N-PX 1 etf4_npx.htm PROXY VOTING RECORD

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 

FORM N-PX

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT

INVESTMENT COMPANY

 

Investment Company Act File No. 811-22559

 

 

First Trust Exchange-Traded Fund IV

 

Exact Name of Registrant as Specified in Declaration of Trust

 

 

120 East Liberty Drive, Suite 400, Wheaton, Illinois 60187

 

Address of Principal Executive Offices (Number, Street, City, State, Zip Code)

 

 

W. Scott Jardine

First Trust Portfolios L.P.

120 East Liberty Drive, Suite 400

Wheaton, Illinois 60187

 

Name and Address (Number, Street, City, State, Zip Code) of Agent for Service

 

 

(630) 765-8000

 

Registrant's Telephone Number, including Area Code

 

 

Date of fiscal year end: October 31

 

 

 

Date of reporting period: July 1, 2022 - June 30, 2023

 

 

 

Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (ss.ss. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.

 

A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 100 F Street, N.E., Washington D.C. 20549. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Section 3507.

 

 

  

 

Item 1. Proxy Voting Record

 

First Trust EIP Carbon impact etf
               
New Jersey Resources Corporation              
Ticker: NJR                
Primary CUSIP: 646025106                
Meeting Date: 25-Jan-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Michael A. O'Sullivan   For   Yes   No
Management   Elect Director Jane M. Kenny   For   Yes   No
Management   Elect Director Sharon C. Taylor   For   Yes   No
Management   Elect Director Stephen D. Westhoven   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
Atmos Energy Corporation                
Ticker: ATO                
Primary CUSIP: 049560105                
Meeting Date: 08-Feb-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director John C. Ale   For   Yes   No
Management   Elect Director J. Kevin Akers   For   Yes   No
Management   Elect Director Kim R. Cocklin   For   Yes   No
Management   Elect Director Kelly H. Compton   For   Yes   No
Management   Elect Director Sean Donohue   For   Yes   No
Management   Elect Director Rafael G. Garza   For   Yes   No
Management   Elect Director Richard K. Gordon   For   Yes   No
Management   Elect Director Nancy K. Quinn   For   Yes   No
Management   Elect Director Richard A. Sampson   For   Yes   No
Management   Elect Director Diana J. Walters   For   Yes   No
Management   Elect Director Frank Yoho   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
Orsted A/S                
Ticker: ORSTED                
Primary CUSIP: K7653Q105                
Meeting Date: 07-Mar-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Receive Report of Board       Yes   No
Management   Accept Financial Statements and Statutory Reports   For   Yes   No
Management   Approve Remuneration Report (Advisory Vote)   For   Yes   No
Management   Approve Discharge of Management and Board   For   Yes   No
Management   Approve Allocation of Income and Dividends of DKK 13.5 Per Share   For   Yes   No
Management   Fix Number of Directors at Eight   For   Yes   No
Management   Reelect Thomas Thune Andersen (Chair) as Director   For   Yes   No
Management   Reelect Lene Skole (Vice Chair) as Director   For   Yes   No
Management   Reelect Jorgen Kildah as Director   For   Yes   No
Management   Reelect Peter Korsholm as Director   For   Yes   No
Management   Reelect Dieter Wimmer as Director   For   Yes   No
Management   Reelect Julia King as Director   For   Yes   No
Management   Elect Annica Bresky as New Director   For   Yes   No
Management   Elect Andrew Brown as New Director   For   Yes   No
Management   Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 800,000 for Deputy Chairman and DKK 400,000 for Other Directors; Approve Remuneration for Committee Work   For   Yes   No
Management   Ratify PricewaterhouseCoopers as Auditor   For   Yes   No
Management   Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities   For   Yes   No
Management   Other Business       Yes   No
                 
EDP Renovaveis SA                
Ticker: EDPR                
Primary CUSIP: E3847K101                
Meeting Date: 04-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Approve Consolidated and Standalone Financial Statements   For   Yes   No
Management   Approve Treatment of Net Loss   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Consolidated and Standalone Management Reports, Corporate Governance Report and Management Report   For   Yes   No
Management   Approve Non-Financial Information Statement   For   Yes   No
Management   Appraise Management of Company and Approve Vote of Confidence to Board of Directors   For   Yes   No
Management   Ratify Appointment of and Elect Cynthia Kay Mc Call as Director   For   Yes   No
Management   Approve Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA   For   Yes   No
Management   Grant Board Powers for the Execution and Development of the Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA   For   Yes   No
Management   Amend Remuneration Policy   For   Yes   No
Management   Add New Article 30 Re: Environmental, Social and Corporate Governance Committee   For   Yes   No
Management   Amend Articles Re: Governing Bodies, Remuneration of Directors and Appointments and Remunerations Committee   For   Yes   No
Management   Authorize Board to Ratify and Execute Approved Resolutions   For   Yes   No
                 
Public Service Enterprise Group Incorporated              
Ticker: PEG                
Primary CUSIP: 744573106                
Meeting Date: 18-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Ralph A. LaRossa   For   Yes   No
Management   Elect Director Susan Tomasky   For   Yes   No
Management   Elect Director Willie A. Deese   For   Yes   No
Management   Elect Director Jamie M. Gentoso   For   Yes   No
Management   Elect Director Barry H. Ostrowsky   For   Yes   No
Management   Elect Director Valerie A. Smith   For   Yes   No
Management   Elect Director Scott G. Stephenson   For   Yes   No
Management   Elect Director Laura A. Sugg   For   Yes   No
Management   Elect Director John P. Surma   For   Yes   No
Management   Elect Director Alfred W. Zollar   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Eliminate Supermajority Vote Requirements for Certain Business Combinations   For   Yes   No
Management   Eliminate Supermajority Vote Requirements to Remove a Director Without Cause   For   Yes   No
Management   Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
The AES Corporation                
Ticker: AES                
Primary CUSIP: 00130H105                
Meeting Date: 20-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Janet G. Davidson   For   Yes   No
Management   Elect Director Andres R. Gluski   For   Yes   No
Management   Elect Director Tarun Khanna   For   Yes   No
Management   Elect Director Holly K. Koeppel   For   Yes   No
Management   Elect Director Julia M. Laulis   For   Yes   No
Management   Elect Director Alain Monie   For   Yes   No
Management   Elect Director John B. Morse, Jr.   For   Yes   No
Management   Elect Director Moises Naim   For   Yes   No
Management   Elect Director Teresa M. Sebastian   For   Yes   No
Management   Elect Director Maura Shaughnessy   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Shareholder   Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Against   Yes   No
                 
CenterPoint Energy, Inc.                
Ticker: CNP                
Primary CUSIP: 15189T107                
Meeting Date: 21-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Wendy Montoya Cloonan   For   Yes   No
Management   Elect Director Earl M. Cummings   For   Yes   No
Management   Elect Director Christopher H. Franklin   For   Yes   No
Management   Elect Director David J. Lesar   For   Yes   No
Management   Elect Director Raquelle W. Lewis   For   Yes   No
Management   Elect Director Martin H. Nesbitt   For   Yes   No
Management   Elect Director Theodore F. Pound   For   Yes   No
Management   Elect Director Phillip R. Smith   For   Yes   No
Management   Elect Director Barry T. Smitherman   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets   Against   Yes   No
                 
NextEra Energy Partners, LP                
Ticker: NEP                
Primary CUSIP: 65341B106                
Meeting Date: 24-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Susan D. Austin   For   Yes   No
Management   Elect Director Robert J. Byrne   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Peter H. Kind   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
American Electric Power Company, Inc.              
Ticker: AEP                
Primary CUSIP: 025537101                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Nicholas K. Akins   For   Yes   No
Management   Elect Director J. Barnie Beasley, Jr.   For   Yes   No
Management   Elect Director Ben Fowke   For   Yes   No
Management   Elect Director Art A. Garcia   For   Yes   No
Management   Elect Director Linda A. Goodspeed   For   Yes   No
Management   Elect Director Donna A. James   For   Yes   No
Management   Elect Director Sandra Beach Lin   For   Yes   No
Management   Elect Director Margaret M. McCarthy   For   Yes   No
Management   Elect Director Oliver G. 'Rick' Richard, III   For   Yes   No
Management   Elect Director Daryl Roberts   For   Yes   No
Management   Elect Director Julia A. Sloat   For   Yes   No
Management   Elect Director Sara Martinez Tucker   For   Yes   No
Management   Elect Director Lewis Von Thaer   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Reduce Supermajority Vote Requirement   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Constellation Energy Corporation              
Ticker: CEG                
Primary CUSIP: 21037T109                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Joseph Dominguez   For   Yes   No
Management   Elect Director Julie Holzrichter   For   Yes   No
Management   Elect Director Ashish Khandpur   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
The Williams Companies, Inc.                
Ticker: WMB                
Primary CUSIP: 969457100                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Alan S. Armstrong   For   Yes   No
Management   Elect Director Stephen W. Bergstrom   For   Yes   No
Management   Elect Director Michael A. Creel   For   Yes   No
Management   Elect Director Stacey H. Dore   For   Yes   No
Management   Elect Director Carri A. Lockhart   For   Yes   No
Management   Elect Director Richard E. Muncrief   For   Yes   No
Management   Elect Director Peter A. Ragauss   For   Yes   No
Management   Elect Director Rose M. Robeson   For   Yes   No
Management   Elect Director Scott D. Sheffield   For   Yes   No
Management   Elect Director Murray D. Smith   For   Yes   No
Management   Elect Director William H. Spence   For   Yes   No
Management   Elect Director Jesse J. Tyson   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Clearway Energy, Inc.                
Ticker: CWEN                
Primary CUSIP: 18539C204                
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jonathan Bram   Withhold   Yes   Yes
Management   Elect Director Nathaniel Anschuetz   Withhold   Yes   Yes
Management   Elect Director Emmanuel Barrois   Withhold   Yes   Yes
Management   Elect Director Brian R. Ford   Withhold   Yes   Yes
Management   Elect Director Guillaume Hediard   Withhold   Yes   Yes
Management   Elect Director Jennifer Lowry   Withhold   Yes   Yes
Management   Elect Director Bruce MacLennan   Withhold   Yes   Yes
Management   Elect Director Daniel B. More   Withhold   Yes   Yes
Management   Elect Director E. Stanley O'Neal   For   Yes   No
Management   Elect Director Christopher S. Sotos   Withhold   Yes   Yes
Management   Elect Director Vincent Stoquart   Withhold   Yes   Yes
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
Edison International                
Ticker: EIX                
Primary CUSIP: 281020107                
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jeanne Beliveau-Dunn   For   Yes   No
Management   Elect Director Michael C. Camunez   For   Yes   No
Management   Elect Director Vanessa C.L. Chang   For   Yes   No
Management   Elect Director James T. Morris   For   Yes   No
Management   Elect Director Timothy T. O'Toole   For   Yes   No
Management   Elect Director Pedro J. Pizarro   For   Yes   No
Management   Elect Director Marcy L. Reed   For   Yes   No
Management   Elect Director Carey A. Smith   For   Yes   No
Management   Elect Director Linda G. Stuntz   For   Yes   No
Management   Elect Director Peter J. Taylor   For   Yes   No
Management   Elect Director Keith Trent   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
AltaGas Ltd.                
Ticker: ALA                
Primary CUSIP: 021361100                
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration   For   Yes   No
Management   Elect Director Victoria A. Calvert   For   Yes   No
Management   Elect Director David W. Cornhill   For   Yes   No
Management   Elect Director Randall L. Crawford   For   Yes   No
Management   Elect Director Jon-Al Duplantier   For   Yes   No
Management   Elect Director Robert B. Hodgins   For   Yes   No
Management   Elect Director Cynthia Johnston   For   Yes   No
Management   Elect Director Pentti O. Karkkainen   For   Yes   No
Management   Elect Director Phillip R. Knoll   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Nancy G. Tower   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
Iberdrola SA                
Ticker: IBE                
Primary CUSIP: E6165F166                
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Approve Consolidated and Standalone Financial Statements   For   Yes   No
Management   Approve Consolidated and Standalone Management Reports   For   Yes   No
Management   Approve Non-Financial Information Statement   For   Yes   No
Management   Approve Discharge of Board   For   Yes   No
Management   Amend Preamble and Heading of the Preliminary Title of the Bylaws   For   Yes   No
Management   Amend Articles Re: Corporate Structure of the Iberdola Group   For   Yes   No
Management   Amend Article 8 Re: Internal Regulations and Compliance System   For   Yes   No
Management   Approve Engagement Dividend   For   Yes   No
Management   Approve Allocation of Income and Dividends   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Reduction in Share Capital via Amortization of Treasury Shares   For   Yes   No
Management   Advisory Vote on Remuneration Report   For   Yes   No
Management   Approve Restricted Stock Plan   For   Yes   No
Management   Reelect Maria Helena Antolin Raybaud as Director   For   Yes   No
Management   Ratify Appointment of and Elect Armando Martinez Martinez as Director   For   Yes   No
Management   Reelect Manuel Moreu Munaiz as Director   For   Yes   No
Management   Reelect Sara de la Rica Goiricelaya as Director   For   Yes   No
Management   Reelect Xabier Sagredo Ormaza as Director   For   Yes   No
Management   Reelect Jose Ignacio Sanchez Galan as Director   For   Yes   No
Management   Fix Number of Directors at 14   For   Yes   No
Management   Authorize Board to Ratify and Execute Approved Resolutions   For   Yes   No
                 
Evergy, Inc.                
Ticker: EVRG                
Primary CUSIP: 30034W106                
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director David A. Campbell   For   Yes   No
Management   Elect Director Thomas D. Hyde   For   Yes   No
Management   Elect Director B. Anthony Isaac   For   Yes   No
Management   Elect Director Paul M. Keglevic   For   Yes   No
Management   Elect Director Mary L. Landrieu   For   Yes   No
Management   Elect Director Sandra A.J. Lawrence   For   Yes   No
Management   Elect Director Ann D. Murtlow   For   Yes   No
Management   Elect Director Sandra J. Price   For   Yes   No
Management   Elect Director Mark A. Ruelle   For   Yes   No
Management   Elect Director James Scarola   For   Yes   No
Management   Elect Director C. John Wilder   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
Chesapeake Utilities Corporation              
Ticker: CPK                
Primary CUSIP: 165303108                
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Thomas J. Bresnan   For   Yes   No
Management   Elect Director Ronald G. Forsythe, Jr.   For   Yes   No
Management   Elect Director Sheree M. Petrone   For   Yes   No
Management   Elect Director Stephanie N. Gary   For   Yes   No
Management   Approve Omnibus Stock Plan   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Baker Tilly US, LLP as Auditors   For   Yes   No
                 
Eversource Energy                
Ticker: ES                
Primary CUSIP: 30040W108                
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Cotton M. Cleveland   For   Yes   No
Management   Elect Director Francis A. Doyle   For   Yes   No
Management   Elect Director Linda Dorcena Forry   For   Yes   No
Management   Elect Director Gregory M. Jones   For   Yes   No
Management   Elect Director Loretta D. Keane   For   Yes   No
Management   Elect Director John Y. Kim   For   Yes   No
Management   Elect Director Kenneth R. Leibler   For   Yes   No
Management   Elect Director David H. Long   For   Yes   No
Management   Elect Director  Joseph R. Nolan, Jr.   For   Yes   No
Management   Elect Director William C. Van Faasen   For   Yes   No
Management   Elect Director Frederica M. Williams   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Omnibus Stock Plan   For   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
DTE Energy Company                
Ticker: DTE                
Primary CUSIP: 233331107                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director David A. Brandon   For   Yes   No
Management   Elect Director Charles G. McClure, Jr.   For   Yes   No
Management   Elect Director Gail J. McGovern   For   Yes   No
Management   Elect Director Mark A. Murray   For   Yes   No
Management   Elect Director Gerardo Norcia   For   Yes   No
Management   Elect Director Robert C. Skaggs, Jr.   For   Yes   No
Management   Elect Director David A. Thomas   For   Yes   No
Management   Elect Director Gary H. Torgow   For   Yes   No
Management   Elect Director James H. Vandenberghe   For   Yes   No
Management   Elect Director Valerie M. Williams   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Right to Call Special Meeting   For   Yes   No
Shareholder   Reduce Ownership Threshold for Shareholders to Call Special Meeting   For   Yes   Yes
Shareholder   Report on Lobbying Payments and Policy   For   Yes   Yes
                 
Duke Energy Corporation                
Ticker: DUK                
Primary CUSIP: 26441C204                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Derrick Burks   For   Yes   No
Management   Elect Director Annette K. Clayton   For   Yes   No
Management   Elect Director Theodore F. Craver, Jr.   For   Yes   No
Management   Elect Director Robert M. Davis   For   Yes   No
Management   Elect Director Caroline Dorsa   For   Yes   No
Management   Elect Director W. Roy Dunbar   For   Yes   No
Management   Elect Director Nicholas C. Fanandakis   For   Yes   No
Management   Elect Director Lynn J. Good   For   Yes   No
Management   Elect Director John T. Herron   For   Yes   No
Management   Elect Director Idalene F. Kesner   For   Yes   No
Management   Elect Director E. Marie McKee   For   Yes   No
Management   Elect Director Michael J. Pacilio   For   Yes   No
Management   Elect Director Thomas E. Skains   For   Yes   No
Management   Elect Director William E. Webster, Jr.   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Approve Omnibus Stock Plan   For   Yes   No
Shareholder   Adopt Simple Majority Vote   For   Yes   No
Shareholder   Create a Committee to Evaluate Decarbonization Risk   Against   Yes   No
                 
Fortis Inc.                
Ticker: FTS                
Primary CUSIP: 349553107                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Tracey C. Ball   For   Yes   No
Management   Elect Director Pierre J. Blouin   For   Yes   No
Management   Elect Director Lawrence T. Borgard   For   Yes   No
Management   Elect Director Maura J. Clark   For   Yes   No
Management   Elect Director Lisa Crutchfield   For   Yes   No
Management   Elect Director Margarita K. Dilley   For   Yes   No
Management   Elect Director Julie A. Dobson   For   Yes   No
Management   Elect Director Lisa L. Durocher   For   Yes   No
Management   Elect Director David G. Hutchens   For   Yes   No
Management   Elect Director Gianna M. Manes   For   Yes   No
Management   Elect Director Donald R. Marchand   For   Yes   No
Management   Elect Director Jo Mark Zurel   For   Yes   No
Management   Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
WEC Energy Group, Inc.                
Ticker: WEC                
Primary CUSIP: 92939U106                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Ave M. Bie   For   Yes   No
Management   Elect Director Curt S. Culver   For   Yes   No
Management   Elect Director Danny L. Cunningham   For   Yes   No
Management   Elect Director William M. Farrow, III   For   Yes   No
Management   Elect Director Cristina A. Garcia-Thomas   For   Yes   No
Management   Elect Director Maria C. Green   For   Yes   No
Management   Elect Director Gale E. Klappa   For   Yes   No
Management   Elect Director Thomas K. Lane   For   Yes   No
Management   Elect Director Scott J. Lauber   For   Yes   No
Management   Elect Director Ulice Payne, Jr.   For   Yes   No
Management   Elect Director Mary Ellen Stanek   For   Yes   No
Management   Elect Director Glen E. Tellock   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
CMS Energy Corporation                
Ticker: CMS                
Primary CUSIP: 125896100                
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jon E. Barfield   For   Yes   No
Management   Elect Director Deborah H. Butler   For   Yes   No
Management   Elect Director Kurt L. Darrow   For   Yes   No
Management   Elect Director William D. Harvey   For   Yes   No
Management   Elect Director Garrick J. Rochow   For   Yes   No
Management   Elect Director John G. Russell   For   Yes   No
Management   Elect Director Suzanne F. Shank   For   Yes   No
Management   Elect Director Myrna M. Soto   For   Yes   No
Management   Elect Director John G. Sznewajs   For   Yes   No
Management   Elect Director Ronald J. Tanski   For   Yes   No
Management   Elect Director Laura H. Wright   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
DT Midstream, Inc.                
Ticker: DTM                
Primary CUSIP: 23345M107                
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Peter Tumminello   For   Yes   No
Management   Elect Director Dwayne Wilson   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
American Water Works Company, Inc.              
Ticker: AWK                
Primary CUSIP: 030420103                
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jeffrey N. Edwards   For   Yes   No
Management   Elect Director Martha Clark Goss   For   Yes   No
Management   Elect Director M. Susan Hardwick   For   Yes   No
Management   Elect Director Kimberly J. Harris   For   Yes   No
Management   Elect Director Laurie P. Havanec   For   Yes   No
Management   Elect Director Julia L. Johnson   For   Yes   No
Management   Elect Director Patricia L. Kampling   For   Yes   No
Management   Elect Director Karl F. Kurz   For   Yes   No
Management   Elect Director Michael L. Marberry   For   Yes   No
Management   Elect Director James G. Stavridis   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Shareholder   Oversee and Report a Racial Equity Audit   Against   Yes   No
                 
Cheniere Energy, Inc.                
Ticker: LNG                
Primary CUSIP: 16411R208                
Meeting Date: 11-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director G. Andrea Botta   For   Yes   No
Management   Elect Director Jack A. Fusco   For   Yes   No
Management   Elect Director Patricia K. Collawn   For   Yes   No
Management   Elect Director Brian E. Edwards   For   Yes   No
Management   Elect Director Denise Gray   For   Yes   No
Management   Elect Director Lorraine Mitchelmore   For   Yes   No
Management   Elect Director Donald F. Robillard, Jr.   For   Yes   No
Management   Elect Director Matthew Runkle   For   Yes   No
Management   Elect Director Neal A. Shear   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify KPMG LLP as Auditors   For   Yes   No
Shareholder   Report on Stranded Carbon Asset Risk   Against   Yes   No
                 
Sempra Energy                
Ticker: SRE                
Primary CUSIP: 816851109                
Meeting Date: 12-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Andres Conesa   For   Yes   No
Management   Elect Director Pablo A. Ferrero   For   Yes   No
Management   Elect Director Jeffrey W. Martin   For   Yes   No
Management   Elect Director Bethany J. Mayer   For   Yes   No
Management   Elect Director Michael N. Mears   For   Yes   No
Management   Elect Director Jack T. Taylor   For   Yes   No
Management   Elect Director Cynthia L. Walker   For   Yes   No
Management   Elect Director Cynthia J. Warner   For   Yes   No
Management   Elect Director James C. Yardley   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Change Company Name to Sempra   For   Yes   No
Management   Amend Articles of Incorporation   For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
Enphase Energy, Inc.                
Ticker: ENPH                
Primary CUSIP: 29355A107                
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jamie Haenggi   For   Yes   No
Management   Elect Director Benjamin Kortlang   For   Yes   No
Management   Elect Director Richard Mora   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
PPL Corporation                
Ticker: PPL                
Primary CUSIP: 69351T106                
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Arthur P. Beattie   For   Yes   No
Management   Elect Director Raja Rajamannar   For   Yes   No
Management   Elect Director Heather B. Redman   For   Yes   No
Management   Elect Director Craig A. Rogerson   For   Yes   No
Management   Elect Director Vincent Sorgi   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Natica von Althann   For   Yes   No
Management   Elect Director Keith H. Williamson   For   Yes   No
Management   Elect Director Phoebe A. Wood   For   Yes   No
Management   Elect Director Armando Zagalo de Lima   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
IDACORP, Inc.                
Ticker: IDA                
Primary CUSIP: 451107106                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Odette C. Bolano   For   Yes   No
Management   Elect Director Richard J. Dahl   For   Yes   No
Management   Elect Director Annette G. Elg   For   Yes   No
Management   Elect Director Lisa A. Grow   For   Yes   No
Management   Elect Director Ronald W. Jibson   For   Yes   No
Management   Elect Director Judith A. Johansen   For   Yes   No
Management   Elect Director Dennis L. Johnson   For   Yes   No
Management   Elect Director Nate R. Jorgensen   For   Yes   No
Management   Elect Director Jeff C. Kinneeveauk   For   Yes   No
Management   Elect Director Susan D. Morris   For   Yes   No
Management   Elect Director Richard J. Navarro   For   Yes   No
Management   Elect Director Mark T. Peters   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
NextEra Energy, Inc.                
Ticker: NEE                
Primary CUSIP: 65339F101                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Nicole S. Arnaboldi   For   Yes   No
Management   Elect Director Sherry S. Barrat   For   Yes   No
Management   Elect Director James L. Camaren   For   Yes   No
Management   Elect Director Kenneth B. Dunn   For   Yes   No
Management   Elect Director Naren K. Gursahaney   For   Yes   No
Management   Elect Director Kirk S. Hachigian   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Amy B. Lane   For   Yes   No
Management   Elect Director David L. Porges   For   Yes   No
Management   Elect Director Deborah "Dev" Stahlkopf   For   Yes   No
Management   Elect Director John A. Stall   For   Yes   No
Management   Elect Director Darryl L. Wilson   For   Yes   No
Management   Ratify Deloitte & Touche as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Disclose Board Skills and Diversity Matrix   For   Yes   Yes
                 
Northland Power Inc.                
Ticker: NPI                
Primary CUSIP: 666511100                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director John W. Brace   For   Yes   No
Management   Elect Director Linda L. Bertoldi   For   Yes   No
Management   Elect Director Lisa Colnett   For   Yes   No
Management   Elect Director Kevin Glass   For   Yes   No
Management   Elect Director Russell Goodman   For   Yes   No
Management   Elect Director Keith Halbert   For   Yes   No
Management   Elect Director Helen Mallovy Hicks   For   Yes   No
Management   Elect Director Ian Pearce   For   Yes   No
Management   Elect Director Eckhardt Ruemmler   For   Yes   No
Management   Approve Ernst & Young LLP Auditors and Authorize Board to Fix Their Remuneration   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
OGE Energy Corp.                
Ticker: OGE                
Primary CUSIP: 670837103                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Frank A. Bozich   For   Yes   No
Management   Elect Director Peter D. Clarke   For   Yes   No
Management   Elect Director Cathy R. Gates   For   Yes   No
Management   Elect Director David L. Hauser   For   Yes   No
Management   Elect Director Luther C. Kissam, IV   For   Yes   No
Management   Elect Director Judy R. McReynolds   For   Yes   No
Management   Elect Director David E. Rainbolt   For   Yes   No
Management   Elect Director J. Michael Sanner   For   Yes   No
Management   Elect Director Sheila G. Talton   For   Yes   No
Management   Elect Director Sean Trauschke   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Reduce Supermajority Vote Requirement   For   Yes   No
                 
Alliant Energy Corporation                
Ticker: LNT                
Primary CUSIP: 018802108                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Stephanie L. Cox   For   Yes   No
Management   Elect Director Patrick E. Allen   For   Yes   No
Management   Elect Director Michael D. Garcia   For   Yes   No
Management   Elect Director Susan D. Whiting   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
Quanta Services, Inc.                
Ticker: PWR                
Primary CUSIP: 74762E102                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Earl C. (Duke) Austin, Jr.   For   Yes   No
Management   Elect Director Doyle N. Beneby   For   Yes   No
Management   Elect Director Vincent D. Poster   For   Yes   No
Management   Elect Director Bernard Fried   For   Yes   No
Management   Elect Director Worthing F. Jackman   For   Yes   No
Management   Elect Director Holli C. Ladhani   For   Yes   No
Management   Elect Director David M. McClanahan   For   Yes   No
Management   Elect Director R. Scott Rowe   For   Yes   No
Management   Elect Director Margaret B. Shannon   For   Yes   No
Management   Elect Director Martha B. Wyrsch   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
Targa Resources Corp.                
Ticker: TRGP                
Primary CUSIP: 87612G101                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Paul W. Chung   For   Yes   No
Management   Elect Director Charles R. Crisp   For   Yes   No
Management   Elect Director Laura C. Fulton   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain   Against   Yes   No
                 
Emera Inc.                
Ticker: EMA                
Primary CUSIP: 290876101                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Scott C. Balfour   For   Yes   No
Management   Elect Director James V. Bertram   For   Yes   No
Management   Elect Director Henry E. Demone   For   Yes   No
Management   Elect Director Paula Y. Gold-Williams   For   Yes   No
Management   Elect Director Kent M. Harvey   For   Yes   No
Management   Elect Director B. Lynn Loewen   For   Yes   No
Management   Elect Director Ian E. Robertson   For   Yes   No
Management   Elect Director Andrea S. Rosen   For   Yes   No
Management   Elect Director M. Jacqueline Sheppard   For   Yes   No
Management   Elect Director Karen H. Sheriff   For   Yes   No
Management   Elect Director Jochen E. Tilk   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Authorize Board to Fix Remuneration of Auditors   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
Management   Amend Stock Option Plan   For   Yes   No
                 
ONEOK, Inc.                
Ticker: OKE                
Primary CUSIP: 682680103                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Brian L. Derksen   For   Yes   No
Management   Elect Director Julie H. Edwards   For   Yes   No
Management   Elect Director Mark W. Helderman   For   Yes   No
Management   Elect Director Randall J. Larson   For   Yes   No
Management   Elect Director Steven J. Malcolm   For   Yes   No
Management   Elect Director Jim W. Mogg   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Pierce H. Norton, II   For   Yes   No
Management   Elect Director Eduardo A. Rodriguez   For   Yes   No
Management   Elect Director Gerald D. Smith   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Amend Qualified Employee Stock Purchase Plan   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
The Southern Company                
Ticker: SO                
Primary CUSIP: 842587107                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Janaki Akella   For   Yes   No
Management   Elect Director Henry A. "Hal" Clark, III   For   Yes   No
Management   Elect Director Anthony F. "Tony" Earley, Jr.   For   Yes   No
Management   Elect Director Thomas A. Fanning   For   Yes   No
Management   Elect Director David J. Grain   For   Yes   No
Management   Elect Director Colette D. Honorable   For   Yes   No
Management   Elect Director Donald M. James   For   Yes   No
Management   Elect Director John D. Johns   For   Yes   No
Management   Elect Director Dale E. Klein   For   Yes   No
Management   Elect Director David E. Meador   For   Yes   No
Management   Elect Director Ernest J. Moniz   For   Yes   No
Management   Elect Director William G. Smith, Jr.   For   Yes   No
Management   Elect Director Kristine L. Svinicki   For   Yes   No
Management   Elect Director Lizanne Thomas   For   Yes   No
Management   Elect Director Christopher C. Womack   For   Yes   No
Management   Elect Director E. Jenner Wood, III   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Eliminate Supermajority Vote Requirement   For   Yes   No
Shareholder   Adopt Simple Majority Vote   Against   Yes   No
Shareholder   Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal   Against   Yes   No
Shareholder   Report on Feasibility of Net-Zero GHG Emissions   Against   Yes   No
                 
Xcel Energy Inc.                
Ticker: XEL                
Primary CUSIP: 98389B100                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Megan Burkhart   For   Yes   No
Management   Elect Director Lynn Casey   For   Yes   No
Management   Elect Director Bob Frenzel   For   Yes   No
Management   Elect Director Netha Johnson   For   Yes   No
Management   Elect Director Patricia Kampling   For   Yes   No
Management   Elect Director George Kehl   For   Yes   No
Management   Elect Director Richard O'Brien   For   Yes   No
Management   Elect Director Charles Pardee   For   Yes   No
Management   Elect Director Christopher Policinski   For   Yes   No
Management   Elect Director James Prokopanko   For   Yes   No
Management   Elect Director Kim Williams   For   Yes   No
Management   Elect Director Daniel Yohannes   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
ONE Gas, Inc.                
Ticker: OGS                
Primary CUSIP: 68235P108                
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Robert B. Evans   For   Yes   No
Management   Elect Director John W. Gibson   For   Yes   No
Management   Elect Director Tracy E. Hart   For   Yes   No
Management   Elect Director Michael G. Hutchinson   For   Yes   No
Management   Elect Director Robert S. McAnnally   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Eduardo L. Rodriguez   For   Yes   No
Management   Elect Director Douglas H. Yaeger   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
Hydro One Limited                
Ticker: H                
Primary CUSIP: 448811208                
Meeting Date: 02-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Cherie Brant   For   Yes   No
Management   Elect Director David Hay   For   Yes   No
Management   Elect Director Timothy Hodgson   For   Yes   No
Management   Elect Director David Lebeter   For   Yes   No
Management   Elect Director Mitch Panciuk   For   Yes   No
Management   Elect Director Mark Podlasly   For   Yes   No
Management   Elect Director Stacey Mowbray   For   Yes   No
Management   Elect Director Helga Reidel   For   Yes   No
Management   Elect Director Melissa Sonberg   For   Yes   No
Management   Elect Director Brian Vaasjo   For   Yes   No
Management   Elect Director Susan Wolburgh Jenah   For   Yes   No
Management   Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
Hannon Armstrong Sustainable Infrastructure Capital, Inc.              
Ticker: HASI                
Primary CUSIP: 41068X100                
Meeting Date: 07-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jeffrey W. Eckel   For   Yes   No
Management   Elect Director Lizabeth A. Ardisana   For   Yes   No
Management   Elect Director Clarence D. Armbrister   For   Yes   No
Management   Elect Director Teresa M. Brenner   For   Yes   No
Management   Elect Director Michael T. Eckhart   For   Yes   No
Management   Elect Director Nancy C. Floyd   For   Yes   No
Management   Elect Director Jeffrey A. Lipson   For   Yes   No
Management   Elect Director Charles M. O'Neil   For   Yes   No
Management   Elect Director Richard J. Osborne   For   Yes   No
Management   Elect Director Steven G. Osgood   For   Yes   No
Management   Elect Director Kimberly A. Reed   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Brookfield Renewable Corporation              
Ticker: BEPC                
Primary CUSIP: 11284V105                
Meeting Date: 27-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction   Voted   Vote Against Management
Management   Elect Director Jeffrey Blidner   Withhold   Yes   Yes
Management   Elect Director Scott Cutler   For   Yes   No
Management   Elect Director Sarah Deasley   For   Yes   No
Management   Elect Director Nancy Dorn   For   Yes   No
Management   Elect Director Eleazar de Carvalho Filho   For   Yes   No
Management   Elect Director Randy MacEwen   For   Yes   No
Management   Elect Director David Mann   For   Yes   No
Management   Elect Director Lou Maroun   For   Yes   No
Management   Elect Director Stephen Westwell   For   Yes   No
Management   Elect Director Patricia Zuccotti   For   Yes   No
Management   Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration   For   Yes   No

 

 

 

First Trust North American Energy infrastructure FUND

 

Enterprise Products Partners LP              
Ticker: EPD                
Primary CUSIP: 293792107                
Meeting Date: 22-Nov-22                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Amend Omnibus Stock Plan   Against   Yes   Yes
Management   Amend Qualified Employee Stock Purchase Plan   For   Yes   No
                 
