9747 0 FOR 9747 FOR S000075609 ConocoPhillips 20825C104 05/13/2025 Remove Emissions Reduction Targets. ENVIRONMENT OR CLIMATE SECURITY HOLDER 9747 0 FOR 9747 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect Michael Dell DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect David W. Dorman DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect Egon P. Durban DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect David J. Grain DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect William D. Green DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect Ellen J. Kullman DIRECTOR ELECTIONS ISSUER 29458 0 AGAINST 29458 FOR S000075609 Board level diversity demographic information not fully disclosed; Insufficient board gender diversity; Multi-class share structure with unequal voting rights Dell Technologies Inc. 24703L202 06/26/2025 Elect Steven M. Mollenkopf DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Elect Lynn M. Vojvodich Radakovich DIRECTOR ELECTIONS ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Ratification of the appointment of PricewaterhouseCoopers LLP as Dell Technologies Inc.'s independent registered public accounting firm for the fiscal year ending January 30, 2026 AUDIT-RELATED ISSUER 29458 0 FOR 29458 FOR S000075609 Dell Technologies Inc. 24703L202 06/26/2025 Approval, on a non-binding, advisory basis, of the H of Dell Technologies Inc.'s named executive officers as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES ISSUER 29458 0 FOR 29458 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect John G. Carson DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect J. Christopher Donahue DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Thomas R. Donahue DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect G. Thomas Hough DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Karen L Larrimer DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Max F. Miller DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Frank J. Nasta DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Thomas M. O'Neill DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect Madelyn A. Reilly DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 Federated Funds 60934N500 10/25/2024 Elect John S. Walsh DIRECTOR ELECTIONS ISSUER 3974722.24 0 FOR 3974722.24 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Linda B. Bammann DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Michele G. Buck DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Stephen B. Burke DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Todd A. Combs DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Alicia Boler Davis DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: James Dimon DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Alex Gorsky DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Mellody Hobson DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Phebe N. Novakovic DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Virginia M. Rometty DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Brad D. Smith DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Election of Directors: Mark A. Weinberger DIRECTOR ELECTIONS ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Advisory resolution to approve executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Ratification of independent registered public accounting firm AUDIT-RELATED ISSUER 14827 0 FOR 14827 FOR S000075609 JPMorgan Chase & Co. 46625H100 05/20/2025 Support for an independent board chairman CORPORATE GOVERNANCE SECURITY HOLDER 14827 0 AGAINST 14827 FOR S000075609 An independent chair is better able to oversee the executives of a company and set a pro-shareholder agenda JPMorgan Chase & Co. 46625H100 05/20/2025 Report on social impacts of transition finance ENVIRONMENT OR CLIMATE SECURITY HOLDER 14827 0 FOR 14827 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Election of Class II Directors: Evan Bayh DIRECTOR ELECTIONS ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Election of Class II Directors: Jeffrey C. Campbell DIRECTOR ELECTIONS ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Election of Class II Directors: Kimberly N. Ellison-Taylor DIRECTOR ELECTIONS ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Election of Class II Directors: Kim K.W. Rucker DIRECTOR ELECTIONS ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Ratification of the appointment of PricewaterhouseCoopers LLP as the company's independent auditor for 2025. AUDIT-RELATED ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Approval, on an advisory basis, of the company's named executive officer H. SECTION 14A SAY-ON-PAY VOTES ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Approval of an amendment to the company's Restated Certificate of Incorporation to declassify the Board of Directors. SHAREHOLDER RIGHTS AND DEFENSES ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Approval of an amendment to the company's Restated Certificate of Incorporation to eliminate supermajority provisions. SHAREHOLDER RIGHTS AND DEFENSES ISSUER 19486 0 FOR 19486 FOR S000075609 Marathon Petroleum Corporation 56585A102 04/30/2025 Shareholder proposal to support a simple majority vote. SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 19486 0 FOR 19486 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Anthony Capuano DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Kareem