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    <voteDescription>Ratification of the selection of KPMG LLP as our independent registered public accounting firm for our fiscal year ending October 31, 2025</voteDescription>
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    <voteDescription>IPG Adjournment Proposal: Proposal to approve one or more adjournments of the Interpublic special meeting to a later date or time, if necessary or appropriate, to permit the solicitation of additional votes or proxies if there are not sufficient votes to approve proposal 1</voteDescription>
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    <meetingDate>04/08/2025</meetingDate>
    <voteDescription>Election of Director: Todd W. Fister</voteDescription>
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        <sharesVoted>2529</sharesVoted>
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    <voteDescription>Election of Director: Michael M. Larsen</voteDescription>
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    <voteDescription>Election of Director: Lois M. Martin</voteDescription>
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    <voteDescription>Proposal to ratify the appointment of Ernst &amp; Young LLP as the independent registered public accounting firm of the corporation</voteDescription>
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    <voteDescription>Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting</voteDescription>
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    <sharesVoted>640</sharesVoted>
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    <sharesVoted>640</sharesVoted>
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    <voteDescription>Election of Class III Director Whose Current Terms Expire on the Date of the Annual Meeting: David B. Miller</voteDescription>
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    <voteDescription>Ratification of Appointment of Independent Registered Public Accounting Firm for Fiscal 2025</voteDescription>
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    <voteDescription>Approval of Executive Compensation on an Advisory, Non-Binding Basis</voteDescription>
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    <voteDescription>Stockholder Proposal-Elect Each Director Annually</voteDescription>
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    <cusip>25754A201</cusip>
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    <sharesVoted>860</sharesVoted>
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    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>Election of Director to hold office until the 2026 Annual Meeting: Ronna E. Romney</voteDescription>
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      <voteCategory>
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    <sharesOnLoan>1687</sharesOnLoan>
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        <sharesVoted>18</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <voteDescription>Election of Director to hold office until the 2026 Annual Meeting: Richard M. Schapiro</voteDescription>
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      <voteCategory>
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    <sharesVoted>18</sharesVoted>
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        <sharesVoted>18</sharesVoted>
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    <voteDescription>Election of Director to hold office until the 2026 Annual Meeting: Dale B. Wolf</voteDescription>
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      <voteCategory>
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    <voteDescription>Election of Director to hold office until the 2026 Annual Meeting: Richard C. Zoretic</voteDescription>
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    <voteDescription>Election of Director to hold office until the 2026 Annual Meeting: Joseph M. Zubretsky</voteDescription>
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        <sharesVoted>18</sharesVoted>
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    <voteDescription>To consider and approve, on a non-binding, advisory basis, the compensation of our named executive officers</voteDescription>
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      <voteCategory>
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        <sharesVoted>18</sharesVoted>
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    <meetingDate>04/30/2025</meetingDate>
    <voteDescription>To ratify the appointment of Ernst &amp; Young LLP as our independent registered public accounting firm for 2025</voteDescription>
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      <voteCategory>
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        <sharesVoted>18</sharesVoted>
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    <voteDescription>To consider and approve the Company's 2025 Equity Incentive Plan</voteDescription>
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      <voteCategory>
        <categoryType>COMPENSATION</categoryType>
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    <voteSource>ISSUER</voteSource>
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        <sharesVoted>18</sharesVoted>
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    <voteDescription>Stockholder proposal regarding stockholders' ability to call a special stockholders meeting, if properly presented</voteDescription>
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      <voteCategory>
        <categoryType>CORPORATE GOVERNANCE</categoryType>
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    <sharesVoted>18</sharesVoted>
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        <sharesVoted>18</sharesVoted>
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    <issuerName>CALIX, INC.</issuerName>
    <cusip>13100M509</cusip>
    <isin>US13100M5094</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Election of Director: Michael J. Berry</voteDescription>
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      <voteCategory>
        <categoryType>DIRECTOR ELECTIONS</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>6153</sharesVoted>
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    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>6153</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CALIX, INC.</issuerName>
    <cusip>13100M509</cusip>
    <isin>US13100M5094</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Election of Director: Christopher J. Bowick</voteDescription>
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      <voteCategory>
        <categoryType>DIRECTOR ELECTIONS</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>6153</sharesVoted>
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        <sharesVoted>6153</sharesVoted>