New Jersey Resources Corporation              
Ticker: NJR                
Primary CUSIP: 646025106                
Meeting Date: 25-Jan-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Michael A. O'Sullivan   For   Yes   No
Management   Elect Director Jane M. Kenny   For   Yes   No
Management   Elect Director Sharon C. Taylor   For   Yes   No
Management   Elect Director Stephen D. Westhoven   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
UGI Corporation                
Ticker: UGI                
Primary CUSIP: 902681105                
Meeting Date: 27-Jan-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Frank S. Hermance   For   Yes   No
Management   Elect Director M. Shawn Bort   For   Yes   No
Management   Elect Director Theodore A. Dosch   For   Yes   No
Management   Elect Director Alan N. Harris   For   Yes   No
Management   Elect Director Mario Longhi   For   Yes   No
Management   Elect Director William J. Marrazzo   For   Yes   No
Management   Elect Director Cindy J. Miller   For   Yes   No
Management   Elect Director Roger Perreault   For   Yes   No
Management   Elect Director Kelly A. Romano   For   Yes   No
Management   Elect Director James B. Stallings, Jr.   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
Atmos Energy Corporation                
Ticker: ATO                
Primary CUSIP: 049560105                
Meeting Date: 08-Feb-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director John C. Ale   For   Yes   No
Management   Elect Director J. Kevin Akers   For   Yes   No
Management   Elect Director Kim R. Cocklin   For   Yes   No
Management   Elect Director Kelly H. Compton   For   Yes   No
Management   Elect Director Sean Donohue   For   Yes   No
Management   Elect Director Rafael G. Garza   For   Yes   No
Management   Elect Director Richard K. Gordon   For   Yes   No
Management   Elect Director Nancy K. Quinn   For   Yes   No
Management   Elect Director Richard A. Sampson   For   Yes   No
Management   Elect Director Diana J. Walters   For   Yes   No
Management   Elect Director Frank Yoho   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
National Fuel Gas Company                
Ticker: NFG                
Primary CUSIP: 636180101                
Meeting Date: 09-Mar-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David C. Carroll   For   Yes   No
Management   Elect Director Steven C. Finch   For   Yes   No
Management   Elect Director Joseph N. Jaggers   For   Yes   No
Management   Elect Director Jeffrey W. Shaw   For   Yes   No
Management   Elect Director Thomas E. Skains   For   Yes   No
Management   Elect Director David F. Smith   For   Yes   No
Management   Elect Director Ronald J. Tanski   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
Public Service Enterprise Group Incorporated              
Ticker: PEG                
Primary CUSIP: 744573106                
Meeting Date: 18-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Ralph A. LaRossa   For   Yes   No
Management   Elect Director Susan Tomasky   For   Yes   No
Management   Elect Director Willie A. Deese   For   Yes   No
Management   Elect Director Jamie M. Gentoso   For   Yes   No
Management   Elect Director Barry H. Ostrowsky   For   Yes   No
Management   Elect Director Valerie A. Smith   For   Yes   No
Management   Elect Director Scott G. Stephenson   For   Yes   No
Management   Elect Director Laura A. Sugg   For   Yes   No
Management   Elect Director John P. Surma   For   Yes   No
Management   Elect Director Alfred W. Zollar   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Eliminate Supermajority Vote Requirements for Certain Business Combinations For   Yes   No
Management   Eliminate Supermajority Vote Requirements to Remove a Director Without Cause For   Yes   No
Management   Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
The AES Corporation                
Ticker: AES                
Primary CUSIP: 00130H105                
Meeting Date: 20-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Janet G. Davidson   For   Yes   No
Management   Elect Director Andres R. Gluski   For   Yes   No
Management   Elect Director Tarun Khanna   For   Yes   No
Management   Elect Director Holly K. Koeppel   For   Yes   No
Management   Elect Director Julia M. Laulis   For   Yes   No
Management   Elect Director Alain Monie   For   Yes   No
Management   Elect Director John B. Morse, Jr.   For   Yes   No
Management   Elect Director Moises Naim   For   Yes   No
Management   Elect Director Teresa M. Sebastian   For   Yes   No
Management   Elect Director Maura Shaughnessy   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Shareholder   Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Against   Yes   No
                 
CenterPoint Energy, Inc.                
Ticker: CNP                
Primary CUSIP: 15189T107                
Meeting Date: 21-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Wendy Montoya Cloonan   For   Yes   No
Management   Elect Director Earl M. Cummings   For   Yes   No
Management   Elect Director Christopher H. Franklin   For   Yes   No
Management   Elect Director David J. Lesar   For   Yes   No
Management   Elect Director Raquelle W. Lewis   For   Yes   No
Management   Elect Director Martin H. Nesbitt   For   Yes   No
Management   Elect Director Theodore F. Pound   For   Yes   No
Management   Elect Director Phillip R. Smith   For   Yes   No
Management   Elect Director Barry T. Smitherman   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets   Against   Yes   No
                 
NextEra Energy Partners, LP                
Ticker: NEP                
Primary CUSIP: 65341B106                
Meeting Date: 24-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Susan D. Austin   For   Yes   No
Management   Elect Director Robert J. Byrne   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Peter H. Kind   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
American Electric Power Company, Inc.              
Ticker: AEP                
Primary CUSIP: 025537101                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Nicholas K. Akins   For   Yes   No
Management   Elect Director J. Barnie Beasley, Jr.   For   Yes   No
Management   Elect Director Ben Fowke   For   Yes   No
Management   Elect Director Art A. Garcia   For   Yes   No
Management   Elect Director Linda A. Goodspeed   For   Yes   No
Management   Elect Director Donna A. James   For   Yes   No
Management   Elect Director Sandra Beach Lin   For   Yes   No
Management   Elect Director Margaret M. McCarthy   For   Yes   No
Management   Elect Director Oliver G. 'Rick' Richard, III   For   Yes   No
Management   Elect Director Daryl Roberts   For   Yes   No
Management   Elect Director Julia A. Sloat   For   Yes   No
Management   Elect Director Sara Martinez Tucker   For   Yes   No
Management   Elect Director Lewis Von Thaer   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Reduce Supermajority Vote Requirement   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Constellation Energy Corporation              
Ticker: CEG                
Primary CUSIP: 21037T109                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Joseph Dominguez   For   Yes   No
Management   Elect Director Julie Holzrichter   For   Yes   No
Management   Elect Director Ashish Khandpur   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
Exelon Corporation                
Ticker: EXC                
Primary CUSIP: 30161N101                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Anthony Anderson   For   Yes   No
Management   Elect Director W. Paul Bowers   For   Yes   No
Management   Elect Director Calvin G. Butler, Jr.   For   Yes   No
Management   Elect Director Marjorie Rodgers Cheshire   For   Yes   No
Management   Elect Director Linda Jojo   For   Yes   No
Management   Elect Director Charisse Lillie   For   Yes   No
Management   Elect Director Matthew Rogers   For   Yes   No
Management   Elect Director John Young   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
The Williams Companies, Inc.              
Ticker: WMB                
Primary CUSIP: 969457100                
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Alan S. Armstrong   For   Yes   No
Management   Elect Director Stephen W. Bergstrom   For   Yes   No
Management   Elect Director Michael A. Creel   For   Yes   No
Management   Elect Director Stacey H. Dore   For   Yes   No
Management   Elect Director Carri A. Lockhart   For   Yes   No
Management   Elect Director Richard E. Muncrief   For   Yes   No
Management   Elect Director Peter A. Ragauss   For   Yes   No
Management   Elect Director Rose M. Robeson   For   Yes   No
Management   Elect Director Scott D. Sheffield   For   Yes   No
Management   Elect Director Murray D. Smith   For   Yes   No
Management   Elect Director William H. Spence   For   Yes   No
Management   Elect Director Jesse J. Tyson   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Archrock, Inc.                
Ticker: AROC                
Primary CUSIP: 03957W106                
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Anne-Marie N. Ainsworth   For   Yes   No
Management   Elect Director D. Bradley Childers   For   Yes   No
Management   Elect Director Gordon T. Hall   For   Yes   No
Management   Elect Director Frances Powell Hawes   For   Yes   No
Management   Elect Director J.W.G. "Will" Honeybourne   For   Yes   No
Management   Elect Director James H. Lytal   For   Yes   No
Management   Elect Director Leonard W. Mallett   For   Yes   No
Management   Elect Director Jason C. Rebrook   For   Yes   No
Management   Elect Director Edmund P. Segner, III   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Clearway Energy, Inc.                
Ticker: CWEN                
Primary CUSIP: 18539C204                
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jonathan Bram   Withhold   Yes   Yes
Management   Elect Director Nathaniel Anschuetz   Withhold   Yes   Yes
Management   Elect Director Emmanuel Barrois   Withhold   Yes   Yes
Management   Elect Director Brian R. Ford   Withhold   Yes   Yes
Management   Elect Director Guillaume Hediard   Withhold   Yes   Yes
Management   Elect Director Jennifer Lowry   Withhold   Yes   Yes
Management   Elect Director Bruce MacLennan   Withhold   Yes   Yes
Management   Elect Director Daniel B. More   Withhold   Yes   Yes
Management   Elect Director E. Stanley O'Neal   For   Yes   No
Management   Elect Director Christopher S. Sotos   Withhold   Yes   Yes
Management   Elect Director Vincent Stoquart   Withhold   Yes   Yes
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
Magellan Midstream Partners, L.P.              
Ticker: MMP                
Primary CUSIP: 559080106                
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Sivasankaran Somasundaram   For   Yes   No
Management   Elect Director Chansoo Joung   For   Yes   No
Management   Elect Director Aaron L. Milford   For   Yes   No
Management   Elect Director James R. Montague   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
AltaGas Ltd.                
Ticker: ALA                
Primary CUSIP: 021361100                
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Elect Director Victoria A. Calvert   For   Yes   No
Management   Elect Director David W. Cornhill   For   Yes   No
Management   Elect Director Randall L. Crawford   For   Yes   No
Management   Elect Director Jon-Al Duplantier   For   Yes   No
Management   Elect Director Robert B. Hodgins   For   Yes   No
Management   Elect Director Cynthia Johnston   For   Yes   No
Management   Elect Director Pentti O. Karkkainen   For   Yes   No
Management   Elect Director Phillip R. Knoll   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Nancy G. Tower   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
Iberdrola SA                
Ticker: IBE                
Primary CUSIP: E6165F166                
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Approve Consolidated and Standalone Financial Statements   For   Yes   No
Management   Approve Consolidated and Standalone Management Reports   For   Yes   No
Management   Approve Non-Financial Information Statement   For   Yes   No
Management   Approve Discharge of Board   For   Yes   No
Management   Amend Preamble and Heading of the Preliminary Title of the Bylaws   For   Yes   No
Management   Amend Articles Re: Corporate Structure of the Iberdola Group   For   Yes   No
Management   Amend Article 8 Re: Internal Regulations and Compliance System   For   Yes   No
Management   Approve Engagement Dividend   For   Yes   No
Management   Approve Allocation of Income and Dividends   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Reduction in Share Capital via Amortization of Treasury Shares For   Yes   No
Management   Advisory Vote on Remuneration Report   For   Yes   No
Management   Approve Restricted Stock Plan   For   Yes   No
Management   Reelect Maria Helena Antolin Raybaud as Director   For   Yes   No
Management   Ratify Appointment of and Elect Armando Martinez Martinez as Director For   Yes   No
Management   Reelect Manuel Moreu Munaiz as Director   For   Yes   No
Management   Reelect Sara de la Rica Goiricelaya as Director   For   Yes   No
Management   Reelect Xabier Sagredo Ormaza as Director   For   Yes   No
Management   Reelect Jose Ignacio Sanchez Galan as Director   For   Yes   No
Management   Fix Number of Directors at 14   For   Yes   No
Management   Authorize Board to Ratify and Execute Approved Resolutions   For   Yes   No
                 
Evergy, Inc.                
Ticker: EVRG                
Primary CUSIP: 30034W106                
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David A. Campbell   For   Yes   No
Management   Elect Director Thomas D. Hyde   For   Yes   No
Management   Elect Director B. Anthony Isaac   For   Yes   No
Management   Elect Director Paul M. Keglevic   For   Yes   No
Management   Elect Director Mary L. Landrieu   For   Yes   No
Management   Elect Director Sandra A.J. Lawrence   For   Yes   No
Management   Elect Director Ann D. Murtlow   For   Yes   No
Management   Elect Director Sandra J. Price   For   Yes   No
Management   Elect Director Mark A. Ruelle   For   Yes   No
Management   Elect Director James Scarola   For   Yes   No
Management   Elect Director C. John Wilder   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
TC Energy Corporation                
Ticker: TRP                
Primary CUSIP: 87807B107                
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Cheryl F. Campbell   For   Yes   No
Management   Elect Director Michael R. Culbert   For   Yes   No
Management   Elect Director William D. Johnson   For   Yes   No
Management   Elect Director Susan C. Jones   For   Yes   No
Management   Elect Director John E. Lowe   For   Yes   No
Management   Elect Director David MacNaughton   For   Yes   No
Management   Elect Director Francois L. Poirier   For   Yes   No
Management   Elect Director Una Power   For   Yes   No
Management   Elect Director Mary Pat Salomone   For   Yes   No
Management   Elect Director Indira Samarasekera   For   Yes   No
Management   Elect Director Siim A. Vanaselja   For   Yes   No
Management   Elect Director Thierry Vandal   For   Yes   No
Management   Elect Director Dheeraj "D" Verma   For   Yes   No
Management   Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
Chesapeake Utilities Corporation              
Ticker: CPK                
Primary CUSIP: 165303108                
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Thomas J. Bresnan   For   Yes   No
Management   Elect Director Ronald G. Forsythe, Jr.   For   Yes   No
Management   Elect Director Sheree M. Petrone   For   Yes   No
Management   Elect Director Stephanie N. Gary   For   Yes   No
Management   Approve Omnibus Stock Plan   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Baker Tilly US, LLP as Auditors   For   Yes   No
                 
Enbridge Inc.                
Ticker: ENB                
Primary CUSIP: 29250N105                
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Mayank M. Ashar   For   Yes   No
Management   Elect Director Gaurdie E. Banister   For   Yes   No
Management   Elect Director Pamela L. Carter   For   Yes   No
Management   Elect Director Susan M. Cunningham   For   Yes   No
Management   Elect Director Gregory L. Ebel   For   Yes   No
Management   Elect Director Jason B. Few   For   Yes   No
Management   Elect Director Teresa S. Madden   For   Yes   No
Management   Elect Director Stephen S. Poloz   For   Yes   No
Management   Elect Director S. Jane Rowe   For   Yes   No
Management   Elect Director Dan C. Tutcher   For   Yes   No
Management   Elect Director Steven W. Williams   For   Yes   No
Management   Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
Management   Re-approve Shareholder Rights Plan   For   Yes   No
Shareholder   SP 1: Report on Lobbying and Political Donations   Against   Yes   No
Shareholder   SP 2: Disclose the Company's Scope 3 Emissions   Against   Yes   No
                 
Eversource Energy                
Ticker: ES                
Primary CUSIP: 30040W108                
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Cotton M. Cleveland   For   Yes   No
Management   Elect Director Francis A. Doyle   For   Yes   No
Management   Elect Director Linda Dorcena Forry   For   Yes   No
Management   Elect Director Gregory M. Jones   For   Yes   No
Management   Elect Director Loretta D. Keane   For   Yes   No
Management   Elect Director John Y. Kim   For   Yes   No
Management   Elect Director Kenneth R. Leibler   For   Yes   No
Management   Elect Director David H. Long   For   Yes   No
Management   Elect Director  Joseph R. Nolan, Jr.   For   Yes   No
Management   Elect Director William C. Van Faasen   For   Yes   No
Management   Elect Director Frederica M. Williams   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Omnibus Stock Plan   For   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
DTE Energy Company                
Ticker: DTE                
Primary CUSIP: 233331107                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David A. Brandon   For   Yes   No
Management   Elect Director Charles G. McClure, Jr.   For   Yes   No
Management   Elect Director Gail J. McGovern   For   Yes   No
Management   Elect Director Mark A. Murray   For   Yes   No
Management   Elect Director Gerardo Norcia   For   Yes   No
Management   Elect Director Robert C. Skaggs, Jr.   For   Yes   No
Management   Elect Director David A. Thomas   For   Yes   No
Management   Elect Director Gary H. Torgow   For   Yes   No
Management   Elect Director James H. Vandenberghe   For   Yes   No
Management   Elect Director Valerie M. Williams   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Right to Call Special Meeting   For   Yes   No
Shareholder   Reduce Ownership Threshold for Shareholders to Call Special Meeting   For   Yes   Yes
Shareholder   Report on Lobbying Payments and Policy   For   Yes   Yes
                 
Duke Energy Corporation                
Ticker: DUK                
Primary CUSIP: 26441C204                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Derrick Burks   For   Yes   No
Management   Elect Director Annette K. Clayton   For   Yes   No
Management   Elect Director Theodore F. Craver, Jr.   For   Yes   No
Management   Elect Director Robert M. Davis   For   Yes   No
Management   Elect Director Caroline Dorsa   For   Yes   No
Management   Elect Director W. Roy Dunbar   For   Yes   No
Management   Elect Director Nicholas C. Fanandakis   For   Yes   No
Management   Elect Director Lynn J. Good   For   Yes   No
Management   Elect Director John T. Herron   For   Yes   No
Management   Elect Director Idalene F. Kesner   For   Yes   No
Management   Elect Director E. Marie McKee   For   Yes   No
Management   Elect Director Michael J. Pacilio   For   Yes   No
Management   Elect Director Thomas E. Skains   For   Yes   No
Management   Elect Director William E. Webster, Jr.   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Approve Omnibus Stock Plan   For   Yes   No
Shareholder   Adopt Simple Majority Vote   For   Yes   No
Shareholder   Create a Committee to Evaluate Decarbonization Risk   Against   Yes   No
                 
Fortis Inc.                
Ticker: FTS                
Primary CUSIP: 349553107                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Tracey C. Ball   For   Yes   No
Management   Elect Director Pierre J. Blouin   For   Yes   No
Management   Elect Director Lawrence T. Borgard   For   Yes   No
Management   Elect Director Maura J. Clark   For   Yes   No
Management   Elect Director Lisa Crutchfield   For   Yes   No
Management   Elect Director Margarita K. Dilley   For   Yes   No
Management   Elect Director Julie A. Dobson   For   Yes   No
Management   Elect Director Lisa L. Durocher   For   Yes   No
Management   Elect Director David G. Hutchens   For   Yes   No
Management   Elect Director Gianna M. Manes   For   Yes   No
Management   Elect Director Donald R. Marchand   For   Yes   No
Management   Elect Director Jo Mark Zurel   For   Yes   No
Management   Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
WEC Energy Group, Inc.                
Ticker: WEC                
Primary CUSIP: 92939U106                
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Ave M. Bie   For   Yes   No
Management   Elect Director Curt S. Culver   For   Yes   No
Management   Elect Director Danny L. Cunningham   For   Yes   No
Management   Elect Director William M. Farrow, III   For   Yes   No
Management   Elect Director Cristina A. Garcia-Thomas   For   Yes   No
Management   Elect Director Maria C. Green   For   Yes   No
Management   Elect Director Gale E. Klappa   For   Yes   No
Management   Elect Director Thomas K. Lane   For   Yes   No
Management   Elect Director Scott J. Lauber   For   Yes   No
Management   Elect Director Ulice Payne, Jr.   For   Yes   No
Management   Elect Director Mary Ellen Stanek   For   Yes   No
Management   Elect Director Glen E. Tellock   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
CMS Energy Corporation                
Ticker: CMS                
Primary CUSIP: 125896100                
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jon E. Barfield   For   Yes   No
Management   Elect Director Deborah H. Butler   For   Yes   No
Management   Elect Director Kurt L. Darrow   For   Yes   No
Management   Elect Director William D. Harvey   For   Yes   No
Management   Elect Director Garrick J. Rochow   For   Yes   No
Management   Elect Director John G. Russell   For   Yes   No
Management   Elect Director Suzanne F. Shank   For   Yes   No
Management   Elect Director Myrna M. Soto   For   Yes   No
Management   Elect Director John G. Sznewajs   For   Yes   No
Management   Elect Director Ronald J. Tanski   For   Yes   No
Management   Elect Director Laura H. Wright   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
DT Midstream, Inc.                
Ticker: DTM                
Primary CUSIP: 23345M107                
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Peter Tumminello   For   Yes   No
Management   Elect Director Dwayne Wilson   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
Keyera Corp.                
Ticker: KEY                
Primary CUSIP: 493271100                
Meeting Date: 09-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jim Bertram   For   Yes   No
Management   Elect Director Isabelle Brassard   For   Yes   No
Management   Elect Director Michael Crothers   For   Yes   No
Management   Elect Director Blair Goertzen   For   Yes   No
Management   Elect Director Doug Haughey   For   Yes   No
Management   Elect Director Gianna Manes   For   Yes   No
Management   Elect Director Michael Norris   For   Yes   No
Management   Elect Director Thomas O'Connor   For   Yes   No
Management   Elect Director Charlene Ripley   For   Yes   No
Management   Elect Director Dean Setoguchi   For   Yes   No
Management   Elect Director Janet Woodruff   For   Yes   No
Management   Ratify Deloitte LLP as Auditors   For   Yes   No
Management   Re-approve Shareholder Rights Plan   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
American Water Works Company, Inc.              
Ticker: AWK                
Primary CUSIP: 030420103                
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jeffrey N. Edwards   For   Yes   No
Management   Elect Director Martha Clark Goss   For   Yes   No
Management   Elect Director M. Susan Hardwick   For   Yes   No
Management   Elect Director Kimberly J. Harris   For   Yes   No
Management   Elect Director Laurie P. Havanec   For   Yes   No
Management   Elect Director Julia L. Johnson   For   Yes   No
Management   Elect Director Patricia L. Kampling   For   Yes   No
Management   Elect Director Karl F. Kurz   For   Yes   No
Management   Elect Director Michael L. Marberry   For   Yes   No
Management   Elect Director James G. Stavridis   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Shareholder   Oversee and Report a Racial Equity Audit   Against   Yes   No
                 
Kinder Morgan, Inc.                
Ticker: KMI                
Primary CUSIP: 49456B101                
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Richard D. Kinder   Against   Yes   Yes
Management   Elect Director Steven J. Kean   For   Yes   No
Management   Elect Director Kimberly A. Dang   Against   Yes   Yes
Management   Elect Director Ted A. Gardner   Against   Yes   Yes
Management   Elect Director Anthony W. Hall, Jr.   Against   Yes   Yes
Management   Elect Director Gary L. Hultquist   Against   Yes   Yes
Management   Elect Director Ronald L. Kuehn, Jr.   Against   Yes   Yes
Management   Elect Director Deborah A. Macdonald   Against   Yes   Yes
Management   Elect Director Michael C. Morgan   Against   Yes   Yes
Management   Elect Director Arthur C. Reichstetter   Against   Yes   Yes
Management   Elect Director C. Park Shaper   Against   Yes   Yes
Management   Elect Director William A. Smith   Against   Yes   Yes
Management   Elect Director Joel V. Staff   Against   Yes   Yes
Management   Elect Director Robert F. Vagt   Against   Yes   Yes
Management   Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Against   Yes   Yes
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   Against   Yes   Yes
                 
Cheniere Energy, Inc.                
Ticker: LNG                
Primary CUSIP: 16411R208                
Meeting Date: 11-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director G. Andrea Botta   For   Yes   No
Management   Elect Director Jack A. Fusco   For   Yes   No
Management   Elect Director Patricia K. Collawn   For   Yes   No
Management   Elect Director Brian E. Edwards   For   Yes   No
Management   Elect Director Denise Gray   For   Yes   No
Management   Elect Director Lorraine Mitchelmore   For   Yes   No
Management   Elect Director Donald F. Robillard, Jr.   For   Yes   No
Management   Elect Director Matthew Runkle   For   Yes   No
Management   Elect Director Neal A. Shear   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify KPMG LLP as Auditors   For   Yes   No
Shareholder   Report on Stranded Carbon Asset Risk   Against   Yes   No
                 
Sempra Energy                
Ticker: SRE                
Primary CUSIP: 816851109                
Meeting Date: 12-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Andres Conesa   For   Yes   No
Management   Elect Director Pablo A. Ferrero   For   Yes   No
Management   Elect Director Jeffrey W. Martin   For   Yes   No
Management   Elect Director Bethany J. Mayer   For   Yes   No
Management   Elect Director Michael N. Mears   For   Yes   No
Management   Elect Director Jack T. Taylor   For   Yes   No
Management   Elect Director Cynthia L. Walker   For   Yes   No
Management   Elect Director Cynthia J. Warner   For   Yes   No
Management   Elect Director James C. Yardley   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Change Company Name to Sempra   For   Yes   No
Management   Amend Articles of Incorporation   For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
Enphase Energy, Inc.                
Ticker: ENPH                
Primary CUSIP: 29355A107                
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jamie Haenggi   For   Yes   No
Management   Elect Director Benjamin Kortlang   For   Yes   No
Management   Elect Director Richard Mora   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
PPL Corporation                
Ticker: PPL                
Primary CUSIP: 69351T106                
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Arthur P. Beattie   For   Yes   No
Management   Elect Director Raja Rajamannar   For   Yes   No
Management   Elect Director Heather B. Redman   For   Yes   No
Management   Elect Director Craig A. Rogerson   For   Yes   No
Management   Elect Director Vincent Sorgi   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Natica von Althann   For   Yes   No
Management   Elect Director Keith H. Williamson   For   Yes   No
Management   Elect Director Phoebe A. Wood   For   Yes   No
Management   Elect Director Armando Zagalo de Lima   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
IDACORP, Inc.                
Ticker: IDA                
Primary CUSIP: 451107106                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Odette C. Bolano   For   Yes   No
Management   Elect Director Richard J. Dahl   For   Yes   No
Management   Elect Director Annette G. Elg   For   Yes   No
Management   Elect Director Lisa A. Grow   For   Yes   No
Management   Elect Director Ronald W. Jibson   For   Yes   No
Management   Elect Director Judith A. Johansen   For   Yes   No
Management   Elect Director Dennis L. Johnson   For   Yes   No
Management   Elect Director Nate R. Jorgensen   For   Yes   No
Management   Elect Director Jeff C. Kinneeveauk   For   Yes   No
Management   Elect Director Susan D. Morris   For   Yes   No
Management   Elect Director Richard J. Navarro   For   Yes   No
Management   Elect Director Mark T. Peters   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
NextEra Energy, Inc.                
Ticker: NEE                
Primary CUSIP: 65339F101                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Nicole S. Arnaboldi   For   Yes   No
Management   Elect Director Sherry S. Barrat   For   Yes   No
Management   Elect Director James L. Camaren   For   Yes   No
Management   Elect Director Kenneth B. Dunn   For   Yes   No
Management   Elect Director Naren K. Gursahaney   For   Yes   No
Management   Elect Director Kirk S. Hachigian   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Amy B. Lane   For   Yes   No
Management   Elect Director David L. Porges   For   Yes   No
Management   Elect Director Deborah "Dev" Stahlkopf   For   Yes   No
Management   Elect Director John A. Stall   For   Yes   No
Management   Elect Director Darryl L. Wilson   For   Yes   No
Management   Ratify Deloitte & Touche as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Disclose Board Skills and Diversity Matrix   For   Yes   Yes
                 
Northland Power Inc.                
Ticker: NPI                
Primary CUSIP: 666511100                
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director John W. Brace   For   Yes   No
Management   Elect Director Linda L. Bertoldi   For   Yes   No
Management   Elect Director Lisa Colnett   For   Yes   No
Management   Elect Director Kevin Glass   For   Yes   No
Management   Elect Director Russell Goodman   For   Yes   No
Management   Elect Director Keith Halbert   For   Yes   No
Management   Elect Director Helen Mallovy Hicks   For   Yes   No
Management   Elect Director Ian Pearce   For   Yes   No
Management   Elect Director Eckhardt Ruemmler   For   Yes   No
Management   Approve Ernst & Young LLP Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
                 
Alliant Energy Corporation                
Ticker: LNT                
Primary CUSIP: 018802108                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Stephanie L. Cox   For   Yes   No
Management   Elect Director Patrick E. Allen   For   Yes   No
Management   Elect Director Michael D. Garcia   For   Yes   No
Management   Elect Director Susan D. Whiting   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
Quanta Services, Inc.                
Ticker: PWR                
Primary CUSIP: 74762E102                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Earl C. (Duke) Austin, Jr.   For   Yes   No
Management   Elect Director Doyle N. Beneby   For   Yes   No
Management   Elect Director Vincent D. Poster   For   Yes   No
Management   Elect Director Bernard Fried   For   Yes   No
Management   Elect Director Worthing F. Jackman   For   Yes   No
Management   Elect Director Holli C. Ladhani   For   Yes   No
Management   Elect Director David M. McClanahan   For   Yes   No
Management   Elect Director R. Scott Rowe   For   Yes   No
Management   Elect Director Margaret B. Shannon   For   Yes   No
Management   Elect Director Martha B. Wyrsch   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
                 
Targa Resources Corp.                
Ticker: TRGP                
Primary CUSIP: 87612G101                
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Paul W. Chung   For   Yes   No
Management   Elect Director Charles R. Crisp   For   Yes   No
Management   Elect Director Laura C. Fulton   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain Against   Yes   No
                 
Emera Inc.                
Ticker: EMA                
Primary CUSIP: 290876101                
Meeting Date: 24-May-2023                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Scott C. Balfour   For   Yes   No
Management   Elect Director James V. Bertram   For   Yes   No
Management   Elect Director Henry E. Demone   For   Yes   No
Management   Elect Director Paula Y. Gold-Williams   For   Yes   No
Management   Elect Director Kent M. Harvey   For   Yes   No
Management   Elect Director B. Lynn Loewen   For   Yes   No
Management   Elect Director Ian E. Robertson   For   Yes   No
Management   Elect Director Andrea S. Rosen   For   Yes   No
Management   Elect Director M. Jacqueline Sheppard   For   Yes   No
Management   Elect Director Karen H. Sheriff   For   Yes   No
Management   Elect Director Jochen E. Tilk   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Authorize Board to Fix Remuneration of Auditors   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach   For   Yes   No
Management   Amend Stock Option Plan   For   Yes   No
                 
ONEOK, Inc.                
Ticker: OKE                
Primary CUSIP: 682680103                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Brian L. Derksen   For   Yes   No
Management   Elect Director Julie H. Edwards   For   Yes   No
Management   Elect Director Mark W. Helderman   For   Yes   No
Management   Elect Director Randall J. Larson   For   Yes   No
Management   Elect Director Steven J. Malcolm   For   Yes   No
Management   Elect Director Jim W. Mogg   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Pierce H. Norton, II   For   Yes   No
Management   Elect Director Eduardo A. Rodriguez   For   Yes   No
Management   Elect Director Gerald D. Smith   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Amend Qualified Employee Stock Purchase Plan   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Plains GP Holdings, L.P.                
Ticker: PAGP                 
Primary CUSIP: 72651A207                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Willie Chiang   For   Yes   No
Management   Elect Director Ellen R. DeSanctis   For   Yes   No
Management   Elect Director Alexandra D. Pruner   For   Yes   No
Management   Elect Director Lawrence M. Ziemba   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
                 
The Southern Company                
Ticker: SO                
Primary CUSIP: 842587107                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Janaki Akella   For   Yes   No
Management   Elect Director Henry A. "Hal" Clark, III   For   Yes   No
Management   Elect Director Anthony F. "Tony" Earley, Jr.   For   Yes   No
Management   Elect Director Thomas A. Fanning   For   Yes   No
Management   Elect Director David J. Grain   For   Yes   No
Management   Elect Director Colette D. Honorable   For   Yes   No
Management   Elect Director Donald M. James   For   Yes   No
Management   Elect Director John D. Johns   For   Yes   No
Management   Elect Director Dale E. Klein   For   Yes   No
Management   Elect Director David E. Meador   For   Yes   No
Management   Elect Director Ernest J. Moniz   For   Yes   No
Management   Elect Director William G. Smith, Jr.   For   Yes   No
Management   Elect Director Kristine L. Svinicki   For   Yes   No
Management   Elect Director Lizanne Thomas   For   Yes   No
Management   Elect Director Christopher C. Womack   For   Yes   No
Management   Elect Director E. Jenner Wood, III   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
Management   Eliminate Supermajority Vote Requirement   For   Yes   No
Shareholder   Adopt Simple Majority Vote   Against   Yes   No
Shareholder   Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal Against   Yes   No
Shareholder   Report on Feasibility of Net-Zero GHG Emissions   Against   Yes   No
                 
Xcel Energy Inc.                
Ticker: XEL                
Primary CUSIP: 98389B100                
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Megan Burkhart   For   Yes   No
Management   Elect Director Lynn Casey   For   Yes   No
Management   Elect Director Bob Frenzel   For   Yes   No
Management   Elect Director Netha Johnson   For   Yes   No
Management   Elect Director Patricia Kampling   For   Yes   No
Management   Elect Director George Kehl   For   Yes   No
Management   Elect Director Richard O'Brien   For   Yes   No
Management   Elect Director Charles Pardee   For   Yes   No
Management   Elect Director Christopher Policinski   For   Yes   No
Management   Elect Director James Prokopanko   For   Yes   No
Management   Elect Director Kim Williams   For   Yes   No
Management   Elect Director Daniel Yohannes   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors   For   Yes   No
                 
ONE Gas, Inc.                
Ticker: OGS                
Primary CUSIP: 68235P108                
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Robert B. Evans   For   Yes   No
Management   Elect Director John W. Gibson   For   Yes   No
Management   Elect Director Tracy E. Hart   For   Yes   No
Management   Elect Director Michael G. Hutchinson   For   Yes   No
Management   Elect Director Robert S. McAnnally   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Eduardo L. Rodriguez   For   Yes   No
Management   Elect Director Douglas H. Yaeger   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation   For   Yes   No

 

 

 

 

FT ENERGY INcome Partners Strategy ETF

               
               
Atmos Energy Corporation              
Ticker: ATO                
Primary CUSIP: 049560105              
Meeting Date: 08-Feb-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director John C. Ale   For   Yes   No
Management   Elect Director J. Kevin Akers   For   Yes   No
Management   Elect Director Kim R. Cocklin   For   Yes   No
Management   Elect Director Kelly H. Compton   For   Yes   No
Management   Elect Director Sean Donohue   For   Yes   No
Management   Elect Director Rafael G. Garza   For   Yes   No
Management   Elect Director Richard K. Gordon   For   Yes   No
Management   Elect Director Nancy K. Quinn   For   Yes   No
Management   Elect Director Richard A. Sampson   For   Yes   No
Management   Elect Director Diana J. Walters   For   Yes   No
Management   Elect Director Frank Yoho   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
                 
National Fuel Gas Company              
Ticker: NFG                
Primary CUSIP: 636180101              
Meeting Date: 09-Mar-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David C. Carroll   For   Yes   No
Management   Elect Director Steven C. Finch   For   Yes   No
Management   Elect Director Joseph N. Jaggers   For   Yes   No
Management   Elect Director Jeffrey W. Shaw   For   Yes   No
Management   Elect Director Thomas E. Skains   For   Yes   No
Management   Elect Director David F. Smith   For   Yes   No
Management   Elect Director Ronald J. Tanski   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
                 
Schlumberger N.V.                
Ticker: SLB                
Primary CUSIP: 806857108              
Meeting Date: 05-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Peter Coleman   For   Yes   No
Management   Elect Director Patrick de La Chevardiere For   Yes   No
Management   Elect Director Miguel Galuccio   For   Yes   No
Management   Elect Director Olivier Le Peuch   For   Yes   No
Management   Elect Director Samuel Leupold   For   Yes   No
Management   Elect Director Tatiana Mitrova   For   Yes   No
Management   Elect Director Maria Moraeus Hanssen   For   Yes   No
Management   Elect Director Vanitha Narayanan   For   Yes   No
Management   Elect Director Mark Papa   For   Yes   No
Management   Elect Director Jeff Sheets   For   Yes   No
Management   Elect Director Ulrich Spiesshofer   For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Adopt and Approve Financials and Dividends For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
                 
Public Service Enterprise Group Incorporated              
Ticker: PEG                
Primary CUSIP: 744573106              
Meeting Date: 18-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Ralph A. LaRossa   For   Yes   No
Management   Elect Director Susan Tomasky   For   Yes   No
Management   Elect Director Willie A. Deese   For   Yes   No
Management   Elect Director Jamie M. Gentoso   For   Yes   No
Management   Elect Director Barry H. Ostrowsky   For   Yes   No
Management   Elect Director Valerie A. Smith   For   Yes   No
Management   Elect Director Scott G. Stephenson   For   Yes   No
Management   Elect Director Laura A. Sugg   For   Yes   No
Management   Elect Director John P. Surma   For   Yes   No
Management   Elect Director Alfred W. Zollar   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Eliminate Supermajority Vote Requirements for Certain Business Combinations For   Yes   No
Management   Eliminate Supermajority Vote Requirements to Remove a Director Without Cause For   Yes   No
Management   Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
                 
The AES Corporation                
Ticker: AES                
Primary CUSIP: 00130H105              
Meeting Date: 20-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Janet G. Davidson   For   Yes   No
Management   Elect Director Andres R. Gluski   For   Yes   No
Management   Elect Director Tarun Khanna   For   Yes   No
Management   Elect Director Holly K. Koeppel   For   Yes   No
Management   Elect Director Julia M. Laulis   For   Yes   No
Management   Elect Director Alain Monie   For   Yes   No
Management   Elect Director John B. Morse, Jr.   For   Yes   No
Management   Elect Director Moises Naim   For   Yes   No
Management   Elect Director Teresa M. Sebastian   For   Yes   No
Management   Elect Director Maura Shaughnessy   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Shareholder   Submit Severance Agreement (Change-in-Control) to Shareholder Vote Against   Yes   No
                 