Daniel DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Lloyd Dean DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Catherine Engelbert DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Margaret Georgiadis DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Michael Hsu DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Christopher Kempczinski DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Jennifer Taubert DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Paul Walsh DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Amy Weaver DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Election of Directors to serve until the Company's 2026 Annual Shareholders Meeting and until their successors have been elected and qualified: Miles White DIRECTOR ELECTIONS ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Advisory Vote to Approve Executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Advisory Vote to Ratify the Appointment of Ernst & Young LLP as Independent Auditor for 2025. AUDIT-RELATED ISSUER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Advisory Vote on Report Related to Oversight of Advertising Risks. OTHER SOCIAL ISSUES SECURITY HOLDER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Advisory Vote on Disclosure on Climate Transition Plans. ENVIRONMENT OR CLIMATE SECURITY HOLDER 6018 0 FOR 6018 FOR S000075609 McDonald's Corporation 580135101 05/20/2025 Advisory Vote to Revisit DEI in Executive H. COMPENSATION SECURITY HOLDER 6018 0 FOR 6018 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Peggy Alford DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Board level diversity demographic information not fully disclosed; Did not implement SHP passed by a majority of unaffiliated shareholders; Insufficient board gender diversity; Insufficient disclosure of board diversity and policies; Multi-class share structure with unequal voting rights Meta Platforms, Inc. 30303M102 05/28/2025 Elect Marc L. Andreessen DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Did not implement SHP passed by a majority of unaffiliated shareholders Meta Platforms, Inc. 30303M102 05/28/2025 Elect John Arnold DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Patrick Collison DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect John Elkann DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Andrew W. Houston DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Did not implement SHP passed by a majority of unaffiliated shareholders Meta Platforms, Inc. 30303M102 05/28/2025 Elect Nancy Killefer DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Robert M. Kimmitt DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Dina Powell McCormick DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Charles Songhurst DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Hock E. Tan DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Affiliate/Insider on audit committee Meta Platforms, Inc. 30303M102 05/28/2025 Elect Tracey T. Travis DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Other governance issue Meta Platforms, Inc. 30303M102 05/28/2025 Elect Dana White DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 Elect Tony Xu DIRECTOR ELECTIONS ISSUER 9874 0 AGAINST 9874 FOR S000075609 Did not implement SHP passed by a majority of unaffiliated shareholders Meta Platforms, Inc. 30303M102 05/28/2025 Elect Mark Zuckerberg DIRECTOR ELECTIONS ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 To ratify the appointment of Ernst & Young LLP as Meta Platforms, Inc.'s independent registered public accounting firm for the fiscal year ending December 31, 2025. AUDIT-RELATED ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 To approve Meta Platforms, Inc.'s 2025 Equity Incentive Plan. COMPENSATION ISSUER 9874 0 AGAINST 9874 FOR S000075609 Contains Evergreen Provisions Meta Platforms, Inc. 30303M102 05/28/2025 To approve, on a non-binding advisory basis, the H program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the H program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. SECTION 14A SAY-ON-PAY VOTES ISSUER 9874 0 AGAINST 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding dual class capital structure. CAPITAL STRUCTURE SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Allowing one vote per share generally operates as a safeguard for common shareholders Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding disclosure of voting results based on class of shares. CORPORATE GOVERNANCE SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Adoption of this proposal may provide shareholders with more clarity concerning how different classes of shareholders have cast their votes Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding report on hate targeting marginalized communities. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Additional disclosure on the Company's efforts to address hate speech on its platforms is warranted Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Adoption of proposal provide shareholders assurance that the Company is managing associated risks Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Adoption of this proposal could better allow shareholders to gauge the Company's exposure to regulatory and reputational risks Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding report on AI data usage oversight. OTHER SOCIAL ISSUES SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Additional disclosure will better allow shareholders to understand the Company's management of AI-related risks Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding GHG emissions reduction actions. ENVIRONMENT OR CLIMATE SECURITY HOLDER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding Bitcoin treasury assessment. CAPITAL STRUCTURE SECURITY HOLDER 9874 0 FOR 9874 FOR S000075609 Meta Platforms, Inc. 30303M102 05/28/2025 A shareholder proposal regarding report on data collection and advertising practices. OTHER SOCIAL ISSUES SECURITY HOLDER 9874 0 AGAINST 9874 FOR S000075609 Additional disclosure could provide shareholders with a better basis to understand risks Microsoft Corporation 594918104 12/10/2024 Election of Directors: Reid G. Hoffman DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Hugh F. Johnston DIRECTOR ELECTIONS ISSUER 16410 0 AGAINST 16410 FOR S000075609 Serves on too many boards Microsoft Corporation 594918104 12/10/2024 Election of Directors: Teri L. List DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Catherine MacGregor DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Mark A. L. Mason DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Satya Nadella DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Sandra E. Peterson DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Penny S. Pritzker DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Carlos A. Rodriguez DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Charles W. Scharf DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: John W. Stanton DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Election of Directors: Emma N. Walmsley DIRECTOR ELECTIONS ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Advisory Vote to Approve Named Executive Officer H ("say-on-pay vote"). SECTION 14A SAY-ON-PAY VOTES ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Ratification of the Selection of Deloitte & Touche LLP as our Independent Auditor for Fiscal Year 2025. AUDIT-RELATED ISSUER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Report on Risks of Weapons Development. OTHER SOCIAL ISSUES SECURITY HOLDER 16410 0 AGAINST 16410 FOR S000075609 Additional disclosure could help shareholders understand financial and and reputational risks from work with the military Microsoft Corporation 594918104 12/10/2024 Assessment of Investing in Bitcoin. CAPITAL STRUCTURE SECURITY HOLDER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Report on Data Operations in Human Rights Hotspots. HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. ENVIRONMENT OR CLIMATE SECURITY HOLDER 16410 0 FOR 16410 FOR S000075609 Microsoft Corporation 594918104 12/10/2024 Report on AI Misinformation and Disinformation. OTHER SOCIAL ISSUES SECURITY HOLDER 16410 0 AGAINST 16410 FOR S000075609 Information concerning exposure to risks related to misinformation and disinformation could be decision-useful for shareholders Microsoft Corporation 594918104 12/10/2024 Report on AI Data Sourcing Accountability. OTHER SOCIAL ISSUES SECURITY HOLDER 16410 0 AGAINST 16410 FOR S000075609 Additional disclosure will better allow shareholders to understand the Company's management of AI-related risks Morgan Stanley 617446448 05/15/2025 Election of Directors: Megan Butler DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Thomas H. Glocer DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Robert H. Herz DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Erika H. James DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Hironori Kamezawa DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Shelley B. Leibowitz DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Jami Miscik DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Masato Miyachi DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Dennis M. Nally DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Douglas L. Peterson DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Edward Pick DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors': Mary L. Schapiro DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Perry M. Traquina DIRECTOR ELECTIONS ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Election of Directors: Rayford Wilkins, Jr. DIRECTOR ELECTIONS ISSUER 35010 0 AGAINST 35010 FOR S000075609 Board level diversity demographic information not fully disclosed Morgan Stanley 617446448 05/15/2025 To ratify the appointment of Deloitte & Touche LLP as independent auditor AUDIT-RELATED ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 To approve the H of executives as disclosed in the proxy statement (non-binding advisory vote) SECTION 14A SAY-ON-PAY VOTES ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 To approve the Amended and Restated Equity Incentive H Plan COMPENSATION ISSUER 35010 0 FOR 35010 FOR S000075609 Morgan Stanley 617446448 05/15/2025 Shareholder proposal requesting an energy supply ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 35010 0 FOR 35010 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Awo Ablo DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Jeffrey S. Berg DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Michael J. Boskin DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Safra A. Catz DIRECTOR ELECTIONS ISSUER 28616 0 AGAINST 28616 FOR S000075609 CFO on board Oracle Corporation 68389X105 11/14/2024 Elect Bruce R. Chizen DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect George H. Conrades DIRECTOR ELECTIONS ISSUER 28616 0 AGAINST 28616 FOR S000075609 Ongoing H concerns; Insufficient response to shareholder dissent Oracle Corporation 68389X105 11/14/2024 Elect Lawrence J. Ellison DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Rona Fairhead DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Jeffrey O. Henley DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Charles W. Moorman DIRECTOR ELECTIONS ISSUER 28616 0 AGAINST 28616 FOR S000075609 Ongoing H concerns; Insufficient response to shareholder dissent Oracle Corporation 68389X105 11/14/2024 Elect Leon E. Panetta DIRECTOR ELECTIONS ISSUER 28616 0 AGAINST 28616 FOR S000075609 Ongoing H concerns; Insufficient response to shareholder dissent Oracle Corporation 68389X105 11/14/2024 Elect William G. Parrett DIRECTOR ELECTIONS ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Elect Naomi O. Seligman DIRECTOR ELECTIONS ISSUER 28616 0 AGAINST 28616 FOR S000075609 Ongoing H concerns; Insufficient response to shareholder dissent Oracle Corporation 68389X105 11/14/2024 Advisory Vote to Approve the H of our Named Executive Officers. SECTION 14A SAY-ON-PAY VOTES ISSUER 28616 0 AGAINST 28616 FOR S000075609 Insufficient response to shareholder dissent; Pay for performance disconnect Oracle Corporation 68389X105 11/14/2024 Ratification of the Selection of our Independent Registered Public Accounting Firm. AUDIT-RELATED ISSUER 28616 0 FOR 28616 FOR S000075609 Oracle Corporation 68389X105 11/14/2024 Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries. ENVIRONMENT OR CLIMATE SECURITY HOLDER 28616 0 FOR 28616 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Segun Agbaje DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Jennifer Bailey DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Cesar Conde DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Ian Cook DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Edith W. Cooper DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Susan M. Diamond DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Dina Dublon DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Michelle Gass DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Ramon L. Laguarta DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Dave J. Lewis DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: David C. Page DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Robert C. Pohlad DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Daniel Vasella DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Darren Walker DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Election of Directors: Alberto Weisser DIRECTOR ELECTIONS ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Ratification of appointment of KPMG LLP as our independent registered public accounting firm for fiscal year 2025. AUDIT-RELATED ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Advisory approval of the Company's executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. OTHER SOCIAL ISSUES SECURITY HOLDER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Shareholder Proposal - Third-Party Racial Equity Audit. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7020 0 AGAINST 7020 FOR S000075609 The requested audit could help to identify and mitigate potentially significant risks PepsiCo, Inc. 713448108 05/07/2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. ENVIRONMENT OR CLIMATE SECURITY HOLDER 7020 0 FOR 7020 FOR S000075609 PepsiCo, Inc. 713448108 05/07/2025 Shareholder Proposal - Sustainable Packaging Policies for Plastics. ENVIRONMENT OR CLIMATE SECURITY HOLDER 7020 0 FOR 7020 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Brant Bonin Bough DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Andre Calantzopoulos DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Michel Combes DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Werner Geissler DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Victoria Harker DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Lisa A. Hook DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Kalpana Morparia DIRECTOR ELECTIONS ISSUER 14773 0 AGAINST 14773 FOR S000075609 Board level diversity demographic information not fully disclosed Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Jacek Olczak DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Robert B. Polet DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Dessislava Temperley DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Election of Directors: Shlomo Yanai DIRECTOR ELECTIONS ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Advisory Vote Approving Executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 14773 0 FOR 14773 FOR S000075609 Philip Morris International Inc. 718172109 05/07/2025 Ratification of the Selection of Independent Auditors AUDIT-RELATED ISSUER 14773 0 FOR 14773 FOR S000075609 Phillips 66 718546104 05/21/2025 Elliot Nominees: Brian S. Coffman DIRECTOR ELECTIONS SECURITY HOLDER 10794 0 NONE 10794 NONE S000075609 Relevant experience and expertise Phillips 66 718546104 05/21/2025 Elliot Nominees: Sigmund L. Cornelius DIRECTOR ELECTIONS SECURITY HOLDER 10794 0 NONE 10794 NONE S000075609 Relevant experience and expertise Phillips 66 718546104 05/21/2025 Elliot Nominees: Michael A. Heim DIRECTOR ELECTIONS SECURITY HOLDER 10794 0 NONE 10794 NONE S000075609 