The Walt Disney Company...The Walt Disney Company Meeting Date: 07/27/2018 Record Date: 05/29/2018 Country: USA Meeting Type: Special Primary Security ID: 254687106 Ticker: DIS Shares

Vote Summary Report

Date range covered: 07/01/2019 to 06/30/2020 Location(s): All Locations Institution Account(s): NBI SmartData U.S. Equity Fund - US Large Cap Equity Insights

Fidelity National Information Services, Inc. Meeting Date: 07/24/2019 Record Date: 06/03/2019

Country: USA Meeting Type: Special

Primary Security ID: 31620M106 Ticker: FIS

Shares Voted: 43,013

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Issue Shares in Connection with Merger 1

Mgmt For For For Increase Authorized Common Stock 2

Mgmt For For For Adjourn Meeting 3

McKesson Corporation Meeting Date: 07/31/2019 Record Date: 06/04/2019

Country: USA Meeting Type: Annual

Primary Security ID: 58155Q103 Ticker: MCK


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Dominic J. Caruso Mgmt For For For

Mgmt For For For Elect Director N. Anthony Coles 1.2

Mgmt For For For Elect Director M. Christine Jacobs 1.3

Mgmt For For For Elect Director Donald R. Knauss 1.4

Mgmt For For For Elect Director Marie L. Knowles 1.5

Mgmt For For For Elect Director Bradley E. Lerman 1.6

Mgmt For For For Elect Director Edward A. Mueller 1.7

Mgmt For For For Elect Director Susan R. Salka 1.8

Mgmt For For For Elect Director Brian S. Tyler 1.9

Mgmt For For For Elect Director Kenneth E. Washington 1.10

Mgmt For For For Ratify Deloitte & Touche LLP as Auditors 2

Mgmt Against Against For Advisory Vote to Ratify Named Executive Officers' Compensation

3

SH For For Against Report on Lobbying Payments and Policy 4

SH Against Against Against Reduce Ownership Threshold for Shareholders to Call Special Meeting

5

Vote Summary Report


Ralph Lauren Corporation Meeting Date: 08/01/2019 Record Date: 06/03/2019


Primary Security ID: 751212101 Ticker: RL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Frank A. Bennack, Jr. Mgmt For For For

Mgmt For For For Elect Director Joel L. Fleishman 1.2

Mgmt For For For Elect Director Michael A. George 1.3

Mgmt For For For Elect Director Hubert Joly 1.4

Mgmt For For For Ratify Ernst & Young LLP as Auditors 2

Mgmt For For For Advisory Vote to Ratify Named Executive Officers' Compensation

3

Mgmt For For For Approve Omnibus Stock Plan 4

Qorvo, Inc. Meeting Date: 08/06/2019 Record Date: 06/13/2019


Primary Security ID: 74736K101 Ticker: QRVO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ralph G. Quinsey Mgmt For For For

Mgmt For For For Elect Director Robert A. Bruggeworth 1.2

Mgmt For For For Elect Director Jeffery R. Gardner 1.3

Mgmt For For For Elect Director John R. Harding 1.4

Mgmt For For For Elect Director David H. Y. Ho 1.5

Mgmt For For For Elect Director Roderick D. Nelson 1.6

Mgmt For For For Elect Director Walden C. Rhines 1.7

Mgmt For For For Elect Director Susan L. Spradley 1.8

Mgmt For For For Elect Director Walter H. Wilkinson, Jr. 1.9


2


Vote Summary Report


Xilinx, Inc. Meeting Date: 08/08/2019 Record Date: 06/12/2019


Primary Security ID: 983919101 Ticker: XLNX


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Dennis Segers Mgmt For For For

Mgmt For For For Elect Director Raman K. Chitkara 1.2

Mgmt For For For Elect Director Saar Gillai 1.3

Mgmt For For For Elect Director Ronald S. Jankov 1.4

Mgmt For For For Elect Director Mary Louise Krakauer 1.5

Mgmt For For For Elect Director Thomas H. Lee 1.6

Mgmt For For For Elect Director J. Michael Patterson 1.7

Mgmt For For For Elect Director Victor Peng 1.8

Mgmt For For For Elect Director Marshall C. Turner 1.9

Mgmt For For For Elect Director Elizabeth W. Vanderslice 1.10

Mgmt For For For Amend Qualified Employee Stock Purchase Plan 2

Mgmt For For For Amend Omnibus Stock Plan 3


4


Lamb Weston Holdings, Inc. Meeting Date: 09/26/2019 Record Date: 07/29/2019


Primary Security ID: 513272104 Ticker: LW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Peter J. Bensen Mgmt For For For

Mgmt For For For Elect Director Charles A. Blixt 1b

Mgmt For For For Elect Director Andre J. Hawaux 1c

Mgmt For For For Elect Director W.G. Jurgensen 1d

Vote Summary Report


Lamb Weston Holdings, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Thomas P. Maurer 1e

Mgmt For For For Elect Director Hala G. Moddelmog 1f

Mgmt For For For Elect Director Maria Renna Sharpe 1g

Mgmt For For For Elect Director Thomas P. Werner 1h


2

Mgmt For For For Ratify KPMG LLP as Auditors 3

SH For For Against Report on Pesticide Use in the Company's Supply Chain

4

The Procter & Gamble Company Meeting Date: 10/08/2019 Record Date: 08/09/2019


Primary Security ID: 742718109 Ticker: PG


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Francis S. Blake Mgmt For For For

Mgmt For For For Elect Director Angela F. Braly 1b

Mgmt For For For Elect Director Amy L. Chang 1c

Mgmt For For For Elect Director Scott D. Cook 1d

Mgmt For For For Elect Director Joseph Jimenez 1e

Mgmt For For For Elect Director Terry J. Lundgren 1f

Mgmt For For For Elect Director Christine M. McCarthy 1g

Mgmt For For For Elect Director W. James McNerney, Jr. 1h

Mgmt For For For Elect Director Nelson Peltz 1i

Mgmt For For For Elect Director David S. Taylor 1j

Mgmt For For For Elect Director Margaret C. Whitman 1k

Mgmt For For For Elect Director Patricia A. Woertz 1l



3

Vote Summary Report


The Procter & Gamble Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Raytheon Company Meeting Date: 10/11/2019 Record Date: 09/10/2019


Primary Security ID: 755111507 Ticker: RTN

Shares Voted: 9,922

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Approve Merger Agreement Mgmt For For For

Mgmt For For For Advisory Vote on Golden Parachutes 2


Parker-Hannifin Corporation Meeting Date: 10/23/2019 Record Date: 08/30/2019


Primary Security ID: 701094104 Ticker: PH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Lee C. Banks Mgmt For For For

Mgmt For For For Elect Director Robert G. Bohn 1.2

Mgmt For For For Elect Director Linda S. Harty 1.3

Mgmt For For For Elect Director Kevin A. Lobo 1.4

Mgmt For For For Elect Director Candy M. Obourn 1.5

Mgmt For For For Elect Director Joseph Scaminace 1.6

Mgmt For For For Elect Director Ake Svensson 1.7

Mgmt For For For Elect Director Laura K. Thompson 1.8

Mgmt For For For Elect Director James R. Verrier 1.9

Mgmt For For For Elect Director James L. Wainscott 1.10

Mgmt For For For Elect Director Thomas L. Williams 1.11

Vote Summary Report


Parker-Hannifin Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



3


SH Against Against Against Require Independent Board Chairman 5

L3Harris Technologies, Inc. Meeting Date: 10/25/2019 Record Date: 08/30/2019


Primary Security ID: 502431109 Ticker: LHX


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Sallie B. Bailey Mgmt For For For

Mgmt For For For Elect Director William M. Brown 1b

Mgmt For For For Elect Director Peter W. Chiarelli 1c

Mgmt For For For Elect Director Thomas A. Corcoran 1d

Mgmt For For For Elect Director Thomas A. Dattilo 1e

Mgmt For For For Elect Director Roger B. Fradin 1f

Mgmt For For For Elect Director Lewis Hay, III 1g

Mgmt For For For Elect Director Lewis Kramer 1h

Mgmt For For For Elect Director Christopher E. Kubasik 1i

Mgmt For For For Elect Director Rita S. Lane 1j

Mgmt For For For Elect Director Robert B. Millard 1k

Mgmt For For For Elect Director Lloyd W. Newton 1l


2


Cree, Inc. Meeting Date: 10/28/2019 Record Date: 08/30/2019


Primary Security ID: 225447101 Ticker: CREE

Vote Summary Report


Cree, Inc. Shares Voted: 17,359

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director John C. Hodge Mgmt For For For

Mgmt For For For Elect Director Clyde R. Hosein 1.2

Mgmt For For For Elect Director Darren R. Jackson 1.3

Mgmt For For For Elect Director Duy-Loan T. Le 1.4

Mgmt For For For Elect Director Gregg A. Lowe 1.5

Mgmt For For For Elect Director John B. Replogle 1.6

Mgmt For For For Elect Director Thomas H. Werner 1.7

Mgmt For For For Elect Director Anne C. Whitaker 1.8

Mgmt For For For Ratify PricewaterhouseCoopers LLP as Auditors 2


3

Cintas Corporation Meeting Date: 10/29/2019 Record Date: 09/04/2019


Primary Security ID: 172908105 Ticker: CTAS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gerald S. Adolph Mgmt For For For

Mgmt For For For Elect Director John F. Barrett 1b

Mgmt For For For Elect Director Melanie W. Barstad 1c

Mgmt For For For Elect Director Karen L. Carnahan 1d

Mgmt For For For Elect Director Robert E. Coletti 1e

Mgmt For For For Elect Director Scott D. Farmer 1f

Mgmt For For For Elect Director James J. Johnson 1g

Mgmt For For For Elect Director Joseph Scaminace 1h

Mgmt For For For Elect Director Ronald W. Tysoe 1i


2

Vote Summary Report


Cintas Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


SH Against Against Against Report on Political Contributions 4

The Estee Lauder Companies Inc. Meeting Date: 11/15/2019 Record Date: 09/16/2019


Primary Security ID: 518439104 Ticker: EL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ronald S. Lauder Mgmt For For For

Mgmt Withhold Withhold For Elect Director William P. Lauder 1.2

Mgmt Withhold Withhold For Elect Director Richard D. Parsons 1.3

Mgmt For For For Elect Director Lynn Forester de Rothschild 1.4

Mgmt For For For Elect Director Jennifer Tejada 1.5

Mgmt For For For Elect Director Richard F. Zannino 1.6



3

Mgmt Against Against For Amend Omnibus Stock Plan 4

Oracle Corporation Meeting Date: 11/19/2019 Record Date: 09/20/2019


Primary Security ID: 68389X105 Ticker: ORCL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Jeffrey S. Berg Mgmt For For For

Mgmt For For For Elect Director Michael J. Boskin 1.2

Mgmt For For For Elect Director Safra A. Catz 1.3

Mgmt Withhold Withhold For Elect Director Bruce R. Chizen 1.4

Vote Summary Report


Oracle Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director George H. Conrades 1.5

Mgmt For For For Elect Director Lawrence J. Ellison 1.6

Mgmt For For For Elect Director Rona A. Fairhead 1.7

Mgmt Elect Director Hector Garcia-Molina *Withdrawn Resolution*

1.8

Mgmt For For For Elect Director Jeffrey O. Henley 1.9

Mgmt Elect Director Mark V. Hurd - Deceased 1.10

Mgmt For For For Elect Director Renee J. James 1.11

Mgmt For For For Elect Director Charles W. Moorman, IV 1.12

Mgmt For For For Elect Director Leon E. Panetta 1.13

Mgmt For For For Elect Director William G. Parrett 1.14

Mgmt For For For Elect Director Naomi O. Seligman 1.15


2


SH For For Against Report on Gender Pay Gap 4


Campbell Soup Company Meeting Date: 11/20/2019 Record Date: 09/23/2019


Primary Security ID: 134429109 Ticker: CPB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Fabiola R. Arredondo Mgmt For For For

Mgmt For For For Elect Director Howard M. Averill 1.2

Mgmt For For For Elect Director John P. (JP) Bilbrey 1.3

Mgmt For For For Elect Director Mark A. Clouse 1.4

Mgmt For For For Elect Director Bennett Dorrance 1.5

Mgmt For For For Elect Director Maria Teresa (Tessa) Hilado 1.6

Mgmt For For For Elect Director Sarah Hofstetter 1.7

Vote Summary Report


Campbell Soup Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Marc B. Lautenbach 1.8

Mgmt For For For Elect Director Mary Alice Dorrance Malone 1.9

Mgmt For For For Elect Director Keith R. McLoughlin 1.10

Mgmt For For For Elect Director Kurt T. Schmidt 1.11

Mgmt For For For Elect Director Archbold D. van Beuren 1.12



3

The Clorox Company Meeting Date: 11/20/2019 Record Date: 09/23/2019


Primary Security ID: 189054109 Ticker: CLX

Shares Voted: 5,238

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Amy Banse Mgmt For For For

Mgmt For For For Elect Director Richard H. Carmona 1.2

Mgmt For For For Elect Director Benno Dorer 1.3

Mgmt For For For Elect Director Spencer C. Fleischer 1.4

Mgmt For For For Elect Director Esther Lee 1.5

Mgmt For For For Elect Director A.D. David Mackay 1.6

Mgmt For For For Elect Director Robert W. Matschullat 1.7

Mgmt For For For Elect Director Matthew J. Shattock 1.8

Mgmt For For For Elect Director Pamela Thomas-Graham 1.9

Mgmt For For For Elect Director Russell J. Weiner 1.10

Mgmt For For For Elect Director Christopher J. Williams 1.11


2


Mgmt For For For Eliminate Supermajority Vote Requirement to Approve Certain Business Combinations