NextEra Energy Partners, LP              
Ticker:  NEP                
Primary CUSIP: 65341B106              
Meeting Date: 24-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Susan D. Austin   For   Yes   No
Management   Elect Director Robert J. Byrne   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Peter H. Kind   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
American Electric Power Company, Inc.              
Ticker: AEP                
Primary CUSIP: 025537101              
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Nicholas K. Akins   For   Yes   No
Management   Elect Director J. Barnie Beasley, Jr.   For   Yes   No
Management   Elect Director Ben Fowke   For   Yes   No
Management   Elect Director Art A. Garcia   For   Yes   No
Management   Elect Director Linda A. Goodspeed   For   Yes   No
Management   Elect Director Donna A. James   For   Yes   No
Management   Elect Director Sandra Beach Lin   For   Yes   No
Management   Elect Director Margaret M. McCarthy   For   Yes   No
Management   Elect Director Oliver G. 'Rick' Richard, III For   Yes   No
Management   Elect Director Daryl Roberts   For   Yes   No
Management   Elect Director Julia A. Sloat   For   Yes   No
Management   Elect Director Sara Martinez Tucker   For   Yes   No
Management   Elect Director Lewis Von Thaer   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Reduce Supermajority Vote Requirement   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Constellation Energy Corporation              
Ticker: CEG                
Primary CUSIP: 21037T109              
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Joseph Dominguez   For   Yes   No
Management   Elect Director Julie Holzrichter   For   Yes   No
Management   Elect Director Ashish Khandpur   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
                 
Exelon Corporation                
Ticker: EXC                
Primary CUSIP: 30161N101              
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Anthony Anderson   For   Yes   No
Management   Elect Director W. Paul Bowers   For   Yes   No
Management   Elect Director Calvin G. Butler, Jr.   For   Yes   No
Management   Elect Director Marjorie Rodgers Cheshire For   Yes   No
Management   Elect Director Linda Jojo   For   Yes   No
Management   Elect Director Charisse Lillie   For   Yes   No
Management   Elect Director Matthew Rogers   For   Yes   No
Management   Elect Director John Young   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
The Williams Companies, Inc.              
Ticker: WMB                
Primary CUSIP: 969457100              
Meeting Date: 25-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Alan S. Armstrong   For   Yes   No
Management   Elect Director Stephen W. Bergstrom   For   Yes   No
Management   Elect Director Michael A. Creel   For   Yes   No
Management   Elect Director Stacey H. Dore   For   Yes   No
Management   Elect Director Carri A. Lockhart   For   Yes   No
Management   Elect Director Richard E. Muncrief   For   Yes   No
Management   Elect Director Peter A. Ragauss   For   Yes   No
Management   Elect Director Rose M. Robeson   For   Yes   No
Management   Elect Director Scott D. Sheffield   For   Yes   No
Management   Elect Director Murray D. Smith   For   Yes   No
Management   Elect Director William H. Spence   For   Yes   No
Management   Elect Director Jesse J. Tyson   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Cenovus Energy Inc.                
Ticker: CVE                
Primary CUSIP: 15135U109              
Meeting Date: 26-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Elect Director Keith M. Casey   For   Yes   No
Management   Elect Director Canning K.N. Fok   Against   Yes   Yes
Management   Elect Director Jane E. Kinney   For   Yes   No
Management   Elect Director Harold (Hal) N. Kvisle   For   Yes   No
Management   Elect Director Eva L. Kwok   For   Yes   No
Management   Elect Director Melanie A. Little   For   Yes   No
Management   Elect Director Richard J. Marcogliese   For   Yes   No
Management   Elect Director Jonathan M. McKenzie   For   Yes   No
Management   Elect Director Claude Mongeau   For   Yes   No
Management   Elect Director Alexander J. Pourbaix   For   Yes   No
Management   Elect Director Wayne E. Shaw   For   Yes   No
Management   Elect Director Frank J. Sixt   Against   Yes   Yes
Management   Elect Director Rhonda I. Zygocki   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
Shareholder   Report on Lobbying and Policy Advocacy with its Net Zero Goal For   Yes   No
                 
Marathon Petroleum Corporation              
Ticker: MPC                
Primary CUSIP: 56585A102              
Meeting Date: 26-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director J. Michael Stice   For   Yes   No
Management   Elect Director John P. Surma   For   Yes   No
Management   Elect Director Susan Tomasky   For   Yes   No
Management   Elect Director Toni Townes-Whitley   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Declassify the Board of Directors   For   Yes   No
Management   Eliminate Supermajority Vote Requirement For   Yes   No
Management   Approve Increase in Size of Board   For   Yes   No
Shareholder   Adopt Simple Majority Vote   For   Yes   Yes
Shareholder   Amend Compensation Clawback Policy   For   Yes   Yes
Shareholder   Report on Just Transition   Against   Yes   No
Shareholder   Report on Asset Retirement Obligation   Against   Yes   No
                 
Archrock, Inc.                
Ticker: AROC                
Primary CUSIP: 03957W106              
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Anne-Marie N. Ainsworth For   Yes   No
Management   Elect Director D. Bradley Childers   For   Yes   No
Management   Elect Director Gordon T. Hall   For   Yes   No
Management   Elect Director Frances Powell Hawes   For   Yes   No
Management   Elect Director J.W.G. "Will" Honeybourne For   Yes   No
Management   Elect Director James H. Lytal   For   Yes   No
Management   Elect Director Leonard W. Mallett   For   Yes   No
Management   Elect Director Jason C. Rebrook   For   Yes   No
Management   Elect Director Edmund P. Segner, III   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
BP Plc                
Ticker: BP                
Primary CUSIP: G12793108              
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Accept Financial Statements and Statutory Reports For   Yes   No
Management   Approve Remuneration Report   For   Yes   No
Management   Approve Remuneration Policy   For   Yes   No
Management   Re-elect Helge Lund as Director   For   Yes   No
Management   Re-elect Bernard Looney as Director   For   Yes   No
Management   Re-elect Murray Auchincloss as Director For   Yes   No
Management   Re-elect Paula Reynolds as Director   For   Yes   No
Management   Re-elect Melody Meyer as Director   For   Yes   No
Management   Re-elect Tushar Morzaria as Director   For   Yes   No
Management   Re-elect Sir John Sawers as Director   For   Yes   No
Management   Re-elect Pamela Daley as Director   For   Yes   No
Management   Re-elect Karen Richardson as Director   For   Yes   No
Management   Re-elect Johannes Teyssen as Director   For   Yes   No
Management   Elect Amanda Blanc as Director   For   Yes   No
Management   Elect Satish Pai as Director   For   Yes   No
Management   Elect Hina Nagarajan as Director   For   Yes   No
Management   Reappoint Deloitte LLP as Auditors   For   Yes   No
Management   Authorise the Audit Committee to Fix Remuneration of Auditors For   Yes   No
Management   Authorise UK Political Donations and Expenditure For   Yes   No
Management   Authorise Issue of Equity   For   Yes   No
Management   Authorise Issue of Equity without Pre-emptive Rights For   Yes   No
Management   Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment For   Yes   No
Management   Authorise Market Purchase of Ordinary Shares For   Yes   No
Management   Authorise the Company to Call General Meeting with Two Weeks' Notice For   Yes   No
Shareholder   Approve Shareholder Resolution on Climate Change Targets Against   Yes   No
                 
Clearway Energy, Inc.                
Ticker: CWEN                
Primary CUSIP: 18539C204              
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jonathan Bram   Withhold   Yes   Yes
Management   Elect Director Nathaniel Anschuetz   Withhold   Yes   Yes
Management   Elect Director Emmanuel Barrois   Withhold   Yes   Yes
Management   Elect Director Brian R. Ford   Withhold   Yes   Yes
Management   Elect Director Guillaume Hediard   Withhold   Yes   Yes
Management   Elect Director Jennifer Lowry   Withhold   Yes   Yes
Management   Elect Director Bruce MacLennan   Withhold   Yes   Yes
Management   Elect Director Daniel B. More   Withhold   Yes   Yes
Management   Elect Director E. Stanley O'Neal   For   Yes   No
Management   Elect Director Christopher S. Sotos   Withhold   Yes   Yes
Management   Elect Director Vincent Stoquart   Withhold   Yes   Yes
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
Magellan Midstream Partners, L.P.              
Ticker: MMP                
Primary CUSIP: 559080106              
Meeting Date: 27-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Sivasankaran Somasundaram For   Yes   No
Management   Elect Director Chansoo Joung   For   Yes   No
Management   Elect Director Aaron L. Milford   For   Yes   No
Management   Elect Director James R. Montague   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
AltaGas Ltd.                
Ticker: ALA                
Primary CUSIP: 021361100              
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Elect Director Victoria A. Calvert   For   Yes   No
Management   Elect Director David W. Cornhill   For   Yes   No
Management   Elect Director Randall L. Crawford   For   Yes   No
Management   Elect Director Jon-Al Duplantier   For   Yes   No
Management   Elect Director Robert B. Hodgins   For   Yes   No
Management   Elect Director Cynthia Johnston   For   Yes   No
Management   Elect Director Pentti O. Karkkainen   For   Yes   No
Management   Elect Director Phillip R. Knoll   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Nancy G. Tower   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
                 
Iberdrola SA                
Ticker: IBE                
Primary CUSIP: E6165F166              
Meeting Date: 28-Apr-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Approve Consolidated and Standalone Financial Statements For   Yes   No
Management   Approve Consolidated and Standalone Management Reports For   Yes   No
Management   Approve Non-Financial Information Statement For   Yes   No
Management   Approve Discharge of Board   For   Yes   No
Management   Amend Preamble and Heading of the Preliminary Title of the Bylaws For   Yes   No
Management   Amend Articles Re: Corporate Structure of the Iberdola Group For   Yes   No
Management   Amend Article 8 Re: Internal Regulations and Compliance System For   Yes   No
Management   Approve Engagement Dividend   For   Yes   No
Management   Approve Allocation of Income and Dividends For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Scrip Dividends   For   Yes   No
Management   Approve Reduction in Share Capital via Amortization of Treasury Shares For   Yes   No
Management   Advisory Vote on Remuneration Report   For   Yes   No
Management   Approve Restricted Stock Plan   For   Yes   No
Management   Reelect Maria Helena Antolin Raybaud as Director For   Yes   No
Management   Ratify Appointment of and Elect Armando Martinez Martinez as Director For   Yes   No
Management   Reelect Manuel Moreu Munaiz as Director For   Yes   No
Management   Reelect Sara de la Rica Goiricelaya as Director For   Yes   No
Management   Reelect Xabier Sagredo Ormaza as Director For   Yes   No
Management   Reelect Jose Ignacio Sanchez Galan as Director For   Yes   No
Management   Fix Number of Directors at 14   For   Yes   No
Management   Authorize Board to Ratify and Execute Approved Resolutions For   Yes   No
                 
Evergy, Inc.                
Ticker: EVRG                
Primary CUSIP: 30034W106              
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David A. Campbell   For   Yes   No
Management   Elect Director Thomas D. Hyde   For   Yes   No
Management   Elect Director B. Anthony Isaac   For   Yes   No
Management   Elect Director Paul M. Keglevic   For   Yes   No
Management   Elect Director Mary L. Landrieu   For   Yes   No
Management   Elect Director Sandra A.J. Lawrence   For   Yes   No
Management   Elect Director Ann D. Murtlow   For   Yes   No
Management   Elect Director Sandra J. Price   For   Yes   No
Management   Elect Director Mark A. Ruelle   For   Yes   No
Management   Elect Director James Scarola   For   Yes   No
Management   Elect Director C. John Wilder   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
                 
Imperial Oil Limited                
Ticker: IMO                
Primary CUSIP: 453038408              
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David W. Cornhill   Against   Yes   Yes
Management   Elect Director Bradley W. Corson   For   Yes   No
Management   Elect Director Matthew R. Crocker   For   Yes   No
Management   Elect Director Sharon R. Driscoll   For   Yes   No
Management   Elect Director John Floren   For   Yes   No
Management   Elect Director Gary J. Goldberg   For   Yes   No
Management   Elect Director Miranda C. Hubbs   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Shareholder   SP 1: Adopt an Absolute Greenhouse Gas Reduction Target Against   Yes   No
Shareholder   SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations Against   Yes   No
                 
TC Energy Corporation                
Ticker: TRP                
Primary CUSIP: 87807B107              
Meeting Date: 02-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Cheryl F. Campbell   For   Yes   No
Management   Elect Director Michael R. Culbert   For   Yes   No
Management   Elect Director William D. Johnson   For   Yes   No
Management   Elect Director Susan C. Jones   For   Yes   No
Management   Elect Director John E. Lowe   For   Yes   No
Management   Elect Director David MacNaughton   For   Yes   No
Management   Elect Director Francois L. Poirier   For   Yes   No
Management   Elect Director Una Power   For   Yes   No
Management   Elect Director Mary Pat Salomone   For   Yes   No
Management   Elect Director Indira Samarasekera   For   Yes   No
Management   Elect Director Siim A. Vanaselja   For   Yes   No
Management   Elect Director Thierry Vandal   For   Yes   No
Management   Elect Director Dheeraj "D" Verma   For   Yes   No
Management   Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
                 
Enbridge Inc.                
Ticker: ENB                
Primary CUSIP: 29250N105              
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Mayank M. Ashar   For   Yes   No
Management   Elect Director Gaurdie E. Banister   For   Yes   No
Management   Elect Director Pamela L. Carter   For   Yes   No
Management   Elect Director Susan M. Cunningham   For   Yes   No
Management   Elect Director Gregory L. Ebel   For   Yes   No
Management   Elect Director Jason B. Few   For   Yes   No
Management   Elect Director Teresa S. Madden   For   Yes   No
Management   Elect Director Stephen S. Poloz   For   Yes   No
Management   Elect Director S. Jane Rowe   For   Yes   No
Management   Elect Director Dan C. Tutcher   For   Yes   No
Management   Elect Director Steven W. Williams   For   Yes   No
Management   Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
Management   Re-approve Shareholder Rights Plan   For   Yes   No
Shareholder   SP 1: Report on Lobbying and Political Donations Against   Yes   No
Shareholder   SP 2: Disclose the Company's Scope 3 Emissions Against   Yes   No
                 
Eversource Energy                
Ticker: ES                
Primary CUSIP: 30040W108              
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Cotton M. Cleveland   For   Yes   No
Management   Elect Director Francis A. Doyle   For   Yes   No
Management   Elect Director Linda Dorcena Forry   For   Yes   No
Management   Elect Director Gregory M. Jones   For   Yes   No
Management   Elect Director Loretta D. Keane   For   Yes   No
Management   Elect Director John Y. Kim   For   Yes   No
Management   Elect Director Kenneth R. Leibler   For   Yes   No
Management   Elect Director David H. Long   For   Yes   No
Management   Elect Director  Joseph R. Nolan, Jr.   For   Yes   No
Management   Elect Director William C. Van Faasen   For   Yes   No
Management   Elect Director Frederica M. Williams   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Omnibus Stock Plan   For   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
                 
Tenaris SA                
Ticker: TEN                
Primary CUSIP: L90272102              
Meeting Date: 03-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Receive and Approve Board's and Auditor's Reports Re: Consolidated Financial Statements and Statutory Reports For   Yes   No
Management   Approve Consolidated Financial Statements For   Yes   No
Management   Approve Financial Statements   For   Yes   No
Management   Approve Allocation of Income and Dividends For   Yes   No
Management   Approve Discharge of Directors   For   Yes   No
Management   Elect Directors (Bundled)   Against   Yes   Yes
Management   Approve Remuneration of Directors   For   Yes   No
Management   Approve Remuneration Report   Against   Yes   Yes
Management   Approve Auditors for the Fiscal Year Ending December 31, 2023, and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Approve Auditors for the Fiscal Year Ending December 31, 2024 For   Yes   No
Management   Allow Electronic Distribution of Company Documents to Shareholders For   Yes   No
                 
Canadian Natural Resources Limited              
Ticker: CNQ                
Primary CUSIP: 136385101              
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Catherine M. Best   For   Yes   No
Management   Elect Director M. Elizabeth Cannon   For   Yes   No
Management   Elect Director N. Murray Edwards   For   Yes   No
Management   Elect Director Christopher L. Fong   For   Yes   No
Management   Elect Director Gordon D. Giffin   For   Yes   No
Management   Elect Director Wilfred A. Gobert   For   Yes   No
Management   Elect Director Steve W. Laut   For   Yes   No
Management   Elect Director Tim S. McKay   For   Yes   No
Management   Elect Director Frank J. McKenna   For   Yes   No
Management   Elect Director David A. Tuer   For   Yes   No
Management   Elect Director Annette M. Verschuren   For   Yes   No
Management   Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
                 
Coterra Energy Inc.                
Ticker: CTRA                
Primary CUSIP: 127097103              
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Thomas E. Jorden   For   Yes   No
Management   Elect Director Robert S. Boswell   For   Yes   No
Management   Elect Director Dorothy M. Ables   For   Yes   No
Management   Elect Director Amanda M. Brock   For   Yes   No
Management   Elect Director Dan O. Dinges   For   Yes   No
Management   Elect Director Paul N. Eckley   For   Yes   No
Management   Elect Director Hans Helmerich   For   Yes   No
Management   Elect Director Lisa A. Stewart   For   Yes   No
Management   Elect Director Frances M. Vallejo   For   Yes   No
Management   Elect Director Marcus A. Watts   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Approve Omnibus Stock Plan   For   Yes   No
Shareholder   Report on Reliability of Methane Emission Disclosures For   Yes   Yes
Shareholder   Report on Climate Lobbying   For   Yes   Yes
                 
DTE Energy Company                
Ticker: DTE                
Primary CUSIP: 233331107              
Meeting Date: 04-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director David A. Brandon   For   Yes   No
Management   Elect Director Charles G. McClure, Jr. For   Yes   No
Management   Elect Director Gail J. McGovern   For   Yes   No
Management   Elect Director Mark A. Murray   For   Yes   No
Management   Elect Director Gerardo Norcia   For   Yes   No
Management   Elect Director Robert C. Skaggs, Jr.   For   Yes   No
Management   Elect Director David A. Thomas   For   Yes   No
Management   Elect Director Gary H. Torgow   For   Yes   No
Management   Elect Director James H. Vandenberghe   For   Yes   No
Management   Elect Director Valerie M. Williams   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Right to Call Special Meeting   For   Yes   No
Shareholder   Reduce Ownership Threshold for Shareholders to Call Special Meeting For   Yes   Yes
Shareholder   Report on Lobbying Payments and Policy For   Yes   Yes
                 
CMS Energy Corporation                
Ticker: CMS                
Primary CUSIP: 125896100              
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jon E. Barfield   For   Yes   No
Management   Elect Director Deborah H. Butler   For   Yes   No
Management   Elect Director Kurt L. Darrow   For   Yes   No
Management   Elect Director William D. Harvey   For   Yes   No
Management   Elect Director Garrick J. Rochow   For   Yes   No
Management   Elect Director John G. Russell   For   Yes   No
Management   Elect Director Suzanne F. Shank   For   Yes   No
Management   Elect Director Myrna M. Soto   For   Yes   No
Management   Elect Director John G. Sznewajs   For   Yes   No
Management   Elect Director Ronald J. Tanski   For   Yes   No
Management   Elect Director Laura H. Wright   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
                 
DT Midstream, Inc.                
Ticker: DTM                
Primary CUSIP: 23345M107              
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Peter Tumminello   For   Yes   No
Management   Elect Director Dwayne Wilson   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
                 
Entergy Corporation                
Ticker: ETR                
Primary CUSIP: 29364G103              
Meeting Date: 05-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Gina F. Adams   For   Yes   No
Management   Elect Director John H. Black   For   Yes   No
Management   Elect Director John R. Burbank   For   Yes   No
Management   Elect Director Patrick J. Condon   For   Yes   No
Management   Elect Director Kirkland H. Donald   For   Yes   No
Management   Elect Director Brian W. Ellis   For   Yes   No
Management   Elect Director Philip L. Frederickson   For   Yes   No
Management   Elect Director M. Elise Hyland   For   Yes   No
Management   Elect Director Stuart L. Levenick   For   Yes   No
Management   Elect Director Blanche Lambert Lincoln For   Yes   No
Management   Elect Director Andrew S. Marsh   For   Yes   No
Management   Elect Director Karen A. Puckett   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Omnibus Stock Plan   For   Yes   No
Management   Amend Certificate of Incorporation to Allow Exculpation of Officers For   Yes   No
                 
Keyera Corp.                
Ticker: KEY                
Primary CUSIP: 493271100              
Meeting Date: 09-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jim Bertram   For   Yes   No
Management   Elect Director Isabelle Brassard   For   Yes   No
Management   Elect Director Michael Crothers   For   Yes   No
Management   Elect Director Blair Goertzen   For   Yes   No
Management   Elect Director Doug Haughey   For   Yes   No
Management   Elect Director Gianna Manes   For   Yes   No
Management   Elect Director Michael Norris   For   Yes   No
Management   Elect Director Thomas O'Connor   For   Yes   No
Management   Elect Director Charlene Ripley   For   Yes   No
Management   Elect Director Dean Setoguchi   For   Yes   No
Management   Elect Director Janet Woodruff   For   Yes   No
Management   Ratify Deloitte LLP as Auditors   For   Yes   No
Management   Re-approve Shareholder Rights Plan   For   Yes   No
Management   Advisory Vote on Executive Compensation Approach For   Yes   No
                 
Valero Energy Corporation              
Ticker: VLO                
Primary CUSIP: 91913Y100              
Meeting Date: 09-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Fred M. Diaz   For   Yes   No
Management   Elect Director H. Paulett Eberhart   For   Yes   No
Management   Elect Director Marie A. Ffolkes   For   Yes   No
Management   Elect Director Joseph W. Gorder   For   Yes   No
Management   Elect Director Kimberly S. Greene   For   Yes   No
Management   Elect Director Deborah P. Majoras   For   Yes   No
Management   Elect Director Eric D. Mullins   For   Yes   No
Management   Elect Director Donald L. Nickles   For   Yes   No
Management   Elect Director Robert A. Profusek   For   Yes   No
Management   Elect Director Randall J. Weisenburger For   Yes   No
Management   Elect Director Rayford Wilkins, Jr.   For   Yes   No
Management   Ratify KPMG LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Report on Climate Transition Plan and GHG Emissions Reduction Targets Against   Yes   No
Shareholder   Oversee and Report a Racial Equity Audit Against   Yes   No
                 
Kinder Morgan, Inc.                
Ticker: KMI                
Primary CUSIP: 49456B101              
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Richard D. Kinder   Against   Yes   Yes
Management   Elect Director Steven J. Kean   For   Yes   No
Management   Elect Director Kimberly A. Dang   Against   Yes   Yes
Management   Elect Director Ted A. Gardner   Against   Yes   Yes
Management   Elect Director Anthony W. Hall, Jr.   Against   Yes   Yes
Management   Elect Director Gary L. Hultquist   Against   Yes   Yes
Management   Elect Director Ronald L. Kuehn, Jr.   Against   Yes   Yes
Management   Elect Director Deborah A. Macdonald   Against   Yes   Yes
Management   Elect Director Michael C. Morgan   Against   Yes   Yes
Management   Elect Director Arthur C. Reichstetter   Against   Yes   Yes
Management   Elect Director C. Park Shaper   Against   Yes   Yes
Management   Elect Director William A. Smith   Against   Yes   Yes
Management   Elect Director Joel V. Staff   Against   Yes   Yes
Management   Elect Director Robert F. Vagt   Against   Yes   Yes
Management   Amend Certificate of Incorporation to Allow Exculpation of Certain Officers Against   Yes   Yes
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation Against   Yes   Yes
                 
Phillips 66                
Ticker: PSX                
Primary CUSIP: 718546104              
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Gregory J. Hayes   For   Yes   No
Management   Elect Director Charles M. Holley   For   Yes   No
Management   Elect Director Denise R. Singleton   For   Yes   No
Management   Elect Director Glenn F. Tilton   For   Yes   No
Management   Elect Director Marna C. Whittington   For   Yes   No
Management   Declassify the Board of Directors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Shareholder   Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand Against   Yes   No
                 
Range Resources Corporation              
Ticker: RRC                
Primary CUSIP: 75281A109              
Meeting Date: 10-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Brenda A. Cline   For   Yes   No
Management   Elect Director Margaret K. Dorman   For   Yes   No
Management   Elect Director James M. Funk   For   Yes   No
Management   Elect Director Steve D. Gray   For   Yes   No
Management   Elect Director Greg G. Maxwell   For   Yes   No
Management   Elect Director Reginal W. Spiller   For   Yes   No
Management   Elect Director Dennis L. Degner   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
                 
Cheniere Energy, Inc.                
Ticker: LNG                
Primary CUSIP: 16411R208              
Meeting Date: 11-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director G. Andrea Botta   For   Yes   No
Management   Elect Director Jack A. Fusco   For   Yes   No
Management   Elect Director Patricia K. Collawn   For   Yes   No
Management   Elect Director Brian E. Edwards   For   Yes   No
Management   Elect Director Denise Gray   For   Yes   No
Management   Elect Director Lorraine Mitchelmore   For   Yes   No
Management   Elect Director Donald F. Robillard, Jr. For   Yes   No
Management   Elect Director Matthew Runkle   For   Yes   No
Management   Elect Director Neal A. Shear   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify KPMG LLP as Auditors   For   Yes   No
Shareholder   Report on Stranded Carbon Asset Risk   Against   Yes   No
                 
Sempra Energy                
Ticker: SRE                
Primary CUSIP: 816851109              
Meeting Date: 12-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Andres Conesa   For   Yes   No
Management   Elect Director Pablo A. Ferrero   For   Yes   No
Management   Elect Director Jeffrey W. Martin   For   Yes   No
Management   Elect Director Bethany J. Mayer   For   Yes   No
Management   Elect Director Michael N. Mears   For   Yes   No
Management   Elect Director Jack T. Taylor   For   Yes   No
Management   Elect Director Cynthia L. Walker   For   Yes   No
Management   Elect Director Cynthia J. Warner   For   Yes   No
Management   Elect Director James C. Yardley   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Increase Authorized Common Stock   For   Yes   No
Management   Change Company Name to Sempra   For   Yes   No
Management   Amend Articles of Incorporation   For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
Cactus, Inc.                
Ticker: WHD                
Primary CUSIP: 127203107              
Meeting Date: 16-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Scott Bender   For   Yes   No
Management   Elect Director Gary Rosenthal   Withhold   Yes   Yes
Management   Elect Director Bruce Rothstein   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Amend Omnibus Stock Plan   For   Yes   No
                 
Enphase Energy, Inc.                
Ticker: ENPH                
Primary CUSIP: 29355A107              
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Jamie Haenggi   For   Yes   No
Management   Elect Director Benjamin Kortlang   For   Yes   No
Management   Elect Director Richard Mora   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
                 
Halliburton Company                
Ticker: HAL                
Primary CUSIP: 406216101              
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Abdulaziz F. Al Khayyal For   Yes   No
Management   Elect Director William E. Albrecht   For   Yes   No
Management   Elect Director M. Katherine Banks   For   Yes   No
Management   Elect Director Alan M. Bennett   For   Yes   No
Management   Elect Director Milton Carroll   For   Yes   No
Management   Elect Director Earl M. Cummings   For   Yes   No
Management   Elect Director Murry S. Gerber   For   Yes   No
Management   Elect Director Robert A. Malone   For   Yes   No
Management   Elect Director Jeffrey A. Miller   For   Yes   No
Management   Elect Director Bhavesh V. (Bob) Patel   For   Yes   No
Management   Elect Director Maurice S. Smith   For   Yes   No
Management   Elect Director Janet L. Weiss   For   Yes   No
Management   Elect Director Tobi M. Edwards Young   For   Yes   No
Management   Ratify KPMG LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Certificate of Incorporation to Limit the Liability of Certain Officers For   Yes   No
Management   Amend Certificate of Incorporation   For   Yes   No
                 
NOV Inc.                
Ticker: NOV                
Primary CUSIP: 62955J103              
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Clay C. Williams   For   Yes   No
Management   Elect Director Greg L. Armstrong   For   Yes   No
Management   Elect Director Marcela E. Donadio   For   Yes   No
Management   Elect Director Ben A. Guill   For   Yes   No
Management   Elect Director David D. Harrison   For   Yes   No
Management   Elect Director Eric L. Mattson   For   Yes   No
Management   Elect Director William R. Thomas   For   Yes   No
Management   Elect Director Robert S. Welborn   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Amend Certificate of Incorporation to Provide for Exculpation of Liability of Certain Officers For   Yes   No
                 
PPL Corporation                
Ticker: PPL                
Primary CUSIP: 69351T106              
Meeting Date: 17-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Arthur P. Beattie   For   Yes   No
Management   Elect Director Raja Rajamannar   For   Yes   No
Management   Elect Director Heather B. Redman   For   Yes   No
Management   Elect Director Craig A. Rogerson   For   Yes   No
Management   Elect Director Vincent Sorgi   For   Yes   No
Management   Elect Director Linda G. Sullivan   For   Yes   No
Management   Elect Director Natica von Althann   For   Yes   No
Management   Elect Director Keith H. Williamson   For   Yes   No
Management   Elect Director Phoebe A. Wood   For   Yes   No
Management   Elect Director Armando Zagalo de Lima   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
NextEra Energy, Inc.                
Ticker: NEE                
Primary CUSIP: 65339F101              
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Nicole S. Arnaboldi   For   Yes   No
Management   Elect Director Sherry S. Barrat   For   Yes   No
Management   Elect Director James L. Camaren   For   Yes   No
Management   Elect Director Kenneth B. Dunn   For   Yes   No
Management   Elect Director Naren K. Gursahaney   For   Yes   No
Management   Elect Director Kirk S. Hachigian   For   Yes   No
Management   Elect Director John W. Ketchum   For   Yes   No
Management   Elect Director Amy B. Lane   For   Yes   No
Management   Elect Director David L. Porges   For   Yes   No
Management   Elect Director Deborah "Dev" Stahlkopf For   Yes   No
Management   Elect Director John A. Stall   For   Yes   No
Management   Elect Director Darryl L. Wilson   For   Yes   No
Management   Ratify Deloitte & Touche as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Disclose Board Skills and Diversity Matrix For   Yes   Yes
                 
Southwestern Energy Company              
Ticker: SWN                
Primary CUSIP: 845467109              
Meeting Date: 18-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director John D. Gass   For   Yes   No
Management   Elect Director S.P. "Chip" Johnson, IV For   Yes   No
Management   Elect Director Catherine A. Kehr   For   Yes   No
Management   Elect Director Greg D. Kerley   For   Yes   No
Management   Elect Director Jon A. Marshall   For   Yes   No
Management   Elect Director Patrick M. Prevost   For   Yes   No
Management   Elect Director Anne Taylor   For   Yes   No
Management   Elect Director Denis J. Walsh, III   For   Yes   No
Management   Elect Director William J. Way   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% For   Yes   No
Management   Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers For   Yes   No
Shareholder   Submit Severance Agreement (Change-in-Control) to Shareholder Vote Against   Yes   No
                 
Alliant Energy Corporation              
Ticker: LNT                
Primary CUSIP: 018802108              
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Stephanie L. Cox   For   Yes   No
Management   Elect Director Patrick E. Allen   For   Yes   No
Management   Elect Director Michael D. Garcia   For   Yes   No
Management   Elect Director Susan D. Whiting   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
                 
Quanta Services, Inc.                
Ticker: PWR                
Primary CUSIP: 74762E102              
Meeting Date: 23-May 23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Earl C. (Duke) Austin, Jr. For   Yes   No
Management   Elect Director Doyle N. Beneby   For   Yes   No
Management   Elect Director Vincent D. Poster   For   Yes   No
Management   Elect Director Bernard Fried   For   Yes   No
Management   Elect Director Worthing F. Jackman   For   Yes   No
Management   Elect Director Holli C. Ladhani   For   Yes   No
Management   Elect Director David M. McClanahan   For   Yes   No
Management   Elect Director R. Scott Rowe   For   Yes   No
Management   Elect Director Margaret B. Shannon   For   Yes   No
Management   Elect Director Martha B. Wyrsch   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
                 
Shell Plc                
Ticker: SHEL                
Primary CUSIP: G80827101              
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Accept Financial Statements and Statutory Reports For   Yes   No
Management   Approve Remuneration Policy   For   Yes   No
Management   Approve Remuneration Report   For   Yes   No
Management   Elect Wael Sawan as Director   For   Yes   No
Management   Elect Cyrus Taraporevala as Director   For   Yes   No
Management   Elect Sir Charles Roxburgh as Director For   Yes   No
Management   Elect Leena Srivastava as Director   For   Yes   No
Management   Re-elect Sinead Gorman as Director   For   Yes   No
Management   Re-elect Dick Boer as Director   For   Yes   No
Management   Re-elect Neil Carson as Director   For   Yes   No
Management   Re-elect Ann Godbehere as Director   For   Yes   No
Management   Re-elect Jane Lute as Director   For   Yes   No
Management   Re-elect Catherine Hughes as Director   For   Yes   No
Management   Re-elect Sir Andrew Mackenzie as Director For   Yes   No
Management   Re-elect Abraham Schot as Director   For   Yes   No
Management   Reappoint Ernst & Young LLP as Auditors For   Yes   No
Management   Authorise the Audit Committee to Fix Remuneration of Auditors For   Yes   No
Management   Authorise Issue of Equity   For   Yes   No
Management   Authorise Issue of Equity without Pre-emptive Rights For   Yes   No
Management   Authorise Market Purchase of Ordinary Shares For   Yes   No
Management   Authorise Off-Market Purchase of Ordinary Shares For   Yes   No
Management   Authorise UK Political Donations and Expenditure For   Yes   No
Management   Adopt New Articles of Association   For   Yes   No
Management   Approve Share Plan   For   Yes   No
Management   Approve the Shell Energy Transition Progress For   Yes   No
Shareholder   Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement Against   Yes   No
                 
Targa Resources Corp.                
Ticker: TRGP                
Primary CUSIP: 87612G101              
Meeting Date: 23-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Paul W. Chung   For   Yes   No
Management   Elect Director Charles R. Crisp   For   Yes   No
Management   Elect Director Laura C. Fulton   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain Against   Yes   No
                 
EOG Resources, Inc.                
Ticker: EOG                
Primary CUSIP: 26875P101              
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Janet F. Clark   For   Yes   No
Management   Elect Director Charles R. Crisp   For   Yes   No
Management   Elect Director Robert P. Daniels   For   Yes   No
Management   Elect Director Lynn A. Dugle   For   Yes   No
Management   Elect Director C. Christopher Gaut   For   Yes   No
Management   Elect Director Michael T. Kerr   For   Yes   No
Management   Elect Director Julie J. Robertson   For   Yes   No
Management   Elect Director Donald F. Textor   For   Yes   No
Management   Elect Director Ezra Y. Yacob   For   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
ONEOK, Inc.                
Ticker: OKE                
Primary CUSIP: 682680103              
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Brian L. Derksen   For   Yes   No
Management   Elect Director Julie H. Edwards   For   Yes   No
Management   Elect Director Mark W. Helderman   For   Yes   No
Management   Elect Director Randall J. Larson   For   Yes   No
Management   Elect Director Steven J. Malcolm   For   Yes   No
Management   Elect Director Jim W. Mogg   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Pierce H. Norton, II   For   Yes   No
Management   Elect Director Eduardo A. Rodriguez   For   Yes   No
Management   Elect Director Gerald D. Smith   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Amend Qualified Employee Stock Purchase Plan For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
PDC Energy, Inc.                
Ticker: PDCE                
Primary CUSIP: 69327R101              
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Barton R. Brookman   For   Yes   No
Management   Elect Director Pamela R. Butcher   For   Yes   No
Management   Elect Director Mark E. Ellis   For   Yes   No
Management   Elect Director Paul J. Korus   For   Yes   No
Management   Elect Director Lynn A. Peterson   For   Yes   No
Management   Elect Director Carlos A. Sabater   For   Yes   No
Management   Elect Director Diana L. Sands   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Plains GP Holdings, L.P.              
Ticker: PAGP                
Primary CUSIP: 72651A207              
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Willie Chiang   For   Yes   No
Management   Elect Director Ellen R. DeSanctis   For   Yes   No
Management   Elect Director Alexandra D. Pruner   For   Yes   No
Management   Elect Director Lawrence M. Ziemba   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
                 