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    <issuerName>CALIX, INC.</issuerName>
    <cusip>13100M509</cusip>
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    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>Election of Director: Kira Makagon</voteDescription>
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      <voteCategory>
        <categoryType>DIRECTOR ELECTIONS</categoryType>
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    <sharesVoted>6153</sharesVoted>
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        <sharesVoted>6153</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>CALIX, INC.</issuerName>
    <cusip>13100M509</cusip>
    <isin>US13100M5094</isin>
    <meetingDate>05/08/2025</meetingDate>
    <voteDescription>To approve the Calix, Inc. Fourth Amended and Restated 2019 Equity Incentive Award Plan</voteDescription>
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      <voteCategory>
        <categoryType>CAPITAL STRUCTURE</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>6153</sharesVoted>
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        <sharesVoted>6153</sharesVoted>
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    <issuerName>CALIX, INC.</issuerName>
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    <voteDescription>To approve 1,250,000 shares of common stock reserved for issuance for the matching component of the Calix, Inc. Stock Purchase and Matching Plan, which constitutes an amendment and restatement of the Third Amended and Restated 2017 Nonqualified Employee Stock Purchase Plan</voteDescription>
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        <sharesVoted>6153</sharesVoted>
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    <issuerName>CALIX, INC.</issuerName>
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    <voteDescription>To approve, on a non-binding, advisory basis, Calix's named executive officer compensation</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>6153</sharesVoted>
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    <issuerName>CALIX, INC.</issuerName>
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    <isin>US13100M5094</isin>
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    <voteDescription>To ratify the selection of KPMG LLP as Calix's independent registered public accounting firm for the fiscal year ending December 31, 2025</voteDescription>
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      <voteCategory>
        <categoryType>AUDIT-RELATED</categoryType>
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        <sharesVoted>6153</sharesVoted>
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    <cusip>40637H109</cusip>
    <isin>US40637H1095</isin>
    <meetingDate>05/01/2025</meetingDate>
    <voteDescription>Election of Class III Director: Jeffrey W. Henderson</voteDescription>
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    <sharesVoted>82</sharesVoted>
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        <sharesVoted>82</sharesVoted>
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    <voteDescription>Election of Class III Director: Helen I. Torley</voteDescription>
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    <sharesVoted>82</sharesVoted>
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        <sharesVoted>82</sharesVoted>
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    <voteDescription>To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers</voteDescription>
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        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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        <sharesVoted>82</sharesVoted>
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    <issuerName>HALOZYME THERAPEUTICS, INC.</issuerName>
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    <isin>US40637H1095</isin>
    <meetingDate>05/01/2025</meetingDate>
    <voteDescription>To ratify the selection of Ernst &amp; Young LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025</voteDescription>
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        <sharesVoted>82</sharesVoted>
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    <issuerName>XPO, INC.</issuerName>
    <cusip>983793100</cusip>
    <isin>US9837931008</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: Brad Jacobs</voteDescription>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>3</sharesVoted>
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    <vote>
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        <sharesVoted>3</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>XPO, INC.</issuerName>
    <cusip>983793100</cusip>
    <isin>US9837931008</isin>
    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: Bella Allaire</voteDescription>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>3</sharesVoted>
    <sharesOnLoan>222</sharesOnLoan>
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        <sharesVoted>3</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>XPO, INC.</issuerName>
    <cusip>983793100</cusip>
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    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: J. Wes Frye</voteDescription>
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    <sharesVoted>3</sharesVoted>
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        <sharesVoted>3</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>XPO, INC.</issuerName>
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    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: Mario Harik</voteDescription>
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        <sharesVoted>3</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: Michael G. Jesselson</voteDescription>
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        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>XPO, INC.</issuerName>
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    <meetingDate>05/15/2025</meetingDate>
    <voteDescription>Election of Director: Allison Landry</voteDescription>
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    <sharesVoted>3</sharesVoted>
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        <managementRecommendation>FOR</managementRecommendation>
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    <voteDescription>Election of Director: Irene Moshouris</voteDescription>
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    <sharesVoted>3</sharesVoted>
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        <sharesVoted>3</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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        <managementRecommendation>FOR</managementRecommendation>
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