4

Vote Summary Report


Microsoft Corporation Meeting Date: 12/04/2019 Record Date: 10/08/2019


Primary Security ID: 594918104 Ticker: MSFT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director William H. Gates, III Mgmt For For For

Mgmt For For For Elect Director Reid G. Hoffman 1.2

Mgmt For For For Elect Director Hugh F. Johnston 1.3

Mgmt For For For Elect Director Teri L. List-Stoll 1.4

Mgmt For For For Elect Director Satya Nadella 1.5

Mgmt For For For Elect Director Sandra E. Peterson 1.6

Mgmt For For For Elect Director Penny S. Pritzker 1.7

Mgmt For For For Elect Director Charles W. Scharf 1.8

Mgmt For For For Elect Director Arne M. Sorenson 1.9

Mgmt For For For Elect Director John W. Stanton 1.10

Mgmt For For For Elect Director John W. Thompson 1.11

Mgmt For For For Elect Director Emma N. Walmsley 1.12

Mgmt For For For Elect Director Padmasree Warrior 1.13


2


SH Against Against Against Report on Employee Representation on the Board of Directors

4


Medtronic plc Meeting Date: 12/06/2019 Record Date: 10/10/2019

Country: Ireland Meeting Type: Annual

Primary Security ID: G5960L103 Ticker: MDT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Richard H. Anderson Mgmt For For For

Vote Summary Report


Medtronic plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Craig Arnold 1b

Mgmt For For For Elect Director Scott C. Donnelly 1c

Mgmt For For For Elect Director Andrea J. Goldsmith 1d

Mgmt For For For Elect Director Randall J. Hogan, III 1e

Mgmt For For For Elect Director Omar Ishrak 1f

Mgmt For For For Elect Director Michael O. Leavitt 1g

Mgmt For For For Elect Director James T. Lenehan 1h

Mgmt For For For Elect Director Geoffrey S. Martha 1i

Mgmt For For For Elect Director Elizabeth G. Nabel 1j

Mgmt For For For Elect Director Denise M. O'Leary 1k

Mgmt For For For Elect Director Kendall J. Powell 1l

Mgmt For For For Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration

2


3

Mgmt For For For Renew the Board's Authority to Issue Shares Under Irish Law

4

Mgmt For For For Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law

5

Mgmt For For For Authorize Overseas Market Purchases of Ordinary Shares

6

Cisco Systems, Inc. Meeting Date: 12/10/2019 Record Date: 10/11/2019


Primary Security ID: 17275R102 Ticker: CSCO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director M. Michele Burns Mgmt For For For

Mgmt For For For Elect Director Wesley G. Bush 1b

Mgmt For For For Elect Director Michael D. Capellas 1c

Mgmt For For For Elect Director Mark Garrett 1d

Vote Summary Report


Cisco Systems, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Kristina M. Johnson 1e

Mgmt For For For Elect Director Roderick C. McGeary 1f

Mgmt For For For Elect Director Charles H. Robbins 1g

Mgmt For For For Elect Director Arun Sarin 1h

Mgmt For For For Elect Director Brenton L. Saunders 1i

Mgmt For For For Elect Director Carol B. Tome 1j


2



Occidental Petroleum Corporation Meeting Date: 12/31/2019 Record Date: 07/11/2019

Country: USA Meeting Type: Proxy Contest

Primary Security ID: 674599105 Ticker: OXY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Management Proxy (White Proxy Card) Mgmt

SH Do Not VoteDo Not Vote For Revoke Consent to Request to Fix a Record Date

1

Mgmt Dissident Card

SH For For For Consent to Request to Fix a Record Date 1

Micron Technology, Inc. Meeting Date: 01/16/2020 Record Date: 11/18/2019


Primary Security ID: 595112103 Ticker: MU


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Robert L. Bailey Mgmt For For For

Vote Summary Report


Micron Technology, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Richard M. Beyer 1.2

Mgmt For For For Elect Director Steven J. Gomo 1.3

Mgmt For For For Elect Director Mary Pat McCarthy 1.4

Mgmt For For For Elect Director Sanjay Mehrotra 1.5

Mgmt For For For Elect Director Robert E. Switz 1.6

Mgmt For For For Elect Director MaryAnn Wright 1.7


2


Costco Wholesale Corporation Meeting Date: 01/22/2020 Record Date: 11/18/2019


Primary Security ID: 22160K105 Ticker: COST


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Susan L. Decker Mgmt For For For

Mgmt For For For Elect Director Richard A. Galanti 1.2

Mgmt For For For Elect Director Sally Jewell 1.3

Mgmt For For For Elect Director Charles T. Munger 1.4



3

Mgmt For For For Amend Articles of Incorporation to Provide Directors May Be Removed With or Without Cause

4

SH Against Refer Against Disclose Board Diversity and Qualifications Matrix

5

D.R. Horton, Inc. Meeting Date: 01/22/2020 Record Date: 12/02/2019


Primary Security ID: 23331A109 Ticker: DHI

Vote Summary Report


D.R. Horton, Inc. Shares Voted: 90,856

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Donald R. Horton Mgmt For For For

Mgmt For For For Elect Director Barbara K. Allen 1b

Mgmt For For For Elect Director Brad S. Anderson 1c

Mgmt For For For Elect Director Michael R. Buchanan 1d

Mgmt For For For Elect Director Michael W. Hewatt 1e

Mgmt For For For Elect Director Maribess L. Miller 1f


2


Intuit Inc. Meeting Date: 01/23/2020 Record Date: 11/25/2019


Primary Security ID: 461202103 Ticker: INTU


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Eve Burton Mgmt For For For

Mgmt For For For Elect Director Scott D. Cook 1b

Mgmt For For For Elect Director Richard L. Dalzell 1c

Mgmt For For For Elect Director Sasan K. Goodarzi 1d

Mgmt For For For Elect Director Deborah Liu 1e

Mgmt For For For Elect Director Suzanne Nora Johnson 1f

Mgmt For For For Elect Director Dennis D. Powell 1g

Mgmt For For For Elect Director Brad D. Smith 1h

Mgmt For For For Elect Director Thomas Szkutak 1i

Mgmt For For For Elect Director Raul Vazquez 1j

Mgmt For For For Elect Director Jeff Weiner 1k


2

Vote Summary Report


Intuit Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


SH Against Against Against Adopt a Mandatory Arbitration Bylaw 4

Becton, Dickinson and Company Meeting Date: 01/28/2020 Record Date: 12/09/2019


Primary Security ID: 075887109 Ticker: BDX


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Catherine M. Burzik Mgmt For For For

Mgmt For For For Elect Director R. Andrew Eckert 1.2

Mgmt For For For Elect Director Vincent A. Forlenza 1.3

Mgmt For For For Elect Director Claire M. Fraser 1.4

Mgmt For For For Elect Director Jeffrey W. Henderson 1.5

Mgmt For For For Elect Director Christopher Jones 1.6

Mgmt For For For Elect Director Marshall O. Larsen 1.7

Mgmt For For For Elect Director David F. Melcher 1.8

Mgmt For For For Elect Director Thomas E. Polen 1.9

Mgmt For For For Elect Director Claire Pomeroy 1.10

Mgmt For For For Elect Director Rebecca W. Rimel 1.11

Mgmt For For For Elect Director Timothy M. Ring 1.12

Mgmt For For For Elect Director Bertram L. Scott 1.13



3




6

Vote Summary Report


Visa Inc. Meeting Date: 01/28/2020 Record Date: 11/29/2019


Primary Security ID: 92826C839 Ticker: V

Shares Voted: 266

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lloyd A. Carney Mgmt For Against Against

Mgmt For For For Elect Director Mary B. Cranston 1b

Mgmt For For For Elect Director Francisco Javier Fernandez-Carbajal

1c

Mgmt For For For Elect Director Alfred F. Kelly, Jr. 1d

Mgmt For For For Elect Director Ramon L. Laguarta 1e

Mgmt For For For Elect Director John F. Lundgren 1f

Mgmt For For For Elect Director Robert W. Matschullat 1g

Mgmt For For For Elect Director Denise M. Morrison 1h

Mgmt For For For Elect Director Suzanne Nora Johnson 1i

Mgmt For For For Elect Director John A. C. Swainson 1j

Mgmt For For For Elect Director Maynard G. Webb, Jr. 1k


2


Walgreens Boots Alliance, Inc. Meeting Date: 01/30/2020 Record Date: 12/02/2019


Primary Security ID: 931427108 Ticker: WBA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jose E. Almeida Mgmt For For For

Mgmt For For For Elect Director Janice M. Babiak 1b

Mgmt For For For Elect Director David J. Brailer 1c

Mgmt For For For Elect Director William C. Foote 1d

Mgmt For For For Elect Director Ginger L. Graham 1e

Vote Summary Report


Walgreens Boots Alliance, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director John A. Lederer 1f

Mgmt For For For Elect Director Dominic P. Murphy 1g

Mgmt For For For Elect Director Stefano Pessina 1h

Mgmt For For For Elect Director Nancy M. Schlichting 1i

Mgmt For For For Elect Director James A. Skinner 1j



3


SH Adopt a Policy on Bonus Banking *Withdrawn Resolution*

5


6

Aon plc Meeting Date: 02/04/2020 Record Date: 01/31/2020

Country: United Kingdom Meeting Type: Special

Primary Security ID: G0408V102 Ticker: AON


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Approve Scheme of Arrangement Mgmt For For For

Mgmt For For For Approve Reduction of Share Capital and Creation of Distributable Profits

2

Mgmt For For For Approve Terms of an Off-Exchange Buyback and Cancellation of Class B Ordinary Shares

3

Mgmt For For For Approve Delisting of Shares from the New York Stock Exchange

4



Country: United Kingdom Meeting Type: Court

Primary Security ID: G0408V102 Ticker: AON

Vote Summary Report


Aon plc Shares Voted: 29,629

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Approve Scheme of Arrangement Mgmt For For For

Ingersoll-Rand plc Meeting Date: 02/04/2020 Record Date: 12/17/2019

Country: Ireland Meeting Type: Special

Primary Security ID: G47791101 Ticker: IR

Shares Voted: 2,325

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Change Company Name to Trane Technologies plc

Mgmt For For For

Athene Holding Ltd. Meeting Date: 02/12/2020 Record Date: 11/12/2019

Country: Bermuda Meeting Type: Special

Primary Security ID: G0684D107 Ticker: ATH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Amend Bylaws Mgmt For For For

Mgmt For For For Approve Conversion of Class B Common Shares 2

Mgmt For For For Approve Conversion of Class M Common Shares 3

Mgmt For For For Approve Issuance of Shares Pursuant to Transactions with Related Parties

4


Mgmt Do Not VoteRefer None Shareholder Represents that Neither they nor Any of its Tax Attributed Affiliates Owns Any Class B Shares or Any Equity Interests of Apollo Global Management or AP Alternative Assets. If You do not Mark Yes your Vote may Not Count. For = Yes; Against= No

A

Vote Summary Report


Athene Holding Ltd. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt Do Not VoteRefer None Shareholder Represents that it is Neither an Employee of Apollo Group nor a Management Shareholder, If You do not Mark Yes your Vote may Not Count For = Yes and Against= No

B

Apple Inc. Meeting Date: 02/26/2020 Record Date: 01/02/2020


Primary Security ID: 037833100 Ticker: AAPL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director James Bell Mgmt For For For

Mgmt For For For Elect Director Tim Cook 1b

Mgmt For For For Elect Director Al Gore 1c

Mgmt For For For Elect Director Andrea Jung 1d

Mgmt For For For Elect Director Art Levinson 1e

Mgmt For For For Elect Director Ron Sugar 1f

Mgmt For For For Elect Director Sue Wagner 1g



3

SH Against Against Against Proxy Access Amendments 4

SH Against Refer Against Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation

5

SH For For Against Report on Freedom of Expression and Access to Information Policies

6

Johnson Controls International plc Meeting Date: 03/04/2020 Record Date: 01/02/2020


Primary Security ID: G51502105 Ticker: JCI

Vote Summary Report


Johnson Controls International plc Shares Voted: 136,132

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jean Blackwell Mgmt For For For

Mgmt For For For Elect Director Pierre Cohade 1b

Mgmt For For For Elect Director Michael E. Daniels 1c

Mgmt For For For Elect Director Juan Pablo del Valle Perochena 1d

Mgmt For For For Elect Director W. Roy Dunbar 1e

Mgmt For For For Elect Director Gretchen R. Haggerty 1f

Mgmt For For For Elect Director Simone Menne 1g

Mgmt For For For Elect Director George R. Oliver 1h

Mgmt For For For Elect Director Jurgen Tinggren 1i

Mgmt For For For Elect Director Mark Vergnano 1j

Mgmt For For For Elect Director R. David Yost 1k

Mgmt For For For Elect Director John D. Young 1l

Mgmt For For For Ratify PricewaterhouseCoopers LLP as Auditors 2a

Mgmt For For For Authorize Board to Fix Remuneration of Auditors 2b

Mgmt For For For Authorize Market Purchases of Company Shares 3

Mgmt For For For Determine Price Range for Reissuance of Treasury Shares

4


5

Mgmt For For For Approve the Directors' Authority to Allot Shares 6

Mgmt For For For Approve the Disapplication of Statutory Pre-Emption Rights

7

Analog Devices, Inc. Meeting Date: 03/11/2020 Record Date: 01/06/2020


Primary Security ID: 032654105 Ticker: ADI

Vote Summary Report


Analog Devices, Inc. Shares Voted: 49,698

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Ray Stata Mgmt For For For

Mgmt For For For Elect Director Vincent Roche 1b

Mgmt For For For Elect Director James A. Champy 1c

Mgmt For For For Elect Director Anantha P. Chandrakasan 1d

Mgmt For For For Elect Director Bruce R. Evans 1e

Mgmt For For For Elect Director Edward H. Frank 1f

Mgmt For For For Elect Director Karen M. Golz 1g

Mgmt For For For Elect Director Mark M. Little 1h

Mgmt For For For Elect Director Kenton J. Sicchitano 1i

Mgmt For For For Elect Director Susie Wee 1j


2



The Walt Disney Company Meeting Date: 03/11/2020 Record Date: 01/13/2020


Primary Security ID: 254687106 Ticker: DIS

Shares Voted: 3,672

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Susan E. Arnold Mgmt For For For