The Southern Company                
Ticker: SO                
Primary CUSIP: 842587107              
Meeting Date: 24-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Janaki Akella   For   Yes   No
Management   Elect Director Henry A. "Hal" Clark, III For   Yes   No
Management   Elect Director Anthony F. "Tony" Earley, Jr. For   Yes   No
Management   Elect Director Thomas A. Fanning   For   Yes   No
Management   Elect Director David J. Grain   For   Yes   No
Management   Elect Director Colette D. Honorable   For   Yes   No
Management   Elect Director Donald M. James   For   Yes   No
Management   Elect Director John D. Johns   For   Yes   No
Management   Elect Director Dale E. Klein   For   Yes   No
Management   Elect Director David E. Meador   For   Yes   No
Management   Elect Director Ernest J. Moniz   For   Yes   No
Management   Elect Director William G. Smith, Jr.   For   Yes   No
Management   Elect Director Kristine L. Svinicki   For   Yes   No
Management   Elect Director Lizanne Thomas   For   Yes   No
Management   Elect Director Christopher C. Womack   For   Yes   No
Management   Elect Director E. Jenner Wood, III   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Deloitte & Touche LLP as Auditors For   Yes   No
Management   Eliminate Supermajority Vote Requirement For   Yes   No
Shareholder   Adopt Simple Majority Vote   Against   Yes   No
Shareholder   Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal Against   Yes   No
Shareholder   Report on Feasibility of Net-Zero GHG Emissions Against   Yes   No
                 
ONE Gas, Inc.                
Ticker: OGS                
Primary CUSIP: 68235P108              
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Robert B. Evans   For   Yes   No
Management   Elect Director John W. Gibson   For   Yes   No
Management   Elect Director Tracy E. Hart   For   Yes   No
Management   Elect Director Michael G. Hutchinson   For   Yes   No
Management   Elect Director Robert S. McAnnally   For   Yes   No
Management   Elect Director Pattye L. Moore   For   Yes   No
Management   Elect Director Eduardo L. Rodriguez   For   Yes   No
Management   Elect Director Douglas H. Yaeger   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
                 
Pioneer Natural Resources Company              
Ticker: PXD                
Primary CUSIP: 723787107              
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director A.R Alameddine   For   Yes   No
Management   Elect Director Lori G. Billingsley   For   Yes   No
Management   Elect Director Edison C. Buchanan   For   Yes   No
Management   Elect Director Richard P. Dealy   For   Yes   No
Management   Elect Director Maria S. Dreyfus   For   Yes   No
Management   Elect Director Matthew M. Gallagher   For   Yes   No
Management   Elect Director Phillip A. Gobe   For   Yes   No
Management   Elect Director Stacy P. Methvin   For   Yes   No
Management   Elect Director Royce W. Mitchell   For   Yes   No
Management   Elect Director Scott D. Sheffield   For   Yes   No
Management   Elect Director J. Kenneth Thompson   For   Yes   No
Management   Elect Director Phoebe A. Wood   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
SM Energy Company                
Ticker: SM                
Primary CUSIP: 78454L100              
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Carla J. Bailo   For   Yes   No
Management   Elect Director Stephen R. Brand   For   Yes   No
Management   Elect Director Ramiro G. Peru   For   Yes   No
Management   Elect Director Anita M. Powers   For   Yes   No
Management   Elect Director Julio M. Quintana   For   Yes   No
Management   Elect Director Rose M. Robeson   For   Yes   No
Management   Elect Director William D. Sullivan   For   Yes   No
Management   Elect Director Herbert S. Vogel   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation For   Yes   No
                 
Vital Energy, Inc.                
Ticker: VTLE                
Primary CUSIP: 516806205              
Meeting Date: 25-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Edmund P. Segner, III   For   Yes   No
Management   Elect Director Craig M. Jarchow   For   Yes   No
Management   Elect Director Jason Pigott   For   Yes   No
Management   Elect Director Shihab Kuran   For   Yes   No
Management   Elect Director John Driver   For   Yes   No
Management   Ratify Ernst & Young LLP as Auditors   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Amend Certificate of Incorporation   For   Yes   No
                 
TotalEnergies SE                
Ticker: TTE                
Primary CUSIP: F92124100              
Meeting Date: 26-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Approve Financial Statements and Statutory Reports For   Yes   No
Management   Approve Consolidated Financial Statements and Statutory Reports For   Yes   No
Management   Approve Allocation of Income and Dividends of EUR 3.81 per Share For   Yes   No
Management   Authorize Repurchase of Up to 10 Percent of Issued Share Capital For   Yes   No
Management   Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions For   Yes   No
Management   Reelect Marie-Christine Coisne-Roquette as Director For   Yes   No
Management   Reelect Mark Cutifani as Director   For   Yes   No
Management   Elect Dierk Paskert as Director   For   Yes   No
Management   Elect Anelise Lara as Director   For   Yes   No
Management   Approve Compensation Report of Corporate Officers For   Yes   No
Management   Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million For   Yes   No
Management   Approve Compensation of Patrick Pouyanne, Chairman and CEO For   Yes   No
Management   Approve Remuneration Policy of Chairman and CEO For   Yes   No
Management   Approve the Company's Sustainable Development and Energy Transition Plan For   Yes   No
Management   Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans For   Yes   No
Management   Authorize Capital Issuances for Use in Employee Stock Purchase Plans For   Yes   No
Management   Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly For   Yes   No
Shareholder   Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) Against   Yes   No
                 
Chevron Corporation                
Ticker: CVX                
Primary CUSIP: 166764100              
Meeting Date: 31-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Wanda M. Austin   For   Yes   No
Management   Elect Director John B. Frank   For   Yes   No
Management   Elect Director Alice P. Gast   For   Yes   No
Management   Elect Director Enrique Hernandez, Jr.   For   Yes   No
Management   Elect Director Marillyn A. Hewson   For   Yes   No
Management   Elect Director Jon M. Huntsman, Jr.   For   Yes   No
Management   Elect Director Charles W. Moorman   For   Yes   No
Management   Elect Director Dambisa F. Moyo   For   Yes   No
Management   Elect Director Debra Reed-Klages   For   Yes   No
Management   Elect Director D. James Umpleby, III   For   Yes   No
Management   Elect Director Cynthia J. Warner   For   Yes   No
Management   Elect Director Michael K. (Mike) Wirth For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Rescind Scope 3 GHG Reduction Proposal Against   Yes   No
Shareholder   Adopt Medium-Term Scope 3 GHG Reduction Target Against   Yes   No
Shareholder   Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Against   Yes   No
Shareholder   Establish Board Committee on Decarbonization Risk Against   Yes   No
Shareholder   Report on Social Impact From Plant Closure or Energy Transition Against   Yes   No
Shareholder   Oversee and Report a Racial Equity Audit Against   Yes   No
Shareholder   Publish a Tax Transparency Report   Against   Yes   No
Shareholder   Require Independent Board Chair   Against   Yes   No
                 
Exxon Mobil Corporation                
Ticker: XOM                
Primary CUSIP: 30231G102              
Meeting Date: 31-May-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Michael J. Angelakis   For   Yes   No
Management   Elect Director Susan K. Avery   For   Yes   No
Management   Elect Director Angela F. Braly   For   Yes   No
Management   Elect Director Gregory J. Goff   For   Yes   No
Management   Elect Director John D. Harris, II   For   Yes   No
Management   Elect Director Kaisa H. Hietala   For   Yes   No
Management   Elect Director Joseph L. Hooley   For   Yes   No
Management   Elect Director Steven A. Kandarian   For   Yes   No
Management   Elect Director Alexander A. Karsner   For   Yes   No
Management   Elect Director Lawrence W. Kellner   For   Yes   No
Management   Elect Director Jeffrey W. Ubben   For   Yes   No
Management   Elect Director Darren W. Woods   For   Yes   No
Management   Ratify PricewaterhouseCoopers LLP as Auditors For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
Shareholder   Establish Board Committee on Decarbonization Risk Against   Yes   No
Shareholder   Reduce Executive Stock Holding Period   Against   Yes   No
Shareholder   Report on Carbon Capture and Storage   Against   Yes   No
Shareholder   Report on Methane Emission Disclosure Reliability For   Yes   Yes
Shareholder   Adopt Medium-Term Scope 3 GHG Reduction Target Against   Yes   No
Shareholder   Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana Against   Yes   No
Shareholder   Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures Against   Yes   No
Shareholder   Report on Asset Retirement Obligations Under IEA NZE Scenario Against   Yes   No
Shareholder   Commission Audited Report on Reduced Plastics Demand For   Yes   Yes
Shareholder   Report on Potential Costs of Environmental Litigation Against   Yes   No
Shareholder   Publish a Tax Transparency Report   Against   Yes   No
Shareholder   Report on Social Impact From Plant Closure or Energy Transition Against   Yes   No
Shareholder   Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution*     Yes   No
                 
Nabors Industries Ltd.                
Ticker: NBR                
Primary CUSIP: G6359F137              
Meeting Date: 06-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Tanya S. Beder   For   Yes   No
Management   Elect Director Anthony R. Chase   For   Yes   No
Management   Elect Director James R. Crane   For   Yes   No
Management   Elect Director John P. Kotts   For   Yes   No
Management   Elect Director Michael C. Linn   For   Yes   No
Management   Elect Director Anthony G. Petrello   For   Yes   No
Management   Elect Director John Yearwood   For   Yes   No
Management   Approve PricewaterhouseCoopers LLP Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation Against   Yes   Yes
Management   Advisory Vote on Say on Pay Frequency   One Year   Yes   No
                 
Tourmaline Oil Corp.                
Ticker: TOU                
Primary CUSIP: 89156V106              
Meeting Date: 07-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Michael L. Rose   For   Yes   No
Management   Elect Director Brian G. Robinson   For   Yes   No
Management   Elect Director Jill T. Angevine   For   Yes   No
Management   Elect Director William D. Armstrong   For   Yes   No
Management   Elect Director Lee A. Baker   For   Yes   No
Management   Elect Director John W. Elick   For   Yes   No
Management   Elect Director Andrew B. MacDonald   For   Yes   No
Management   Elect Director Lucy M. Miller   For   Yes   No
Management   Elect Director Janet L. Weiss   For   Yes   No
Management   Elect Director Ronald C. Wigham   For   Yes   No
Management   Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration For   Yes   No
Management   Re-approve Stock Option Plan   For   Yes   No
                 
Diamondback Energy, Inc.              
Ticker: FANG                
Primary CUSIP: 25278X109              
Meeting Date: 08-Jun-23                
                 
Proponent   Proposal Text   Vote Instruction Voted   Vote Against Management
Management   Elect Director Travis D. Stice   For   Yes   No
Management   Elect Director Vincent K. Brooks   For   Yes   No
Management   Elect Director David L. Houston   For   Yes   No
Management   Elect Director Rebecca A. Klein   For   Yes   No
Management   Elect Director Stephanie K. Mains   For   Yes   No
Management   Elect Director Mark L. Plaumann   For   Yes   No
Management   Elect Director Melanie M. Trent   For   Yes   No
Management   Elect Director Frank D. Tsuru   For   Yes   No
Management   Elect Director Steven E. West   For   Yes   No
Management   Advisory Vote to Ratify Named Executive Officers' Compensation For   Yes   No
Management   Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors For   Yes   No
Management   Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold For   Yes   No
Management   Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation For   Yes   No
Management   Ratify Grant Thornton LLP as Auditors   For   Yes   No

 

 

 

 

FT CBOE Vest S&P 500® Dividend Aristocrats Target Income ETF®

Linde Plc                
Ticker: LIN                
CUSIP: G5494J103                
Shareholder meeting date: 25-Jul-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Stephen F. Angel   Management   Yes   For   No
Elect Director Sanjiv Lamba   Management   Yes   For   No
Elect Director Ann-Kristin Achleitner   Management   Yes   For   No
Elect Director Thomas Enders   Management   Yes   For   No
Elect Director Edward G. Galante   Management   Yes   For   No
Elect Director Joe Kaeser   Management   Yes   For   No
Elect Director Victoria E. Ossadnik   Management   Yes   For   No
Elect Director Martin H. Richenhagen   Management   Yes   For   No
Elect Director Alberto Weisser   Management   Yes   For   No
Elect Director Robert L. Wood   Management   Yes   For   No
Ratify PricewaterhouseCoopers as Auditors   Management   Yes   For   No
Authorise Board to Fix Remuneration of Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Approve Remuneration Report   Management   Yes   For   No
Determine Price Range for Reissuance of Treasury Shares   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
Elect Director Stephen F. Angel   Management   Yes   For   No
Elect Director Sanjiv Lamba   Management   Yes   For   No
Elect Director Ann-Kristin Achleitner   Management   Yes   For   No
Elect Director Thomas Enders   Management   Yes   For   No
Elect Director Edward G. Galante   Management   Yes   For   No
Elect Director Joe Kaeser   Management   Yes   For   No
Elect Director Victoria E. Ossadnik   Management   Yes   For   No
Elect Director Martin H. Richenhagen   Management   Yes   For   No
Elect Director Alberto Weisser   Management   Yes   For   No
Elect Director Robert L. Wood   Management   Yes   For   No
Ratify PricewaterhouseCoopers as Auditors   Management   Yes   For   No
Authorise Board to Fix Remuneration of Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Approve Remuneration Report   Management   Yes   For   No
Determine Price Range for Reissuance of Treasury Shares   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
                 
VF Corporation                
Ticker: VFC                
CUSIP: 918204108                
Shareholder meeting date: 26-Jul-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Richard T. Carucci   Management   Yes   For   No
Elect Director Alex Cho   Management   Yes   For   No
Elect Director Juliana L. Chugg   Management   Yes   For   No
Elect Director Benno Dorer   Management   Yes   For   No
Elect Director Mark S. Hoplamazian   Management   Yes   For   No
Elect Director Laura W. Lang   Management   Yes   For   No
Elect Director W. Rodney McMullen   Management   Yes   For   No
Elect Director Clarence Otis, Jr.   Management   Yes   For   No
Elect Director Steven E. Rendle   Management   Yes   For   No
Elect Director Carol L. Roberts   Management   Yes   For   No
Elect Director Matthew J. Shattock   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Elect Director Richard T. Carucci   Management   Yes   For   No
Elect Director Alex Cho   Management   Yes   For   No
Elect Director Juliana L. Chugg   Management   Yes   For   No
Elect Director Benno Dorer   Management   Yes   For   No
Elect Director Mark S. Hoplamazian   Management   Yes   For   No
Elect Director Laura W. Lang   Management   Yes   For   No
Elect Director W. Rodney McMullen   Management   Yes   For   No
Elect Director Clarence Otis, Jr.   Management   Yes   For   No
Elect Director Steven E. Rendle   Management   Yes   For   No
Elect Director Carol L. Roberts   Management   Yes   For   No
Elect Director Matthew J. Shattock   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Elect Director Richard T. Carucci   Management   Yes   For   No
Elect Director Alex Cho   Management   Yes   For   No
Elect Director Juliana L. Chugg   Management   Yes   For   No
Elect Director Benno Dorer   Management   Yes   For   No
Elect Director Mark S. Hoplamazian   Management   Yes   For   No
Elect Director Laura W. Lang   Management   Yes   For   No
Elect Director W. Rodney McMullen   Management   Yes   For   No
Elect Director Clarence Otis, Jr.   Management   Yes   For   No
Elect Director Steven E. Rendle   Management   Yes   For   No
Elect Director Carol L. Roberts   Management   Yes   For   No
Elect Director Matthew J. Shattock   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
                 
The Procter & Gamble Company                
Ticker: PG                
CUSIP: 742718109                
Shareholder meeting date: 11-Oct-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director B. Marc Allen   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Amy L. Chang   Management   Yes   For   No
Elect Director Joseph Jimenez   Management   Yes   For   No
Elect Director Christopher Kempczinski   Management   Yes   For   No
Elect Director Debra L. Lee   Management   Yes   For   No
Elect Director Terry J. Lundgren   Management   Yes   For   No
Elect Director Christine M. McCarthy   Management   Yes   For   No
Elect Director Jon R. Moeller   Management   Yes   For   No
Elect Director Rajesh Subramaniam   Management   Yes   For   No
Elect Director Patricia A. Woertz   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director B. Marc Allen   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Amy L. Chang   Management   Yes   For   No
Elect Director Joseph Jimenez   Management   Yes   For   No
Elect Director Christopher Kempczinski   Management   Yes   For   No
Elect Director Debra L. Lee   Management   Yes   For   No
Elect Director Terry J. Lundgren   Management   Yes   For   No
Elect Director Christine M. McCarthy   Management   Yes   For   No
Elect Director Jon R. Moeller   Management   Yes   For   No
Elect Director Rajesh Subramaniam   Management   Yes   For   No
Elect Director Patricia A. Woertz   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
Cintas Corporation                
Ticker: CTAS                
CUSIP: 172908105                
Shareholder meeting date: 25-Oct-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Gerald S. Adolph   Management   Yes   For   No
Elect Director John F. Barrett   Management   Yes   For   No
Elect Director Melanie W. Barstad   Management   Yes   For   No
Elect Director Karen L. Carnahan   Management   Yes   For   No
Elect Director Robert E. Coletti   Management   Yes   For   No
Elect Director Scott D. Farmer   Management   Yes   For   No
Elect Director Joseph Scaminace   Management   Yes   For   No
Elect Director Todd M. Schneider   Management   Yes   For   No
Elect Director Ronald W. Tysoe   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons   Management   Yes   For   No
Eliminate Supermajority Vote Requirement to Remove Directors for Cause   Management   Yes   For   No
Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Political Contributions   Shareholder   Yes   For   Yes
Elect Director Gerald S. Adolph   Management   Yes   For   No
Elect Director John F. Barrett   Management   Yes   For   No
Elect Director Melanie W. Barstad   Management   Yes   For   No
Elect Director Karen L. Carnahan   Management   Yes   For   No
Elect Director Robert E. Coletti   Management   Yes   For   No
Elect Director Scott D. Farmer   Management   Yes   For   No
Elect Director Joseph Scaminace   Management   Yes   For   No
Elect Director Todd M. Schneider   Management   Yes   For   No
Elect Director Ronald W. Tysoe   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons   Management   Yes   For   No
Eliminate Supermajority Vote Requirement to Remove Directors for Cause   Management   Yes   For   No
Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Political Contributions   Shareholder   Yes   For   Yes
                 
Amcor plc                
Ticker: AMCR                
CUSIP: G0250X107                
Shareholder meeting date: 09-Nov-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Graeme Liebelt   Management   Yes   For   No
Elect Director Armin Meyer   Management   Yes   For   No
Elect Director Ronald Delia   Management   Yes   For   No
Elect Director Achal Agarwal   Management   Yes   For   No
Elect Director Andrea Bertone   Management   Yes   For   No
Elect Director Susan Carter   Management   Yes   For   No
Elect Director Karen Guerra   Management   Yes   For   No
Elect Director Nicholas (Tom) Long   Management   Yes   For   No
Elect Director Arun Nayar   Management   Yes   For   No
Elect Director David Szczupak   Management   Yes   For   No
Ratify PricewaterhouseCoopers AG as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director Graeme Liebelt   Management   Yes   For   No
Elect Director Armin Meyer   Management   Yes   For   No
Elect Director Ronald Delia   Management   Yes   For   No
Elect Director Achal Agarwal   Management   Yes   For   No
Elect Director Andrea Bertone   Management   Yes   For   No
Elect Director Susan Carter   Management   Yes   For   No
Elect Director Karen Guerra   Management   Yes   For   No
Elect Director Nicholas (Tom) Long   Management   Yes   For   No
Elect Director Arun Nayar   Management   Yes   For   No
Elect Director David Szczupak   Management   Yes   For   No
Ratify PricewaterhouseCoopers AG as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
Automatic Data Processing, Inc.                
Ticker: ADP                
CUSIP: 53015103                
Shareholder meeting date: 09-Nov-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Peter Bisson   Management   Yes   For   No
Elect Director David V. Goeckeler   Management   Yes   For   No
Elect Director Linnie M. Haynesworth   Management   Yes   For   No
Elect Director John P. Jones   Management   Yes   For   No
Elect Director Francine S. Katsoudas   Management   Yes   For   No
Elect Director Nazzic S. Keene   Management   Yes   For   No
Elect Director Thomas J. Lynch   Management   Yes   For   No
Elect Director Scott F. Powers   Management   Yes   For   No
Elect Director William J. Ready   Management   Yes   For   No
Elect Director Carlos A. Rodriguez   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Elect Director Peter Bisson   Management   Yes   For   No
Elect Director David V. Goeckeler   Management   Yes   For   No
Elect Director Linnie M. Haynesworth   Management   Yes   For   No
Elect Director John P. Jones   Management   Yes   For   No
Elect Director Francine S. Katsoudas   Management   Yes   For   No
Elect Director Nazzic S. Keene   Management   Yes   For   No
Elect Director Thomas J. Lynch   Management   Yes   For   No
Elect Director Scott F. Powers   Management   Yes   For   No
Elect Director William J. Ready   Management   Yes   For   No
Elect Director Carlos A. Rodriguez   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
                 
Cardinal Health, Inc.                
Ticker: CAH                
CUSIP: 14149Y108                
Shareholder meeting date: 09-Nov-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Steven K. Barg   Management   Yes   For   No
Elect Director Michelle M. Brennan   Management   Yes   For   No
Elect Director Sujatha Chandrasekaran   Management   Yes   For   No
Elect Director Carrie S. Cox   Management   Yes   For   No
Elect Director Bruce L. Downey   Management   Yes   For   No
Elect Director Sheri H. Edison   Management   Yes   For   No
Elect Director David C. Evans   Management   Yes   For   No
Elect Director Patricia A. Hemingway Hall   Management   Yes   For   No
Elect Director Jason M. Hollar   Management   Yes   For   No
Elect Director Akhil Johri   Management   Yes   For   No
Elect Director Gregory B. Kenny   Management   Yes   For   No
Elect Director Nancy Killefer   Management   Yes   For   No
Elect Director Christine A. Mundkur   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director Steven K. Barg   Management   Yes   For   No
Elect Director Michelle M. Brennan   Management   Yes   For   No
Elect Director Sujatha Chandrasekaran   Management   Yes   For   No
Elect Director Carrie S. Cox   Management   Yes   For   No
Elect Director Bruce L. Downey   Management   Yes   For   No
Elect Director Sheri H. Edison   Management   Yes   For   No
Elect Director David C. Evans   Management   Yes   For   No
Elect Director Patricia A. Hemingway Hall   Management   Yes   For   No
Elect Director Jason M. Hollar   Management   Yes   For   No
Elect Director Akhil Johri   Management   Yes   For   No
Elect Director Gregory B. Kenny   Management   Yes   For   No
Elect Director Nancy Killefer   Management   Yes   For   No
Elect Director Christine A. Mundkur   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
The Clorox Company                
Ticker: CLX                
CUSIP: 189054109                
Shareholder meeting date: 16-Nov-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Amy L. Banse   Management   Yes   For   No
Elect Director Julia Denman   Management   Yes   For   No
Elect Director Spencer C. Fleischer   Management   Yes   For   No
Elect Director Esther Lee   Management   Yes   For   No
Elect Director A.D. David Mackay   Management   Yes   For   No
Elect Director Paul Parker   Management   Yes   For   No
Elect Director Stephanie Plaines   Management   Yes   For   No
Elect Director Linda Rendle   Management   Yes   For   No
Elect Director Matthew J. Shattock   Management   Yes   For   No
Elect Director Kathryn Tesija   Management   Yes   For   No
Elect Director Russell J. Weiner   Management   Yes   For   No
Elect Director Christopher J. Williams   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director Amy L. Banse   Management   Yes   For   No
Elect Director Julia Denman   Management   Yes   For   No
Elect Director Spencer C. Fleischer   Management   Yes   For   No
Elect Director Esther Lee   Management   Yes   For   No
Elect Director A.D. David Mackay   Management   Yes   For   No
Elect Director Paul Parker   Management   Yes   For   No
Elect Director Stephanie Plaines   Management   Yes   For   No
Elect Director Linda Rendle   Management   Yes   For   No
Elect Director Matthew J. Shattock   Management   Yes   For   No
Elect Director Kathryn Tesija   Management   Yes   For   No
Elect Director Russell J. Weiner   Management   Yes   For   No
Elect Director Christopher J. Williams   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Sysco Corporation                
Ticker: SYY                
CUSIP: 871829107                
Shareholder meeting date: 18-Nov-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Daniel J. Brutto   Management   Yes   For   No
Elect Director Ali Dibadj   Management   Yes   For   No
Elect Director Larry C. Glasscock   Management   Yes   For   No
Elect Director Jill M. Golder   Management   Yes   For   No
Elect Director Bradley M. Halverson   Management   Yes   For   No
Elect Director John M. Hinshaw   Management   Yes   For   No
Elect Director Kevin P. Hourican   Management   Yes   For   No
Elect Director Hans-Joachim Koerber   Management   Yes   For   No
Elect Director Alison Kenney Paul   Management   Yes   For   No
Elect Director Edward D. Shirley   Management   Yes   For   No
Elect Director Sheila G. Talton   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Report on Third-Party Civil Rights Audit   Shareholder   Yes   For   Yes
Commission Third Party Report Assessing Company's  Supply Chain Risks   Shareholder   Yes   Against   No
Report on Efforts to Reduce Plastic Use   Shareholder   Yes   For   No
Elect Director Daniel J. Brutto   Management   Yes   For   No
Elect Director Ali Dibadj   Management   Yes   For   No
Elect Director Larry C. Glasscock   Management   Yes   For   No
Elect Director Jill M. Golder   Management   Yes   For   No
Elect Director Bradley M. Halverson   Management   Yes   For   No
Elect Director John M. Hinshaw   Management   Yes   For   No
Elect Director Kevin P. Hourican   Management   Yes   For   No
Elect Director Hans-Joachim Koerber   Management   Yes   For   No
Elect Director Alison Kenney Paul   Management   Yes   For   No
Elect Director Edward D. Shirley   Management   Yes   For   No
Elect Director Sheila G. Talton   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Report on Third-Party Civil Rights Audit   Shareholder   Yes   For   Yes
Commission Third Party Report Assessing Company's  Supply Chain Risks   Shareholder   Yes   Against   No
Report on Efforts to Reduce Plastic Use   Shareholder   Yes   For   No
                 
Medtronic Plc                
Ticker: MDT                
CUSIP: G5960L103                
Shareholder meeting date: 08-Dec-22                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Richard H. Anderson   Management   Yes   For   No
Elect Director Craig Arnold   Management   Yes   For   No
Elect Director Scott C. Donnelly   Management   Yes   For   No
Elect Director Lidia L. Fonseca   Management   Yes   For   No
Elect Director Andrea J. Goldsmith   Management   Yes   For   No
Elect Director Randall J. Hogan, III   Management   Yes   For   No
Elect Director Kevin E. Lofton   Management   Yes   For   No
Elect Director Geoffrey S. Martha   Management   Yes   For   No
Elect Director Elizabeth G. Nabel   Management   Yes   For   No
Elect Director Denise M. O'Leary   Management   Yes   For   No
Elect Director Kendall J. Powell   Management   Yes   For   No
Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Renew the Board's Authority to Issue Shares Under Irish Law   Management   Yes   For   No
Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law   Management   Yes   For   No
Authorize Overseas Market Purchases of Ordinary Shares   Management   Yes   For   No
Elect Director Richard H. Anderson   Management   Yes   For   No
Elect Director Craig Arnold   Management   Yes   For   No
Elect Director Scott C. Donnelly   Management   Yes   For   No
Elect Director Lidia L. Fonseca   Management   Yes   For   No
Elect Director Andrea J. Goldsmith   Management   Yes   For   No
Elect Director Randall J. Hogan, III   Management   Yes   For   No
Elect Director Kevin E. Lofton   Management   Yes   For   No
Elect Director Geoffrey S. Martha   Management   Yes   For   No
Elect Director Elizabeth G. Nabel   Management   Yes   For   No
Elect Director Denise M. O'Leary   Management   Yes   For   No
Elect Director Kendall J. Powell   Management   Yes   For   No
Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Renew the Board's Authority to Issue Shares Under Irish Law   Management   Yes   For   No
Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law   Management   Yes   For   No
Authorize Overseas Market Purchases of Ordinary Shares   Management   Yes   For   No
                 
Linde Plc                
Ticker: LIN                
CUSIP: G5494J103                
Shareholder meeting date: 18-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Approve Scheme of Arrangement   Management   Yes   For   No
Amend Articles of Association   Management   Yes   For   No
Approve Common Draft Terms of Merger   Management   Yes   For   No
Approve Scheme of Arrangement   Management   Yes   For   No
Amend Articles of Association   Management   Yes   For   No
Approve Common Draft Terms of Merger   Management   Yes   For   No
Approve Scheme of Arrangement   Management   Yes   For   No
Approve Scheme of Arrangement   Management   Yes   For   No
                 
Becton, Dickinson and Company                
Ticker: BDX                
CUSIP: 75887109                
Shareholder meeting date: 24-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director William M. Brown   Management   Yes   For   No
Elect Director Catherine M. Burzik   Management   Yes   For   No
Elect Director Carrie L. Byington   Management   Yes   For   No
 Elect Director R. Andrew Eckert   Management   Yes   For   No
Elect Director Claire M. Fraser   Management   Yes   For   No
Elect Director Jeffrey W. Henderson   Management   Yes   For   No
Elect Director Christopher Jones   Management   Yes   For   No
Elect Director Marshall O. Larsen   Management   Yes   For   No
Elect Director Thomas E. Polen   Management   Yes   For   No
Elect Director Timothy M. Ring   Management   Yes   For   No
Elect Director Bertram L. Scott   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
Elect Director William M. Brown   Management   Yes   For   No
Elect Director Catherine M. Burzik   Management   Yes   For   No
Elect Director Carrie L. Byington   Management   Yes   For   No
 Elect Director R. Andrew Eckert   Management   Yes   For   No
Elect Director Claire M. Fraser   Management   Yes   For   No
Elect Director Jeffrey W. Henderson   Management   Yes   For   No
Elect Director Christopher Jones   Management   Yes   For   No
Elect Director Marshall O. Larsen   Management   Yes   For   No
Elect Director Thomas E. Polen   Management   Yes   For   No
Elect Director Timothy M. Ring   Management   Yes   For   No
Elect Director Bertram L. Scott   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
                 
Air Products and Chemicals, Inc.                
Ticker: APD                
CUSIP: 9158106                
Shareholder meeting date: 26-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Tonit M. Calaway   Management   Yes   For   No
Elect Director Charles I. Cogut   Management   Yes   For   No
Elect Director Lisa A. Davis   Management   Yes   For   No
Elect Director Seifollah (Seifi) Ghasemi   Management   Yes   For   No
Elect Director David H. Y. Ho   Management   Yes   For   No
Elect Director Edward L. Monser   Management   Yes   For   No
Elect Director Matthew H. Paull   Management   Yes   For   No
Elect Director Wayne T. Smith   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Tonit M. Calaway   Management   Yes   For   No
Elect Director Charles I. Cogut   Management   Yes   For   No
Elect Director Lisa A. Davis   Management   Yes   For   No
Elect Director Seifollah (Seifi) Ghasemi   Management   Yes   For   No
Elect Director David H. Y. Ho   Management   Yes   For   No
Elect Director Edward L. Monser   Management   Yes   For   No
Elect Director Matthew H. Paull   Management   Yes   For   No
Elect Director Wayne T. Smith   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
Walgreens Boots Alliance, Inc.                
Ticker: WBA                
CUSIP: 931427108                
Shareholder meeting date: 26-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Janice M. Babiak   Management   Yes   For   No
Elect Director Inderpal S. Bhandari   Management   Yes   For   No
Elect Director Rosalind G. Brewer   Management   Yes   For   No
Elect Director Ginger L. Graham   Management   Yes   For   No
Elect Director Bryan C. Hanson   Management   Yes   For   No
Elect Director Valerie B. Jarrett   Management   Yes   For   No
Elect Director John A. Lederer   Management   Yes   For   No
Elect Director Dominic P. Murphy   Management   Yes   For   No
Elect Director Stefano Pessina   Management   Yes   For   No
Elect Director Nancy M. Schlichting   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Elect Director Janice M. Babiak   Management   Yes   For   No
Elect Director Inderpal S. Bhandari   Management   Yes   For   No
Elect Director Rosalind G. Brewer   Management   Yes   For   No
Elect Director Ginger L. Graham   Management   Yes   For   No
Elect Director Bryan C. Hanson   Management   Yes   For   No
Elect Director Valerie B. Jarrett   Management   Yes   For   No
Elect Director John A. Lederer   Management   Yes   For   No
Elect Director Dominic P. Murphy   Management   Yes   For   No
Elect Director Stefano Pessina   Management   Yes   For   No
Elect Director Nancy M. Schlichting   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
                 
Hormel Foods Corporation                
Ticker: HRL                
CUSIP: 440452100                
Shareholder meeting date: 31-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Prama Bhatt   Management   Yes   For   No
Elect Director Gary C. Bhojwani   Management   Yes   For   No
Elect Director Stephen M. Lacy   Management   Yes   For   No
Elect Director Elsa A. Murano   Management   Yes   For   No
Elect Director Susan K. Nestegard   Management   Yes   For   No
Elect Director William A. Newlands   Management   Yes   For   No
Elect Director Christopher J. Policinski   Management   Yes   For   No
Elect Director Jose Luis Prado   Management   Yes   For   No
Elect Director Sally J. Smith   Management   Yes   For   No
Elect Director James P. Snee   Management   Yes   For   No
Elect Director Steven A. White   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains   Shareholder   Yes   Against   No
Elect Director Prama Bhatt   Management   Yes   For   No
Elect Director Gary C. Bhojwani   Management   Yes   For   No
Elect Director Stephen M. Lacy   Management   Yes   For   No
Elect Director Elsa A. Murano   Management   Yes   For   No
Elect Director Susan K. Nestegard   Management   Yes   For   No
Elect Director William A. Newlands   Management   Yes   For   No
Elect Director Christopher J. Policinski   Management   Yes   For   No
Elect Director Jose Luis Prado   Management   Yes   For   No
Elect Director Sally J. Smith   Management   Yes   For   No
Elect Director James P. Snee   Management   Yes   For   No
Elect Director Steven A. White   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains   Shareholder   Yes   Against   No
                 
Emerson Electric Co.                
Ticker: EMR                
CUSIP: 291011104                
Shareholder meeting date: 07-Feb-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Martin S. Craighead   Management   Yes   For   No
Elect Director Gloria A. Flach   Management   Yes   For   No
Elect Director Matthew S. Levatich   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Martin S. Craighead   Management   Yes   For   No
Elect Director Gloria A. Flach   Management   Yes   For   No
Elect Director Matthew S. Levatich   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Franklin Resources, Inc.                
Ticker: BEN                
CUSIP: 354613101                
Shareholder meeting date: 07-Feb-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Mariann Byerwalter   Management   Yes   For   No
Elect Director Alexander S. Friedman   Management   Yes   For   No
Elect Director Gregory E. Johnson   Management   Yes   For   No
Elect Director Jennifer M. Johnson   Management   Yes   For   No
Elect Director Rupert H. Johnson, Jr.   Management   Yes   For   No
Elect Director John Y. Kim   Management   Yes   For   No
Elect Director Karen M. King   Management   Yes   For   No
Elect Director Anthony J. Noto   Management   Yes   For   No
Elect Director John W. Thiel   Management   Yes   For   No
Elect Director Seth H. Waugh   Management   Yes   For   No
Elect Director Geoffrey Y. Yang   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   Yes
Elect Director Mariann Byerwalter   Management   Yes   For   No
Elect Director Alexander S. Friedman   Management   Yes   For   No
Elect Director Gregory E. Johnson   Management   Yes   For   No
Elect Director Jennifer M. Johnson   Management   Yes   For   No
Elect Director Rupert H. Johnson, Jr.   Management   Yes   For   No
Elect Director John Y. Kim   Management   Yes   For   No
Elect Director Karen M. King   Management   Yes   For   No
Elect Director Anthony J. Noto   Management   Yes   For   No
Elect Director John W. Thiel   Management   Yes   For   No
Elect Director Seth H. Waugh   Management   Yes   For   No
Elect Director Geoffrey Y. Yang   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   Yes
                 