Relevant experience and expertise Phillips 66 718546104 05/21/2025 Elliot Nominees: Stacy D. Nieuwoudt DIRECTOR ELECTIONS SECURITY HOLDER 10794 0 NONE 10794 NONE S000075609 Nomination not warranted Phillips 66 718546104 05/21/2025 Company Nominees Opposed by Elliot: A. Nigel Hearne DIRECTOR ELECTIONS ISSUER 10794 0 NONE 10794 NONE S000075609 Phillips 66 718546104 05/21/2025 Company Nominees Opposed by Elliot: John E. Lowe DIRECTOR ELECTIONS ISSUER 10794 0 NONE 10794 NONE S000075609 Lengthy board tenure; Endorsed status quo Phillips 66 718546104 05/21/2025 Company Nominees Opposed by Elliot: Robert W. Pease DIRECTOR ELECTIONS ISSUER 10794 0 NONE 10794 NONE S000075609 Governance concerns; Endorsed status quo Phillips 66 718546104 05/21/2025 Company Nominees Opposed by Elliot: Howard I. Ungerleider DIRECTOR ELECTIONS ISSUER 10794 0 NONE 10794 NONE S000075609 Questionably relevant experience and expertise Phillips 66 718546104 05/21/2025 The Company's proposal to approve the declassification of the Board of Directors SHAREHOLDER RIGHTS AND DEFENSES ISSUER 10794 0 NONE 10794 NONE S000075609 Phillips 66 718546104 05/21/2025 The Company's Proposal To Approve, On An Advisory Basis, The Company's Named Executive Officer H. SECTION 14A SAY-ON-PAY VOTES ISSUER 10794 0 NONE 10794 NONE S000075609 Phillips 66 718546104 05/21/2025 The Company's Proposal To Approve, On An Advisory Basis, The Frequency Of Future Shareholder Advisory Votes To Approve Executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 10794 0 NONE 10794 NONE S000075609 Phillips 66 718546104 05/21/2025 The Company's Proposal To Ratify The Appointment Of Ernst & Young Llp As The Company's Independent Registered Public Accounting Firm. AUDIT-RELATED ISSUER 10794 0 NONE 10794 NONE S000075609 Phillips 66 718546104 05/21/2025 Elliott's proposal to approve, on an advisory basis, a resolution requesting that the Board of Directors adopt a policy to implement the annual election of all directors. SHAREHOLDER RIGHTS AND DEFENSES SECURITY HOLDER 10794 0 NONE 10794 NONE S000075609 The annual election of directors provides maximum accountability of directors to shareholders RH 74967X103 06/26/2025 Elect Eri Chaya DIRECTOR ELECTIONS ISSUER 14219 0 FOR 14219 FOR S000075609 RH 74967X103 06/26/2025 Elect Mark Demilio DIRECTOR ELECTIONS ISSUER 14219 0 AGAINST 14219 FOR S000075609 Board level diversity demographic information not fully disclosed; Board refreshment concerns; Insufficient board level oversight of environmental and social issues RH 74967X103 06/26/2025 Elect Leonard Schlesinger DIRECTOR ELECTIONS ISSUER 14219 0 FOR 14219 FOR S000075609 RH 74967X103 06/26/2025 Advisory vote to approve named executive officer H. SECTION 14A SAY-ON-PAY VOTES ISSUER 14219 0 FOR 14219 FOR S000075609 RH 74967X103 06/26/2025 Ratification of the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the 2025 fiscal year. AUDIT-RELATED ISSUER 14219 0 FOR 14219 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Tracy A. Atkinson DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Christopher T. Calio DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Leanne G. Caret DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Bernard A. Harris, Jr. DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: George R. Oliver DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Ellen M. Pawlikowski DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Denise L. Ramos DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Fredric G. Reynolds DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Brian C. Rogers DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: James A. Winnefeld, Jr. DIRECTOR ELECTIONS ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Election of Directors: Robert O. Work DIRECTOR ELECTIONS ISSUER 21740 0 AGAINST 21740 FOR S000075609 Board level diversity demographic information not fully disclosed RTX Corporation 75513E101 05/01/2025 Advisory Vote to Approve Executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2025. AUDIT-RELATED ISSUER 21740 0 FOR 21740 FOR S000075609 RTX Corporation 75513E101 05/01/2025 Shareowner Proposal Requesting a Lobbying Transparency Report. OTHER SOCIAL ISSUES SECURITY HOLDER 21740 0 AGAINST 21740 FOR S000075609 Increased disclosure would allow shareholders to more fully assess risks presented by the Company's lobbying activities The Boeing Company 097023105 04/24/2025 Election of Directors: Robert A. Bradway DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Mortimer J. Tim Buckley DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Lynne M. Doughtie DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: David L. Gitlin DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Lynn J. Good DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Stayce D. Harris DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Akhil Johri DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: David L. Joyce DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Steven M. Mollenkopf DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: Robert Kelly Ortberg DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Election of Directors: John M. Richardson DIRECTOR ELECTIONS ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Approve, on an Advisory Basis, Named Executive Officer H. SECTION 14A SAY-ON-PAY VOTES ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Ratify the Appointment of Deloitte & Touche LLP as Independent Auditor for 2025. AUDIT-RELATED ISSUER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Report on DEI and Related Risks. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7105 0 FOR 7105 FOR S000075609 The Boeing Company 097023105 04/24/2025 Civil Rights Audit. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 7105 0 FOR 7105 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Michele Burns DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Mark Flaherty DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Kimberley Harris DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: John Hess DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Kevin Johnson DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Ellen Kullman DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: KC McClure DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Lakshmi Mittal DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Thomas Montag DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Peter Oppenheimer DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: David Solomon DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: Jan Tighe DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: David Viniar DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Election of Directors: John Waldron DIRECTOR ELECTIONS ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Advisory Vote to Approve Executive H (Say on Pay) SECTION 14A SAY-ON-PAY VOTES ISSUER 8549 0 AGAINST 8549 FOR S000075609 Pay for performance disconnect; Concerning pay practices The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Approval of The Goldman Sachs Amended and Restated Stock Incentive Plan (2025) COMPENSATION ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Ratification of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for 2025 AUDIT-RELATED ISSUER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Shareholder Proposal Regarding DEI Goals in Executive Pay Incentives COMPENSATION SECURITY HOLDER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Shareholder Proposal Regarding Racial Discrimination Audit DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 8549 0 FOR 8549 FOR S000075609 The Goldman Sachs Group, Inc. 38141G104 04/23/2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio ENVIRONMENT OR CLIMATE SECURITY HOLDER 8549 0 FOR 8549 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: B. Marc Allen DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Brett Biggs DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Sheila Bonini DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Amy L. Chang DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Joseph Jimenez DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Christopher Kempczinski DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Debra L. Lee DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Terry J. Lundgren DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Christine M. McCarthy DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Ashley McEvoy DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Jon R. Moeller DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Robert J. Portman DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Rajesh Subramaniam DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Election of Directors: Patricia A. Woertz DIRECTOR ELECTIONS ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Ratify Appointment of the Independent Registered Public Accounting Firm. AUDIT-RELATED ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Advisory Vote to Approve the Company's Executive H (the "Say on Pay vote"). SECTION 14A SAY-ON-PAY VOTES ISSUER 5053 0 FOR 5053 FOR S000075609 The Procter & Gamble Company 742718109 10/08/2024 Shareholder Proposal - Pay Gap Reporting. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 5053 0 FOR 5053 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Mary T. Barra DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Amy L. Chang DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: D. Jeremy Darroch DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Carolyn N. Everson DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Michael B.G. Froman DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: James P. Gorman DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Robert A. Iger DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Maria Elena Lagomasino DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Calvin R. McDonald DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Election of Directors: Derica W. Rice DIRECTOR ELECTIONS ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accountants for fiscal 2025. AUDIT-RELATED ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Consideration of an advisory vote to approve executive H. SECTION 14A SAY-ON-PAY VOTES ISSUER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Shareholder proposal, if properly presented at the meeting, requesting a report on climate risks to retirement plan beneficiaries. ENVIRONMENT OR CLIMATE SECURITY HOLDER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Shareholder proposal, if properly presented at the meeting, requesting consideration of participation in the Human Rights Campaign's Corporate Equality Index. OTHER SOCIAL ISSUES SECURITY HOLDER 47400 0 FOR 47400 FOR S000075609 The Walt Disney Company 254687106 