Mgmt For For For Elect Director Mary T. Barra 1b

Mgmt For For For Elect Director Safra A. Catz 1c

Mgmt For For For Elect Director Francis A. deSouza 1d

Mgmt For For For Elect Director Michael B.G. Froman 1e

Mgmt For For For Elect Director Robert A. Iger 1f

Mgmt For For For Elect Director Maria Elena Lagomasino 1g

Vote Summary Report


The Walt Disney Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Mark G. Parker 1h

Mgmt For For For Elect Director Derica W. Rice 1i



3


SH Against Against Against Report on Lobbying Payments and Policy 5

Applied Materials, Inc. Meeting Date: 03/12/2020 Record Date: 01/16/2020


Primary Security ID: 038222105 Ticker: AMAT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Judy Bruner Mgmt For For For

Mgmt For For For Elect Director Xun (Eric) Chen 1b

Mgmt For For For Elect Director Aart J. de Geus 1c

Mgmt For For For Elect Director Gary E. Dickerson 1d

Mgmt For For For Elect Director Stephen R. Forrest 1e

Mgmt For For For Elect Director Thomas J. Iannotti 1f

Mgmt For For For Elect Director Alexander A. Karsner 1g

Mgmt For For For Elect Director Adrianna C. Ma 1h

Mgmt For For For Elect Director Yvonne McGill 1i

Mgmt For For For Elect Director Scott A. McGregor 1j


2


Mgmt For For For Provide Right to Act by Written Consent 4

Vote Summary Report


Keysight Technologies, Inc. Meeting Date: 03/19/2020 Record Date: 01/21/2020


Primary Security ID: 49338L103 Ticker: KEYS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Paul N. Clark Mgmt For For For

Mgmt For For For Elect Director Richard P. Hamada 1.2

Mgmt For For For Elect Director Paul A. Lacouture 1.3



3

HEICO Corporation Meeting Date: 03/20/2020 Record Date: 01/24/2020


Primary Security ID: 422806109 Ticker: HEI

Shares Voted: 1,888

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Thomas M. Culligan Mgmt For For For

Mgmt For For For Elect Director Adolfo Henriques 1.2

Mgmt Withhold Withhold For Elect Director Mark H. Hildebrandt 1.3

Mgmt For For For Elect Director Eric A. Mendelson 1.4

Mgmt For For For Elect Director Laurans A. Mendelson 1.5

Mgmt For For For Elect Director Victor H. Mendelson 1.6

Mgmt For For For Elect Director Julie Neitzel 1.7

Mgmt Withhold Withhold For Elect Director Alan Schriesheim 1.8

Mgmt For For For Elect Director Frank J. Schwitter 1.9


2


Vote Summary Report


Ciena Corporation Meeting Date: 04/02/2020 Record Date: 02/04/2020


Primary Security ID: 171779309 Ticker: CIEN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Judith M. O'Brien Mgmt For For For

Mgmt For For For Elect Director Joanne B. Olsen 1b

Mgmt For For For Elect Director Gary B. Smith 1c

Mgmt For For For Elect Director Devinder Kumar 1d




4

IQVIA Holdings Inc. Meeting Date: 04/06/2020 Record Date: 02/12/2020


Primary Security ID: 46266C105 Ticker: IQV


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Carol J. Burt Mgmt For For For

Mgmt For For For Elect Director Colleen A. Goggins 1.2

Mgmt For For For Elect Director Ronald A. Rittenmeyer 1.3


2


Lennar Corporation Meeting Date: 04/07/2020 Record Date: 02/10/2020


Primary Security ID: 526057104 Ticker: LEN

Vote Summary Report


Lennar Corporation Shares Voted: 3,608

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Rick Beckwitt Mgmt For For For

Mgmt For For For Elect Director Irving Bolotin 1b

Mgmt For For For Elect Director Steven L. Gerard 1c

Mgmt For For For Elect Director Tig Gilliam 1d

Mgmt For For For Elect Director Sherrill W. Hudson 1e

Mgmt For For For Elect Director Jonathan M. Jaffe 1f

Mgmt For For For Elect Director Sidney Lapidus 1g

Mgmt For For For Elect Director Teri P. McClure 1h

Mgmt For For For Elect Director Stuart Miller 1i

Mgmt For For For Elect Director Armando Olivera 1j

Mgmt For For For Elect Director Jeffrey Sonnenfeld 1k

Mgmt Against Against For Elect Director Scott Stowell 1l


2


Adobe Inc. Meeting Date: 04/09/2020 Record Date: 02/12/2020


Primary Security ID: 00724F101 Ticker: ADBE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Amy L. Banse Mgmt For For For

Mgmt For For For Elect Director Frank A. Calderoni 1b

Mgmt For For For Elect Director James E. Daley 1c

Mgmt For For For Elect Director Laura B. Desmond 1d

Mgmt For For For Elect Director Charles M. Geschke 1e

Mgmt For For For Elect Director Shantanu Narayen 1f

Vote Summary Report


Adobe Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Kathleen Oberg 1g

Mgmt For For For Elect Director Dheeraj Pandey 1h

Mgmt For For For Elect Director David A. Ricks 1i

Mgmt For For For Elect Director Daniel L. Rosensweig 1j

Mgmt For For For Elect Director John E. Warnock 1k




4

SH Against Against Against Report on Gender Pay Gap 5

Fifth Third Bancorp Meeting Date: 04/14/2020 Record Date: 02/21/2020


Primary Security ID: 316773100 Ticker: FITB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Nicholas K. Akins Mgmt For For For

Mgmt For For For Elect Director B. Evan Bayh, III 1.2

Mgmt For For For Elect Director Jorge L. Benitez 1.3

Mgmt For For For Elect Director Katherine B. Blackburn 1.4

Mgmt For For For Elect Director Emerson L. Brumback 1.5

Mgmt For For For Elect Director Jerry W. Burris 1.6

Mgmt For For For Elect Director Greg D. Carmichael 1.7

Mgmt For For For Elect Director C. Bryan Daniels 1.8

Mgmt For For For Elect Director Thomas H. Harvey 1.9

Mgmt For For For Elect Director Gary R. Heminger 1.10

Mgmt For For For Elect Director Jewell D. Hoover 1.11

Mgmt For For For Elect Director Eileen A. Mallesch 1.12

Mgmt For For For Elect Director Michael B. McCallister 1.13

Vote Summary Report


Fifth Third Bancorp Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Marsha C. Williams 1.14



3

Mgmt One Year One Year One Year Advisory Vote on Say on Pay Frequency 4

The Bank of New York Mellon Corporation Meeting Date: 04/15/2020 Record Date: 02/18/2020


Primary Security ID: 064058100 Ticker: BK


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Linda Z. Cook Mgmt For For For

Mgmt For For For Elect Director Joseph J. Echevarria 1b

Mgmt For For For Elect Director Thomas P. "Todd" Gibbons 1c

Mgmt For For For Elect Director Jeffrey A. Goldstein 1d

Mgmt For For For Elect Director Edmund F. "Ted" Kelly 1e

Mgmt For For For Elect Director Jennifer B. Morgan 1f

Mgmt For For For Elect Director Elizabeth E. Robinson 1g

Mgmt For For For Elect Director Samuel C. Scott, III 1h

Mgmt For For For Elect Director Frederick O. Terrell 1i

Mgmt For For For Elect Director Alfred W. "AI" Zollar 1j


2



SH Against Against Against Require Shareholder Approval of Bylaw Amendments Adopted by the Board of Directors

5

Vote Summary Report


IHS Markit Ltd. Meeting Date: 04/16/2020 Record Date: 02/20/2020

Country: Bermuda Meeting Type: Annual

Primary Security ID: G47567105 Ticker: INFO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lance Uggla Mgmt For For For

Mgmt For For For Elect Director John Browne 1b

Mgmt For For For Elect Director Ruann F. Ernst 1c

Mgmt For For For Elect Director William E. Ford 1d

Mgmt For For For Elect Director Jean-Paul L. Montupet 1e

Mgmt For For For Elect Director Deborah K. Orida 1f

Mgmt For For For Elect Director James A. Rosenthal 1g


2


American Electric Power Company, Inc. Meeting Date: 04/21/2020 Record Date: 02/24/2020


Primary Security ID: 025537101 Ticker: AEP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Nicholas K. Akins Mgmt For For For

Mgmt For For For Elect Director David J. Anderson 1.2

Mgmt For For For Elect Director J. Barnie Beasley, Jr. 1.3

Mgmt For For For Elect Director Ralph D. Crosby, Jr. 1.4

Mgmt For For For Elect Director Art A. Garcia 1.5

Mgmt For For For Elect Director Linda A. Goodspeed 1.6

Mgmt For For For Elect Director Thomas E. Hoaglin 1.7

Mgmt For For For Elect Director Sandra Beach Lin 1.8

Mgmt For For For Elect Director Margaret M. McCarthy 1.9

Vote Summary Report


American Electric Power Company, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Richard C. Notebaert 1.10

Mgmt For For For Elect Director Stephen S. Rasmussen 1.11

Mgmt For For For Elect Director Oliver G. Richard, III 1.12

Mgmt For For For Elect Director Sara Martinez Tucker 1.13



3

Citigroup Inc. Meeting Date: 04/21/2020 Record Date: 02/24/2020


Primary Security ID: 172967424 Ticker: C

Shares Voted: 4,039

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Michael L. Corbat Mgmt For For For

Mgmt For For For Elect Director Ellen M. Costello 1b

Mgmt For For For Elect Director Grace E. Dailey 1c

Mgmt For For For Elect Director Barbara J. Desoer 1d

Mgmt For For For Elect Director John C. Dugan 1e

Mgmt For For For Elect Director Duncan P. Hennes 1f

Mgmt For For For Elect Director Peter B. Henry 1g

Mgmt For For For Elect Director S. Leslie Ireland 1h

Mgmt For For For Elect Director Lew W. (Jay) Jacobs, IV 1i

Mgmt For For For Elect Director Renee J. James 1j

Mgmt For For For Elect Director Gary M. Reiner 1k

Mgmt For For For Elect Director Diana L. Taylor 1l

Mgmt For For For Elect Director James S. Turley 1m

Mgmt For For For Elect Director Deborah C. Wright 1n

Mgmt For For For Elect Director Alexander R. Wynaendts 1o

Mgmt For For For Elect Director Ernesto Zedillo Ponce de Leon 1p

Vote Summary Report


Citigroup Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



3


SH Against Against Against Amend Proxy Access Right 5

SH Against Against Against Review on Governance Documents 6


Bank of America Corporation Meeting Date: 04/22/2020 Record Date: 03/02/2020


Primary Security ID: 060505104 Ticker: BAC


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Sharon L. Allen Mgmt For For For

Mgmt For For For Elect Director Susan S. Bies 1b

Mgmt For For For Elect Director Jack O. Bovender, Jr. 1c

Mgmt For For For Elect Director Frank P. Bramble, Sr. 1d

Mgmt For For For Elect Director Pierre J.P. de Weck 1e

Mgmt For For For Elect Director Arnold W. Donald 1f

Mgmt For For For Elect Director Linda P. Hudson 1g

Mgmt For For For Elect Director Monica C. Lozano 1h

Mgmt For For For Elect Director Thomas J. May 1i

Mgmt For For For Elect Director Brian T. Moynihan 1j

Mgmt For For For Elect Director Lionel L. Nowell, III 1k

Mgmt For For For Elect Director Denise L. Ramos 1l

Mgmt For For For Elect Director Clayton S. Rose 1m

Mgmt For For For Elect Director Michael D. White 1n

Mgmt For For For Elect Director Thomas D. Woods 1o

Mgmt For For For Elect Director R. David Yost 1p

Vote Summary Report


Bank of America Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Maria T. Zuber 1q


2



SH Against Against Against Provide Right to Act by Written Consent 5


SH Against Against Against Review of Statement of the Purpose of a Corporation and Report on Recommended Changes to Governance Documents, Policies, and Practices

7

Cigna Corporation Meeting Date: 04/22/2020 Record Date: 02/24/2020


Primary Security ID: 125523100 Ticker: CI


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director David M. Cordani Mgmt For For For