Atmos Energy Corporation                
Ticker: ATO                
CUSIP: 49560105                
Shareholder meeting date: 08-Feb-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director John C. Ale   Management   Yes   For   No
Elect Director J. Kevin Akers   Management   Yes   For   No
Elect Director Kim R. Cocklin   Management   Yes   For   No
Elect Director Kelly H. Compton   Management   Yes   For   No
Elect Director Sean Donohue   Management   Yes   For   No
Elect Director Rafael G. Garza   Management   Yes   For   No
Elect Director Richard K. Gordon   Management   Yes   For   No
Elect Director Nancy K. Quinn   Management   Yes   For   No
Elect Director Richard A. Sampson   Management   Yes   For   No
Elect Director Diana J. Walters   Management   Yes   For   No
Elect Director Frank Yoho   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director John C. Ale   Management   Yes   For   No
Elect Director J. Kevin Akers   Management   Yes   For   No
Elect Director Kim R. Cocklin   Management   Yes   For   No
Elect Director Kelly H. Compton   Management   Yes   For   No
Elect Director Sean Donohue   Management   Yes   For   No
Elect Director Rafael G. Garza   Management   Yes   For   No
Elect Director Richard K. Gordon   Management   Yes   For   No
Elect Director Nancy K. Quinn   Management   Yes   For   No
Elect Director Richard A. Sampson   Management   Yes   For   No
Elect Director Diana J. Walters   Management   Yes   For   No
Elect Director Frank Yoho   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
A. O. Smith Corporation                
Ticker: AOS                
CUSIP: 831865209                
Shareholder meeting date: 11-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Ronald D. Brown   Management   Yes   Withhold   Yes
Elect Director Earl E. Exum   Management   Yes   For   No
Elect Director Michael M. Larsen   Management   Yes   For   No
Elect Director Idelle K. Wolf   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Whether Company Policies Reinforce Racism in Company Culture   Shareholder   Yes   Against   No
Elect Director Ronald D. Brown   Management   Yes   Withhold   Yes
Elect Director Earl E. Exum   Management   Yes   For   No
Elect Director Michael M. Larsen   Management   Yes   For   No
Elect Director Idelle K. Wolf   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Whether Company Policies Reinforce Racism in Company Culture   Shareholder   Yes   Against   No
                 
The Sherwin-Williams Company                
Ticker: SHW                
CUSIP: 824348106                
Shareholder meeting date: 19-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Kerrii B. Anderson   Management   Yes   For   No
Elect Director Arthur F. Anton   Management   Yes   For   No
Elect Director Jeff M. Fettig   Management   Yes   For   No
Elect Director John G. Morikis   Management   Yes   For   No
Elect Director Christine A. Poon   Management   Yes   For   No
Elect Director Aaron M. Powell   Management   Yes   For   No
Elect Director Marta R. Stewart   Management   Yes   For   No
Elect Director Michael H. Thaman   Management   Yes   For   No
Elect Director Matthew Thornton, III   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director Kerrii B. Anderson   Management   Yes   For   No
Elect Director Arthur F. Anton   Management   Yes   For   No
Elect Director Jeff M. Fettig   Management   Yes   For   No
Elect Director John G. Morikis   Management   Yes   For   No
Elect Director Christine A. Poon   Management   Yes   For   No
Elect Director Aaron M. Powell   Management   Yes   For   No
Elect Director Marta R. Stewart   Management   Yes   For   No
Elect Director Michael H. Thaman   Management   Yes   For   No
Elect Director Matthew Thornton, III   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Kimberly-Clark Corporation                
Ticker: KMB                
CUSIP: 494368103                
Shareholder meeting date: 20-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Sylvia M. Burwell   Management   Yes   For   No
Elect Director John W. Culver   Management   Yes   For   No
Elect Director Michael D. Hsu   Management   Yes   For   No
Elect Director Mae C. Jemison   Management   Yes   For   No
Elect Director S. Todd Maclin   Management   Yes   For   No
Elect Director Deirdre A. Mahlan   Management   Yes   For   No
Elect Director Sherilyn S. McCoy   Management   Yes   For   No
Elect Director Christa S. Quarles   Management   Yes   For   No
Elect Director Jaime A. Ramirez   Management   Yes   For   No
Elect Director Dunia A. Shive   Management   Yes   For   No
Elect Director Mark T. Smucker   Management   Yes   For   No
Elect Director Michael D. White   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Sylvia M. Burwell   Management   Yes   For   No
Elect Director John W. Culver   Management   Yes   For   No
Elect Director Michael D. Hsu   Management   Yes   For   No
Elect Director Mae C. Jemison   Management   Yes   For   No
Elect Director S. Todd Maclin   Management   Yes   For   No
Elect Director Deirdre A. Mahlan   Management   Yes   For   No
Elect Director Sherilyn S. McCoy   Management   Yes   For   No
Elect Director Christa S. Quarles   Management   Yes   For   No
Elect Director Jaime A. Ramirez   Management   Yes   For   No
Elect Director Dunia A. Shive   Management   Yes   For   No
Elect Director Mark T. Smucker   Management   Yes   For   No
Elect Director Michael D. White   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
PPG Industries, Inc.                
Ticker: PPG                
CUSIP: 693506107                
Shareholder meeting date: 20-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Stephen F. Angel   Management   Yes   For   No
Elect Director Hugh Grant   Management   Yes   For   No
Elect Director Melanie L. Healey   Management   Yes   For   No
Elect Director Timothy M. Knavish   Management   Yes   For   No
Elect Director Guillermo Novo   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Elect Director Stephen F. Angel   Management   Yes   For   No
Elect Director Hugh Grant   Management   Yes   For   No
Elect Director Melanie L. Healey   Management   Yes   For   No
Elect Director Timothy M. Knavish   Management   Yes   For   No
Elect Director Guillermo Novo   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
                 
Stanley Black & Decker, Inc.                
Ticker: SWK                
CUSIP: 854502101                
Shareholder meeting date: 21-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Donald Allan, Jr.   Management   Yes   For   No
Elect Director Andrea J. Ayers   Management   Yes   For   No
Elect Director Patrick D. Campbell   Management   Yes   For   No
Elect Director Debra A. Crew   Management   Yes   For   No
Elect Director Michael D. Hankin   Management   Yes   For   No
Elect Director Robert J. Manning   Management   Yes   For   No
Elect Director Adrian V. Mitchell   Management   Yes   For   No
Elect Director Jane M. Palmieri   Management   Yes   For   No
Elect Director Mojdeh Poul   Management   Yes   For   No
Elect Director Irving Tan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Elect Director Donald Allan, Jr.   Management   Yes   For   No
Elect Director Andrea J. Ayers   Management   Yes   For   No
Elect Director Patrick D. Campbell   Management   Yes   For   No
Elect Director Debra A. Crew   Management   Yes   For   No
Elect Director Michael D. Hankin   Management   Yes   For   No
Elect Director Robert J. Manning   Management   Yes   For   No
Elect Director Adrian V. Mitchell   Management   Yes   For   No
Elect Director Jane M. Palmieri   Management   Yes   For   No
Elect Director Mojdeh Poul   Management   Yes   For   No
Elect Director Irving Tan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
                 
International Business Machines Corporation                
Ticker: IBM                
CUSIP: 459200101                
Shareholder meeting date: 25-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Thomas Buberl   Management   Yes   For   No
Elect Director David N. Farr   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Michelle J. Howard   Management   Yes   For   No
Elect Director Arvind Krishna   Management   Yes   For   No
Elect Director Andrew N. Liveris   Management   Yes   For   No
Elect Director F. William McNabb, III   Management   Yes   For   No
Elect Director Martha E. Pollack   Management   Yes   For   No
Elect Director Joseph R. Swedish   Management   Yes   For   No
Elect Director Peter R. Voser   Management   Yes   For   No
Elect Director Frederick H. Waddell   Management   Yes   For   No
Elect Director Alfred W. Zollar   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Report on Efforts to Prevent Harassment and Discrimination in the Workplace   Shareholder   Yes   For   Yes
Elect Director Thomas Buberl   Management   Yes   For   No
Elect Director David N. Farr   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Michelle J. Howard   Management   Yes   For   No
Elect Director Arvind Krishna   Management   Yes   For   No
Elect Director Andrew N. Liveris   Management   Yes   For   No
Elect Director F. William McNabb, III   Management   Yes   For   No
Elect Director Martha E. Pollack   Management   Yes   For   No
Elect Director Joseph R. Swedish   Management   Yes   For   No
Elect Director Peter R. Voser   Management   Yes   For   No
Elect Director Frederick H. Waddell   Management   Yes   For   No
Elect Director Alfred W. Zollar   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Report on Efforts to Prevent Harassment and Discrimination in the Workplace   Shareholder   Yes   For   Yes
                 
The Coca-Cola Company                
Ticker: KO                
CUSIP: 191216100                
Shareholder meeting date: 25-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Herb Allen   Management   Yes   For   No
Elect Director Marc Bolland   Management   Yes   For   No
Elect Director Ana Botin   Management   Yes   For   No
Elect Director Christopher C. Davis   Management   Yes   For   No
Elect Director Barry Diller   Management   Yes   For   No
Elect Director Carolyn Everson   Management   Yes   For   No
Elect Director Helene D. Gayle   Management   Yes   For   No
Elect Director Alexis M. Herman   Management   Yes   For   No
Elect Director Maria Elena Lagomasino   Management   Yes   For   No
Elect Director Amity Millhiser   Management   Yes   For   No
Elect Director James Quincey   Management   Yes   For   No
Elect Director Caroline J. Tsay   Management   Yes   For   No
Elect Director David B. Weinberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Report on Third-Party Civil Rights Audit   Shareholder   Yes   Against   No
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Risk Due to Restrictions on Reproductive Rights   Shareholder   Yes   Against   No
Elect Director Herb Allen   Management   Yes   For   No
Elect Director Marc Bolland   Management   Yes   For   No
Elect Director Ana Botin   Management   Yes   For   No
Elect Director Christopher C. Davis   Management   Yes   For   No
Elect Director Barry Diller   Management   Yes   For   No
Elect Director Carolyn Everson   Management   Yes   For   No
Elect Director Helene D. Gayle   Management   Yes   For   No
Elect Director Alexis M. Herman   Management   Yes   For   No
Elect Director Maria Elena Lagomasino   Management   Yes   For   No
Elect Director Amity Millhiser   Management   Yes   For   No
Elect Director James Quincey   Management   Yes   For   No
Elect Director Caroline J. Tsay   Management   Yes   For   No
Elect Director David B. Weinberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Report on Third-Party Civil Rights Audit   Shareholder   Yes   Against   No
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Risk Due to Restrictions on Reproductive Rights   Shareholder   Yes   Against   No
                 
West Pharmaceutical Services, Inc.                
Ticker: WST                
CUSIP: 955306105                
Shareholder meeting date: 25-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Mark A. Buthman   Management   Yes   For   No
Elect Director William F. Feehery   Management   Yes   For   No
Elect Director Robert F. Friel   Management   Yes   For   No
Elect Director Eric M. Green   Management   Yes   For   No
Elect Director Thomas W. Hofmann   Management   Yes   For   No
Elect Director Molly E. Joseph   Management   Yes   For   No
Elect Director Deborah L. V. Keller   Management   Yes   For   No
Elect Director Myla P. Lai-Goldman   Management   Yes   For   No
Elect Director Stephen H. Lockhart   Management   Yes   For   No
Elect Director Douglas A. Michels   Management   Yes   For   No
Elect Director Paolo Pucci   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Amend Bylaws   Shareholder   Yes   Against   No
Elect Director Mark A. Buthman   Management   Yes   For   No
Elect Director William F. Feehery   Management   Yes   For   No
Elect Director Robert F. Friel   Management   Yes   For   No
Elect Director Eric M. Green   Management   Yes   For   No
Elect Director Thomas W. Hofmann   Management   Yes   For   No
Elect Director Molly E. Joseph   Management   Yes   For   No
Elect Director Deborah L. V. Keller   Management   Yes   For   No
Elect Director Myla P. Lai-Goldman   Management   Yes   For   No
Elect Director Stephen H. Lockhart   Management   Yes   For   No
Elect Director Douglas A. Michels   Management   Yes   For   No
Elect Director Paolo Pucci   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Amend Bylaws   Shareholder   Yes   Against   No
                 
W.W. Grainger, Inc.                
Ticker: GWW                
CUSIP: 384802104                
Shareholder meeting date: 26-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Rodney C. Adkins   Management   Yes   For   No
Elect Director V. Ann Hailey   Management   Yes   For   No
Elect Director Katherine D. Jaspon   Management   Yes   For   No
Elect Director Stuart L. Levenick   Management   Yes   For   No
Elect Director D.G. Macpherson   Management   Yes   For   No
Elect Director Neil S. Novich   Management   Yes   For   No
Elect Director Beatriz R. Perez   Management   Yes   For   No
Elect Director E. Scott Santi   Management   Yes   For   No
Elect Director Susan Slavik Williams   Management   Yes   For   No
Elect Director Lucas E. Watson   Management   Yes   For   No
Elect Director Steven A. White   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Rodney C. Adkins   Management   Yes   For   No
Elect Director V. Ann Hailey   Management   Yes   For   No
Elect Director Katherine D. Jaspon   Management   Yes   For   No
Elect Director Stuart L. Levenick   Management   Yes   For   No
Elect Director D.G. Macpherson   Management   Yes   For   No
Elect Director Neil S. Novich   Management   Yes   For   No
Elect Director Beatriz R. Perez   Management   Yes   For   No
Elect Director E. Scott Santi   Management   Yes   For   No
Elect Director Susan Slavik Williams   Management   Yes   For   No
Elect Director Lucas E. Watson   Management   Yes   For   No
Elect Director Steven A. White   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Church & Dwight Co., Inc.                
Ticker: CHD                
CUSIP: 171340102                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Bradlen S. Cashaw   Management   Yes   For   No
Elect Director Matthew T. Farrell   Management   Yes   For   No
Elect Director Bradley C. Irwin   Management   Yes   For   No
Elect Director Penry W. Price   Management   Yes   For   No
Elect Director Susan G. Saideman   Management   Yes   For   No
Elect Director Ravichandra K. Saligram   Management   Yes   For   No
Elect Director Robert K. Shearer   Management   Yes   For   No
Elect Director Janet S. Vergis   Management   Yes   For   No
Elect Director Arthur B. Winkleblack   Management   Yes   For   No
Elect Director Laurie J. Yoler   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Approve Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Bradlen S. Cashaw   Management   Yes   For   No
Elect Director Matthew T. Farrell   Management   Yes   For   No
Elect Director Bradley C. Irwin   Management   Yes   For   No
Elect Director Penry W. Price   Management   Yes   For   No
Elect Director Susan G. Saideman   Management   Yes   For   No
Elect Director Ravichandra K. Saligram   Management   Yes   For   No
Elect Director Robert K. Shearer   Management   Yes   For   No
Elect Director Janet S. Vergis   Management   Yes   For   No
Elect Director Arthur B. Winkleblack   Management   Yes   For   No
Elect Director Laurie J. Yoler   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Approve Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Johnson & Johnson                
Ticker:  JNJ                
CUSIP: 478160104                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Darius Adamczyk   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director D. Scott Davis   Management   Yes   For   No
Elect Director Jennifer A. Doudna   Management   Yes   For   No
Elect Director Joaquin Duato   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Paula A. Johnson   Management   Yes   For   No
Elect Director Hubert Joly   Management   Yes   For   No
Elect Director Mark B. McClellan   Management   Yes   For   No
Elect Director Anne M. Mulcahy   Management   Yes   For   No
Elect Director Mark A. Weinberger   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Adopt Mandatory Arbitration Bylaw - Withdrawn   Shareholder   Yes       No
Report on Government Financial Support and Equitable Access to Covid-19 Products   Shareholder   Yes   For   Yes
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   Against   No
Elect Director Darius Adamczyk   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director D. Scott Davis   Management   Yes   For   No
Elect Director Jennifer A. Doudna   Management   Yes   For   No
Elect Director Joaquin Duato   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Paula A. Johnson   Management   Yes   For   No
Elect Director Hubert Joly   Management   Yes   For   No
Elect Director Mark B. McClellan   Management   Yes   For   No
Elect Director Anne M. Mulcahy   Management   Yes   For   No
Elect Director Mark A. Weinberger   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Adopt Mandatory Arbitration Bylaw - Withdrawn   Shareholder   Yes       No
Report on Government Financial Support and Equitable Access to Covid-19 Products   Shareholder   Yes   For   Yes
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   Against   No
                 
Abbott Laboratories                
Ticker: ABT                
CUSIP: 2824100                
Shareholder meeting date: 28-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Robert J. Alpern   Management   Yes   For   No
Elect Director Claire Babineaux-Fontenot   Management   Yes   For   No
Elect Director Sally E. Blount   Management   Yes   For   No
Elect Director Robert B. Ford   Management   Yes   For   No
Elect Director Paola Gonzalez   Management   Yes   For   No
Elect Director Michelle A. Kumbier   Management   Yes   For   No
Elect Director Darren W. McDew   Management   Yes   For   No
Elect Director Nancy McKinstry   Management   Yes   For   No
Elect Director Michael G. O'Grady   Management   Yes   For   No
Elect Director Michael F. Roman   Management   Yes   For   No
Elect Director Daniel J. Starks   Management   Yes   For   No
Elect Director John G. Stratton   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   Against   No
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   Against   No
Elect Director Robert J. Alpern   Management   Yes   For   No
Elect Director Claire Babineaux-Fontenot   Management   Yes   For   No
Elect Director Sally E. Blount   Management   Yes   For   No
Elect Director Robert B. Ford   Management   Yes   For   No
Elect Director Paola Gonzalez   Management   Yes   For   No
Elect Director Michelle A. Kumbier   Management   Yes   For   No
Elect Director Darren W. McDew   Management   Yes   For   No
Elect Director Nancy McKinstry   Management   Yes   For   No
Elect Director Michael G. O'Grady   Management   Yes   For   No
Elect Director Michael F. Roman   Management   Yes   For   No
Elect Director Daniel J. Starks   Management   Yes   For   No
Elect Director John G. Stratton   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   Against   No
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   Against   No
                 
Aflac Incorporated                
Ticker: AFL                
CUSIP: 1055102                
Shareholder meeting date: 01-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Daniel P. Amos   Management   Yes   For   No
Elect Director W. Paul Bowers   Management   Yes   For   No
Elect Director Arthur R. Collins   Management   Yes   For   No
Elect Director Miwako Hosoda   Management   Yes   For   No
Elect Director Thomas J. Kenny   Management   Yes   For   No
Elect Director Georgette D. Kiser   Management   Yes   For   No
Elect Director Karole F. Lloyd   Management   Yes   For   No
Elect Director Nobuchika Mori   Management   Yes   For   No
Elect Director Joseph L. Moskowitz   Management   Yes   For   No
Elect Director Barbara K. Rimer   Management   Yes   For   No
Elect Director Katherine T. Rohrer   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Elect Director Daniel P. Amos   Management   Yes   For   No
Elect Director W. Paul Bowers   Management   Yes   For   No
Elect Director Arthur R. Collins   Management   Yes   For   No
Elect Director Miwako Hosoda   Management   Yes   For   No
Elect Director Thomas J. Kenny   Management   Yes   For   No
Elect Director Georgette D. Kiser   Management   Yes   For   No
Elect Director Karole F. Lloyd   Management   Yes   For   No
Elect Director Nobuchika Mori   Management   Yes   For   No
Elect Director Joseph L. Moskowitz   Management   Yes   For   No
Elect Director Barbara K. Rimer   Management   Yes   For   No
Elect Director Katherine T. Rohrer   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
                 
Genuine Parts Company                
Ticker: GPC                
CUSIP: 372460105                
Shareholder meeting date: 01-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Elizabeth W. Camp   Management   Yes   For   No
Elect Director Richard Cox, Jr.   Management   Yes   For   No
Elect Director Paul D. Donahue   Management   Yes   For   No
Elect Director Gary P. Fayard   Management   Yes   For   No
Elect Director P. Russell Hardin   Management   Yes   For   No
Elect Director John R. Holder   Management   Yes   For   No
Elect Director Donna W. Hyland   Management   Yes   For   No
Elect Director John D. Johns   Management   Yes   For   No
Elect Director Jean-Jacques Lafont   Management   Yes   For   No
Elect Director Robert C. "Robin" Loudermilk, Jr.   Management   Yes   For   No
Elect Director Wendy B. Needham   Management   Yes   For   No
Elect Director Juliette W. Pryor   Management   Yes   For   No
Elect Director E. Jenner Wood, III   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director Elizabeth W. Camp   Management   Yes   For   No
Elect Director Richard Cox, Jr.   Management   Yes   For   No
Elect Director Paul D. Donahue   Management   Yes   For   No
Elect Director Gary P. Fayard   Management   Yes   For   No
Elect Director P. Russell Hardin   Management   Yes   For   No
Elect Director John R. Holder   Management   Yes   For   No
Elect Director Donna W. Hyland   Management   Yes   For   No
Elect Director John D. Johns   Management   Yes   For   No
Elect Director Jean-Jacques Lafont   Management   Yes   For   No
Elect Director Robert C. "Robin" Loudermilk, Jr.   Management   Yes   For   No
Elect Director Wendy B. Needham   Management   Yes   For   No
Elect Director Juliette W. Pryor   Management   Yes   For   No
Elect Director E. Jenner Wood, III   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Albemarle Corporation                
Ticker: ALB                
CUSIP: 12653101                
Shareholder meeting date: 02-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director M. Lauren Brlas   Management   Yes   For   No
Elect Director Ralf H. Cramer   Management   Yes   For   No
Elect Director J. Kent Masters, Jr.   Management   Yes   For   No
Elect Director Glenda J. Minor   Management   Yes   For   No
Elect Director James J. O'Brien   Management   Yes   For   No
Elect Director Diarmuid B. O'Connell   Management   Yes   For   No
Elect Director Dean L. Seavers   Management   Yes   For   No
Elect Director Gerald A. Steiner   Management   Yes   For   No
Elect Director Holly A. Van Deursen   Management   Yes   For   No
Elect Director Alejandro D. Wolff   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Non-Employee Director Restricted Stock Plan   Management   Yes   For   No
Elect Director M. Lauren Brlas   Management   Yes   For   No
Elect Director Ralf H. Cramer   Management   Yes   For   No
Elect Director J. Kent Masters, Jr.   Management   Yes   For   No
Elect Director Glenda J. Minor   Management   Yes   For   No
Elect Director James J. O'Brien   Management   Yes   For   No
Elect Director Diarmuid B. O'Connell   Management   Yes   For   No
Elect Director Dean L. Seavers   Management   Yes   For   No
Elect Director Gerald A. Steiner   Management   Yes   For   No
Elect Director Holly A. Van Deursen   Management   Yes   For   No
Elect Director Alejandro D. Wolff   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Non-Employee Director Restricted Stock Plan   Management   Yes   For   No
                 
Expeditors International of Washington, Inc.                
Ticker: EXPD                
CUSIP: 302130109                
Shareholder meeting date: 02-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Glenn M. Alger   Management   Yes   For   No
Elect Director Robert P. Carlile   Management   Yes   For   No
Elect Director James M. DuBois   Management   Yes   For   No
Elect Director Mark A. Emmert   Management   Yes   For   No
Elect Director Diane H. Gulyas   Management   Yes   For   No
Elect Director Jeffrey S. Musser   Management   Yes   For   No
Elect Director Brandon S. Pedersen   Management   Yes   For   No
Elect Director Liane J. Pelletier   Management   Yes   For   No
Elect Director Olivia D. Polius   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   Yes   For   Yes
Elect Director Glenn M. Alger   Management   Yes   For   No
Elect Director Robert P. Carlile   Management   Yes   For   No
Elect Director James M. DuBois   Management   Yes   For   No
Elect Director Mark A. Emmert   Management   Yes   For   No
Elect Director Diane H. Gulyas   Management   Yes   For   No
Elect Director Jeffrey S. Musser   Management   Yes   For   No
Elect Director Brandon S. Pedersen   Management   Yes   For   No
Elect Director Liane J. Pelletier   Management   Yes   For   No
Elect Director Olivia D. Polius   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics   Shareholder   Yes   For   Yes
                 
Brown & Brown, Inc.                
Ticker: BRO                
CUSIP: 115236101                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director J. Hyatt Brown   Management   Yes   For   No
Elect Director J. Powell Brown   Management   Yes   For   No
Elect Director Lawrence L. Gellerstedt, III   Management   Yes   For   No
Elect Director James C. Hays   Management   Yes   For   No
Elect Director Theodore J. Hoepner   Management   Yes   For   No
Elect Director James S. Hunt   Management   Yes   For   No
Elect Director Toni Jennings   Management   Yes   For   No
Elect Director Timothy R.M. Main   Management   Yes   For   No
Elect Director Jaymin B. Patel   Management   Yes   For   No
Elect Director H. Palmer Proctor, Jr.   Management   Yes   For   No
Elect Director Wendell S. Reilly   Management   Yes   For   No
Elect Director Chilton D. Varner   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director J. Hyatt Brown   Management   Yes   For   No
Elect Director J. Powell Brown   Management   Yes   For   No
Elect Director Lawrence L. Gellerstedt, III   Management   Yes   For   No
Elect Director James C. Hays   Management   Yes   For   No
Elect Director Theodore J. Hoepner   Management   Yes   For   No
Elect Director James S. Hunt   Management   Yes   For   No
Elect Director Toni Jennings   Management   Yes   For   No
Elect Director Timothy R.M. Main   Management   Yes   For   No
Elect Director Jaymin B. Patel   Management   Yes   For   No
Elect Director H. Palmer Proctor, Jr.   Management   Yes   For   No
Elect Director Wendell S. Reilly   Management   Yes   For   No
Elect Director Chilton D. Varner   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Federal Realty Investment Trust                
Ticker: FRT                
CUSIP: 313745101                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director David W. Faeder   Management   Yes   For   No
Elect Director Elizabeth I. Holland   Management   Yes   For   No
Elect Director Nicole Y. Lamb-Hale   Management   Yes   For   No
Elect Director Thomas A. McEachin   Management   Yes   For   No
Elect Director Anthony P. Nader, III   Management   Yes   For   No
Elect Director Gail P. Steinel   Management   Yes   For   No
Elect Director Donald C. Wood   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Increase Authorized Common Stock   Management   Yes   For   No
Ratify Grant Thornton, LLP as Auditors   Management   Yes   For   No
Elect Director David W. Faeder   Management   Yes   For   No
Elect Director Elizabeth I. Holland   Management   Yes   For   No
Elect Director Nicole Y. Lamb-Hale   Management   Yes   For   No
Elect Director Thomas A. McEachin   Management   Yes   For   No
Elect Director Anthony P. Nader, III   Management   Yes   For   No
Elect Director Gail P. Steinel   Management   Yes   For   No
Elect Director Donald C. Wood   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Increase Authorized Common Stock   Management   Yes   For   No
Ratify Grant Thornton, LLP as Auditors   Management   Yes   For   No
                 
General Dynamics Corporation                
Ticker: GD                
CUSIP: 369550108                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Richard D. Clarke   Management   Yes   For   No
Elect Director James S. Crown   Management   Yes   For   No
Elect Director Rudy F. deLeon   Management   Yes   For   No
Elect Director Cecil D. Haney   Management   Yes   For   No
Elect Director Mark M. Malcolm   Management   Yes   For   No
Elect Director James N. Mattis   Management   Yes   For   No
Elect Director Phebe N. Novakovic   Management   Yes   For   No
Elect Director C. Howard Nye   Management   Yes   For   No
Elect Director Catherine B. Reynolds   Management   Yes   For   No
Elect Director Laura J. Schumacher   Management   Yes   For   No
Elect Director Robert K. Steel   Management   Yes   For   No
Elect Director John G. Stratton   Management   Yes   For   No
Elect Director Peter A. Wall   Management   Yes   For   No
Amend Certificate of Incorporation to Limit the Liability of Certain Officers   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Human Rights Risk Assessment   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   For   Yes
Elect Director Richard D. Clarke   Management   Yes   For   No
Elect Director James S. Crown   Management   Yes   For   No
Elect Director Rudy F. deLeon   Management   Yes   For   No
Elect Director Cecil D. Haney   Management   Yes   For   No
Elect Director Mark M. Malcolm   Management   Yes   For   No
Elect Director James N. Mattis   Management   Yes   For   No
Elect Director Phebe N. Novakovic   Management   Yes   For   No
Elect Director C. Howard Nye   Management   Yes   For   No
Elect Director Catherine B. Reynolds   Management   Yes   For   No
Elect Director Laura J. Schumacher   Management   Yes   For   No
Elect Director Robert K. Steel   Management   Yes   For   No
Elect Director John G. Stratton   Management   Yes   For   No
Elect Director Peter A. Wall   Management   Yes   For   No
Amend Certificate of Incorporation to Limit the Liability of Certain Officers   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Human Rights Risk Assessment   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   For   Yes
                 
PepsiCo, Inc.                
Ticker: PEP                
CUSIP: 713448108                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Segun Agbaje   Management   Yes   For   No
Elect Director Jennifer Bailey   Management   Yes   For   No
Elect Director Cesar Conde   Management   Yes   For   No
Elect Director Ian Cook   Management   Yes   For   No
Elect Director Edith W. Cooper   Management   Yes   For   No
Elect Director Susan M. Diamond   Management   Yes   For   No
Elect Director Dina Dublon   Management   Yes   For   No
Elect Director Michelle Gass   Management   Yes   For   No
Elect Director Ramon L. Laguarta   Management   Yes   For   No
Elect Director Dave J. Lewis   Management   Yes   For   No
Elect Director David C. Page   Management   Yes   For   No
Elect Director Robert C. Pohlad   Management   Yes   For   No
Elect Director Daniel Vasella   Management   Yes   For   No
Elect Director Darren Walker   Management   Yes   For   No
Elect Director Alberto Weisser   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Impacts of Restrictive Reproductive Healthcare Legislation   Shareholder   Yes   Against   No
Publish Annual Congruency Report on Net-Zero Emissions Policy   Shareholder   Yes   Against   No
Elect Director Segun Agbaje   Management   Yes   For   No
Elect Director Jennifer Bailey   Management   Yes   For   No
Elect Director Cesar Conde   Management   Yes   For   No
Elect Director Ian Cook   Management   Yes   For   No
Elect Director Edith W. Cooper   Management   Yes   For   No
Elect Director Susan M. Diamond   Management   Yes   For   No
Elect Director Dina Dublon   Management   Yes   For   No
Elect Director Michelle Gass   Management   Yes   For   No
Elect Director Ramon L. Laguarta   Management   Yes   For   No
Elect Director Dave J. Lewis   Management   Yes   For   No
Elect Director David C. Page   Management   Yes   For   No
Elect Director Robert C. Pohlad   Management   Yes   For   No
Elect Director Daniel Vasella   Management   Yes   For   No
Elect Director Darren Walker   Management   Yes   For   No
Elect Director Alberto Weisser   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Impacts of Restrictive Reproductive Healthcare Legislation   Shareholder   Yes   Against   No
Publish Annual Congruency Report on Net-Zero Emissions Policy   Shareholder   Yes   Against   No
                 
S&P Global Inc.                
Ticker: SPGI                
CUSIP: 78409V104                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Marco Alvera   Management   Yes   For   No
Elect Director Jacques Esculier   Management   Yes   For   No
Elect Director Gay Huey Evans   Management   Yes   For   No
Elect Director William D. Green   Management   Yes   For   No
Elect Director Stephanie C. Hill   Management   Yes   For   No
Elect Director Rebecca Jacoby   Management   Yes   For   No
Elect Director Robert P. Kelly   Management   Yes   For   No
Elect Director Ian Paul Livingston   Management   Yes   For   No
Elect Director Deborah D. McWhinney   Management   Yes   For   No
Elect Director Maria R. Morris   Management   Yes   For   No
Elect Director Douglas L. Peterson   Management   Yes   For   No
Elect Director Richard E. Thornburgh   Management   Yes   For   No
Elect Director Gregory Washington   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director Marco Alvera   Management   Yes   For   No
Elect Director Jacques Esculier   Management   Yes   For   No
Elect Director Gay Huey Evans   Management   Yes   For   No
Elect Director William D. Green   Management   Yes   For   No
Elect Director Stephanie C. Hill   Management   Yes   For   No
Elect Director Rebecca Jacoby   Management   Yes   For   No
Elect Director Robert P. Kelly   Management   Yes   For   No
Elect Director Ian Paul Livingston   Management   Yes   For   No
Elect Director Deborah D. McWhinney   Management   Yes   For   No
Elect Director Maria R. Morris   Management   Yes   For   No
Elect Director Douglas L. Peterson   Management   Yes   For   No
Elect Director Richard E. Thornburgh   Management   Yes   For   No
Elect Director Gregory Washington   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Archer-Daniels-Midland Company                
Ticker: ADM                
CUSIP: 39483102                
Shareholder meeting date: 04-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Michael S. Burke   Management   Yes   For   No
Elect Director Theodore Colbert   Management   Yes   For   No
Elect Director James C. Collins, Jr.   Management   Yes   For   No
Elect Director Terrell K. Crews   Management   Yes   For   No
Elect Director Ellen de Brabander   Management   Yes   For   No
Elect Director Suzan F. Harrison   Management   Yes   For   No
Elect Director Juan R. Luciano   Management   Yes   For   No
Elect Director Patrick J. Moore   Management   Yes   For   No
Elect Director Debra A. Sandler   Management   Yes   For   No
Elect Director Lei Z. Schlitz   Management   Yes   For   No
Elect Director Kelvin R. Westbrook   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Michael S. Burke   Management   Yes   For   No
Elect Director Theodore Colbert   Management   Yes   For   No
Elect Director James C. Collins, Jr.   Management   Yes   For   No
Elect Director Terrell K. Crews   Management   Yes   For   No
Elect Director Ellen de Brabander   Management   Yes   For   No
Elect Director Suzan F. Harrison   Management   Yes   For   No
Elect Director Juan R. Luciano   Management   Yes   For   No
Elect Director Patrick J. Moore   Management   Yes   For   No
Elect Director Debra A. Sandler   Management   Yes   For   No
Elect Director Lei Z. Schlitz   Management   Yes   For   No
Elect Director Kelvin R. Westbrook   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
C.H. Robinson Worldwide, Inc.                
Ticker: CHRW                
CUSIP: 12541W209                
Shareholder meeting date: 04-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Scott P. Anderson   Management   Yes   For   No
Elect Director James J. Barber, Jr.   Management   Yes   For   No
Elect Director Kermit R. Crawford   Management   Yes   For   No
Elect Director Timothy C. Gokey   Management   Yes   For   No
Elect Director Mark A. Goodburn   Management   Yes   For   No
Elect Director Mary J. Steele Guilfoile   Management   Yes   For   No
Elect Director Jodee A. Kozlak   Management   Yes   For   No
Elect Director Henry J. Maier   Management   Yes   For   No
Elect Director James B. Stake   Management   Yes   For   No
Elect Director Paula C. Tolliver   Management   Yes   For   No
Elect Director Henry W. 'Jay' Winship   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Scott P. Anderson   Management   Yes   For   No
Elect Director James J. Barber, Jr.   Management   Yes   For   No
Elect Director Kermit R. Crawford   Management   Yes   For   No
Elect Director Timothy C. Gokey   Management   Yes   For   No
Elect Director Mark A. Goodburn   Management   Yes   For   No
Elect Director Mary J. Steele Guilfoile   Management   Yes   For   No
Elect Director Jodee A. Kozlak   Management   Yes   For   No
Elect Director Henry J. Maier   Management   Yes   For   No
Elect Director James B. Stake   Management   Yes   For   No
Elect Director Paula C. Tolliver   Management   Yes   For   No
Elect Director Henry W. 'Jay' Winship   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
Ecolab Inc.                
Ticker: ECL                
CUSIP: 278865100                
Shareholder meeting date: 04-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Shari L. Ballard   Management   Yes   For   No
Elect Director Barbara J. Beck   Management   Yes   For   No
Elect Director Christophe Beck   Management   Yes   For   No
Elect Director Jeffrey M. Ettinger   Management   Yes   For   No
Elect Director Eric M. Green   Management   Yes   For   No
Elect Director Arthur J. Higgins   Management   Yes   For   No
Elect Director Michael Larson   Management   Yes   For   No
Elect Director David W. MacLennan   Management   Yes   For   No
Elect Director Tracy B. McKibben   Management   Yes   For   No
Elect Director Lionel L. Nowell, III   Management   Yes   For   No
Elect Director Victoria J. Reich   Management   Yes   For   No
Elect Director Suzanne M. Vautrinot   Management   Yes   For   No
Elect Director John J. Zillmer   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Elect Director Shari L. Ballard   Management   Yes   For   No
Elect Director Barbara J. Beck   Management   Yes   For   No
Elect Director Christophe Beck   Management   Yes   For   No
Elect Director Jeffrey M. Ettinger   Management   Yes   For   No
Elect Director Eric M. Green   Management   Yes   For   No
Elect Director Arthur J. Higgins   Management   Yes   For   No
Elect Director Michael Larson   Management   Yes   For   No
Elect Director David W. MacLennan   Management   Yes   For   No
Elect Director Tracy B. McKibben   Management   Yes   For   No
Elect Director Lionel L. Nowell, III   Management   Yes   For   No
Elect Director Victoria J. Reich   Management   Yes   For   No
Elect Director Suzanne M. Vautrinot   Management   Yes   For   No
Elect Director John J. Zillmer   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
                 