03/20/2025 Shareholder proposal, if properly presented at the meeting, requesting a report on risks related to selection of ad buyers and sellers. OTHER SOCIAL ISSUES SECURITY HOLDER 47400 0 FOR 47400 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Warner L. Baxter DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Dorothy Bridges DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Elizabeth L. Buse DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Andrew Cecere DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Alan B. Colberg DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Kimberly N. Ellison-Taylor DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Aleem Gillani DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Kimberly J. Harris DIRECTOR ELECTIONS ISSUER 24342 0 AGAINST 24342 FOR S000075609 Proposal withdrawn U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Roland A. Hernandez DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Gunjan Kedia DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Richard P. McKenney DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Yusuf I. Mehdi DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: Loretta E. Reynolds DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The election of each of the 14 directors named in the proxy statement: John P. Wiehoff DIRECTOR ELECTIONS ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 An Advisory Vote To Approve The H Of Our Executives Disclosed In The Proxy Statement. SECTION 14A SAY-ON-PAY VOTES ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 The Ratification Of The Selection Of Ernst & Young LLP As Our Independent Auditor For The 2025 Fiscal Year. AUDIT-RELATED ISSUER 24342 0 FOR 24342 FOR S000075609 U.S. Bancorp 902973304 04/15/2025 A Shareholder Proposal Regarding A Report On Board Oversight Of Risks Relating To Discrimination. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 24342 0 FOR 24342 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Shellye Archambeau DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Roxanne Austin DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Mark Bertolini DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Vittorio Colao DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Caroline Litchfield DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Laxman Narasimhan DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Clarence Otis, Jr. DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Daniel Schulman DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Carol Tome DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Election of Directors: Hans Vestberg DIRECTOR ELECTIONS ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Advisory vote to approve executive H SECTION 14A SAY-ON-PAY VOTES ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Ratification of appointment of independent registered public accounting firm AUDIT-RELATED ISSUER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Climate lobbying alignment ENVIRONMENT OR CLIMATE SECURITY HOLDER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Lead-sheathed cable report ENVIRONMENT OR CLIMATE SECURITY HOLDER 45160 0 FOR 45160 FOR S000075609 Verizon Communications Inc. 92343V104 05/22/2025 Discrimination in advertising services OTHER SOCIAL ISSUES SECURITY HOLDER 45160 0 FOR 45160 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Steven D. Black DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Mark A. Chancy DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Celeste A. Clark DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Theodore F. Craver, Jr. DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Richard K. Davis DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Fabian T. Garcia DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Wayne M. Hewett DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: CeCelia G. Morken DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Maria R. Morris DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Felicia F. Norwood DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Ronald L. Sargent DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Charles W. Scharf DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Election of Directors: Suzanne M. Vautrinot DIRECTOR ELECTIONS ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Advisory vote to approve executive H (Say on Pay). SECTION 14A SAY-ON-PAY VOTES ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Ratification of the appointment of KPMG LLP as the Company s independent registered public accounting firm for 2025. AUDIT-RELATED ISSUER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. DIVERSITY, EQUITY, AND INCLUSION SECURITY HOLDER 59871 0 AGAINST 59871 FOR S000075609 Reporting will better allow shareholders to understand how issues of discrimination and harassment are being managed Wells Fargo & Company 949746101 04/29/2025 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. OTHER SOCIAL ISSUES SECURITY HOLDER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Shareholder Proposal - Energy Supply Ratio. ENVIRONMENT OR CLIMATE SECURITY HOLDER 59871 0 FOR 59871 FOR S000075609 Wells Fargo & Company 949746101 04/29/2025 Shareholder Proposal - Report on Respecting Indigenous Peoples Rights. HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE SECURITY HOLDER 59871 0 FOR 59871 FOR S000075609