Mgmt For For For Elect Director William J. DeLaney 1.2

Mgmt For For For Elect Director Eric J. Foss 1.3

Mgmt For For For Elect Director Elder Granger 1.4

Mgmt For For For Elect Director Isaiah Harris, Jr. 1.5

Mgmt For For For Elect Director Roman Martinez, IV 1.6

Mgmt For For For Elect Director Kathleen M. Mazzarella 1.7

Mgmt For For For Elect Director Mark B. McClellan 1.8

Mgmt For For For Elect Director John M. Partridge 1.9

Mgmt For For For Elect Director William L. Roper 1.10

Mgmt For For For Elect Director Eric C. Wiseman 1.11

Mgmt For For For Elect Director Donna F. Zarcone 1.12


2

Vote Summary Report


Cigna Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



4


Regions Financial Corporation Meeting Date: 04/22/2020 Record Date: 02/24/2020


Primary Security ID: 7591EP100 Ticker: RF


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Carolyn H. Byrd Mgmt For For For

Mgmt For For For Elect Director Don DeFosset 1b

Mgmt For For For Elect Director Samuel A. Di Piazza, Jr. 1c

Mgmt For For For Elect Director Zhanna Golodryga 1d

Mgmt For For For Elect Director John D. Johns 1e

Mgmt For For For Elect Director Ruth Ann Marshall 1f

Mgmt For For For Elect Director Charles D. McCrary 1g

Mgmt For For For Elect Director James T. Prokopanko 1h

Mgmt For For For Elect Director Lee J. Styslinger, III 1i

Mgmt For For For Elect Director Jose S. Suquet 1j

Mgmt For For For Elect Director John M. Turner, Jr. 1k

Mgmt For For For Elect Director Timothy Vines 1l



3

Signature Bank Meeting Date: 04/22/2020 Record Date: 03/03/2020


Primary Security ID: 82669G104 Ticker: SBNY

Vote Summary Report


Signature Bank Shares Voted: 25,041

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Joseph J. DePaolo Mgmt For For For

Mgmt For For For Elect Director Barney Frank 1.2

Mgmt For For For Elect Director Scott A. Shay 1.3



3

Mgmt For For For Authorize Share Repurchase Program 4

The Coca-Cola Company Meeting Date: 04/22/2020 Record Date: 02/24/2020


Primary Security ID: 191216100 Ticker: KO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Herbert A. Allen Mgmt For For For

Mgmt For For For Elect Director Marc Bolland 1.2

Mgmt For For For Elect Director Ana Botin 1.3

Mgmt For For For Elect Director Christopher C. Davis 1.4

Mgmt For For For Elect Director Barry Diller 1.5

Mgmt For For For Elect Director Helene D. Gayle 1.6

Mgmt For For For Elect Director Alexis M. Herman 1.7

Mgmt For For For Elect Director Robert A. Kotick 1.8

Mgmt For For For Elect Director Maria Elena Lagomasino 1.9

Mgmt For For For Elect Director James Quincey 1.10

Mgmt For For For Elect Director Caroline J. Tsay 1.11

Mgmt For For For Elect Director David B. Weinberg 1.12


2

Mgmt For For For Ratify Ernst & Young LLP as Auditor 3

Vote Summary Report


The Coca-Cola Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

SH Against Refer Against Report on the Health Impacts and Risks of Sugar in the Company's Products

4

The Sherwin-Williams Company Meeting Date: 04/22/2020 Record Date: 02/27/2020


Primary Security ID: 824348106 Ticker: SHW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kerrii B. Anderson Mgmt For For For

Mgmt For For For Elect Director Arthur F. Anton 1.2

Mgmt For For For Elect Director Jeff M. Fettig 1.3

Mgmt For For For Elect Director Richard J. Kramer 1.4

Mgmt For For For Elect Director Susan J. Kropf 1.5

Mgmt For For For Elect Director John G. Morikis 1.6

Mgmt For For For Elect Director Christine A. Poon 1.7

Mgmt For For For Elect Director Michael H. Thaman 1.8

Mgmt For For For Elect Director Matthew Thornton, III 1.9

Mgmt For For For Elect Director Steven H. Wunning 1.10


2


Citizens Financial Group, Inc. Meeting Date: 04/23/2020 Record Date: 02/25/2020


Primary Security ID: 174610105 Ticker: CFG


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Bruce Van Saun Mgmt For For For

Vote Summary Report


Citizens Financial Group, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Christine M. Cumming 1.2

Mgmt For For For Elect Director William P. Hankowsky 1.3

Mgmt For For For Elect Director Howard W. Hanna, III 1.4

Mgmt For For For Elect Director Leo I. ("Lee") Higdon 1.5

Mgmt For For For Elect Director Edward J. ("Ned") Kelly, III 1.6

Mgmt For For For Elect Director Charles J. ("Bud") Koch 1.7

Mgmt For For For Elect Director Robert G. Leary 1.8

Mgmt For For For Elect Director Terrance J. Lillis 1.9

Mgmt For For For Elect Director Shivan Subramaniam 1.10

Mgmt For For For Elect Director Wendy A. Watson 1.11

Mgmt For For For Elect Director Marita Zuraitis 1.12


2


Mgmt For For For Provide Right to Call Special Meeting 4

Mgmt For For For Amend Certificate of Incorporation to Remove Non-Operative Provisions

5

Humana Inc. Meeting Date: 04/23/2020 Record Date: 02/24/2020


Primary Security ID: 444859102 Ticker: HUM


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Kurt J. Hilzinger Mgmt For For For

Mgmt For For For Elect Director Frank J. Bisignano 1b

Mgmt For For For Elect Director Bruce D. Broussard 1c

Mgmt For For For Elect Director Frank A. D'Amelio 1d

Mgmt For For For Elect Director W. Roy Dunbar 1e

Mgmt For For For Elect Director Wayne A.I. Frederick 1f

Mgmt For For For Elect Director John W. Garratt 1g

Vote Summary Report


Humana Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director David A. Jones, Jr. 1h

Mgmt For For For Elect Director Karen W. Katz 1i

Mgmt For For For Elect Director William J. McDonald 1j

Mgmt For For For Elect Director James J. O'Brien 1k

Mgmt For For For Elect Director Marissa T. Peterson 1l



3

Johnson & Johnson Meeting Date: 04/23/2020 Record Date: 02/25/2020


Primary Security ID: 478160104 Ticker: JNJ


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Mary C. Beckerle Mgmt For For For

Mgmt For For For Elect Director D. Scott Davis 1b

Mgmt For For For Elect Director Ian E. L. Davis 1c

Mgmt For For For Elect Director Jennifer A. Doudna 1d

Mgmt For For For Elect Director Alex Gorsky 1e

Mgmt For For For Elect Director Marillyn A. Hewson 1f

Mgmt For For For Elect Director Hubert Joly 1g

Mgmt For For For Elect Director Mark B. McClellan 1h

Mgmt For For For Elect Director Anne M. Mulcahy 1i

Mgmt For For For Elect Director Charles Prince 1j

Mgmt For For For Elect Director A. Eugene Washington 1k

Mgmt For For For Elect Director Mark A. Weinberger 1l

Mgmt For For For Elect Director Ronald A. Williams 1m


2

Vote Summary Report


Johnson & Johnson Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Mgmt For For For Amend Certificate of Incorporation to Permit Removal of Directors With or Without Cause

4

SH Against Refer Against Require Independent Board Chair 5

SH For For Against Report on Governance Measures Implemented Related to Opioids

6

Lockheed Martin Corporation Meeting Date: 04/23/2020 Record Date: 02/24/2020


Primary Security ID: 539830109 Ticker: LMT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Daniel F. Akerson Mgmt For For For

Mgmt For For For Elect Director David B. Burritt 1.2

Mgmt For For For Elect Director Bruce A. Carlson 1.3

Mgmt For For For Elect Director Joseph F. Dunford, Jr. 1.4

Mgmt For For For Elect Director James O. Ellis, Jr. 1.5

Mgmt For For For Elect Director Thomas J. Falk 1.6

Mgmt For For For Elect Director Ilene S. Gordon 1.7

Mgmt For For For Elect Director Marillyn A. Hewson 1.8

Mgmt For For For Elect Director Vicki A. Hollub 1.9

Mgmt For For For Elect Director Jeh C. Johnson 1.10

Mgmt For For For Elect Director Debra L. Reed-Klages 1.11

Mgmt For For For Elect Director James D. Taiclet, Jr. 1.12



3



Vote Summary Report


Pfizer Inc. Meeting Date: 04/23/2020 Record Date: 02/25/2020


Primary Security ID: 717081103 Ticker: PFE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ronald E. Blaylock Mgmt For For For

Mgmt For For For Elect Director Albert Bourla 1.2

Mgmt For For For Elect Director W. Don Cornwell 1.3

Mgmt For For For Elect Director Joseph J. Echevarria 1.4

Mgmt For For For Elect Director Scott Gottlieb 1.5

Mgmt For For For Elect Director Helen H. Hobbs 1.6

Mgmt For For For Elect Director Susan Hockfield 1.7

Mgmt For For For Elect Director James M. Kilts 1.8

Mgmt For For For Elect Director Dan R. Littman 1.9

Mgmt For For For Elect Director Shantanu Narayen 1.10

Mgmt For For For Elect Director Suzanne Nora Johnson 1.11

Mgmt For For For Elect Director James Quincey 1.12

Mgmt For For For Elect Director James C. Smith 1.13

Mgmt For For For Ratify KPMG LLP as Auditor 2


3




SH Against Against Against Require Independent Board Chair 7


Mgmt For For For Elect Director Susan Desmond-Hellmann 9

SVB Financial Group Meeting Date: 04/23/2020 Record Date: 02/24/2020


Primary Security ID: 78486Q101 Ticker: SIVB

Vote Summary Report


SVB Financial Group Shares Voted: 15,541

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Greg W. Becker Mgmt For For For

Mgmt For For For Elect Director Eric A. Benhamou 1.2

Mgmt For For For Elect Director John S. Clendening 1.3

Mgmt For For For Elect Director Roger F. Dunbar 1.4

Mgmt For For For Elect Director Joel P. Friedman 1.5

Mgmt For For For Elect Director Jeffrey N. Maggioncalda 1.6

Mgmt For For For Elect Director Kay Matthews 1.7

Mgmt For For For Elect Director Mary J. Miller 1.8

Mgmt For For For Elect Director Kate D. Mitchell 1.9

Mgmt For For For Elect Director John F. Robinson 1.10

Mgmt For For For Elect Director Garen K. Staglin 1.11


2


Texas Instruments Incorporated Meeting Date: 04/23/2020 Record Date: 02/24/2020


Primary Security ID: 882508104 Ticker: TXN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Mark A. Blinn Mgmt For For For

Mgmt For For For Elect Director Todd M. Bluedorn 1b

Mgmt For For For Elect Director Janet F. Clark 1c

Mgmt For For For Elect Director Carrie S. Cox 1d

Mgmt For For For Elect Director Martin S. Craighead 1e

Mgmt For For For Elect Director Jean M. Hobby 1f

Mgmt For For For Elect Director Michael D. Hsu 1g

Vote Summary Report


Texas Instruments Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Ronald Kirk 1h

Mgmt For For For Elect Director Pamela H. Patsley 1i

Mgmt For For For Elect Director Robert E. Sanchez 1j

Mgmt For For For Elect Director Richard k. Templeton 1k


2


The AES Corporation Meeting Date: 04/23/2020 Record Date: 03/03/2020


Primary Security ID: 00130H105 Ticker: AES


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Janet G. Davidson Mgmt For For For

Mgmt For For For Elect Director Andres R. Gluski 1.2

Mgmt For For For Elect Director Tarun Khanna 1.3

Mgmt For For For Elect Director Holly K. Koeppel 1.4

Mgmt For For For Elect Director Julia M. Laulis 1.5

Mgmt For For For Elect Director James H. Miller 1.6

Mgmt For For For Elect Director Alain Monie 1.7

Mgmt For For For Elect Director John B. Morse, Jr. 1.8

Mgmt For For For Elect Director Moises Naim 1.9

Mgmt For For For Elect Director Jeffrey W. Ubben 1.10


2


SH Against Against Against Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors

4

Vote Summary Report


AT&T Inc. Meeting Date: 04/24/2020 Record Date: 02/26/2020


Primary Security ID: 00206R102 Ticker: T


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Randall L. Stephenson Mgmt For For For

Mgmt For For For Elect Director Samuel A. Di Piazza, Jr. 1.2

Mgmt For For For Elect Director Richard W. Fisher 1.3

Mgmt For For For Elect Director Scott T. Ford 1.4

Mgmt For For For Elect Director Glenn H. Hutchins 1.5

Mgmt For For For Elect Director William E. Kennard 1.6

Mgmt For For For Elect Director Debra L. Lee 1.7

Mgmt For For For Elect Director Stephen J. Luczo 1.8

Mgmt For For For Elect Director Michael B. McCallister 1.9

Mgmt For For For Elect Director Beth E. Mooney 1.10

Mgmt For For For Elect Director Matthew K. Rose 1.11

Mgmt For For For Elect Director Cynthia B. Taylor 1.12

Mgmt For For For Elect Director Geoffrey Y. Yang 1.13



3


SH Against Against Against Approve Nomination of Employee Representative Director

5

SH Against Against Against Improve Guiding Principles of Executive Compensation

6

First Horizon National Corporation Meeting Date: 04/24/2020 Record Date: 02/24/2020


Primary Security ID: 320517105 Ticker: FHN

Vote Summary Report


First Horizon National Corporation Shares Voted: 21,484

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Issue Shares in Connection with Merger Mgmt For For For


Mgmt For For For Advisory Vote on Golden Parachutes 3


L3Harris Technologies, Inc. Meeting Date: 04/24/2020 Record Date: 02/28/2020


Primary Security ID: 502431109 Ticker: LHX

Shares Voted: 4,494

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Sallie B. Bailey Mgmt For For For