AbbVie Inc.                
Ticker: ABBV                
CUSIP: 00287Y109                
Shareholder meeting date: 05-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Robert J. Alpern   Management   Yes   For   No
Elect Director Melody B. Meyer   Management   Yes   For   No
Elect Director Frederick H. Waddell   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Eliminate Supermajority Vote Requirement   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   For   Yes
Elect Director Robert J. Alpern   Management   Yes   For   No
Elect Director Melody B. Meyer   Management   Yes   For   No
Elect Director Frederick H. Waddell   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Eliminate Supermajority Vote Requirement   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
Report on Congruency of Political Spending with Company Values and Priorities   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   For   Yes
                 
Dover Corporation                
Ticker: DOV                
CUSIP: 260003108                
Shareholder meeting date: 05-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Deborah L. DeHaas   Management   Yes   For   No
Elect Director H. John Gilbertson, Jr.   Management   Yes   For   No
Elect Director Kristiane C. Graham   Management   Yes   For   No
Elect Director Michael F. Johnston   Management   Yes   For   No
Elect Director Michael Manley   Management   Yes   For   No
Elect Director Eric A. Spiegel   Management   Yes   For   No
Elect Director Richard J. Tobin   Management   Yes   For   No
Elect Director Stephen M. Todd   Management   Yes   For   No
Elect Director Keith E. Wandell   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Elect Director Deborah L. DeHaas   Management   Yes   For   No
Elect Director H. John Gilbertson, Jr.   Management   Yes   For   No
Elect Director Kristiane C. Graham   Management   Yes   For   No
Elect Director Michael F. Johnston   Management   Yes   For   No
Elect Director Michael Manley   Management   Yes   For   No
Elect Director Eric A. Spiegel   Management   Yes   For   No
Elect Director Richard J. Tobin   Management   Yes   For   No
Elect Director Stephen M. Todd   Management   Yes   For   No
Elect Director Keith E. Wandell   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
                 
Illinois Tool Works Inc.                
Ticker: ITW                
CUSIP: 452308109                
Shareholder meeting date: 05-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Daniel J. Brutto   Management   Yes   For   No
Elect Director Susan Crown   Management   Yes   For   No
Elect Director Darell L. Ford   Management   Yes   For   No
Elect Director Kelly J. Grier   Management   Yes   For   No
Elect Director James W. Griffith   Management   Yes   For   No
Elect Director Jay L. Henderson   Management   Yes   For   No
Elect Director Richard H. Lenny   Management   Yes   For   No
Elect Director E. Scott Santi   Management   Yes   For   No
Elect Director David B. Smith, Jr.   Management   Yes   For   No
Elect Director Pamela B. Strobel   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Daniel J. Brutto   Management   Yes   For   No
Elect Director Susan Crown   Management   Yes   For   No
Elect Director Darell L. Ford   Management   Yes   For   No
Elect Director Kelly J. Grier   Management   Yes   For   No
Elect Director James W. Griffith   Management   Yes   For   No
Elect Director Jay L. Henderson   Management   Yes   For   No
Elect Director Richard H. Lenny   Management   Yes   For   No
Elect Director E. Scott Santi   Management   Yes   For   No
Elect Director David B. Smith, Jr.   Management   Yes   For   No
Elect Director Pamela B. Strobel   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Cincinnati Financial Corporation                
Ticker: CINF                
CUSIP: 172062101                
Shareholder meeting date: 06-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Thomas J. Aaron   Management   Yes   For   No
Elect Director Nancy C. Benacci   Management   Yes   For   No
Elect Director Linda W. Clement-Holmes   Management   Yes   For   No
Elect Director Dirk J. Debbink   Management   Yes   For   No
Elect Director Steven J. Johnston   Management   Yes   For   No
Elect Director Jill P. Meyer   Management   Yes   For   No
Elect Director David P. Osborn   Management   Yes   For   No
Elect Director Gretchen W. Schar   Management   Yes   For   No
Elect Director Charles O. Schiff   Management   Yes   For   No
Elect Director Douglas S. Skidmore   Management   Yes   For   No
Elect Director John F. Steele, Jr.   Management   Yes   For   No
Elect Director Larry R. Webb   Management   Yes   For   No
Amend Code of Regulations   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Thomas J. Aaron   Management   Yes   For   No
Elect Director Nancy C. Benacci   Management   Yes   For   No
Elect Director Linda W. Clement-Holmes   Management   Yes   For   No
Elect Director Dirk J. Debbink   Management   Yes   For   No
Elect Director Steven J. Johnston   Management   Yes   For   No
Elect Director Jill P. Meyer   Management   Yes   For   No
Elect Director David P. Osborn   Management   Yes   For   No
Elect Director Gretchen W. Schar   Management   Yes   For   No
Elect Director Charles O. Schiff   Management   Yes   For   No
Elect Director Douglas S. Skidmore   Management   Yes   For   No
Elect Director John F. Steele, Jr.   Management   Yes   For   No
Elect Director Larry R. Webb   Management   Yes   For   No
Amend Code of Regulations   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
3M Company                
Ticker:  MMM                
CUSIP: 88579Y101                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Thomas "Tony" K. Brown   Management   Yes   For   No
Elect Director Anne H. Chow   Management   Yes   For   No
Elect Director David B. Dillon   Management   Yes   For   No
Elect Director Michael L. Eskew   Management   Yes   For   No
Elect Director James R. Fitterling   Management   Yes   For   No
Elect Director Amy E. Hood   Management   Yes   For   No
Elect Director Suzan Kereere   Management   Yes   For   No
Elect Director Gregory R. Page   Management   Yes   For   No
Elect Director Pedro J. Pizarro   Management   Yes   For   No
Elect Director Michael F. Roman   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Thomas "Tony" K. Brown   Management   Yes   For   No
Elect Director Anne H. Chow   Management   Yes   For   No
Elect Director David B. Dillon   Management   Yes   For   No
Elect Director Michael L. Eskew   Management   Yes   For   No
Elect Director James R. Fitterling   Management   Yes   For   No
Elect Director Amy E. Hood   Management   Yes   For   No
Elect Director Suzan Kereere   Management   Yes   For   No
Elect Director Gregory R. Page   Management   Yes   For   No
Elect Director Pedro J. Pizarro   Management   Yes   For   No
Elect Director Michael F. Roman   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Essex Property Trust, Inc.                
Ticker: ESS                
CUSIP: 297178105                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Keith R. Guericke   Management   Yes   For   No
Elect Director Maria R. Hawthorne   Management   Yes   For   No
Elect Director Amal M. Johnson   Management   Yes   For   No
Elect Director Mary Kasaris   Management   Yes   For   No
Elect Director Angela L. Kleiman   Management   Yes   For   No
Elect Director Irving F. Lyons, III   Management   Yes   For   No
Elect Director George M. Marcus   Management   Yes   For   No
Elect Director Thomas E. Robinson   Management   Yes   For   No
Elect Director Michael J. Schall   Management   Yes   For   No
Elect Director Byron A. Scordelis   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Keith R. Guericke   Management   Yes   For   No
Elect Director Maria R. Hawthorne   Management   Yes   For   No
Elect Director Amal M. Johnson   Management   Yes   For   No
Elect Director Mary Kasaris   Management   Yes   For   No
Elect Director Angela L. Kleiman   Management   Yes   For   No
Elect Director Irving F. Lyons, III   Management   Yes   For   No
Elect Director George M. Marcus   Management   Yes   For   No
Elect Director Thomas E. Robinson   Management   Yes   For   No
Elect Director Michael J. Schall   Management   Yes   For   No
Elect Director Byron A. Scordelis   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Pentair plc                
Ticker: PNR                
CUSIP: G7S00T104                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Mona Abutaleb Stephenson   Management   Yes   For   No
Elect Director Melissa Barra   Management   Yes   For   No
Elect Director T. Michael Glenn   Management   Yes   For   No
Elect Director Theodore L. Harris   Management   Yes   For   No
Elect Director David A. Jones   Management   Yes   For   No
Elect Director Gregory E. Knight   Management   Yes   For   No
Elect Director Michael T. Speetzen   Management   Yes   For   No
Elect Director John L. Stauch   Management   Yes   For   No
Elect Director Billie I. Williamson   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration   Management   Yes   For   No
Renew the Board's Authority to Issue Shares Under Irish Law   Management   Yes   For   No
Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law   Management   Yes   For   No
Determine Price Range for Reissuance of Treasury Shares   Management   Yes   For   No
Elect Director Mona Abutaleb Stephenson   Management   Yes   For   No
Elect Director Melissa Barra   Management   Yes   For   No
Elect Director T. Michael Glenn   Management   Yes   For   No
Elect Director Theodore L. Harris   Management   Yes   For   No
Elect Director David A. Jones   Management   Yes   For   No
Elect Director Gregory E. Knight   Management   Yes   For   No
Elect Director Michael T. Speetzen   Management   Yes   For   No
Elect Director John L. Stauch   Management   Yes   For   No
Elect Director Billie I. Williamson   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors and Authorise Their Remuneration   Management   Yes   For   No
Renew the Board's Authority to Issue Shares Under Irish Law   Management   Yes   For   No
Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law   Management   Yes   For   No
Determine Price Range for Reissuance of Treasury Shares   Management   Yes   For   No
                 
T. Rowe Price Group, Inc.                
Ticker: TROW                
CUSIP: 74144T108                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Glenn R. August   Management   Yes   For   No
Elect Director Mark S. Bartlett   Management   Yes   For   No
Elect Director Dina Dublon   Management   Yes   For   No
Elect Director Freeman A. Hrabowski, III   Management   Yes   For   No
Elect Director Robert F. MacLellan   Management   Yes   For   No
Elect Director Eileen P. Rominger   Management   Yes   For   No
Elect Director Robert W. Sharps   Management   Yes   For   No
Elect Director Robert J. Stevens   Management   Yes   For   No
Elect Director William J. Stromberg   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Elect Director Alan D. Wilson   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Elect Director Glenn R. August   Management   Yes   For   No
Elect Director Mark S. Bartlett   Management   Yes   For   No
Elect Director Dina Dublon   Management   Yes   For   No
Elect Director Freeman A. Hrabowski, III   Management   Yes   For   No
Elect Director Robert F. MacLellan   Management   Yes   For   No
Elect Director Eileen P. Rominger   Management   Yes   For   No
Elect Director Robert W. Sharps   Management   Yes   For   No
Elect Director Robert J. Stevens   Management   Yes   For   No
Elect Director William J. Stromberg   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Elect Director Alan D. Wilson   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
                 
Nucor Corporation                
Ticker: NUE                
CUSIP: 670346105                
Shareholder meeting date: 11-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Norma B. Clayton   Management   Yes   For   No
Elect Director Patrick J. Dempsey   Management   Yes   For   No
Elect Director Christopher J. Kearney   Management   Yes   For   No
Elect Director Laurette T. Koellner   Management   Yes   For   No
Elect Director Michael W. Lamach   Management   Yes   For   No
Elect Director Joseph D. Rupp   Management   Yes   For   No
Elect Director Leon J. Topalian   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Norma B. Clayton   Management   Yes   For   No
Elect Director Patrick J. Dempsey   Management   Yes   For   No
Elect Director Christopher J. Kearney   Management   Yes   For   No
Elect Director Laurette T. Koellner   Management   Yes   For   No
Elect Director Michael W. Lamach   Management   Yes   For   No
Elect Director Joseph D. Rupp   Management   Yes   For   No
Elect Director Leon J. Topalian   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Colgate-Palmolive Company                
Ticker: CL                
CUSIP: 194162103                
Shareholder meeting date: 12-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director John P. Bilbrey   Management   Yes   For   No
Elect Director John T. Cahill   Management   Yes   For   No
Elect Director Steve Cahillane   Management   Yes   For   No
Elect Director Lisa M. Edwards   Management   Yes   For   No
Elect Director C. Martin Harris   Management   Yes   For   No
Elect Director Martina Hund-Mejean   Management   Yes   For   No
Elect Director Kimberly A. Nelson   Management   Yes   For   No
Elect Director Lorrie M. Norrington   Management   Yes   For   No
Elect Director Michael B. Polk   Management   Yes   For   No
Elect Director Stephen I. Sadove   Management   Yes   For   No
Elect Director Noel R. Wallace   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Adopt Share Retention Policy For Senior Executives   Shareholder   Yes   For   Yes
Elect Director John P. Bilbrey   Management   Yes   For   No
Elect Director John T. Cahill   Management   Yes   For   No
Elect Director Steve Cahillane   Management   Yes   For   No
Elect Director Lisa M. Edwards   Management   Yes   For   No
Elect Director C. Martin Harris   Management   Yes   For   No
Elect Director Martina Hund-Mejean   Management   Yes   For   No
Elect Director Kimberly A. Nelson   Management   Yes   For   No
Elect Director Lorrie M. Norrington   Management   Yes   For   No
Elect Director Michael B. Polk   Management   Yes   For   No
Elect Director Stephen I. Sadove   Management   Yes   For   No
Elect Director Noel R. Wallace   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Adopt Share Retention Policy For Senior Executives   Shareholder   Yes   For   Yes
                 
Consolidated Edison, Inc.                
Ticker: ED                
CUSIP: 209115104                
Shareholder meeting date: 15-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Timothy P. Cawley   Management   Yes   For   No
Elect Director Ellen V. Futter   Management   Yes   For   No
Elect Director John F. Killian   Management   Yes   For   No
Elect Director Karol V. Mason   Management   Yes   For   No
Elect Director Dwight A. McBride   Management   Yes   For   No
Elect Director William J. Mulrow   Management   Yes   For   No
Elect Director Armando J. Olivera   Management   Yes   For   No
Elect Director Michael W. Ranger   Management   Yes   For   No
Elect Director Linda S. Sanford   Management   Yes   For   No
Elect Director Deirdre Stanley   Management   Yes   For   No
Elect Director L. Frederick Sutherland   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Elect Director Timothy P. Cawley   Management   Yes   For   No
Elect Director Ellen V. Futter   Management   Yes   For   No
Elect Director John F. Killian   Management   Yes   For   No
Elect Director Karol V. Mason   Management   Yes   For   No
Elect Director Dwight A. McBride   Management   Yes   For   No
Elect Director William J. Mulrow   Management   Yes   For   No
Elect Director Armando J. Olivera   Management   Yes   For   No
Elect Director Michael W. Ranger   Management   Yes   For   No
Elect Director Linda S. Sanford   Management   Yes   For   No
Elect Director Deirdre Stanley   Management   Yes   For   No
Elect Director L. Frederick Sutherland   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
                 
Chubb Limited                
Ticker: CB                
CUSIP: H1467J104                
Shareholder meeting date: 17-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Accept Financial Statements and Statutory Reports   Management   Yes   For   No
Allocate Disposable Profit   Management   Yes   For   No
Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount   Management   Yes   For   No
Approve Discharge of Board of Directors   Management   Yes   For   No
Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm   Management   Yes   For   No
Ratify BDO AG (Zurich) as Special Audit Firm   Management   Yes   For   No
Elect Director Evan G. Greenberg   Management   Yes   For   No
Elect Director Michael P. Connors   Management   Yes   Against   Yes
Elect Director Michael G. Atieh   Management   Yes   For   No
Elect Director Kathy Bonanno   Management   Yes   For   No
Elect Director Nancy K. Buese   Management   Yes   For   No
Elect Director Sheila P. Burke   Management   Yes   For   No
Elect Director Michael L. Corbat   Management   Yes   For   No
Elect Director Robert J. Hugin   Management   Yes   For   No
Elect Director Robert W. Scully   Management   Yes   For   No
Elect Director Theodore E. Shasta   Management   Yes   For   No
Elect Director David H. Sidwell   Management   Yes   For   No
Elect Director Olivier Steimer   Management   Yes   For   No
Elect Director Frances F. Townsend   Management   Yes   Against   Yes
Elect Evan G. Greenberg as Board Chairman   Management   Yes   Against   Yes
Elect Michael P. Connors as Member of the Compensation Committee   Management   Yes   For   No
Elect David H. Sidwell as Member of the Compensation Committee   Management   Yes   For   No
Elect Frances F. Townsend as Member of the Compensation Committee   Management   Yes   For   No
Designate Homburger AG as Independent Proxy   Management   Yes   For   No
Amend Articles Relating to Swiss Corporate Law Updates   Management   Yes   For   No
Amend Articles to Advance Notice Period   Management   Yes   For   No
Cancel Repurchased Shares   Management   Yes   For   No
Reduction of Par Value   Management   Yes   For   No
Approve Remuneration of Directors in the Amount of USD 5.5 Million   Management   Yes   For   No
Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024   Management   Yes   For   No
Approve Remuneration Report   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal   Shareholder   Yes   For   Yes
Report on Human Rights Risk Assessment   Shareholder   Yes   Against   No
Accept Financial Statements and Statutory Reports   Management   Yes   For   No
Allocate Disposable Profit   Management   Yes   For   No
Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount   Management   Yes   For   No
Approve Discharge of Board of Directors   Management   Yes   For   No
Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm   Management   Yes   For   No
Ratify BDO AG (Zurich) as Special Audit Firm   Management   Yes   For   No
Elect Director Evan G. Greenberg   Management   Yes   For   No
Elect Director Michael P. Connors   Management   Yes   Against   Yes
Elect Director Michael G. Atieh   Management   Yes   For   No
Elect Director Kathy Bonanno   Management   Yes   For   No
Elect Director Nancy K. Buese   Management   Yes   For   No
Elect Director Sheila P. Burke   Management   Yes   For   No
Elect Director Michael L. Corbat   Management   Yes   For   No
Elect Director Robert J. Hugin   Management   Yes   For   No
Elect Director Robert W. Scully   Management   Yes   For   No
Elect Director Theodore E. Shasta   Management   Yes   For   No
Elect Director David H. Sidwell   Management   Yes   For   No
Elect Director Olivier Steimer   Management   Yes   For   No
Elect Director Frances F. Townsend   Management   Yes   Against   Yes
Elect Evan G. Greenberg as Board Chairman   Management   Yes   Against   Yes
Elect Michael P. Connors as Member of the Compensation Committee   Management   Yes   For   No
Elect David H. Sidwell as Member of the Compensation Committee   Management   Yes   For   No
Elect Frances F. Townsend as Member of the Compensation Committee   Management   Yes   For   No
Designate Homburger AG as Independent Proxy   Management   Yes   For   No
Amend Articles Relating to Swiss Corporate Law Updates   Management   Yes   For   No
Amend Articles to Advance Notice Period   Management   Yes   For   No
Cancel Repurchased Shares   Management   Yes   For   No
Reduction of Par Value   Management   Yes   For   No
Approve Remuneration of Directors in the Amount of USD 5.5 Million   Management   Yes   For   No
Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024   Management   Yes   For   No
Approve Remuneration Report   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal   Shareholder   Yes   For   Yes
Report on Human Rights Risk Assessment   Shareholder   Yes   Against   No
                 
NextEra Energy, Inc.                
Ticker: NEE                
CUSIP: 65339F101                
Shareholder meeting date: 18-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Nicole S. Arnaboldi   Management   Yes   For   No
Elect Director Sherry S. Barrat   Management   Yes   For   No
Elect Director James L. Camaren   Management   Yes   For   No
Elect Director Kenneth B. Dunn   Management   Yes   For   No
Elect Director Naren K. Gursahaney   Management   Yes   For   No
Elect Director Kirk S. Hachigian   Management   Yes   For   No
Elect Director John W. Ketchum   Management   Yes   For   No
Elect Director Amy B. Lane   Management   Yes   For   No
Elect Director David L. Porges   Management   Yes   For   No
Elect Director Deborah "Dev" Stahlkopf   Management   Yes   For   No
Elect Director John A. Stall   Management   Yes   For   No
Elect Director Darryl L. Wilson   Management   Yes   For   No
Ratify Deloitte & Touche as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Disclose Board Skills and Diversity Matrix   Shareholder   Yes   For   Yes
Elect Director Nicole S. Arnaboldi   Management   Yes   For   No
Elect Director Sherry S. Barrat   Management   Yes   For   No
Elect Director James L. Camaren   Management   Yes   For   No
Elect Director Kenneth B. Dunn   Management   Yes   For   No
Elect Director Naren K. Gursahaney   Management   Yes   For   No
Elect Director Kirk S. Hachigian   Management   Yes   For   No
Elect Director John W. Ketchum   Management   Yes   For   No
Elect Director Amy B. Lane   Management   Yes   For   No
Elect Director David L. Porges   Management   Yes   For   No
Elect Director Deborah "Dev" Stahlkopf   Management   Yes   For   No
Elect Director John A. Stall   Management   Yes   For   No
Elect Director Darryl L. Wilson   Management   Yes   For   No
Ratify Deloitte & Touche as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Disclose Board Skills and Diversity Matrix   Shareholder   Yes   For   Yes
                 
Realty Income Corporation                
Ticker: O                
CUSIP: 756109104                
Shareholder meeting date: 23-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Priscilla Almodovar   Management   Yes   For   No
Elect Director Jacqueline Brady   Management   Yes   For   No
Elect Director A. Larry Chapman   Management   Yes   For   No
Elect Director Reginald H. Gilyard   Management   Yes   For   No
Elect Director Mary Hogan Preusse   Management   Yes   For   No
Elect Director Priya Cherian Huskins   Management   Yes   For   No
Elect Director Gerardo I. Lopez   Management   Yes   For   No
Elect Director Michael D. McKee   Management   Yes   For   No
Elect Director Gregory T. McLaughlin   Management   Yes   For   No
Elect Director Ronald L. Merriman   Management   Yes   For   No
Elect Director Sumit Roy   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Priscilla Almodovar   Management   Yes   For   No
Elect Director Jacqueline Brady   Management   Yes   For   No
Elect Director A. Larry Chapman   Management   Yes   For   No
Elect Director Reginald H. Gilyard   Management   Yes   For   No
Elect Director Mary Hogan Preusse   Management   Yes   For   No
Elect Director Priya Cherian Huskins   Management   Yes   For   No
Elect Director Gerardo I. Lopez   Management   Yes   For   No
Elect Director Michael D. McKee   Management   Yes   For   No
Elect Director Gregory T. McLaughlin   Management   Yes   For   No
Elect Director Ronald L. Merriman   Management   Yes   For   No
Elect Director Sumit Roy   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
McDonald's Corporation                
Ticker: MCD                
CUSIP: 580135101                
Shareholder meeting date: 25-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Anthony Capuano   Management   Yes   For   No
Elect Director Kareem Daniel   Management   Yes   For   No
Elect Director Lloyd Dean   Management   Yes   For   No
Elect Director Catherine Engelbert   Management   Yes   For   No
Elect Director Margaret Georgiadis   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Christopher Kempczinski   Management   Yes   For   No
Elect Director Richard Lenny   Management   Yes   For   No
Elect Director John Mulligan   Management   Yes   For   No
Elect Director Jennifer Taubert   Management   Yes   For   No
Elect Director Paul Walsh   Management   Yes   For   No
Elect Director Amy Weaver   Management   Yes   For   No
Elect Director Miles White   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain   Shareholder   Yes   Against   No
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains   Shareholder   Yes   Against   No
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Animal Welfare   Shareholder   Yes   For   Yes
Elect Director Anthony Capuano   Management   Yes   For   No
Elect Director Kareem Daniel   Management   Yes   For   No
Elect Director Lloyd Dean   Management   Yes   For   No
Elect Director Catherine Engelbert   Management   Yes   For   No
Elect Director Margaret Georgiadis   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Christopher Kempczinski   Management   Yes   For   No
Elect Director Richard Lenny   Management   Yes   For   No
Elect Director John Mulligan   Management   Yes   For   No
Elect Director Jennifer Taubert   Management   Yes   For   No
Elect Director Paul Walsh   Management   Yes   For   No
Elect Director Amy Weaver   Management   Yes   For   No
Elect Director Miles White   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain   Shareholder   Yes   Against   No
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains   Shareholder   Yes   Against   No
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Issue Transparency Report on Global Public Policy and Political Influence   Shareholder   Yes   Against   No
Report on Animal Welfare   Shareholder   Yes   For   Yes
                 
Lowe's Companies, Inc.                
Ticker: LOW                
CUSIP: 548661107                
Shareholder meeting date: 26-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Raul Alvarez   Management   Yes   For   No
Elect Director David H. Batchelder   Management   Yes   For   No
Elect Director Scott H. Baxter   Management   Yes   For   No
Elect Director Sandra B. Cochran   Management   Yes   For   No
Elect Director Laurie Z. Douglas   Management   Yes   For   No
Elect Director Richard W. Dreiling   Management   Yes   For   No
Elect Director Marvin R. Ellison   Management   Yes   For   No
Elect Director Daniel J. Heinrich   Management   Yes   For   No
Elect Director Brian C. Rogers   Management   Yes   For   No
Elect Director Bertram L. Scott   Management   Yes   For   No
Elect Director Colleen Taylor   Management   Yes   For   No
Elect Director Mary Beth West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Raul Alvarez   Management   Yes   For   No
Elect Director David H. Batchelder   Management   Yes   For   No
Elect Director Scott H. Baxter   Management   Yes   For   No
Elect Director Sandra B. Cochran   Management   Yes   For   No
Elect Director Laurie Z. Douglas   Management   Yes   For   No
Elect Director Richard W. Dreiling   Management   Yes   For   No
Elect Director Marvin R. Ellison   Management   Yes   For   No
Elect Director Daniel J. Heinrich   Management   Yes   For   No
Elect Director Brian C. Rogers   Management   Yes   For   No
Elect Director Bertram L. Scott   Management   Yes   For   No
Elect Director Colleen Taylor   Management   Yes   For   No
Elect Director Mary Beth West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Chevron Corporation                
Ticker: CVX                
CUSIP: 166764100                
Shareholder meeting date: 31-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Wanda M. Austin   Management   Yes   For   No
Elect Director John B. Frank   Management   Yes   For   No
Elect Director Alice P. Gast   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Jon M. Huntsman, Jr.   Management   Yes   For   No
Elect Director Charles W. Moorman   Management   Yes   For   No
Elect Director Dambisa F. Moyo   Management   Yes   For   No
Elect Director Debra Reed-Klages   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Cynthia J. Warner   Management   Yes   For   No
Elect Director Michael K. (Mike) Wirth   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Rescind Scope 3 GHG Reduction Proposal   Shareholder   Yes   Against   No
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Wanda M. Austin   Management   Yes   For   No
Elect Director John B. Frank   Management   Yes   For   No
Elect Director Alice P. Gast   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Jon M. Huntsman, Jr.   Management   Yes   For   No
Elect Director Charles W. Moorman   Management   Yes   For   No
Elect Director Dambisa F. Moyo   Management   Yes   For   No
Elect Director Debra Reed-Klages   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Cynthia J. Warner   Management   Yes   For   No
Elect Director Michael K. (Mike) Wirth   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Rescind Scope 3 GHG Reduction Proposal   Shareholder   Yes   Against   No
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Exxon Mobil Corporation                
Ticker: XOM                
CUSIP: 30231G102                
Shareholder meeting date: 31-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Michael J. Angelakis   Management   Yes   For   No
Elect Director Susan K. Avery   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Gregory J. Goff   Management   Yes   For   No
Elect Director John D. Harris, II   Management   Yes   For   No
Elect Director Kaisa H. Hietala   Management   Yes   For   No
Elect Director Joseph L. Hooley   Management   Yes   For   No
Elect Director Steven A. Kandarian   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Lawrence W. Kellner   Management   Yes   For   No
Elect Director Jeffrey W. Ubben   Management   Yes   For   No
Elect Director Darren W. Woods   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Reduce Executive Stock Holding Period   Shareholder   Yes   Against   No
Report on Carbon Capture and Storage   Shareholder   Yes   Against   No
Report on Methane Emission Disclosure Reliability   Shareholder   Yes   For   Yes
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Report on Asset Retirement Obligations Under IEA NZE Scenario   Shareholder   Yes   Against   No
Commission Audited Report on Reduced Plastics Demand   Shareholder   Yes   For   Yes
Report on Potential Costs of Environmental Litigation   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* Shareholder   Yes       No
Elect Director Michael J. Angelakis   Management   Yes   For   No
Elect Director Susan K. Avery   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Gregory J. Goff   Management   Yes   For   No
Elect Director John D. Harris, II   Management   Yes   For   No
Elect Director Kaisa H. Hietala   Management   Yes   For   No
Elect Director Joseph L. Hooley   Management   Yes   For   No
Elect Director Steven A. Kandarian   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Lawrence W. Kellner   Management   Yes   For   No
Elect Director Jeffrey W. Ubben   Management   Yes   For   No
Elect Director Darren W. Woods   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Reduce Executive Stock Holding Period   Shareholder   Yes   Against   No
Report on Carbon Capture and Storage   Shareholder   Yes   Against   No
Report on Methane Emission Disclosure Reliability   Shareholder   Yes   For   Yes
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Report on Asset Retirement Obligations Under IEA NZE Scenario   Shareholder   Yes   Against   No
Commission Audited Report on Reduced Plastics Demand   Shareholder   Yes   For   Yes
Report on Potential Costs of Environmental Litigation   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* Shareholder   Yes       No
                 
Walmart Inc.                
Ticker: WMT                
CUSIP: 931142103                
Shareholder meeting date: 31-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Cesar Conde   Management   Yes   For   No
Elect Director Timothy P. Flynn   Management   Yes   For   No
Elect Director Sarah J. Friar   Management   Yes   For   No
Elect Director Carla A. Harris   Management   Yes   For   No
Elect Director Thomas W. Horton   Management   Yes   For   No
Elect Director Marissa A. Mayer   Management   Yes   For   No
Elect Director C. Douglas McMillon   Management   Yes   For   No
Elect Director Gregory B. Penner   Management   Yes   For   No
Elect Director Randall L. Stephenson   Management   Yes   For   No
Elect Director S. Robson Walton   Management   Yes   For   No
Elect Director Steuart L. Walton   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Consider Pay Disparity Between CEO and Other Employees   Shareholder   Yes   Against   No
Report on Human Rights Due Diligence   Shareholder   Yes   Against   No
Commission Third Party Racial Equity Audit   Shareholder   Yes   For   Yes
Report on Racial and Gender Layoff Diversity   Shareholder   Yes   Against   No
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder   Yes   Against   No
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access Shareholder   Yes   Against   No
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Oversee and Report a Workplace Health and Safety Audit   Shareholder   Yes   For   Yes
Elect Director Cesar Conde   Management   Yes   For   No
Elect Director Timothy P. Flynn   Management   Yes   For   No
Elect Director Sarah J. Friar   Management   Yes   For   No
Elect Director Carla A. Harris   Management   Yes   For   No
Elect Director Thomas W. Horton   Management   Yes   For   No
Elect Director Marissa A. Mayer   Management   Yes   For   No
Elect Director C. Douglas McMillon   Management   Yes   For   No
Elect Director Gregory B. Penner   Management   Yes   For   No
Elect Director Randall L. Stephenson   Management   Yes   For   No
Elect Director S. Robson Walton   Management   Yes   For   No
Elect Director Steuart L. Walton   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Consider Pay Disparity Between CEO and Other Employees   Shareholder   Yes   Against   No
Report on Human Rights Due Diligence   Shareholder   Yes   Against   No
Commission Third Party Racial Equity Audit   Shareholder   Yes   For   Yes
Report on Racial and Gender Layoff Diversity   Shareholder   Yes   Against   No
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders Shareholder   Yes   Against   No
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access Shareholder   Yes   Against   No
Report on Risks Related to Operations in China   Shareholder   Yes   Against   No
Oversee and Report a Workplace Health and Safety Audit   Shareholder   Yes   For   Yes
                 
Roper Technologies, Inc.                
Ticker: ROP                
CUSIP: 776696106                
Shareholder meeting date: 13-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Shellye L. Archambeau   Management   Yes   For   No
Elect Director Amy Woods Brinkley   Management   Yes   For   No
Elect Director Irene M. Esteves   Management   Yes   For   No
Elect Director L. Neil Hunn   Management   Yes   For   No
Elect Director Robert D. Johnson   Management   Yes   For   No
Elect Director Thomas P. Joyce, Jr.   Management   Yes   For   No
Elect Director Laura G. Thatcher   Management   Yes   For   No
Elect Director Richard F. Wallman   Management   Yes   For   No
Elect Director Christopher Wright   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Certificate of Incorporation to Permit the Exculpation of Officers   Management   Yes   For   No
Elect Director Shellye L. Archambeau   Management   Yes   For   No
Elect Director Amy Woods Brinkley   Management   Yes   For   No
Elect Director Irene M. Esteves   Management   Yes   For   No
Elect Director L. Neil Hunn   Management   Yes   For   No
Elect Director Robert D. Johnson   Management   Yes   For   No
Elect Director Thomas P. Joyce, Jr.   Management   Yes   For   No
Elect Director Laura G. Thatcher   Management   Yes   For   No
Elect Director Richard F. Wallman   Management   Yes   For   No
Elect Director Christopher Wright   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Certificate of Incorporation to Permit the Exculpation of Officers   Management   Yes   For   No
                 
Caterpillar Inc.                
Ticker: CAT                
CUSIP: 149123101                
Shareholder meeting date: 14-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Kelly A. Ayotte   Management   Yes   For   No
Elect Director David L. Calhoun   Management   Yes   For   No
Elect Director Daniel M. Dickinson   Management   Yes   For   No
Elect Director James C. Fish, Jr.   Management   Yes   For   No
Elect Director Gerald Johnson   Management   Yes   For   No
Elect Director David W. MacLennan   Management   Yes   For   No
Elect Director Judith F. Marks   Management   Yes   For   No
Elect Director Debra L. Reed-Klages   Management   Yes   For   No
Elect Director Susan C. Schwab   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Rayford Wilkins, Jr.   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Report on Climate Lobbying   Shareholder   Yes   For   Yes
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Due Diligence Process of Doing Business in Conflict Affected Areas   Shareholder   Yes   Against   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
Elect Director Kelly A. Ayotte   Management   Yes   For   No
Elect Director David L. Calhoun   Management   Yes   For   No
Elect Director Daniel M. Dickinson   Management   Yes   For   No
Elect Director James C. Fish, Jr.   Management   Yes   For   No
Elect Director Gerald Johnson   Management   Yes   For   No
Elect Director David W. MacLennan   Management   Yes   For   No
Elect Director Judith F. Marks   Management   Yes   For   No
Elect Director Debra L. Reed-Klages   Management   Yes   For   No
Elect Director Susan C. Schwab   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Rayford Wilkins, Jr.   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Report on Climate Lobbying   Shareholder   Yes   For   Yes
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Report on Due Diligence Process of Doing Business in Conflict Affected Areas   Shareholder   Yes   Against   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
                 