Mgmt For For For Elect Director William M. Brown 1b

Mgmt For For For Elect Director Peter W. Chiarelli 1c

Mgmt For For For Elect Director Thomas A. Corcoran 1d

Mgmt For For For Elect Director Thomas A. Dattilo 1e

Mgmt For For For Elect Director Roger B. Fradin 1f

Mgmt For For For Elect Director Lewis Hay, III 1g

Mgmt For For For Elect Director Lewis Kramer 1h

Mgmt For For For Elect Director Christopher E. Kubasik 1i

Mgmt For For For Elect Director Rita S. Lane 1j

Mgmt For For For Elect Director Robert B. Millard 1k

Mgmt For For For Elect Director Lloyd W. Newton 1l


2


Mgmt For For For Eliminate Supermajority Vote Requirement and Fair Price Requirements for Business Combinations

4

Vote Summary Report


L3Harris Technologies, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Amend Certificate of Incorporation to Eliminate the Anti-Greenmail Provision

5

Mgmt For For For Amend Certificate of Incorporation to Eliminate Cumulative Voting Provision

6


TechnipFMC plc Meeting Date: 04/24/2020 Record Date: 02/27/2020

Country: United Kingdom Meeting Type: Annual

Primary Security ID: G87110105 Ticker: FTI


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Douglas J. Pferdehirt Mgmt For For For

Mgmt For For For Elect Director Eleazar de Carvalho Filho 1b

Mgmt For For For Elect Director Arnaud Caudoux 1c

Mgmt For For For Elect Director Pascal Colombani 1d

Mgmt For For For Elect Director Marie-Ange Debon 1e

Mgmt For For For Elect Director Claire S. Farley 1f

Mgmt For For For Elect Director Didier Houssin 1g

Mgmt For For For Elect Director Peter Mellbye 1h

Mgmt For For For Elect Director John O'Leary 1i

Mgmt For For For Elect Director Olivier Piou 1j

Mgmt For For For Elect Director Kay G. Priestly 1k

Mgmt For For For Elect Director Joseph Rinaldi 1l

Mgmt For For For Elect Director James M. Ringler 1m

Mgmt For For For Elect Director John Yearwood 1n


2

Mgmt For For For Approve Directors' Remuneration Report 3

Mgmt For For For Accept Financial Statements and Statutory Reports

4


Vote Summary Report


TechnipFMC plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Re-appoint PricewaterhouseCoopers LLP as U.K. Statutory Auditor

6

Mgmt For For For Authorize Board to Fix Remuneration of Auditors 7

Ally Financial Inc. Meeting Date: 04/28/2020 Record Date: 03/04/2020


Primary Security ID: 02005N100 Ticker: ALLY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Franklin W. Hobbs Mgmt For For For

Mgmt For For For Elect Director Kenneth J. Bacon 1.2

Mgmt For For For Elect Director Katryn (Trynka) Shineman Blake 1.3

Mgmt For For For Elect Director Maureen A. Breakiron-Evans 1.4

Mgmt For For For Elect Director William H. Cary 1.5

Mgmt For For For Elect Director Mayree C. Clark 1.6

Mgmt For For For Elect Director Kim S. Fennebresque 1.7

Mgmt For For For Elect Director Marjorie Magner 1.8

Mgmt For For For Elect Director Brian H. Sharples 1.9

Mgmt For For For Elect Director John J. Stack 1.10

Mgmt For For For Elect Director Michael F. Steib 1.11

Mgmt For For For Elect Director Jeffrey J. Brown 1.12


2


Charter Communications, Inc. Meeting Date: 04/28/2020 Record Date: 02/28/2020


Primary Security ID: 16119P108 Ticker: CHTR

Vote Summary Report


Charter Communications, Inc. Shares Voted: 9,092

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director W. Lance Conn Mgmt For For For

Mgmt For For For Elect Director Kim C. Goodman 1b

Mgmt For For For Elect Director Craig A. Jacobson 1c

Mgmt Against Against For Elect Director Gregory B. Maffei 1d

Mgmt For For For Elect Director John D. Markley, Jr. 1e

Mgmt For For For Elect Director David C. Merritt 1f

Mgmt For For For Elect Director James E. Meyer 1g

Mgmt For For For Elect Director Steven A. Miron 1h

Mgmt For For For Elect Director Balan Nair 1i

Mgmt For For For Elect Director Michael A. Newhouse 1j

Mgmt For For For Elect Director Mauricio Ramos 1k

Mgmt For For For Elect Director Thomas M. Rutledge 1l

Mgmt For For For Elect Director Eric L. Zinterhofer 1m


2



Equity LifeStyle Properties, Inc. Meeting Date: 04/28/2020 Record Date: 02/20/2020


Primary Security ID: 29472R108 Ticker: ELS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Andrew Berkenfield Mgmt For For For

Mgmt For For For Elect Director Philip Calian 1.2

Mgmt For For For Elect Director David Contis 1.3

Mgmt For For For Elect Director Constance Freedman 1.4

Vote Summary Report


Equity LifeStyle Properties, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Thomas Heneghan 1.5

Mgmt For For For Elect Director Tao Huang 1.6

Mgmt For For For Elect Director Marguerite Nader 1.7

Mgmt For For For Elect Director Scott Peppet 1.8

Mgmt For For For Elect Director Sheli Rosenberg 1.9

Mgmt For For For Elect Director Samuel Zell 1.10



3


Exelon Corporation Meeting Date: 04/28/2020 Record Date: 03/02/2020


Primary Security ID: 30161N101 Ticker: EXC


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Anthony Anderson Mgmt For For For

Mgmt For For For Elect Director Ann Berzin 1b

Mgmt For For For Elect Director Laurie Brlas 1c

Mgmt For For For Elect Director Christopher M. Crane 1d

Mgmt For For For Elect Director Yves C. de Balmann 1e

Mgmt For For For Elect Director Nicholas DeBenedictis 1f

Mgmt For For For Elect Director Linda P. Jojo 1g

Mgmt For For For Elect Director Paul Joskow 1h

Mgmt For For For Elect Director Robert J. Lawless 1i

Mgmt For For For Elect Director John Richardson 1j

Mgmt For For For Elect Director Mayo Shattuck, III 1k

Mgmt For For For Elect Director John F. Young 1l


Vote Summary Report


Exelon Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


3


First Horizon National Corporation Meeting Date: 04/28/2020 Record Date: 02/28/2020


Primary Security ID: 320517105 Ticker: FHN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kenneth A. Burdick Mgmt For For For

Mgmt For For For Elect Director John C. Compton 1.2

Mgmt For For For Elect Director Wendy P. Davidson 1.3

Mgmt For For For Elect Director Mark A. Emkes 1.4

Mgmt For For For Elect Director Corydon J. Gilchrist 1.5

Mgmt For For For Elect Director D. Bryan Jordan 1.6

Mgmt For For For Elect Director Vicki R. Palmer 1.7

Mgmt For For For Elect Director Colin V. Reed 1.8

Mgmt For For For Elect Director Cecelia D. Stewart 1.9

Mgmt For For For Elect Director Rajesh Subramaniam 1.10

Mgmt For For For Elect Director R. Eugene Taylor 1.11

Mgmt For For For Elect Director Luke Yancy, III 1.12


2


International Business Machines Corporation Meeting Date: 04/28/2020 Record Date: 02/28/2020


Primary Security ID: 459200101 Ticker: IBM

Vote Summary Report


International Business Machines Corporation Shares Voted: 49,649

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Thomas Buberl Mgmt For For For

Mgmt For For For Elect Director Michael L. Eskew 1.2

Mgmt For For For Elect Director David N. Farr 1.3

Mgmt For For For Elect Director Alex Gorsky 1.4

Mgmt For For For Elect Director Michelle J. Howard 1.5

Mgmt For For For Elect Director Arvind Krishna 1.6

Mgmt For For For Elect Director Andrew N. Liveris 1.7

Mgmt For For For Elect Director Frederick William McNabb, III 1.8

Mgmt For For For Elect Director Martha E. Pollack 1.9

Mgmt For For For Elect Director Virginia M. Rometty 1.10

Mgmt For For For Elect Director Joseph R. Swedish 1.11

Mgmt For For For Elect Director Sidney Taurel 1.12

Mgmt For For For Elect Director Peter R. Voser 1.13

Mgmt For For For Elect Director Frederick H. Waddell 1.14



3

SH Against Against Against Amend Governing Documents to allow Removal of Directors

4



The Williams Companies, Inc. Meeting Date: 04/28/2020 Record Date: 02/28/2020


Primary Security ID: 969457100 Ticker: WMB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Alan S. Armstrong Mgmt For For For

Vote Summary Report


The Williams Companies, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt Against Against For Elect Director Stephen W. Bergstrom 1.2

Mgmt For For For Elect Director Nancy K. Buese 1.3

Mgmt For For For Elect Director Stephen I. Chazen 1.4

Mgmt For For For Elect Director Charles I. Cogut 1.5

Mgmt For For For Elect Director Michael A. Creel 1.6

Mgmt For For For Elect Director Vicki L. Fuller 1.7

Mgmt For For For Elect Director Peter A. Ragauss 1.8

Mgmt For For For Elect Director Scott D. Sheffield 1.9

Mgmt For For For Elect Director Murray D. Smith 1.10

Mgmt For For For Elect Director William H. Spence 1.11




4


Axalta Coating Systems Ltd. Meeting Date: 04/29/2020 Record Date: 03/06/2020


Primary Security ID: G0750C108 Ticker: AXTA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Elect Director Mark Garrett Mgmt For For For


2


3

Vote Summary Report


Ball Corporation Meeting Date: 04/29/2020 Record Date: 03/05/2020


Primary Security ID: 058498106 Ticker: BLL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director John A. Hayes Mgmt For For For

Mgmt Withhold Withhold For Elect Director Cathy D. Ross 1.2

Mgmt For For For Elect Director Betty Sapp 1.3

Mgmt Withhold Withhold For Elect Director Stuart A. Taylor, II 1.4



3

Duke Realty Corporation Meeting Date: 04/29/2020 Record Date: 02/20/2020


Primary Security ID: 264411505 Ticker: DRE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director John P. Case Mgmt For For For

Mgmt For For For Elect Director James B. Connor 1b

Mgmt For For For Elect Director Ngaire E. Cuneo 1c

Mgmt For For For Elect Director Charles R. Eitel 1d

Mgmt For For For Elect Director Tamara D. Fischer 1e

Mgmt For For For Elect Director Norman K. Jenkins 1f

Mgmt For For For Elect Director Melanie R. Sabelhaus 1g

Mgmt For For For Elect Director Peter M. Scott, III 1h

Mgmt For For For Elect Director David P. Stockert 1i

Mgmt For For For Elect Director Chris T. Sultemeier 1j

Mgmt For For For Elect Director Michael E. Szymanczyk 1k

Mgmt For For For Elect Director Warren M. Thompson 1l

Vote Summary Report


Duke Realty Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Lynn C. Thurber 1m


2


Kimberly-Clark Corporation Meeting Date: 04/29/2020 Record Date: 03/02/2020


Primary Security ID: 494368103 Ticker: KMB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Abelardo E. Bru Mgmt For For For

Mgmt For For For Elect Director Robert W. Decherd 1.2

Mgmt For For For Elect Director Michael D. Hsu 1.3

Mgmt For For For Elect Director Mae C. Jemison 1.4

Mgmt For For For Elect Director S. Todd Maclin 1.5

Mgmt For For For Elect Director Sherilyn S. McCoy 1.6

Mgmt For For For Elect Director Christa S. Quarles 1.7

Mgmt For For For Elect Director Ian C. Read 1.8

Mgmt For For For Elect Director Dunia A. Shive 1.9

Mgmt For For For Elect Director Mark T. Smucker 1.10

Mgmt For For For Elect Director Michael D. White 1.11



3


Marathon Petroleum Corporation Meeting Date: 04/29/2020 Record Date: 03/02/2020


Primary Security ID: 56585A102 Ticker: MPC

Vote Summary Report


Marathon Petroleum Corporation Shares Voted: 105,880

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Declassify the Board of Directors Mgmt For For For

Mgmt For For For Elect Director Steven A. Davis 2a

Mgmt For For For Elect Director J. Michael Stice 2b

Mgmt For For For Elect Director John P. Surma 2c

Mgmt For For For Elect Director Susan Tomasky 2d



4

SH For For For Adopt Simple Majority Vote 5

SH Against Refer Against Report on Integrating Community Impacts Into Executive Compensation Program

6

Prologis, Inc. Meeting Date: 04/29/2020 Record Date: 03/06/2020


Primary Security ID: 74340W103 Ticker: PLD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Hamid R. Moghadam Mgmt For For For

Mgmt For For For Elect Director Cristina G. Bita 1b

Mgmt For For For Elect Director George L. Fotiades 1c

Mgmt For For For Elect Director Lydia H. Kennard 1d

Mgmt For For For Elect Director Irving F. Lyons, III 1e

Mgmt For For For Elect Director Avid Modjtabai 1f

Mgmt For For For Elect Director David P. O'Connor 1g

Mgmt For For For Elect Director Olivier Piani 1h

Mgmt For For For Elect Director Jeffrey L. Skelton 1i

Mgmt For For For Elect Director Carl B. Webb 1j

Mgmt For For For Elect Director William D. Zollars 1k

Vote Summary Report


Prologis, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


2




NRG Energy, Inc. Meeting Date: 04/30/2020 Record Date: 03/02/2020


Primary Security ID: 629377508 Ticker: NRG


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director E. Spencer Abraham Mgmt For For For

Mgmt For For For Elect Director Antonio Carrillo 1b

Mgmt For For For Elect Director Matthew Carter, Jr. 1c

Mgmt For For For Elect Director Lawrence S. Coben 1d

Mgmt For For For Elect Director Heather Cox 1e

Mgmt For For For Elect Director Mauricio Gutierrez 1f

Mgmt For For For Elect Director Paul W. Hobby 1g

Mgmt For For For Elect Director Alexandra Pruner 1h

Mgmt For For For Elect Director Anne C. Schaumburg 1i

Mgmt For For For Elect Director Thomas H. Weidemeyer 1j


2


Valero Energy Corporation Meeting Date: 04/30/2020 Record Date: 03/04/2020


Primary Security ID: 91913Y100 Ticker: VLO

Vote Summary Report


Valero Energy Corporation Shares Voted: 29,371

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director H. Paulett Eberhart Mgmt For For For

Mgmt For For For Elect Director Joseph W. Gorder 1B

Mgmt For For For Elect Director Kimberly S. Greene 1C

Mgmt For For For Elect Director Deborah P. Majoras 1D

Mgmt For For For Elect Director Eric D. Mullins 1E

Mgmt For For For Elect Director Donald L. Nickles 1F

Mgmt For For For Elect Director Philip J. Pfeiffer 1G

Mgmt For For For Elect Director Robert A. Profusek 1H

Mgmt For For For Elect Director Stephen M. Waters 1I

Mgmt For For For Elect Director Randall J. Weisenburger 1J

Mgmt For For For Elect Director Rayford Wilkins, Jr. 1K



3


Welltower Inc. Meeting Date: 04/30/2020 Record Date: 03/03/2020


Primary Security ID: 95040Q104 Ticker: WELL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Kenneth J. Bacon Mgmt For For For

Mgmt For For For Elect Director Thomas J. DeRosa 1b

Mgmt For For For Elect Director Karen B. DeSalvo 1c

Mgmt For For For Elect Director Jeffrey H. Donahue 1d

Mgmt For For For Elect Director Sharon M. Oster 1e

Mgmt For For For Elect Director Sergio D. Rivera 1f

Vote Summary Report


Welltower Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Johnese M. Spisso 1g

Mgmt For For For Elect Director Kathryn M. Sullivan 1h



3

CMS Energy Corporation Meeting Date: 05/01/2020 Record Date: 03/03/2020


Primary Security ID: 125896100 Ticker: CMS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jon E. Barfield Mgmt For For For

Mgmt For For For Elect Director Deborah H. Butler 1b

Mgmt For For For Elect Director Kurt L. Darrow 1c

Mgmt For For For Elect Director William D. Harvey 1d

Mgmt For For For Elect Director Patricia K. Poppe 1e

Mgmt For For For Elect Director John G. Russell 1f

Mgmt For For For Elect Director Suzanne F. Shank 1g

Mgmt For For For Elect Director Myrna M. Soto 1h

Mgmt For For For Elect Director John G. Sznewajs 1i

Mgmt For For For Elect Director Ronald J. Tanski 1j

Mgmt For For For Elect Director Laura H. Wright 1k


2




Vote Summary Report


HCA Healthcare, Inc. Meeting Date: 05/01/2020 Record Date: 03/09/2020


Primary Security ID: 40412C101 Ticker: HCA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Thomas F. Frist, III Mgmt For For For

Mgmt For For For Elect Director Samuel N. Hazen 1b

Mgmt For For For Elect Director Meg G. Crofton 1c

Mgmt For For For Elect Director Robert J. Dennis 1d

Mgmt For For For Elect Director Nancy-Ann DeParle 1e

Mgmt For For For Elect Director William R. Frist 1f

Mgmt For For For Elect Director Charles O. Holliday, Jr. 1g

Mgmt For For For Elect Director Michael W. Michelson 1h

Mgmt For For For Elect Director Wayne J. Riley 1i



3




Teleflex Incorporated Meeting Date: 05/01/2020 Record Date: 03/02/2020


Primary Security ID: 879369106 Ticker: TFX

Shares Voted: 4,915

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director George Babich, Jr. Mgmt For For For

Mgmt For For For Elect Director Gretchen R. Haggerty 1b

Mgmt For For For Elect Director Liam J. Kelly 1c


2

Vote Summary Report


Teleflex Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Zions Bancorporation, N.A. Meeting Date: 05/01/2020 Record Date: 02/27/2020


Primary Security ID: 989701107 Ticker: ZION


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jerry C. Atkin Mgmt For For For

Mgmt For For For Elect Director Gary L. Crittenden 1b

Mgmt For For For Elect Director Suren K. Gupta 1c

Mgmt For For For Elect Director J. David Heaney 1d

Mgmt For For For Elect Director Vivian S. Lee 1e

Mgmt For For For Elect Director Scott J. McLean 1f

Mgmt For For For Elect Director Edward F. Murphy 1g

Mgmt For For For Elect Director Stephen D. Quinn 1h

Mgmt For For For Elect Director Harris H. Simmons 1i

Mgmt For For For Elect Director Aaron B. Skonnard 1j

Mgmt For For For Elect Director Barbara A. Yastine 1k



3

Berkshire Hathaway Inc. Meeting Date: 05/02/2020 Record Date: 03/04/2020


Primary Security ID: 084670702 Ticker: BRK.B

Vote Summary Report


Berkshire Hathaway Inc. Shares Voted: 25,983

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Warren E. Buffett Mgmt For For For

Mgmt For For For Elect Director Charles T. Munger 1.2

Mgmt For For For Elect Director Gregory E. Abel 1.3

Mgmt For For For Elect Director Howard G. Buffett 1.4

Mgmt For For For Elect Director Stephen B. Burke 1.5

Mgmt For For For Elect Director Kenneth I. Chenault 1.6

Mgmt For For For Elect Director Susan L. Decker 1.7

Mgmt For For For Elect Director David S. Gottesman 1.8

Mgmt For For For Elect Director Charlotte Guyman 1.9

Mgmt For For For Elect Director Ajit Jain 1.10

Mgmt For For For Elect Director Thomas S. Murphy 1.11

Mgmt For For For Elect Director Ronald L. Olson 1.12

Mgmt For For For Elect Director Walter Scott, Jr. 1.13

Mgmt For For For Elect Director Meryl B. Witmer 1.14


2

Mgmt One Year One Year Three YearsAdvisory Vote on Say on Pay Frequency 3

SH Against Against Against Adopt a Policy on Board Diversity 4

Bristol-Myers Squibb Company Meeting Date: 05/05/2020 Record Date: 03/16/2020


Primary Security ID: 110122108 Ticker: BMY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Peter J. Arduini Mgmt For For For

Mgmt For For For Elect Director Robert Bertolini 1B

Mgmt For For For Elect Director Michael W. Bonney 1C

Vote Summary Report


Bristol-Myers Squibb Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Giovanni Caforio 1D

Mgmt For For For Elect Director Matthew W. Emmens 1E

Mgmt For For For Elect Director Julia A. Haller 1F

Mgmt For For For Elect Director Dinesh C. Paliwal 1G

Mgmt For For For Elect Director Theodore R. Samuels 1H

Mgmt For For For Elect Director Vicki L. Sato 1I

Mgmt For For For Elect Director Gerald L. Storch 1J

Mgmt For For For Elect Director Karen H. Vousden 1K

Mgmt For For For Elect Director Phyllis R. Yale 1L


2




General Electric Company Meeting Date: 05/05/2020 Record Date: 03/09/2020


Primary Security ID: 369604103 Ticker: GE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Elect Director Sebastien Bazin Mgmt For For For

Mgmt For For For Elect Director Ashton Carter 2

Mgmt For For For Elect Director H. Lawrence Culp, Jr. 3

Mgmt For For For Elect Director Francisco D'Souza 4

Mgmt For For For Elect Director Edward Garden 5

Mgmt For For For Elect Director Thomas W. Horton 6

Mgmt For For For Elect Director Risa Lavizzo-Mourey 7

Mgmt For For For Elect Director Catherine Lesjak 8

Mgmt For For For Elect Director Paula Rosput Reynolds 9

Vote Summary Report


General Electric Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Leslie Seidman 10

Mgmt For For For Elect Director James Tisch 11


12



West Pharmaceutical Services, Inc. Meeting Date: 05/05/2020 Record Date: 03/10/2020


Primary Security ID: 955306105 Ticker: WST

Shares Voted: 3,631

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Mark A. Buthman Mgmt For For For

Mgmt For For For Elect Director William F. Feehery 1b

Mgmt For For For Elect Director Robert F. Friel 1c

Mgmt For For For Elect Director Eric M. Green 1d

Mgmt For For For Elect Director Thomas W. Hofmann 1e

Mgmt For For For Elect Director Paula A. Johnson 1f

Mgmt For For For Elect Director Deborah L. V. Keller 1g

Mgmt For For For Elect Director Myla P. Lai-Goldman 1h

Mgmt For For For Elect Director Douglas A. Michels 1i

Mgmt For For For Elect Director Paolo Pucci 1j

Mgmt For For For Elect Director Patrick J. Zenner 1k


2



Vote Summary Report


Alcoa Corporation Meeting Date: 05/06/2020 Record Date: 03/11/2020


Primary Security ID: 013872106 Ticker: AA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Michael G. Morris Mgmt For For For

Mgmt For For For Elect Director Mary Anne Citrino 1b

Mgmt For For For Elect Director Pasquale (Pat) Fiore 1c

Mgmt For For For Elect Director Timothy P. Flynn 1d

Mgmt For For For Elect Director Kathryn S. Fuller 1e

Mgmt For For For Elect Director Roy C. Harvey 1f

Mgmt For For For Elect Director James A. Hughes 1g

Mgmt For For For Elect Director James E. Nevels 1h

Mgmt For For For Elect Director Carol L. Roberts 1i

Mgmt For For For Elect Director Suzanne Sitherwood 1j

Mgmt For For For Elect Director Steven W. Williams 1k

Mgmt For For For Elect Director Ernesto Zedillo 1l



3


Allison Transmission Holdings, Inc. Meeting Date: 05/06/2020 Record Date: 03/09/2020


Primary Security ID: 01973R101 Ticker: ALSN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Judy L. Altmaier Mgmt For For For

Mgmt For For For Elect Director Stan A. Askren 1b

Mgmt For For For Elect Director Lawrence E. Dewey 1c

Vote Summary Report


Allison Transmission Holdings, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director David C. Everitt 1d

Mgmt For For For Elect Director Alvaro Garcia-Tunon 1e

Mgmt For For For Elect Director David S. Graziosi 1f

Mgmt For For For Elect Director Carolann I. Haznedar 1g

Mgmt For For For Elect Director Richard P. Lavin 1h

Mgmt For For For Elect Director Thomas W. Rabaut 1i

Mgmt For For For Elect Director Richard V. Reynolds 1j



3

AMETEK, Inc. Meeting Date: 05/06/2020 Record Date: 03/23/2020


Primary Security ID: 031100100 Ticker: AME

Shares Voted: 7,932

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Thomas A. Amato Mgmt For For For

Mgmt For For For Elect Director Anthony J. Conti 1b

Mgmt For For For Elect Director Gretchen W. McClain 1c



3


CME Group Inc. Meeting Date: 05/06/2020 Record Date: 03/09/2020


Primary Security ID: 12572Q105 Ticker: CME

Vote Summary Report


CME Group Inc. Shares Voted: 32,041

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Terrence A. Duffy Mgmt For For For

Mgmt For For For Elect Director Timothy S. Bitsberger 1b

Mgmt For For For Elect Director Charles P. Carey 1c

Mgmt For For For Elect Director Dennis H. Chookaszian 1d

Mgmt For For For Elect Director Bryan T. Durkin 1e

Mgmt For For For Elect Director Ana Dutra 1f

Mgmt For For For Elect Director Martin J. Gepsman 1g

Mgmt For For For Elect Director Larry G. Gerdes 1h

Mgmt For For For Elect Director Daniel R. Glickman 1i

Mgmt For For For Elect Director Daniel G. Kaye 1j

Mgmt For For For Elect Director Phyllis M. Lockett 1k

Mgmt For For For Elect Director Deborah J. Lucas 1l

Mgmt For For For Elect Director Terry L. Savage 1m

Mgmt For For For Elect Director Rahael Seifu 1n

Mgmt For For For Elect Director William R. Shepard 1o

Mgmt For For For Elect Director Howard J. Siegel 1p

Mgmt For For For Elect Director Dennis A. Suskind 1q

Mgmt For For For Ratify Ernst & Young as Auditors 2


3

General Dynamics Corporation Meeting Date: 05/06/2020 Record Date: 03/09/2020


Primary Security ID: 369550108 Ticker: GD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director James S. Crown Mgmt For For For

Vote Summary Report


General Dynamics Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Rudy F. deLeon 1b

Mgmt For For For Elect Director Cecil D. Haney 1c

Mgmt For For For Elect Director Mark M. Malcolm 1d

Mgmt For For For Elect Director James N. Mattis 1e

Mgmt For For For Elect Director Phebe N. Novakovic 1f

Mgmt For For For Elect Director C. Howard Nye 1g

Mgmt For For For Elect Director William A. Osborn 1h

Mgmt For For For Elect Director Catherine B. Reynolds 1i

Mgmt For For For Elect Director Laura J. Schumacher 1j

Mgmt For For For Elect Director John G. Stratton 1k

Mgmt For For For Elect Director Peter A. Wall 1l



3


4

Gilead Sciences, Inc. Meeting Date: 05/06/2020 Record Date: 03/13/2020


Primary Security ID: 375558103 Ticker: GILD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jacqueline K. Barton Mgmt For For For