Target Corporation                
Ticker: TGT                
CUSIP: 87612E106                
Shareholder meeting date: 14-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director David P. Abney   Management   Yes   For   No
Elect Director Douglas M. Baker, Jr.   Management   Yes   For   No
Elect Director George S. Barrett   Management   Yes   For   No
Elect Director Gail K. Boudreaux   Management   Yes   For   No
Elect Director Brian C. Cornell   Management   Yes   For   No
Elect Director Robert L. Edwards   Management   Yes   For   No
Elect Director Donald R. Knauss   Management   Yes   For   No
Elect Director Christine A. Leahy   Management   Yes   For   No
Elect Director Monica C. Lozano   Management   Yes   For   No
Elect Director Grace Puma   Management   Yes   For   No
Elect Director Derica W. Rice   Management   Yes   For   No
Elect Director Dmitri L. Stockton   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director David P. Abney   Management   Yes   For   No
Elect Director Douglas M. Baker, Jr.   Management   Yes   For   No
Elect Director George S. Barrett   Management   Yes   For   No
Elect Director Gail K. Boudreaux   Management   Yes   For   No
Elect Director Brian C. Cornell   Management   Yes   For   No
Elect Director Robert L. Edwards   Management   Yes   For   No
Elect Director Donald R. Knauss   Management   Yes   For   No
Elect Director Christine A. Leahy   Management   Yes   For   No
Elect Director Monica C. Lozano   Management   Yes   For   No
Elect Director Grace Puma   Management   Yes   For   No
Elect Director Derica W. Rice   Management   Yes   For   No
Elect Director Dmitri L. Stockton   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No

 

 

 

FT Cboe Vest Rising Dividend Achievers Target Income ETF

Visa Inc.                
Ticker: V                
CUSIP: 92826C839                
Shareholder meeting date: 24-Jan-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Lloyd A. Carney   Management   Yes   For   No
Elect Director Kermit R. Crawford   Management   Yes   For   No
Elect Director Francisco Javier Fernandez-Carbajal   Management   Yes   For   No
Elect Director Alfred F. Kelly, Jr.   Management   Yes   For   No
Elect Director Ramon Laguarta   Management   Yes   For   No
Elect Director Teri L. List   Management   Yes   For   No
Elect Director John F. Lundgren   Management   Yes   For   No
Elect Director Denise M. Morrison   Management   Yes   For   No
Elect Director Linda J. Rendle   Management   Yes   For   No
Elect Director Maynard G. Webb, Jr.   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Lloyd A. Carney   Management   Yes   For   No
Elect Director Kermit R. Crawford   Management   Yes   For   No
Elect Director Francisco Javier Fernandez-Carbajal   Management   Yes   For   No
Elect Director Alfred F. Kelly, Jr.   Management   Yes   For   No
Elect Director Ramon Laguarta   Management   Yes   For   No
Elect Director Teri L. List   Management   Yes   For   No
Elect Director John F. Lundgren   Management   Yes   For   No
Elect Director Denise M. Morrison   Management   Yes   For   No
Elect Director Linda J. Rendle   Management   Yes   For   No
Elect Director Maynard G. Webb, Jr.   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
QUALCOMM Incorporated                
Ticker: QCOM                
CUSIP: 747525103                
Shareholder meeting date: 08-Mar-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Sylvia Acevedo   Management   Yes   For   No
Elect Director Cristiano R. Amon   Management   Yes   For   No
Elect Director Mark Fields   Management   Yes   For   No
Elect Director Jeffrey W. Henderson   Management   Yes   For   No
Elect Director Gregory N. Johnson   Management   Yes   For   No
Elect Director Ann M. Livermore   Management   Yes   For   No
Elect Director Mark D. McLaughlin   Management   Yes   For   No
Elect Director Jamie S. Miller   Management   Yes   For   No
Elect Director Irene B. Rosenfeld   Management   Yes   For   No
Elect Director Kornelis (Neil) Smit   Management   Yes   For   No
Elect Director Jean-Pascal Tricoire   Management   Yes   For   No
Elect Director Anthony J. Vinciquerra   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director Sylvia Acevedo   Management   Yes   For   No
Elect Director Cristiano R. Amon   Management   Yes   For   No
Elect Director Mark Fields   Management   Yes   For   No
Elect Director Jeffrey W. Henderson   Management   Yes   For   No
Elect Director Gregory N. Johnson   Management   Yes   For   No
Elect Director Ann M. Livermore   Management   Yes   For   No
Elect Director Mark D. McLaughlin   Management   Yes   For   No
Elect Director Jamie S. Miller   Management   Yes   For   No
Elect Director Irene B. Rosenfeld   Management   Yes   For   No
Elect Director Kornelis (Neil) Smit   Management   Yes   For   No
Elect Director Jean-Pascal Tricoire   Management   Yes   For   No
Elect Director Anthony J. Vinciquerra   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
Applied Materials, Inc.                
Ticker: AMAT                
CUSIP: 38222105                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Rani Borkar   Management   Yes   For   No
Elect Director Judy Bruner   Management   Yes   For   No
Elect Director Xun (Eric) Chen   Management   Yes   For   No
Elect Director Aart J. de Geus   Management   Yes   For   No
Elect Director Gary E. Dickerson   Management   Yes   For   No
Elect Director Thomas J. Iannotti   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Kevin P. March   Management   Yes   For   No
Elect Director Yvonne McGill   Management   Yes   For   No
Elect Director Scott A. McGregor   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Improve Executive Compensation Program and Policy   Shareholder   Yes   Against   No
Elect Director Rani Borkar   Management   Yes   For   No
Elect Director Judy Bruner   Management   Yes   For   No
Elect Director Xun (Eric) Chen   Management   Yes   For   No
Elect Director Aart J. de Geus   Management   Yes   For   No
Elect Director Gary E. Dickerson   Management   Yes   For   No
Elect Director Thomas J. Iannotti   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Kevin P. March   Management   Yes   For   No
Elect Director Yvonne McGill   Management   Yes   For   No
Elect Director Scott A. McGregor   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Improve Executive Compensation Program and Policy   Shareholder   Yes   Against   No
                 
Apple Inc.                
Ticker: AAPL                
CUSIP: 37833100                
Shareholder meeting date: 10-Mar-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director James Bell   Management   Yes   For   No
Elect Director Tim Cook   Management   Yes   For   No
Elect Director Al Gore   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Andrea Jung   Management   Yes   For   No
Elect Director Art Levinson   Management   Yes   For   No
Elect Director Monica Lozano   Management   Yes   For   No
Elect Director Ron Sugar   Management   Yes   For   No
Elect Director Sue Wagner   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
Report on Operations in Communist China   Shareholder   Yes   Against   No
Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals   Shareholder   Yes   Against   No
Report on Median Gender/Racial Pay Gap   Shareholder   Yes   For   Yes
Amend Proxy Access Right   Shareholder   Yes   For   Yes
Elect Director James Bell   Management   Yes   For   No
Elect Director Tim Cook   Management   Yes   For   No
Elect Director Al Gore   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Andrea Jung   Management   Yes   For   No
Elect Director Art Levinson   Management   Yes   For   No
Elect Director Monica Lozano   Management   Yes   For   No
Elect Director Ron Sugar   Management   Yes   For   No
Elect Director Sue Wagner   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Report on Civil Rights and Non-Discrimination Audit   Shareholder   Yes   Against   No
Report on Operations in Communist China   Shareholder   Yes   Against   No
Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals   Shareholder   Yes   Against   No
Report on Median Gender/Racial Pay Gap   Shareholder   Yes   For   Yes
Amend Proxy Access Right   Shareholder   Yes   For   Yes
                 
Jefferies Financial Group Inc.                
Ticker: JEF                
CUSIP: 47233W109                
Shareholder meeting date: 29-Mar-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Linda L. Adamany   Management   Yes   For   No
Elect Director Barry J. Alperin   Management   Yes   For   No
Elect Director Robert D. Beyer   Management   Yes   For   No
Elect Director Matrice Ellis Kirk   Management   Yes   For   No
Elect Director Brian P. Friedman   Management   Yes   For   No
Elect Director MaryAnne Gilmartin   Management   Yes   For   No
Elect Director Richard B. Handler   Management   Yes   For   No
Elect Director Thomas W. Jones   Management   Yes   For   No
Elect Director Jacob M. Katz   Management   Yes   For   No
Elect Director Michael T. O'Kane   Management   Yes   For   No
Elect Director Joseph S. Steinberg   Management   Yes   For   No
Elect Director Melissa V. Weiler   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Linda L. Adamany   Management   Yes   For   No
Elect Director Barry J. Alperin   Management   Yes   For   No
Elect Director Robert D. Beyer   Management   Yes   For   No
Elect Director Matrice Ellis Kirk   Management   Yes   For   No
Elect Director Brian P. Friedman   Management   Yes   For   No
Elect Director MaryAnne Gilmartin   Management   Yes   For   No
Elect Director Richard B. Handler   Management   Yes   For   No
Elect Director Thomas W. Jones   Management   Yes   For   No
Elect Director Jacob M. Katz   Management   Yes   For   No
Elect Director Michael T. O'Kane   Management   Yes   For   No
Elect Director Joseph S. Steinberg   Management   Yes   For   No
Elect Director Melissa V. Weiler   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
U.S. Bancorp                
Ticker: USB                
CUSIP: 902973304                
Shareholder meeting date: 18-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Warner L. Baxter   Management   Yes   For   No
Elect Director Dorothy J. Bridges   Management   Yes   For   No
Elect Director Elizabeth L. Buse   Management   Yes   For   No
Elect Director Andrew Cecere   Management   Yes   For   No
Elect Director Alan B. Colberg   Management   Yes   For   No
Elect Director Kimberly N. Ellison-Taylor   Management   Yes   For   No
Elect Director Kimberly J. Harris   Management   Yes   For   No
Elect Director Roland A. Hernandez   Management   Yes   For   No
Elect Director Richard P. McKenney   Management   Yes   For   No
Elect Director Yusuf I. Mehdi   Management   Yes   For   No
Elect Director Loretta E. Reynolds   Management   Yes   For   No
Elect Director John P. Wiehoff   Management   Yes   For   No
Elect Director Scott W. Wine   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director Warner L. Baxter   Management   Yes   For   No
Elect Director Dorothy J. Bridges   Management   Yes   For   No
Elect Director Elizabeth L. Buse   Management   Yes   For   No
Elect Director Andrew Cecere   Management   Yes   For   No
Elect Director Alan B. Colberg   Management   Yes   For   No
Elect Director Kimberly N. Ellison-Taylor   Management   Yes   For   No
Elect Director Kimberly J. Harris   Management   Yes   For   No
Elect Director Roland A. Hernandez   Management   Yes   For   No
Elect Director Richard P. McKenney   Management   Yes   For   No
Elect Director Yusuf I. Mehdi   Management   Yes   For   No
Elect Director Loretta E. Reynolds   Management   Yes   For   No
Elect Director John P. Wiehoff   Management   Yes   For   No
Elect Director Scott W. Wine   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Regions Financial Corporation                
Ticker: RF                
CUSIP: 7591EP100                
Shareholder meeting date: 19-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Mark A. Crosswhite   Management   Yes   For   No
Elect Director Noopur Davis   Management   Yes   For   No
Elect Director Zhanna Golodryga   Management   Yes   For   No
Elect Director J. Thomas Hill   Management   Yes   For   No
Elect Director John D. Johns   Management   Yes   For   No
Elect Director Joia M. Johnson   Management   Yes   For   No
Elect Director Ruth Ann Marshall   Management   Yes   For   No
Elect Director Charles D. McCrary   Management   Yes   For   No
Elect Director James T. Prokopanko   Management   Yes   For   No
Elect Director Lee J. Styslinger, III   Management   Yes   For   No
Elect Director Jose S. Suquet   Management   Yes   For   No
Elect Director John M. Turner, Jr.   Management   Yes   For   No
Elect Director Timothy Vines   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director Mark A. Crosswhite   Management   Yes   For   No
Elect Director Noopur Davis   Management   Yes   For   No
Elect Director Zhanna Golodryga   Management   Yes   For   No
Elect Director J. Thomas Hill   Management   Yes   For   No
Elect Director John D. Johns   Management   Yes   For   No
Elect Director Joia M. Johnson   Management   Yes   For   No
Elect Director Ruth Ann Marshall   Management   Yes   For   No
Elect Director Charles D. McCrary   Management   Yes   For   No
Elect Director James T. Prokopanko   Management   Yes   For   No
Elect Director Lee J. Styslinger, III   Management   Yes   For   No
Elect Director Jose S. Suquet   Management   Yes   For   No
Elect Director John M. Turner, Jr.   Management   Yes   For   No
Elect Director Timothy Vines   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
Humana Inc.                
Ticker: HUM                
CUSIP: 444859102                
Shareholder meeting date: 20-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Raquel C. Bono   Management   Yes   For   No
Elect Director Bruce D. Broussard   Management   Yes   For   No
Elect Director Frank A. D'Amelio   Management   Yes   For   No
Elect Director David T. Feinberg   Management   Yes   For   No
Elect Director Wayne A. I. Frederick   Management   Yes   For   No
Elect Director John W. Garratt   Management   Yes   For   No
Elect Director Kurt J. Hilzinger   Management   Yes   For   No
Elect Director Karen W. Katz   Management   Yes   For   No
Elect Director Marcy S. Klevorn   Management   Yes   For   No
Elect Director William J. McDonald   Management   Yes   For   No
Elect Director Jorge S. Mesquita   Management   Yes   For   No
Elect Director Brad D. Smith   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Raquel C. Bono   Management   Yes   For   No
Elect Director Bruce D. Broussard   Management   Yes   For   No
Elect Director Frank A. D'Amelio   Management   Yes   For   No
Elect Director David T. Feinberg   Management   Yes   For   No
Elect Director Wayne A. I. Frederick   Management   Yes   For   No
Elect Director John W. Garratt   Management   Yes   For   No
Elect Director Kurt J. Hilzinger   Management   Yes   For   No
Elect Director Karen W. Katz   Management   Yes   For   No
Elect Director Marcy S. Klevorn   Management   Yes   For   No
Elect Director William J. McDonald   Management   Yes   For   No
Elect Director Jorge S. Mesquita   Management   Yes   For   No
Elect Director Brad D. Smith   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Corteva, Inc.                
Ticker: CTVA                
CUSIP: 22052L104                
Shareholder meeting date: 21-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Lamberto Andreotti   Management   Yes   For   No
Elect Director Klaus A. Engel   Management   Yes   For   No
Elect Director David C. Everitt   Management   Yes   For   No
Elect Director Janet P. Giesselman   Management   Yes   For   No
Elect Director Karen H. Grimes   Management   Yes   For   No
Elect Director Michael O. Johanns   Management   Yes   For   No
Elect Director Rebecca B. Liebert   Management   Yes   For   No
Elect Director Marcos M. Lutz   Management   Yes   For   No
Elect Director Charles V. Magro   Management   Yes   For   No
Elect Director Nayaki R. Nayyar   Management   Yes   For   No
Elect Director Gregory R. Page   Management   Yes   For   No
Elect Director Kerry J. Preete   Management   Yes   For   No
Elect Director Patrick J. Ward   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Elect Director Lamberto Andreotti   Management   Yes   For   No
Elect Director Klaus A. Engel   Management   Yes   For   No
Elect Director David C. Everitt   Management   Yes   For   No
Elect Director Janet P. Giesselman   Management   Yes   For   No
Elect Director Karen H. Grimes   Management   Yes   For   No
Elect Director Michael O. Johanns   Management   Yes   For   No
Elect Director Rebecca B. Liebert   Management   Yes   For   No
Elect Director Marcos M. Lutz   Management   Yes   For   No
Elect Director Charles V. Magro   Management   Yes   For   No
Elect Director Nayaki R. Nayyar   Management   Yes   For   No
Elect Director Gregory R. Page   Management   Yes   For   No
Elect Director Kerry J. Preete   Management   Yes   For   No
Elect Director Patrick J. Ward   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
                 
Huntsman Corporation                
Ticker: HUN                
CUSIP: 447011107                
Shareholder meeting date: 21-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Peter R. Huntsman   Management   Yes   For   No
Elect Director Cynthia L. Egan   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director Sonia Dula   Management   Yes   For   No
Elect Director Curtis E. Espeland   Management   Yes   For   No
Elect Director Daniele Ferrari   Management   Yes   For   No
Elect Director Jeanne McGovern   Management   Yes   For   No
Elect Director Jose Antonio Munoz Barcelo   Management   Yes   For   No
Elect Director David B. Sewell   Management   Yes   For   No
Elect Director Jan E. Tighe   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Amend Certificate of Incorporation to Allow Exculpation of Officers   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Elect Director Peter R. Huntsman   Management   Yes   For   No
Elect Director Cynthia L. Egan   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director Sonia Dula   Management   Yes   For   No
Elect Director Curtis E. Espeland   Management   Yes   For   No
Elect Director Daniele Ferrari   Management   Yes   For   No
Elect Director Jeanne McGovern   Management   Yes   For   No
Elect Director Jose Antonio Munoz Barcelo   Management   Yes   For   No
Elect Director David B. Sewell   Management   Yes   For   No
Elect Director Jan E. Tighe   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Amend Certificate of Incorporation to Allow Exculpation of Officers   Management   Yes   For   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
                 
Bank of America Corporation                
Ticker: BAC                
CUSIP: 60505104                
Shareholder meeting date: 25-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Sharon L. Allen   Management   Yes   For   No
Elect Director Jose (Joe) E. Almeida   Management   Yes   For   No
Elect Director Frank P. Bramble, Sr.   Management   Yes   For   No
Elect Director Pierre J.P. de Weck   Management   Yes   For   No
Elect Director Arnold W. Donald   Management   Yes   For   No
Elect Director Linda P. Hudson   Management   Yes   For   No
Elect Director Monica C. Lozano   Management   Yes   For   No
Elect Director Brian T. Moynihan   Management   Yes   For   No
Elect Director Lionel L. Nowell, III   Management   Yes   For   No
Elect Director Denise L. Ramos   Management   Yes   For   No
Elect Director Clayton S. Rose   Management   Yes   For   No
Elect Director Michael D. White   Management   Yes   For   No
Elect Director Thomas D. Woods   Management   Yes   For   No
Elect Director Maria T. Zuber   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Commission Third Party Racial Equity Audit   Shareholder   Yes   Against   No
Elect Director Sharon L. Allen   Management   Yes   For   No
Elect Director Jose (Joe) E. Almeida   Management   Yes   For   No
Elect Director Frank P. Bramble, Sr.   Management   Yes   For   No
Elect Director Pierre J.P. de Weck   Management   Yes   For   No
Elect Director Arnold W. Donald   Management   Yes   For   No
Elect Director Linda P. Hudson   Management   Yes   For   No
Elect Director Monica C. Lozano   Management   Yes   For   No
Elect Director Brian T. Moynihan   Management   Yes   For   No
Elect Director Lionel L. Nowell, III   Management   Yes   For   No
Elect Director Denise L. Ramos   Management   Yes   For   No
Elect Director Clayton S. Rose   Management   Yes   For   No
Elect Director Michael D. White   Management   Yes   For   No
Elect Director Thomas D. Woods   Management   Yes   For   No
Elect Director Maria T. Zuber   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Commission Third Party Racial Equity Audit   Shareholder   Yes   Against   No
                 
The Goldman Sachs Group, Inc.                
Ticker: GS                
CUSIP: 38141G104                
Shareholder meeting date: 26-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Michele Burns   Management   Yes   For   No
Elect Director Mark Flaherty   Management   Yes   For   No
Elect Director Kimberley Harris   Management   Yes   For   No
Elect Director Kevin Johnson   Management   Yes   For   No
Elect Director Ellen Kullman   Management   Yes   For   No
Elect Director Lakshmi Mittal   Management   Yes   For   No
Elect Director Adebayo Ogunlesi   Management   Yes   For   No
Elect Director Peter Oppenheimer   Management   Yes   For   No
Elect Director David Solomon   Management   Yes   For   No
Elect Director Jan Tighe   Management   Yes   For   No
Elect Director Jessica Uhl   Management   Yes   For   No
Elect Director David Viniar   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   Against   No
Publish Third-Party Review on Chinese Congruency of Certain ETFs   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Report on Median Gender/Racial Pay Gap   Shareholder   Yes   For   Yes
Elect Director Michele Burns   Management   Yes   For   No
Elect Director Mark Flaherty   Management   Yes   For   No
Elect Director Kimberley Harris   Management   Yes   For   No
Elect Director Kevin Johnson   Management   Yes   For   No
Elect Director Ellen Kullman   Management   Yes   For   No
Elect Director Lakshmi Mittal   Management   Yes   For   No
Elect Director Adebayo Ogunlesi   Management   Yes   For   No
Elect Director Peter Oppenheimer   Management   Yes   For   No
Elect Director David Solomon   Management   Yes   For   No
Elect Director Jan Tighe   Management   Yes   For   No
Elect Director Jessica Uhl   Management   Yes   For   No
Elect Director David Viniar   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Require Independent Board Chair   Shareholder   Yes   Against   No
Publish Third-Party Review on Chinese Congruency of Certain ETFs   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Report on Median Gender/Racial Pay Gap   Shareholder   Yes   For   Yes
                 
Citizens Financial Group Inc.                
Ticker: CFG                
CUSIP: 174610105                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Bruce Van Saun   Management   Yes   For   No
Elect Director Lee Alexander   Management   Yes   For   No
Elect Director Christine M. Cumming   Management   Yes   For   No
Elect Director Kevin Cummings   Management   Yes   For   No
Elect Director William P. Hankowsky   Management   Yes   For   No
Elect Director Edward J. Kelly, III   Management   Yes   For   No
Elect Director Robert G. Leary   Management   Yes   For   No
Elect Director Terrance J. Lillis   Management   Yes   For   No
Elect Director Michele N. Siekerka   Management   Yes   For   No
Elect Director Shivan Subramaniam   Management   Yes   For   No
Elect Director Christopher J. Swift   Management   Yes   For   No
Elect Director Wendy A. Watson   Management   Yes   For   No
Elect Director Marita Zuraitis   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Bruce Van Saun   Management   Yes   For   No
Elect Director Lee Alexander   Management   Yes   For   No
Elect Director Christine M. Cumming   Management   Yes   For   No
Elect Director Kevin Cummings   Management   Yes   For   No
Elect Director William P. Hankowsky   Management   Yes   For   No
Elect Director Edward J. Kelly, III   Management   Yes   For   No
Elect Director Robert G. Leary   Management   Yes   For   No
Elect Director Terrance J. Lillis   Management   Yes   For   No
Elect Director Michele N. Siekerka   Management   Yes   For   No
Elect Director Shivan Subramaniam   Management   Yes   For   No
Elect Director Christopher J. Swift   Management   Yes   For   No
Elect Director Wendy A. Watson   Management   Yes   For   No
Elect Director Marita Zuraitis   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
Johnson & Johnson                
Ticker: JNJ                
CUSIP: 478160104                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Darius Adamczyk   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director D. Scott Davis   Management   Yes   For   No
Elect Director Jennifer A. Doudna   Management   Yes   For   No
Elect Director Joaquin Duato   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Paula A. Johnson   Management   Yes   For   No
Elect Director Hubert Joly   Management   Yes   For   No
Elect Director Mark B. McClellan   Management   Yes   For   No
Elect Director Anne M. Mulcahy   Management   Yes   For   No
Elect Director Mark A. Weinberger   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Adopt Mandatory Arbitration Bylaw - Withdrawn   Shareholder   Yes       No
Report on Government Financial Support and Equitable Access to Covid-19 Products   Shareholder   Yes   For   Yes
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   Against   No
Elect Director Darius Adamczyk   Management   Yes   For   No
Elect Director Mary C. Beckerle   Management   Yes   For   No
Elect Director D. Scott Davis   Management   Yes   For   No
Elect Director Jennifer A. Doudna   Management   Yes   For   No
Elect Director Joaquin Duato   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Paula A. Johnson   Management   Yes   For   No
Elect Director Hubert Joly   Management   Yes   For   No
Elect Director Mark B. McClellan   Management   Yes   For   No
Elect Director Anne M. Mulcahy   Management   Yes   For   No
Elect Director Mark A. Weinberger   Management   Yes   For   No
Elect Director Nadja Y. West   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Adopt Mandatory Arbitration Bylaw - Withdrawn   Shareholder   Yes       No
Report on Government Financial Support and Equitable Access to Covid-19 Products   Shareholder   Yes   For   Yes
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics   Shareholder   Yes   For   Yes
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   Against   No
                 
Pfizer Inc.                
Ticker: PFE                
CUSIP: 717081103                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Ronald E. Blaylock   Management   Yes   For   No
Elect Director Albert Bourla   Management   Yes   For   No
Elect Director Susan Desmond-Hellmann   Management   Yes   For   No
Elect Director Joseph J. Echevarria   Management   Yes   For   No
Elect Director Scott Gottlieb   Management   Yes   For   No
Elect Director Helen H. Hobbs   Management   Yes   For   No
Elect Director Susan Hockfield   Management   Yes   For   No
Elect Director Dan R. Littman   Management   Yes   For   No
Elect Director Shantanu Narayen   Management   Yes   For   No
Elect Director Suzanne Nora Johnson   Management   Yes   For   No
Elect Director James Quincey   Management   Yes   For   No
Elect Director James C. Smith   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production   Shareholder   Yes   Against   No
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   For   Yes
Report on Political Expenditures Congruence   Shareholder   Yes   Against   No
Elect Director Ronald E. Blaylock   Management   Yes   For   No
Elect Director Albert Bourla   Management   Yes   For   No
Elect Director Susan Desmond-Hellmann   Management   Yes   For   No
Elect Director Joseph J. Echevarria   Management   Yes   For   No
Elect Director Scott Gottlieb   Management   Yes   For   No
Elect Director Helen H. Hobbs   Management   Yes   For   No
Elect Director Susan Hockfield   Management   Yes   For   No
Elect Director Dan R. Littman   Management   Yes   For   No
Elect Director Shantanu Narayen   Management   Yes   For   No
Elect Director Suzanne Nora Johnson   Management   Yes   For   No
Elect Director James Quincey   Management   Yes   For   No
Elect Director James C. Smith   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production   Shareholder   Yes   Against   No
Report on Impact of Extended Patent Exclusivities on Product Access   Shareholder   Yes   For   Yes
Report on Political Expenditures Congruence   Shareholder   Yes   Against   No
                 
Snap-on Incorporated                
Ticker: SNA                
CUSIP: 833034101                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director David C. Adams   Management   Yes   For   No
Elect Director Karen L. Daniel   Management   Yes   For   No
Elect Director Ruth Ann M. Gillis   Management   Yes   For   No
Elect Director James P. Holden   Management   Yes   For   No
Elect Director Nathan J. Jones   Management   Yes   For   No
Elect Director Henry W. Knueppel   Management   Yes   For   No
Elect Director W. Dudley Lehman   Management   Yes   For   No
Elect Director Nicholas T. Pinchuk   Management   Yes   For   No
Elect Director Gregg M. Sherrill   Management   Yes   For   No
Elect Director Donald J. Stebbins   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director David C. Adams   Management   Yes   For   No
Elect Director Karen L. Daniel   Management   Yes   For   No
Elect Director Ruth Ann M. Gillis   Management   Yes   For   No
Elect Director James P. Holden   Management   Yes   For   No
Elect Director Nathan J. Jones   Management   Yes   For   No
Elect Director Henry W. Knueppel   Management   Yes   For   No
Elect Director W. Dudley Lehman   Management   Yes   For   No
Elect Director Nicholas T. Pinchuk   Management   Yes   For   No
Elect Director Gregg M. Sherrill   Management   Yes   For   No
Elect Director Donald J. Stebbins   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Texas Instruments Incorporated                
Ticker: TXN                
CUSIP: 882508104                
Shareholder meeting date: 27-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Mark A. Blinn   Management   Yes   For   No
Elect Director Todd M. Bluedorn   Management   Yes   For   No
Elect Director Janet F. Clark   Management   Yes   For   No
Elect Director Carrie S. Cox   Management   Yes   For   No
Elect Director Martin S. Craighead   Management   Yes   For   No
Elect Director Curtis C. Farmer   Management   Yes   For   No
Elect Director Jean M. Hobby   Management   Yes   For   No
Elect Director Haviv Ilan   Management   Yes   For   No
Elect Director Ronald Kirk   Management   Yes   For   No
Elect Director Pamela H. Patsley   Management   Yes   For   No
Elect Director Robert E. Sanchez   Management   Yes   For   No
Elect Director Richard K. Templeton   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Due Diligence Efforts to Trace End-User Misuse of Company Products   Shareholder   Yes   Against   No
Elect Director Mark A. Blinn   Management   Yes   For   No
Elect Director Todd M. Bluedorn   Management   Yes   For   No
Elect Director Janet F. Clark   Management   Yes   For   No
Elect Director Carrie S. Cox   Management   Yes   For   No
Elect Director Martin S. Craighead   Management   Yes   For   No
Elect Director Curtis C. Farmer   Management   Yes   For   No
Elect Director Jean M. Hobby   Management   Yes   For   No
Elect Director Haviv Ilan   Management   Yes   For   No
Elect Director Ronald Kirk   Management   Yes   For   No
Elect Director Pamela H. Patsley   Management   Yes   For   No
Elect Director Robert E. Sanchez   Management   Yes   For   No
Elect Director Richard K. Templeton   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Due Diligence Efforts to Trace End-User Misuse of Company Products   Shareholder   Yes   Against   No
                 
Louisiana-Pacific Corporation                
Ticker: LPX                
CUSIP: 546347105                
Shareholder meeting date: 28-Apr-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Jose A. Bayardo   Management   Yes   For   No
Elect Director Stephen E. Macadam   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Elect Director Jose A. Bayardo   Management   Yes   For   No
Elect Director Stephen E. Macadam   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
Aflac Incorporated                
Ticker: AFL                
CUSIP: 1055102                
Shareholder meeting date: 01-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Daniel P. Amos   Management   Yes   For   No
Elect Director W. Paul Bowers   Management   Yes   For   No
Elect Director Arthur R. Collins   Management   Yes   For   No
Elect Director Miwako Hosoda   Management   Yes   For   No
Elect Director Thomas J. Kenny   Management   Yes   For   No
Elect Director Georgette D. Kiser   Management   Yes   For   No
Elect Director Karole F. Lloyd   Management   Yes   For   No
Elect Director Nobuchika Mori   Management   Yes   For   No
Elect Director Joseph L. Moskowitz   Management   Yes   For   No
Elect Director Barbara K. Rimer   Management   Yes   For   No
Elect Director Katherine T. Rohrer   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Elect Director Daniel P. Amos   Management   Yes   For   No
Elect Director W. Paul Bowers   Management   Yes   For   No
Elect Director Arthur R. Collins   Management   Yes   For   No
Elect Director Miwako Hosoda   Management   Yes   For   No
Elect Director Thomas J. Kenny   Management   Yes   For   No
Elect Director Georgette D. Kiser   Management   Yes   For   No
Elect Director Karole F. Lloyd   Management   Yes   For   No
Elect Director Nobuchika Mori   Management   Yes   For   No
Elect Director Joseph L. Moskowitz   Management   Yes   For   No
Elect Director Barbara K. Rimer   Management   Yes   For   No
Elect Director Katherine T. Rohrer   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
                 
American Express Company                
Ticker: AXP                
CUSIP: 25816109                
Shareholder meeting date: 02-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Thomas J. Baltimore   Management   Yes   For   No
Elect Director John J. Brennan   Management   Yes   For   No
Elect Director Peter Chernin   Management   Yes   For   No
Elect Director Walter J. Clayton, III   Management   Yes   For   No
Elect Director Ralph de la Vega   Management   Yes   For   No
Elect Director Theodore J. Leonsis   Management   Yes   For   No
Elect Director Deborah P. Majoras   Management   Yes   For   No
Elect Director Karen L. Parkhill   Management   Yes   For   No
Elect Director Charles E. Phillips   Management   Yes   For   No
Elect Director Lynn A. Pike   Management   Yes   For   No
Elect Director Stephen J. Squeri   Management   Yes   For   No
Elect Director Daniel L. Vasella   Management   Yes   For   No
Elect Director Lisa W. Wardell   Management   Yes   For   No
Elect Director Christopher D. Young   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access   Shareholder   Yes   Against   No
Elect Director Thomas J. Baltimore   Management   Yes   For   No
Elect Director John J. Brennan   Management   Yes   For   No
Elect Director Peter Chernin   Management   Yes   For   No
Elect Director Walter J. Clayton, III   Management   Yes   For   No
Elect Director Ralph de la Vega   Management   Yes   For   No
Elect Director Theodore J. Leonsis   Management   Yes   For   No
Elect Director Deborah P. Majoras   Management   Yes   For   No
Elect Director Karen L. Parkhill   Management   Yes   For   No
Elect Director Charles E. Phillips   Management   Yes   For   No
Elect Director Lynn A. Pike   Management   Yes   For   No
Elect Director Stephen J. Squeri   Management   Yes   For   No
Elect Director Daniel L. Vasella   Management   Yes   For   No
Elect Director Lisa W. Wardell   Management   Yes   For   No
Elect Director Christopher D. Young   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   For   Yes
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access   Shareholder   Yes   Against   No
                 
OmnicomGroup Inc.                
Ticker: OMC                
CUSIP: 681919106                
Shareholder meeting date: 02-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director John D. Wren   Management   Yes   For   No
Elect Director Mary C. Choksi   Management   Yes   For   No
Elect Director Leonard S. Coleman, Jr.   Management   Yes   For   No
Elect Director Mark D. Gerstein   Management   Yes   For   No
Elect Director Ronnie S. Hawkins   Management   Yes   For   No
Elect Director Deborah J. Kissire   Management   Yes   For   No
Elect Director Gracia C. Martore   Management   Yes   For   No
Elect Director Patricia Salas Pineda   Management   Yes   For   No
Elect Director Linda Johnson Rice   Management   Yes   For   No
Elect Director Valerie M. Williams   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director John D. Wren   Management   Yes   For   No
Elect Director Mary C. Choksi   Management   Yes   For   No
Elect Director Leonard S. Coleman, Jr.   Management   Yes   For   No
Elect Director Mark D. Gerstein   Management   Yes   For   No
Elect Director Ronnie S. Hawkins   Management   Yes   For   No
Elect Director Deborah J. Kissire   Management   Yes   For   No
Elect Director Gracia C. Martore   Management   Yes   For   No
Elect Director Patricia Salas Pineda   Management   Yes   For   No
Elect Director Linda Johnson Rice   Management   Yes   For   No
Elect Director Valerie M. Williams   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
PulteGroup, Inc.                
Ticker: PHM                
CUSIP: 745867101                
Shareholder meeting date: 03-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Brian P. Anderson   Management   Yes   For   No
Elect Director Bryce Blair   Management   Yes   For   No
Elect Director Thomas J. Folliard   Management   Yes   For   No
Elect Director Cheryl W. Grise   Management   Yes   For   No
Elect Director Andre J. Hawaux   Management   Yes   For   No
Elect Director J. Phillip Holloman   Management   Yes   For   No
Elect Director Ryan R. Marshall   Management   Yes   For   No
Elect Director John R. Peshkin   Management   Yes   For   No
Elect Director Scott F. Powers   Management   Yes   For   No
Elect Director Lila Snyder   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Elect Director Brian P. Anderson   Management   Yes   For   No
Elect Director Bryce Blair   Management   Yes   For   No
Elect Director Thomas J. Folliard   Management   Yes   For   No
Elect Director Cheryl W. Grise   Management   Yes   For   No
Elect Director Andre J. Hawaux   Management   Yes   For   No
Elect Director J. Phillip Holloman   Management   Yes   For   No
Elect Director Ryan R. Marshall   Management   Yes   For   No
Elect Director John R. Peshkin   Management   Yes   For   No
Elect Director Scott F. Powers   Management   Yes   For   No
Elect Director Lila Snyder   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
                 