Mgmt For For For Elect Director Sandra J. Horning 1b

Mgmt For For For Elect Director Kelly A. Kramer 1c

Mgmt For For For Elect Director Kevin E. Lofton 1d

Mgmt For For For Elect Director Harish Manwani 1e

Mgmt For For For Elect Director Daniel P. O'Day 1f

Mgmt For For For Elect Director Richard J. Whitley 1g

Mgmt For For For Elect Director Per Wold-Olsen 1h

Vote Summary Report


Gilead Sciences, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



3


SH Against Against Against Eliminate the Ownership Threshold for Stockholders to Request a Record Date to Take Action by Written Consent

5

LPL Financial Holdings Inc. Meeting Date: 05/06/2020 Record Date: 03/09/2020


Primary Security ID: 50212V100 Ticker: LPLA

Shares Voted: 4,880

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Dan H. Arnold Mgmt For For For

Mgmt For For For Elect Director Edward C. Bernard 1b

Mgmt For For For Elect Director H. Paulett Eberhart 1c

Mgmt For For For Elect Director William F. Glavin, Jr. 1d

Mgmt For For For Elect Director Allison H. Mnookin 1e

Mgmt For For For Elect Director Anne M. Mulcahy 1f

Mgmt For For For Elect Director James S. Putnam 1g

Mgmt For For For Elect Director Richard P. Schifter 1h

Mgmt For For For Elect Director Corey E. Thomas 1i



3

MGM Resorts International Meeting Date: 05/06/2020 Record Date: 03/20/2020


Primary Security ID: 552953101 Ticker: MGM

Vote Summary Report


MGM Resorts International Shares Voted: 55,951

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director William W. Grounds Mgmt For For For

Mgmt For For For Elect Director Alexis M. Herman 1b

Mgmt For For For Elect Director Roland Hernandez 1c

Mgmt For For For Elect Director Mary Chris Jammet 1d

Mgmt For For For Elect Director John Kilroy 1e

Mgmt For For For Elect Director Rose McKinney-James 1f

Mgmt For For For Elect Director Keith A. Meister 1g

Mgmt For For For Elect Director Paul Salem 1h

Mgmt For For For Elect Director Gregory M. Spierkel 1i

Mgmt For For For Elect Director Jan G. Swartz 1j

Mgmt For For For Elect Director Daniel J. Taylor 1k



3

Skyworks Solutions, Inc. Meeting Date: 05/06/2020 Record Date: 03/12/2020


Primary Security ID: 83088M102 Ticker: SWKS

Shares Voted: 9,491

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director David J. Aldrich Mgmt For For For

Mgmt For For For Elect Director Alan S. Batey 1b

Mgmt For For For Elect Director Kevin L. Beebe 1c

Mgmt For For For Elect Director Timothy R. Furey 1d

Mgmt For For For Elect Director Liam K. Griffin 1e

Mgmt For For For Elect Director Christine King 1f

Mgmt For For For Elect Director David P. McGlade 1g

Vote Summary Report


Skyworks Solutions, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Robert A. Schriesheim 1h

Mgmt For For For Elect Director Kimberly S. Stevenson 1i



3


Mgmt For For For Eliminate Supermajority Vote Requirement to Approve Merger or Consolidation, Disposition of All or Substantially All of Assets, or Issuance of a Substantial Amount of Securities

5

Mgmt For For For Eliminate Supermajority Vote Requirement to Approve Business Combination

6

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend Charter Provisions Governing Directors

7

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend Charter Provision Governing Action by Stockholders

8


Advanced Micro Devices, Inc. Meeting Date: 05/07/2020 Record Date: 03/10/2020


Primary Security ID: 007903107 Ticker: AMD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director John E. Caldwell Mgmt For For For

Mgmt For For For Elect Director Nora M. Denzel 1b

Mgmt For For For Elect Director Mark Durcan 1c

Mgmt For For For Elect Director Michael P. Gregoire 1d

Mgmt For For For Elect Director Joseph A. Householder 1e

Mgmt For For For Elect Director John W. Marren 1f

Mgmt For For For Elect Director Lisa T. Su 1g

Mgmt For For For Elect Director Abhi Y. Talwalkar 1h

Vote Summary Report


Advanced Micro Devices, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



3

Ameren Corporation Meeting Date: 05/07/2020 Record Date: 03/09/2020


Primary Security ID: 023608102 Ticker: AEE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Warner L. Baxter Mgmt For For For

Mgmt For For For Elect Director Cynthia J. Brinkley 1b

Mgmt For For For Elect Director Catherine S. Brune 1c

Mgmt For For For Elect Director J. Edward Coleman 1d

Mgmt For For For Elect Director Ward H. Dickson 1e

Mgmt For For For Elect Director Noelle K. Eder 1f

Mgmt For For For Elect Director Ellen M. Fitzsimmons 1g

Mgmt For For For Elect Director Rafael Flores 1h

Mgmt For For For Elect Director Richard J. Harshman 1i

Mgmt For For For Elect Director Craig S. Ivey 1j

Mgmt For For For Elect Director James C. Johnson 1k

Mgmt For For For Elect Director Steven H. Lipstein 1l

Mgmt For For For Elect Director Stephen R. Wilson 1m


2



Vote Summary Report


American Homes 4 Rent Meeting Date: 05/07/2020 Record Date: 03/09/2020


Primary Security ID: 02665T306 Ticker: AMH

Shares Voted: 8,509

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Tamara Hughes Gustavson Mgmt For For For

Mgmt For For For Elect Director David P. Singelyn 1.2

Mgmt For For For Elect Director Douglas N. Benham 1.3

Mgmt For For For Elect Director John "Jack" Corrigan 1.4

Mgmt For For For Elect Director David Goldberg 1.5

Mgmt For For For Elect Director Matthew J. Hart 1.6

Mgmt For For For Elect Director James H. Kropp 1.7

Mgmt For For For Elect Director Winifred "Wendy" M. Webb 1.8

Mgmt For For For Elect Director Jay Willoughby 1.9

Mgmt For For For Elect Director Kenneth M. Woolley 1.10

Mgmt For For For Elect Director Matthew R. Zaist 1.11



3

DTE Energy Company Meeting Date: 05/07/2020 Record Date: 03/10/2020


Primary Security ID: 233331107 Ticker: DTE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Gerard M. Anderson Mgmt For For For

Mgmt For For For Elect Director David A. Brandon 1.2

Mgmt For For For Elect Director Charles G. McClure, Jr. 1.3

Mgmt For For For Elect Director Gail J. McGovern 1.4

Mgmt For For For Elect Director Mark A. Murray 1.5

Vote Summary Report


DTE Energy Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Gerardo Norcia 1.6

Mgmt For For For Elect Director Ruth G. Shaw 1.7

Mgmt For For For Elect Director Robert C. Skaggs, Jr. 1.8

Mgmt For For For Elect Director David A. Thomas 1.9

Mgmt For For For Elect Director Gary H. Torgow 1.10

Mgmt For For For Elect Director James H. Vandenberghe 1.11

Mgmt For For For Elect Director Valerie M. Williams 1.12



3


Edwards Lifesciences Corporation Meeting Date: 05/07/2020 Record Date: 03/13/2020


Primary Security ID: 28176E108 Ticker: EW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Michael A. Mussallem Mgmt For For For

Mgmt For For For Elect Director Kieran T. Gallahue 1b

Mgmt For For For Elect Director Leslie S. Heisz 1c

Mgmt For For For Elect Director William J. Link 1d

Mgmt For For For Elect Director Steven R. Loranger 1e

Mgmt For For For Elect Director Martha H. Marsh 1f

Mgmt For For For Elect Director Ramona Sequeira 1g

Mgmt For For For Elect Director Nicholas J. Valeriani 1h


2

Mgmt For For For Approve Non-Employee Director Omnibus Stock Plan

3

Mgmt For For For Approve Stock Split 4

Vote Summary Report


Edwards Lifesciences Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



Mettler-Toledo International Inc. Meeting Date: 05/07/2020 Record Date: 03/09/2020


Primary Security ID: 592688105 Ticker: MTD

Shares Voted: 6,042

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Robert F. Spoerry Mgmt For For For

Mgmt For For For Elect Director Wah-Hui Chu 1.2

Mgmt For For For Elect Director Domitille Doat-Le Bigot 1.3

Mgmt For For For Elect Director Olivier A. Filliol 1.4

Mgmt For For For Elect Director Elisha W. Finney 1.5

Mgmt For For For Elect Director Richard Francis 1.6

Mgmt For For For Elect Director Michael A. Kelly 1.7

Mgmt For For For Elect Director Thomas P. Salice 1.8



3

Molina Healthcare, Inc. Meeting Date: 05/07/2020 Record Date: 03/10/2020


Primary Security ID: 60855R100 Ticker: MOH

Shares Voted: 8,451

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.a Elect Director Ronna E. Romney Mgmt For For For

Mgmt For For For Elect Director Dale B. Wolf 1.b

Vote Summary Report


Molina Healthcare, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Joseph M. Zubretsky 1.c


2


Verizon Communications Inc. Meeting Date: 05/07/2020 Record Date: 03/09/2020


Primary Security ID: 92343V104 Ticker: VZ


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Shellye L. Archambeau Mgmt For For For

Mgmt For For For Elect Director Mark T. Bertolini 1.2

Mgmt For For For Elect Director Vittorio Colao 1.3

Mgmt For For For Elect Director Melanie L. Healey 1.4

Mgmt For For For Elect Director Clarence Otis, Jr. 1.5

Mgmt For For For Elect Director Daniel H. Schulman 1.6

Mgmt For For For Elect Director Rodney E. Slater 1.7

Mgmt For For For Elect Director Hans E. Vestberg 1.8

Mgmt For For For Elect Director Gregory G. Weaver 1.9


2


SH Against Against Against Eliminate Above-Market Earnings in Executive Retirement Plans

4


5


SH For For Against Assess Feasibility of Data Privacy as a Performance Measure for Senior Executive Compensation

7

SH Against Against Against Submit Severance Agreement (Change-in-Control) to Shareholder Vote

8

Vote Summary Report


AbbVie Inc. Meeting Date: 05/08/2020 Record Date: 03/13/2020


Primary Security ID: 00287Y109 Ticker: ABBV


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Robert J. Alpern Mgmt For For For

Mgmt For For For Elect Director Edward M. Liddy 1.2

Mgmt For For For Elect Director Melody B. Meyer 1.3

Mgmt For For For Elect Director Frederick H. Waddell 1.4



3

Mgmt For For For Eliminate Supermajority Vote Requirement 4



SH For For Against Report on Integrating Risks Related to Drug Pricing into Senior Executive Compensation

7

Cboe Global Markets, Inc. Meeting Date: 05/12/2020 Record Date: 03/19/2020


Primary Security ID: 12503M108 Ticker: CBOE

Shares Voted: 268

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Edward T. Tilly Mgmt For For For

Mgmt For For For Elect Director Eugene S. Sunshine 1b

Mgmt For For For Elect Director William M. Farrow, III 1c

Mgmt For For For Elect Director Edward J. Fitzpatrick 1d

Mgmt For For For Elect Director Janet P. Froetscher 1e

Mgmt For For For Elect Director Jill R. Goodman 1f

Mgmt For For For Elect Director Roderick A. Palmore 1g

Mgmt For For For Elect Director James E. Parisi 1h

Vote Summary Report


Cboe Global Markets, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Joseph P. Ratterman 1i

Mgmt For For For Elect Director Michael L. Richter 1j

Mgmt For For For Elect Director Jill E. Sommers 1k

Mgmt For For For Elect Director Fredric J. Tomczyk 1l


2


ConocoPhillips Meeting Date: 05/12/2020 Record Date: 03/16/2020


Primary Security ID: 20825C104 Ticker: COP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Charles E. Bunch Mgmt For For For

Mgmt For For For Elect Director Caroline Maury Devine 1b

Mgmt For For For Elect Director John V. Faraci 1c

Mgmt For For For Elect Director Jody Freeman 1d

Mgmt For For For Elect Director Gay Huey Evans 1e

Mgmt For For For Elect Director Jeffrey A. Joerres 1f

Mgmt For For For Elect Director Ryan M. Lance 1g

Mgmt For For For Elect Director William H. McRaven 1h

Mgmt For For For Elect Director Sharmila Mulligan 1i

Mgmt For For For Elect Director Arjun N. Murti 1j

Mgmt For For For Elect Director Robert A. Niblock 1k

Mgmt For For For Elect Director David T. Seaton 1l

Mgmt For For For Elect Director R. A. Walker 1m



3

Vote Summary Report


National Retail Properties, Inc. Meeting Date: 05/12/2020 Record Date: 03/13/2020


Primary Security ID: 637417106 Ticker: NNN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Pamela K. Beall Mgmt For For For

Mgmt For For For Elect Director Steven D. Cosler 1.2

Mgmt For For For Elect Director Don DeFosset 1.3

Mgmt For For For Elect Director David M. Fick 1.4

Mgmt For For For Elect Director Edward J. Fritsch 1.5

Mgmt For For For Elect Director Kevin B. Habicht 1.6

Mgmt For For For Elect Director Betsy D. Holden 1.7

Mgmt For For For Elect Director Julian E. Whitehurst 1.8


2


Popular, Inc. Meeting Date: 05/12/2020 Record Date: 03/13/2020

Country: Puerto Rico Meeting Type: Annual

Primary Security ID: 733174700 Ticker: BPOP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Ignacio Alvarez Mgmt For For For