Archer-Daniels-Midland Company                
Ticker: ADM                
CUSIP: 39483102                
Shareholder meeting date: 04-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Michael S. Burke   Management   Yes   For   No
Elect Director Theodore Colbert   Management   Yes   For   No
Elect Director James C. Collins, Jr.   Management   Yes   For   No
Elect Director Terrell K. Crews   Management   Yes   For   No
Elect Director Ellen de Brabander   Management   Yes   For   No
Elect Director Suzan F. Harrison   Management   Yes   For   No
Elect Director Juan R. Luciano   Management   Yes   For   No
Elect Director Patrick J. Moore   Management   Yes   For   No
Elect Director Debra A. Sandler   Management   Yes   For   No
Elect Director Lei Z. Schlitz   Management   Yes   For   No
Elect Director Kelvin R. Westbrook   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Michael S. Burke   Management   Yes   For   No
Elect Director Theodore Colbert   Management   Yes   For   No
Elect Director James C. Collins, Jr.   Management   Yes   For   No
Elect Director Terrell K. Crews   Management   Yes   For   No
Elect Director Ellen de Brabander   Management   Yes   For   No
Elect Director Suzan F. Harrison   Management   Yes   For   No
Elect Director Juan R. Luciano   Management   Yes   For   No
Elect Director Patrick J. Moore   Management   Yes   For   No
Elect Director Debra A. Sandler   Management   Yes   For   No
Elect Director Lei Z. Schlitz   Management   Yes   For   No
Elect Director Kelvin R. Westbrook   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Capital One Financial Corporation                
Ticker: COF                
CUSIP: 14040H105                
Shareholder meeting date: 04-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Richard D. Fairbank   Management   Yes   For   No
Elect Director Ime Archibong   Management   Yes   For   No
Elect Director Christine Detrick   Management   Yes   For   No
Elect Director Ann Fritz Hackett   Management   Yes   For   No
Elect Director Peter Thomas Killalea   Management   Yes   For   No
Elect Director Cornelis "Eli" Leenaars   Management   Yes   For   No
Elect Director Francois Locoh-Donou   Management   Yes   For   No
Elect Director Peter E. Raskind   Management   Yes   For   No
Elect Director Eileen Serra   Management   Yes   For   No
Elect Director Mayo A. Shattuck, III   Management   Yes   For   No
Elect Director Bradford H. Warner   Management   Yes   For   No
Elect Director Craig Anthony Williams   Management   Yes   For   No
Eliminate Supermajority Vote Requirement   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
Report on Board Oversight of Risks Related to Discrimination   Shareholder   Yes   Against   No
Disclose Board Skills and Diversity Matrix   Shareholder   Yes   For   Yes
Elect Director Richard D. Fairbank   Management   Yes   For   No
Elect Director Ime Archibong   Management   Yes   For   No
Elect Director Christine Detrick   Management   Yes   For   No
Elect Director Ann Fritz Hackett   Management   Yes   For   No
Elect Director Peter Thomas Killalea   Management   Yes   For   No
Elect Director Cornelis "Eli" Leenaars   Management   Yes   For   No
Elect Director Francois Locoh-Donou   Management   Yes   For   No
Elect Director Peter E. Raskind   Management   Yes   For   No
Elect Director Eileen Serra   Management   Yes   For   No
Elect Director Mayo A. Shattuck, III   Management   Yes   For   No
Elect Director Bradford H. Warner   Management   Yes   For   No
Elect Director Craig Anthony Williams   Management   Yes   For   No
Eliminate Supermajority Vote Requirement   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Adopt Simple Majority Vote   Shareholder   Yes   For   Yes
Report on Board Oversight of Risks Related to Discrimination   Shareholder   Yes   Against   No
Disclose Board Skills and Diversity Matrix   Shareholder   Yes   For   Yes
                 
Cincinnati Financial Corporation                
Ticker: CINF                
CUSIP: 172062101                
Shareholder meeting date: 06-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Thomas J. Aaron   Management   Yes   For   No
Elect Director Nancy C. Benacci   Management   Yes   For   No
Elect Director Linda W. Clement-Holmes   Management   Yes   For   No
Elect Director Dirk J. Debbink   Management   Yes   For   No
Elect Director Steven J. Johnston   Management   Yes   For   No
Elect Director Jill P. Meyer   Management   Yes   For   No
Elect Director David P. Osborn   Management   Yes   For   No
Elect Director Gretchen W. Schar   Management   Yes   For   No
Elect Director Charles O. Schiff   Management   Yes   For   No
Elect Director Douglas S. Skidmore   Management   Yes   For   No
Elect Director John F. Steele, Jr.   Management   Yes   For   No
Elect Director Larry R. Webb   Management   Yes   For   No
Amend Code of Regulations   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Thomas J. Aaron   Management   Yes   For   No
Elect Director Nancy C. Benacci   Management   Yes   For   No
Elect Director Linda W. Clement-Holmes   Management   Yes   For   No
Elect Director Dirk J. Debbink   Management   Yes   For   No
Elect Director Steven J. Johnston   Management   Yes   For   No
Elect Director Jill P. Meyer   Management   Yes   For   No
Elect Director David P. Osborn   Management   Yes   For   No
Elect Director Gretchen W. Schar   Management   Yes   For   No
Elect Director Charles O. Schiff   Management   Yes   For   No
Elect Director Douglas S. Skidmore   Management   Yes   For   No
Elect Director John F. Steele, Jr.   Management   Yes   For   No
Elect Director Larry R. Webb   Management   Yes   For   No
Amend Code of Regulations   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
Cummins Inc.                
Ticker: CMI                
CUSIP: 231021106                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director N. Thomas Linebarger   Management   Yes   For   No
Elect Director Jennifer W. Rumsey   Management   Yes   For   No
Elect Director Gary L. Belske   Management   Yes   For   No
Elect Director Robert J. Bernhard   Management   Yes   For   No
Elect Director Bruno V. Di Leo Allen   Management   Yes   For   No
Elect Director Stephen B. Dobbs   Management   Yes   For   No
Elect Director Carla A. Harris   Management   Yes   For   No
Elect Director Thomas J. Lynch   Management   Yes   For   No
Elect Director William I. Miller   Management   Yes   For   No
Elect Director Georgia R. Nelson   Management   Yes   For   No
Elect Director Kimberly A. Nelson   Management   Yes   For   No
Elect Director Karen H. Quintos   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Require Independent Board Chairman   Shareholder   Yes   For   Yes
Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals   Shareholder   Yes   Against   No
Elect Director N. Thomas Linebarger   Management   Yes   For   No
Elect Director Jennifer W. Rumsey   Management   Yes   For   No
Elect Director Gary L. Belske   Management   Yes   For   No
Elect Director Robert J. Bernhard   Management   Yes   For   No
Elect Director Bruno V. Di Leo Allen   Management   Yes   For   No
Elect Director Stephen B. Dobbs   Management   Yes   For   No
Elect Director Carla A. Harris   Management   Yes   For   No
Elect Director Thomas J. Lynch   Management   Yes   For   No
Elect Director William I. Miller   Management   Yes   For   No
Elect Director Georgia R. Nelson   Management   Yes   For   No
Elect Director Kimberly A. Nelson   Management   Yes   For   No
Elect Director Karen H. Quintos   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Nonqualified Employee Stock Purchase Plan   Management   Yes   For   No
Require Independent Board Chairman   Shareholder   Yes   For   Yes
Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals   Shareholder   Yes   Against   No
                 
Prudential Financial, Inc.                
Ticker: PRU                
CUSIP: 744320102                
Shareholder meeting date: 09-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Gilbert F. Casellas   Management   Yes   For   No
Elect Director Robert M. Falzon   Management   Yes   For   No
Elect Director Martina Hund-Mejean   Management   Yes   For   No
Elect Director Wendy E. Jones   Management   Yes   For   No
Elect Director Charles F. Lowrey   Management   Yes   For   No
Elect Director Sandra Pianalto   Management   Yes   For   No
Elect Director Christine A. Poon   Management   Yes   For   No
Elect Director Douglas A. Scovanner   Management   Yes   For   No
Elect Director Michael A. Todman   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Elect Director Gilbert F. Casellas   Management   Yes   For   No
Elect Director Robert M. Falzon   Management   Yes   For   No
Elect Director Martina Hund-Mejean   Management   Yes   For   No
Elect Director Wendy E. Jones   Management   Yes   For   No
Elect Director Charles F. Lowrey   Management   Yes   For   No
Elect Director Sandra Pianalto   Management   Yes   For   No
Elect Director Christine A. Poon   Management   Yes   For   No
Elect Director Douglas A. Scovanner   Management   Yes   For   No
Elect Director Michael A. Todman   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
                 
Elevance Health, Inc.                
Ticker: ELV                
CUSIP: 36752103                
Shareholder meeting date: 10-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Gail K. Boudreaux   Management   Yes   For   No
Elect Director R. Kerry Clark   Management   Yes   For   No
Elect Director Robert L. Dixon, Jr.   Management   Yes   For   No
Elect Director Deanna D. Strable   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Annually Report Third Party Political Contributions   Shareholder   Yes   Against   No
Elect Director Gail K. Boudreaux   Management   Yes   For   No
Elect Director R. Kerry Clark   Management   Yes   For   No
Elect Director Robert L. Dixon, Jr.   Management   Yes   For   No
Elect Director Deanna D. Strable   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Annually Report Third Party Political Contributions   Shareholder   Yes   Against   No
                 
Discover Financial Services                
Ticker: DFS                
CUSIP: 254709108                
Shareholder meeting date: 11-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Jeffrey S. Aronin   Management   Yes   For   No
Elect Director Mary K. Bush   Management   Yes   For   No
Elect Director Gregory C. Case   Management   Yes   For   No
Elect Director Candace H. Duncan   Management   Yes   For   No
Elect Director Joseph F. Eazor   Management   Yes   For   No
Elect Director Roger C. Hochschild   Management   Yes   For   No
Elect Director Thomas G. Maheras   Management   Yes   For   No
Elect Director John B. Owen   Management   Yes   For   No
Elect Director David L. Rawlinson, II   Management   Yes   For   No
Elect Director Beverley A. Sibblies   Management   Yes   For   No
Elect Director Mark A. Thierer   Management   Yes   For   No
Elect Director Jennifer L. Wong   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Elect Director Jeffrey S. Aronin   Management   Yes   For   No
Elect Director Mary K. Bush   Management   Yes   For   No
Elect Director Gregory C. Case   Management   Yes   For   No
Elect Director Candace H. Duncan   Management   Yes   For   No
Elect Director Joseph F. Eazor   Management   Yes   For   No
Elect Director Roger C. Hochschild   Management   Yes   For   No
Elect Director Thomas G. Maheras   Management   Yes   For   No
Elect Director John B. Owen   Management   Yes   For   No
Elect Director David L. Rawlinson, II   Management   Yes   For   No
Elect Director Beverley A. Sibblies   Management   Yes   For   No
Elect Director Mark A. Thierer   Management   Yes   For   No
Elect Director Jennifer L. Wong   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
                 
Intel Corporation                
Ticker: INTC                
CUSIP: 458140100                
Shareholder meeting date: 11-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Patrick P. Gelsinger   Management   Yes   For   No
Elect Director James J. Goetz   Management   Yes   For   No
Elect Director Andrea J. Goldsmith   Management   Yes   For   No
Elect Director Alyssa H. Henry   Management   Yes   For   No
Elect Director Omar Ishrak   Management   Yes   For   No
Elect Director Risa Lavizzo-Mourey   Management   Yes   For   No
Elect Director Tsu-Jae King Liu   Management   Yes   For   No
Elect Director Barbara G. Novick   Management   Yes   For   No
Elect Director Gregory D. Smith   Management   Yes   For   No
Elect Director Lip-Bu Tan   Management   Yes   For   No
Elect Director Dion J. Weisler   Management   Yes   For   No
Elect Director Frank D. Yeary   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Amend Omnibus Stock Plan   Management   Yes   Against   Yes
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Adopt Share Retention Policy For Senior Executives   Shareholder   Yes   For   Yes
Publish Third Party Review of Intel's China Business ESG Congruence   Shareholder   Yes   Against   No
                 
KeyCorp                
Ticker: KEY                
CUSIP: 493267108                
Shareholder meeting date: 11-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Alexander M. Cutler   Management   Yes   For   No
Elect Director H. James Dallas   Management   Yes   For   No
Elect Director Elizabeth R. Gile   Management   Yes   For   No
Elect Director Ruth Ann M. Gillis   Management   Yes   For   No
Elect Director Christopher M. Gorman   Management   Yes   For   No
Elect Director Robin N. Hayes   Management   Yes   For   No
Elect Director Carlton L. Highsmith   Management   Yes   For   No
Elect Director Richard J. Hipple   Management   Yes   For   No
Elect Director Devina A. Rankin   Management   Yes   For   No
Elect Director Barbara R. Snyder   Management   Yes   For   No
Elect Director Richard J. Tobin   Management   Yes   For   No
Elect Director Todd J. Vasos   Management   Yes   For   No
Elect Director David K. Wilson   Management   Yes   For   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Amend Omnibus Stock Plan   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
JPMorgan Chase & Co.                
Ticker: JPM                
CUSIP: 46625H100                
Shareholder meeting date: 16-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Linda B. Bammann   Management   Yes   For   No
Elect Director Stephen B. Burke   Management   Yes   For   No
Elect Director Todd A. Combs   Management   Yes   For   No
Elect Director James S. Crown   Management   Yes   For   No
Elect Director Alicia Boler Davis   Management   Yes   For   No
Elect Director James Dimon   Management   Yes   For   No
Elect Director Timothy P. Flynn   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Mellody Hobson   Management   Yes   For   No
Elect Director Michael A. Neal   Management   Yes   For   No
Elect Director Phebe N. Novakovic   Management   Yes   For   No
Elect Director Virginia M. Rometty   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Amend Public Responsibility Committee Charter to Include Animal Welfare   Shareholder   Yes   Against   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Report on Risks Related to Discrimination Against Individuals Including Political Views   Shareholder   Yes   Against   No
Report on Political Expenditures Congruence   Shareholder   Yes   For   Yes
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
Elect Director Linda B. Bammann   Management   Yes   For   No
Elect Director Stephen B. Burke   Management   Yes   For   No
Elect Director Todd A. Combs   Management   Yes   For   No
Elect Director James S. Crown   Management   Yes   For   No
Elect Director Alicia Boler Davis   Management   Yes   For   No
Elect Director James Dimon   Management   Yes   For   No
Elect Director Timothy P. Flynn   Management   Yes   For   No
Elect Director Alex Gorsky   Management   Yes   For   No
Elect Director Mellody Hobson   Management   Yes   For   No
Elect Director Michael A. Neal   Management   Yes   For   No
Elect Director Phebe N. Novakovic   Management   Yes   For   No
Elect Director Virginia M. Rometty   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Require Independent Board Chair   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Amend Public Responsibility Committee Charter to Include Animal Welfare   Shareholder   Yes   Against   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets   Shareholder   Yes   For   Yes
Report on Risks Related to Discrimination Against Individuals Including Political Views   Shareholder   Yes   Against   No
Report on Political Expenditures Congruence   Shareholder   Yes   For   Yes
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting   Shareholder   Yes   Against   No
                 
Principal Financial Group, Inc.                
Ticker: PFG                
CUSIP: 74251V102                
Shareholder meeting date: 16-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Jonathan S. Auerbach   Management   Yes   For   No
Elect Director Mary E. "Maliz" Beams   Management   Yes   For   No
Elect Director Jocelyn Carter-Miller   Management   Yes   For   No
Elect Director Scott M. Mills   Management   Yes   For   No
Elect Director Claudio N. Muruzabal   Management   Yes   For   No
Elect Director H. Elizabeth Mitchell   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Reliance Steel & Aluminum Co.                
Ticker: RS                
CUSIP: 759509102                
Shareholder meeting date: 17-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Lisa L. Baldwin   Management   Yes   For   No
Elect Director Karen W. Colonias   Management   Yes   For   No
Elect Director Frank J. Dellaquila   Management   Yes   For   No
Elect Director James D. Hoffman   Management   Yes   For   No
Elect Director Mark V. Kaminski   Management   Yes   For   No
Elect Director Karla R. Lewis   Management   Yes   For   No
Elect Director Robert A. McEvoy   Management   Yes   For   No
Elect Director David W. Seeger   Management   Yes   For   No
Elect Director Douglas W. Stotlar   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chairman   Shareholder   Yes   Against   No
                 
Synchrony Financial                
Ticker: SYF                
CUSIP: 87165B103                
Shareholder meeting date: 18-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Brian D. Doubles   Management   Yes   For   No
Elect Director Fernando Aguirre   Management   Yes   For   No
Elect Director Paget L. Alves   Management   Yes   For   No
Elect Director Kamila Chytil   Management   Yes   For   No
Elect Director Arthur W. Coviello, Jr.   Management   Yes   For   No
Elect Director Roy A. Guthrie   Management   Yes   For   No
Elect Director Jeffrey G. Naylor   Management   Yes   For   No
Elect Director P.W. "Bill" Parker   Management   Yes   For   No
Elect Director Laurel J. Richie   Management   Yes   For   No
Elect Director Ellen M. Zane   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
Elect Director Brian D. Doubles   Management   Yes   For   No
Elect Director Fernando Aguirre   Management   Yes   For   No
Elect Director Paget L. Alves   Management   Yes   For   No
Elect Director Kamila Chytil   Management   Yes   For   No
Elect Director Arthur W. Coviello, Jr.   Management   Yes   For   No
Elect Director Roy A. Guthrie   Management   Yes   For   No
Elect Director Jeffrey G. Naylor   Management   Yes   For   No
Elect Director P.W. "Bill" Parker   Management   Yes   For   No
Elect Director Laurel J. Richie   Management   Yes   For   No
Elect Director Ellen M. Zane   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Ratify KPMG LLP as Auditors   Management   Yes   For   No
                 
Morgan Stanley                
Ticker: MS                
CUSIP: 617446448                
Shareholder meeting date: 19-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Alistair Darling   Management   Yes   For   No
Elect Director Thomas H. Glocer   Management   Yes   For   No
Elect Director James P. Gorman   Management   Yes   For   No
Elect Director Robert H. Herz   Management   Yes   For   No
Elect Director Erika H. James   Management   Yes   For   No
Elect Director Hironori Kamezawa   Management   Yes   For   No
Elect Director Shelley B. Leibowitz   Management   Yes   For   No
Elect Director Stephen J. Luczo   Management   Yes   For   No
Elect Director Jami Miscik   Management   Yes   For   No
Elect Director Masato Miyachi   Management   Yes   For   No
Elect Director Dennis M. Nally   Management   Yes   For   No
Elect Director Mary L. Schapiro   Management   Yes   For   No
Elect Director Perry M. Traquina   Management   Yes   For   No
Elect Director Rayford Wilkins, Jr.   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
Elect Director Alistair Darling   Management   Yes   For   No
Elect Director Thomas H. Glocer   Management   Yes   For   No
Elect Director James P. Gorman   Management   Yes   For   No
Elect Director Robert H. Herz   Management   Yes   For   No
Elect Director Erika H. James   Management   Yes   For   No
Elect Director Hironori Kamezawa   Management   Yes   For   No
Elect Director Shelley B. Leibowitz   Management   Yes   For   No
Elect Director Stephen J. Luczo   Management   Yes   For   No
Elect Director Jami Miscik   Management   Yes   For   No
Elect Director Masato Miyachi   Management   Yes   For   No
Elect Director Dennis M. Nally   Management   Yes   For   No
Elect Director Mary L. Schapiro   Management   Yes   For   No
Elect Director Perry M. Traquina   Management   Yes   For   No
Elect Director Rayford Wilkins, Jr.   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Reduce Ownership Threshold for Shareholders to Call Special Meeting   Shareholder   Yes   For   Yes
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development   Shareholder   Yes   Against   No
                 
Equitable Holdings, Inc.                
Ticker: EQH                
CUSIP: 29452E101                
Shareholder meeting date: 24-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Francis A. Hondal   Management   Yes   For   No
Elect Director Arlene Isaacs-Lowe   Management   Yes   For   No
Elect Director Daniel G. Kaye   Management   Yes   For   No
Elect Director Joan Lamm-Tennant   Management   Yes   For   No
Elect Director Craig MacKay   Management   Yes   For   No
Elect Director Mark Pearson   Management   Yes   For   No
Elect Director Bertram L. Scott   Management   Yes   For   No
Elect Director George Stansfield   Management   Yes   For   No
Elect Director Charles G.T. Stonehill   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
                 
The Interpublic Group of Companies, Inc.                
Ticker: IPG                
CUSIP: 460690100                
Shareholder meeting date: 25-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Jocelyn Carter-Miller   Management   Yes   For   No
Elect Director Mary J. Steele Guilfoile   Management   Yes   For   No
Elect Director Dawn Hudson   Management   Yes   For   No
Elect Director Philippe Krakowsky   Management   Yes   For   No
Elect Director Jonathan F. Miller   Management   Yes   For   No
Elect Director Patrick Q. Moore   Management   Yes   For   No
Elect Director Linda S. Sanford   Management   Yes   For   No
Elect Director David M. Thomas   Management   Yes   For   No
Elect Director E. Lee Wyatt Jr.   Management   Yes   For   No
Ratify Pricewaterhousecoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Jocelyn Carter-Miller   Management   Yes   For   No
Elect Director Mary J. Steele Guilfoile   Management   Yes   For   No
Elect Director Dawn Hudson   Management   Yes   For   No
Elect Director Philippe Krakowsky   Management   Yes   For   No
Elect Director Jonathan F. Miller   Management   Yes   For   No
Elect Director Patrick Q. Moore   Management   Yes   For   No
Elect Director Linda S. Sanford   Management   Yes   For   No
Elect Director David M. Thomas   Management   Yes   For   No
Elect Director E. Lee Wyatt Jr.   Management   Yes   For   No
Ratify Pricewaterhousecoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Chevron Corporation                
Ticker: CVX                
CUSIP: 166764100                
Shareholder meeting date: 31-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Wanda M. Austin   Management   Yes   For   No
Elect Director John B. Frank   Management   Yes   For   No
Elect Director Alice P. Gast   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Jon M. Huntsman, Jr.   Management   Yes   For   No
Elect Director Charles W. Moorman   Management   Yes   For   No
Elect Director Dambisa F. Moyo   Management   Yes   For   No
Elect Director Debra Reed-Klages   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Cynthia J. Warner   Management   Yes   For   No
Elect Director Michael K. (Mike) Wirth   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Rescind Scope 3 GHG Reduction Proposal   Shareholder   Yes   Against   No
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
Elect Director Wanda M. Austin   Management   Yes   For   No
Elect Director John B. Frank   Management   Yes   For   No
Elect Director Alice P. Gast   Management   Yes   For   No
Elect Director Enrique Hernandez, Jr.   Management   Yes   For   No
Elect Director Marillyn A. Hewson   Management   Yes   For   No
Elect Director Jon M. Huntsman, Jr.   Management   Yes   For   No
Elect Director Charles W. Moorman   Management   Yes   For   No
Elect Director Dambisa F. Moyo   Management   Yes   For   No
Elect Director Debra Reed-Klages   Management   Yes   For   No
Elect Director D. James Umpleby, III   Management   Yes   For   No
Elect Director Cynthia J. Warner   Management   Yes   For   No
Elect Director Michael K. (Mike) Wirth   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Rescind Scope 3 GHG Reduction Proposal   Shareholder   Yes   Against   No
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Oversee and Report a Racial Equity Audit   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Require Independent Board Chair   Shareholder   Yes   Against   No
                 
Exxon Mobil Corporation                
Ticker: XOM                
CUSIP: 30231G102                
Shareholder meeting date: 31-May-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Michael J. Angelakis   Management   Yes   For   No
Elect Director Susan K. Avery   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Gregory J. Goff   Management   Yes   For   No
Elect Director John D. Harris, II   Management   Yes   For   No
Elect Director Kaisa H. Hietala   Management   Yes   For   No
Elect Director Joseph L. Hooley   Management   Yes   For   No
Elect Director Steven A. Kandarian   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Lawrence W. Kellner   Management   Yes   For   No
Elect Director Jeffrey W. Ubben   Management   Yes   For   No
Elect Director Darren W. Woods   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Reduce Executive Stock Holding Period   Shareholder   Yes   Against   No
Report on Carbon Capture and Storage   Shareholder   Yes   Against   No
Report on Methane Emission Disclosure Reliability   Shareholder   Yes   For   Yes
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Report on Asset Retirement Obligations Under IEA NZE Scenario   Shareholder   Yes   Against   No
Commission Audited Report on Reduced Plastics Demand   Shareholder   Yes   For   Yes
Report on Potential Costs of Environmental Litigation   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution*   Shareholder   Yes       No
Elect Director Michael J. Angelakis   Management   Yes   For   No
Elect Director Susan K. Avery   Management   Yes   For   No
Elect Director Angela F. Braly   Management   Yes   For   No
Elect Director Gregory J. Goff   Management   Yes   For   No
Elect Director John D. Harris, II   Management   Yes   For   No
Elect Director Kaisa H. Hietala   Management   Yes   For   No
Elect Director Joseph L. Hooley   Management   Yes   For   No
Elect Director Steven A. Kandarian   Management   Yes   For   No
Elect Director Alexander A. Karsner   Management   Yes   For   No
Elect Director Lawrence W. Kellner   Management   Yes   For   No
Elect Director Jeffrey W. Ubben   Management   Yes   For   No
Elect Director Darren W. Woods   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Establish Board Committee on Decarbonization Risk   Shareholder   Yes   Against   No
Reduce Executive Stock Holding Period   Shareholder   Yes   Against   No
Report on Carbon Capture and Storage   Shareholder   Yes   Against   No
Report on Methane Emission Disclosure Reliability   Shareholder   Yes   For   Yes
Adopt Medium-Term Scope 3 GHG Reduction Target   Shareholder   Yes   Against   No
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana   Shareholder   Yes   Against   No
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures   Shareholder   Yes   Against   No
Report on Asset Retirement Obligations Under IEA NZE Scenario   Shareholder   Yes   Against   No
Commission Audited Report on Reduced Plastics Demand   Shareholder   Yes   For   Yes
Report on Potential Costs of Environmental Litigation   Shareholder   Yes   Against   No
Publish a Tax Transparency Report   Shareholder   Yes   Against   No
Report on Social Impact From Plant Closure or Energy Transition   Shareholder   Yes   Against   No
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution*   Shareholder   Yes       No
                 
Civitas Resources, Inc.                
Ticker: CIVI                
CUSIP: 17888H103                
Shareholder meeting date: 01-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Wouter van Kempen   Management   Yes   For   No
Elect Director Deborah Byers   Management   Yes   For   No
Elect Director Morris R. Clark   Management   Yes   For   No
Elect Director M. Christopher Doyle   Management   Yes   For   No
Elect Director Carrie M. Fox   Management   Yes   For   No
Elect Director Carrie L. Hudak   Management   Yes   For   No
Elect Director James M. Trimble   Management   Yes   For   No
Elect Director Howard A. Willard, III   Management   Yes   For   No
Elect Director Jeffrey E. Wojahn   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Provide Right to Call Special Meeting   Management   Yes   For   No
Provide Right to Act by Written Consent   Management   Yes   For   No
Amend Certificate of Incorporation to Limit the Liability of Certain Officers   Management   Yes   For   No
Authorize Shareholders to Fill Director Vacancies   Management   Yes   For   No
Amend Certificate of Incorporation to Add Federal Forum Selection Provision   Management   Yes   For   No
Amend Certificate of Incorporation   Management   Yes   For   No
Elect Director Wouter van Kempen   Management   Yes   For   No
Elect Director Deborah Byers   Management   Yes   For   No
Elect Director Morris R. Clark   Management   Yes   For   No
Elect Director M. Christopher Doyle   Management   Yes   For   No
Elect Director Carrie M. Fox   Management   Yes   For   No
Elect Director Carrie L. Hudak   Management   Yes   For   No
Elect Director James M. Trimble   Management   Yes   For   No
Elect Director Howard A. Willard, III   Management   Yes   For   No
Elect Director Jeffrey E. Wojahn   Management   Yes   For   No
Ratify Deloitte & Touche LLP as Auditors   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Provide Right to Call Special Meeting   Management   Yes   For   No
Provide Right to Act by Written Consent   Management   Yes   For   No
Amend Certificate of Incorporation to Limit the Liability of Certain Officers   Management   Yes   For   No
Authorize Shareholders to Fill Director Vacancies   Management   Yes   For   No
Amend Certificate of Incorporation to Add Federal Forum Selection Provision   Management   Yes   For   No
Amend Certificate of Incorporation   Management   Yes   For   No
                 
Cognizant Technology Solutions Corporation                
Ticker: CTSH                
CUSIP: 192446102                
Shareholder meeting date: 06-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Zein Abdalla   Management   Yes   For   No
Elect Director Vinita Bali   Management   Yes   For   No
Elect Director Eric Branderiz   Management   Yes   For   No
Elect Director Archana Deskus   Management   Yes   For   No
Elect Director John M. Dineen   Management   Yes   For   No
Elect Director Nella Domenici   Management   Yes   For   No
Elect Director Ravi Kumar S   Management   Yes   For   No
Elect Director Leo S. Mackay, Jr.   Management   Yes   For   No
Elect Director Michael Patsalos-Fox   Management   Yes   For   No
Elect Director Stephen J. Rohleder   Management   Yes   For   No
Elect Director Abraham "Bram" Schot   Management   Yes   For   No
Elect Director Joseph M. Velli   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Bylaws   Shareholder   Yes   Against   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
Elect Director Zein Abdalla   Management   Yes   For   No
Elect Director Vinita Bali   Management   Yes   For   No
Elect Director Eric Branderiz   Management   Yes   For   No
Elect Director Archana Deskus   Management   Yes   For   No
Elect Director John M. Dineen   Management   Yes   For   No
Elect Director Nella Domenici   Management   Yes   For   No
Elect Director Ravi Kumar S   Management   Yes   For   No
Elect Director Leo S. Mackay, Jr.   Management   Yes   For   No
Elect Director Michael Patsalos-Fox   Management   Yes   For   No
Elect Director Stephen J. Rohleder   Management   Yes   For   No
Elect Director Abraham "Bram" Schot   Management   Yes   For   No
Elect Director Joseph M. Velli   Management   Yes   For   No
Elect Director Sandra S. Wijnberg   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Omnibus Stock Plan   Management   Yes   For   No
Amend Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Amend Bylaws   Shareholder   Yes   Against   No
Submit Severance Agreement (Change-in-Control) to Shareholder Vote   Shareholder   Yes   Against   No
                 
Freeport-McMoRan, Inc.                
Ticker: FCX                
CUSIP: 35671D857                
Shareholder meeting date: 06-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director David P. Abney   Management   Yes   For   No
Elect Director Richard C. Adkerson   Management   Yes   For   No
Elect Director Marcela E. Donadio   Management   Yes   For   No
Elect Director Robert W. Dudley   Management   Yes   For   No
Elect Director Hugh Grant   Management   Yes   For   No
Elect Director Lydia H. Kennard   Management   Yes   For   No
Elect Director Ryan M. Lance   Management   Yes   For   No
Elect Director Sara Grootwassink Lewis   Management   Yes   For   No
Elect Director Dustan E. McCoy   Management   Yes   For   No
Elect Director Kathleen L. Quirk   Management   Yes   For   No
Elect Director John J. Stephens   Management   Yes   For   No
Elect Director Frances Fragos Townsend   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
Elect Director David P. Abney   Management   Yes   For   No
Elect Director Richard C. Adkerson   Management   Yes   For   No
Elect Director Marcela E. Donadio   Management   Yes   For   No
Elect Director Robert W. Dudley   Management   Yes   For   No
Elect Director Hugh Grant   Management   Yes   For   No
Elect Director Lydia H. Kennard   Management   Yes   For   No
Elect Director Ryan M. Lance   Management   Yes   For   No
Elect Director Sara Grootwassink Lewis   Management   Yes   For   No
Elect Director Dustan E. McCoy   Management   Yes   For   No
Elect Director Kathleen L. Quirk   Management   Yes   For   No
Elect Director John J. Stephens   Management   Yes   For   No
Elect Director Frances Fragos Townsend   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Ratify Ernst & Young LLP as Auditors   Management   Yes   For   No
                 
Mastercard Incorporated                
Ticker:  MA                
CUSIP: 57636Q104                
Shareholder meeting date: 27-Jun-23                
                 
Brief identification of matter voted on   Whether the matter voted on was proposed by the issuer or by a security holder   Whether the Fund cast its vote on the matter   How the Fund cast its vote on the matter   Whether the Fund voted for or against management
Elect Director Merit E. Janow   Management   Yes   For   No
Elect Director Candido Bracher   Management   Yes   For   No
Elect Director Richard K. Davis   Management   Yes   For   No
Elect Director Julius Genachowski   Management   Yes   For   No
Elect Director Choon Phong Goh   Management   Yes   For   No
Elect Director Oki Matsumoto   Management   Yes   For   No
Elect Director Michael Miebach   Management   Yes   For   No
Elect Director Youngme Moon   Management   Yes   For   No
Elect Director Rima Qureshi   Management   Yes   For   No
Elect Director Gabrielle Sulzberger   Management   Yes   For   No
Elect Director Harit Talwar   Management   Yes   For   No
Elect Director Lance Uggla   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Report on Overseeing Risks Related to Discrimination   Shareholder   Yes   Against   No
Report on Establishing Merchant Category Code for Gun and Ammunition Stores   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders   Shareholder   Yes   Against   No
Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts   Shareholder   Yes   Against   No
Elect Director Merit E. Janow   Management   Yes   For   No
Elect Director Candido Bracher   Management   Yes   For   No
Elect Director Richard K. Davis   Management   Yes   For   No
Elect Director Julius Genachowski   Management   Yes   For   No
Elect Director Choon Phong Goh   Management   Yes   For   No
Elect Director Oki Matsumoto   Management   Yes   For   No
Elect Director Michael Miebach   Management   Yes   For   No
Elect Director Youngme Moon   Management   Yes   For   No
Elect Director Rima Qureshi   Management   Yes   For   No
Elect Director Gabrielle Sulzberger   Management   Yes   For   No
Elect Director Harit Talwar   Management   Yes   For   No
Elect Director Lance Uggla   Management   Yes   For   No
Advisory Vote to Ratify Named Executive Officers' Compensation   Management   Yes   For   No
Advisory Vote on Say on Pay Frequency   Management   Yes   One Year   No
Approve Qualified Employee Stock Purchase Plan   Management   Yes   For   No
Ratify PricewaterhouseCoopers LLP as Auditors   Management   Yes   For   No
Report on Overseeing Risks Related to Discrimination   Shareholder   Yes   Against   No
Report on Establishing Merchant Category Code for Gun and Ammunition Stores   Shareholder   Yes   Against   No
Report on Lobbying Payments and Policy   Shareholder   Yes   For   Yes
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders   Shareholder   Yes   Against   No
Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts   Shareholder   Yes   Against   No

 

 

First Trust SSI Strategic Convertible Securities ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Enhanced Short Maturity ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust High Income Strategic Focus ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Long Duration Opportunities ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Low Duration Opportunities ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Senior Loan Fund

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Tactical High Yield ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

First Trust Limited Duration Investment Grade Corporate ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

FT Cboe Vest DJIA® Dogs 10 Target Income ETF

There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.

 

 

SIGNATURES

 

 

Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

 

(Registrant)

FIRST TRUST Exchange-Traded FUND IV

  
         
By (Signature and Title)* /s/ James M. Dykas    
  James M. Dykas, President and Chief Executive Officer    
         
Date August 24, 2023      

 

* Print the name and title of each signing officer under his or her signature.