Mgmt For For For Elect Director Maria Luisa Ferre 1b

Mgmt For For For Elect Director C. Kim Goodwin 1c

Mgmt For For For Declassify the Board of Directors 2

Mgmt For For For Change Range for Size of the Board 3




6

Vote Summary Report


Popular, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



The Charles Schwab Corporation Meeting Date: 05/12/2020 Record Date: 03/16/2020


Primary Security ID: 808513105 Ticker: SCHW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director William S. Haraf Mgmt For For For

Mgmt For For For Elect Director Frank C. Herringer 1b

Mgmt For For For Elect Director Roger O. Walther 1c



3


Mgmt For For For Provide Proxy Access Right 5

SH For For Against Adopt Policy to Annually Disclose EEO-1 Data 6


TransUnion Meeting Date: 05/12/2020 Record Date: 03/13/2020


Primary Security ID: 89400J107 Ticker: TRU


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Declassify the Board of Directors Mgmt For For For

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend Certificate of Incorporation and Bylaws

2a

Vote Summary Report


TransUnion Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Eliminate Supermajority Vote Requirement to Remove Directors

2b

Mgmt For For For Amend Articles of Incorporation to Remove the Corporate Opportunity Waiver

3

Mgmt For For For Amend Articles of Association 4

Mgmt For For For Elect Director Suzanne P. Clark 5a

Mgmt For For For Elect Director Kermit R. Crawford 5b

Mgmt For For For Elect Director Thomas L. Monahan, III 5c



Alexion Pharmaceuticals, Inc. Meeting Date: 05/13/2020 Record Date: 03/16/2020


Primary Security ID: 015351109 Ticker: ALXN

Shares Voted: 2,283

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Felix J. Baker Mgmt For For For

Mgmt For For For Elect Director David R. Brennan 1.2

Mgmt For For For Elect Director Christopher J. Coughlin 1.3

Mgmt For For For Elect Director Deborah Dunsire 1.4

Mgmt For For For Elect Director Paul A. Friedman 1.5

Mgmt For For For Elect Director Ludwig N. Hantson 1.6

Mgmt For For For Elect Director John T. Mollen 1.7

Mgmt For For For Elect Director Francois Nader 1.8

Mgmt For For For Elect Director Judith A. Reinsdorf 1.9

Mgmt For For For Elect Director Andreas Rummelt 1.10



3

Vote Summary Report


Alexion Pharmaceuticals, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


4

American International Group, Inc. Meeting Date: 05/13/2020 Record Date: 03/18/2020


Primary Security ID: 026874784 Ticker: AIG

Shares Voted: 3,531

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director W. Don Cornwell Mgmt For For For

Mgmt For For For Elect Director Brian Duperreault 1b

Mgmt For For For Elect Director John H. Fitzpatrick 1c

Mgmt For For For Elect Director William G. Jurgensen 1d

Mgmt For For For Elect Director Christopher S. Lynch 1e

Mgmt For For For Elect Director Henry S. Miller 1f

Mgmt For For For Elect Director Linda A. Mills 1g

Mgmt For For For Elect Director Thomas F. Motamed 1h

Mgmt For For For Elect Director Peter R. Porrino 1i

Mgmt For For For Elect Director Amy L. Schioldager 1j

Mgmt For For For Elect Director Douglas M. Steenland 1k

Mgmt For For For Elect Director Therese M. Vaughan 1l


2

Mgmt For For For Amend Securities Transfer Restrictions 3

Mgmt For For For Ratify NOL Rights Plan (NOL Pill) 4



6

Vote Summary Report


Camden Property Trust Meeting Date: 05/13/2020 Record Date: 03/16/2020


Primary Security ID: 133131102 Ticker: CPT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Richard J. Campo Mgmt For For For

Mgmt For For For Elect Director Heather J. Brunner 1.2

Mgmt For For For Elect Director Mark D. Gibson 1.3

Mgmt For For For Elect Director Scott S. Ingraham 1.4

Mgmt For For For Elect Director Renu Khator 1.5

Mgmt For For For Elect Director D. Keith Oden 1.6

Mgmt For For For Elect Director William F. Paulsen 1.7

Mgmt For For For Elect Director Frances Aldrich Sevilla-Sacasa 1.8

Mgmt For For For Elect Director Steven A. Webster 1.9

Mgmt For For For Elect Director Kelvin R. Westbrook 1.10



3

S&P Global Inc. Meeting Date: 05/13/2020 Record Date: 03/23/2020


Primary Security ID: 78409V104 Ticker: SPGI


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Marco Alvera Mgmt For For For

Mgmt For For For Elect Director William J. Amelio 1.2

Mgmt For For For Elect Director William D. Green 1.3

Mgmt For For For Elect Director Charles E. Haldeman, Jr. 1.4

Mgmt For For For Elect Director Stephanie C. Hill 1.5

Mgmt For For For Elect Director Rebecca J. Jacoby 1.6

Vote Summary Report


S&P Global Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Monique F. Leroux 1.7

Mgmt For For For Elect Director Maria R. Morris 1.8

Mgmt For For For Elect Director Douglas L. Peterson 1.9

Mgmt For For For Elect Director Edward B. Rust, Jr. 1.10

Mgmt For For For Elect Director Kurt L. Schmoke 1.11

Mgmt For For For Elect Director Richard E. Thornburgh 1.12


2

Mgmt For For For Provide Directors May Be Removed With or Without Cause

3


US Foods Holding Corp. Meeting Date: 05/13/2020 Record Date: 03/16/2020


Primary Security ID: 912008109 Ticker: USFD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Court D. Carruthers Mgmt For For For

Mgmt For For For Elect Director David M. Tehle 1b

Mgmt For For For Elect Director Ann E. Ziegler 1c


2

Mgmt For For For Ratify Deloitte & Touche LLP as Auditor 3

Altria Group, Inc. Meeting Date: 05/14/2020 Record Date: 03/23/2020


Primary Security ID: 02209S103 Ticker: MO

Vote Summary Report


Altria Group, Inc. Shares Voted: 53,127

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director John T. Casteen, III Mgmt For For For

Mgmt For For For Elect Director Dinyar S. Devitre 1b

Mgmt For For For Elect Director Thomas F. Farrell, II 1c

Mgmt For For For Elect Director Debra J. Kelly-Ennis 1d

Mgmt For For For Elect Director W. Leo Kiely, III 1e

Mgmt For For For Elect Director Kathryn B. McQuade 1f

Mgmt For For For Elect Director George Munoz 1g

Mgmt For For For Elect Director Mark E. Newman 1h

Mgmt For For For Elect Director Nabil Y. Sakkab 1i

Mgmt For For For Elect Director Virginia E. Shanks 1j

Mgmt Elect Director Howard A. Willard, III *Withdrawn Resolution*

1k

Mgmt For For For Ratify PricewaterhouseCoopers LLP as Auditor 2


3



SH For For Against Report on Underage Tobacco Prevention Policies 6

Baker Hughes Company Meeting Date: 05/14/2020 Record Date: 03/23/2020


Primary Security ID: 05722G100 Ticker: BKR


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director W. Geoffrey Beattie Mgmt For For For

Mgmt For For For Elect Director Gregory D. Brenneman 1.2

Mgmt For For For Elect Director Cynthia B. Carroll 1.3

Mgmt For For For Elect Director Clarence P. Cazalot, Jr. 1.4

Vote Summary Report


Baker Hughes Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Nelda J. Connors 1.5

Mgmt For For For Elect Director Gregory L. Ebel 1.6

Mgmt For For For Elect Director Lynn L. Elsenhans 1.7

Mgmt Withhold Withhold For Elect Director John G. Rice 1.8

Mgmt For For For Elect Director Lorenzo Simonelli 1.9


2


Extra Space Storage Inc. Meeting Date: 05/14/2020 Record Date: 03/23/2020


Primary Security ID: 30225T102 Ticker: EXR


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kenneth M. Woolley Mgmt For For For

Mgmt For For For Elect Director Joseph D. Margolis 1.2

Mgmt For For For Elect Director Roger B. Porter 1.3

Mgmt For For For Elect Director Joseph J. Bonner 1.4

Mgmt For For For Elect Director Gary L. Crittenden 1.5

Mgmt For For For Elect Director Ashley Dreier 1.6

Mgmt For For For Elect Director Spencer F. Kirk 1.7

Mgmt For For For Elect Director Dennis J. Letham 1.8

Mgmt For For For Elect Director Diane Olmstead 1.9



3

Intel Corporation Meeting Date: 05/14/2020 Record Date: 03/16/2020


Primary Security ID: 458140100 Ticker: INTC

Vote Summary Report


Intel Corporation Shares Voted: 39,394

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director James J. Goetz Mgmt For For For

Mgmt For For For Elect Director Alyssa Henry 1b

Mgmt For For For Elect Director Omar Ishrak 1c

Mgmt For For For Elect Director Risa Lavizzo-Mourey 1d

Mgmt For For For Elect Director Tsu-Jae King Liu 1e

Mgmt For For For Elect Director Gregory D. Smith 1f

Mgmt For For For Elect Director Robert 'Bob' H. Swan 1g

Mgmt For For For Elect Director Andrew Wilson 1h

Mgmt For For For Elect Director Frank D. Yeary 1i



3



SH Against Against Against Report on Global Median Gender/Racial Pay Gap 6

JetBlue Airways Corporation Meeting Date: 05/14/2020 Record Date: 03/19/2020


Primary Security ID: 477143101 Ticker: JBLU


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Basil Ben Baldanza Mgmt For For For

Mgmt For For For Elect Director Peter Boneparth 1b

Mgmt For For For Elect Director Virginia Gambale 1c

Mgmt For For For Elect Director Robin Hayes 1d

Mgmt For For For Elect Director Ellen Jewett 1e

Mgmt For For For Elect Director Robert Leduc 1f

Vote Summary Report


JetBlue Airways Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Teri McClure 1g

Mgmt For For For Elect Director Sarah Robb O'Hagan 1h

Mgmt For For For Elect Director Vivek Sharma 1i

Mgmt For For For Elect Director Thomas Winkelmann 1j


2


Mgmt For For For Approve Qualified Employee Stock Purchase Plan

4



Mgmt For For For Provide Right to Act by Written Consent 7


8

Las Vegas Sands Corp. Meeting Date: 05/14/2020 Record Date: 03/16/2020


Primary Security ID: 517834107 Ticker: LVS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Sheldon G. Adelson Mgmt For For For

Mgmt For For For Elect Director Irwin Chafetz 1.2

Mgmt For For For Elect Director Micheline Chau 1.3

Mgmt For For For Elect Director Patrick Dumont 1.4

Mgmt For For For Elect Director Charles D. Forman 1.5

Mgmt For For For Elect Director Robert G. Goldstein 1.6

Mgmt For For For Elect Director George Jamieson 1.7

Mgmt For For For Elect Director Charles A. Koppelman 1.8

Mgmt For For For Elect Director Lewis Kramer 1.9

Mgmt For For For Elect Director David F. Levi 1.10

Vote Summary Report


Las Vegas Sands Corp. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Xuan Yan 1.11



3

SBA Communications Corporation Meeting Date: 05/14/2020 Record Date: 03/12/2020


Primary Security ID: 78410G104 Ticker: SBAC


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Steven E. Bernstein Mgmt For For For

Mgmt For For For Elect Director Duncan H. Cocroft 1.2

Mgmt For For For Elect Director Fidelma Russo 1.3



3


Union Pacific Corporation Meeting Date: 05/14/2020 Record Date: 03/20/2020


Primary Security ID: 907818108 Ticker: UNP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Andrew H. Card, Jr. Mgmt For For For

Mgmt For For For Elect Director William J. DeLaney 1b

Mgmt For For For Elect Director David B. Dillon 1c

Mgmt For For For Elect Director Lance M. Fritz 1d

Mgmt For For For Elect Director Deborah C. Hopkins 1e

Vote Summary Report


Union Pacific Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Jane H. Lute 1f

Mgmt For For For Elect Director Michael R. McCarthy 1g

Mgmt For For For Elect Director Thomas F. McLarty, III 1h

Mgmt For For For Elect Director Bhavesh V. Patel 1i

Mgmt For For For Elect Director Jose H. Villarreal 1j

Mgmt For For For Elect Director Christopher J. Williams 1k



3


SH Against Refer Against Report on Climate Change 5

United Parcel Service, Inc. Meeting Date: 05/14/2020 Record Date: 03/16/2020


Primary Security ID: 911312106 Ticker: UPS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director David P. Abney Mgmt For For For

Mgmt For For For Elect Director Rodney C. Adkins 1b

Mgmt For For For Elect Director Michael J. Burns 1c

Mgmt For For For Elect Director William R. Johnson 1d

Mgmt For For For Elect Director Ann M. Livermore 1e

Mgmt For For For Elect Director Rudy H.P. Markham 1f

Mgmt For For For Elect Director Franck J. Moison 1g

Mgmt For For For Elect Director Clark 'Sandy' T. Randt, Jr. 1h

Mgmt For For For Elect Director Christiana Smith Shi 1i

Mgmt For For For Elect Director John T. Stankey 1j

Mgmt For For For Elect Director Carol B. Tome 1k

Mgmt For For For Elect Director Kevin Warsh 1l

Vote Summary Report


United Parcel Service, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


2



SH For For Against Approve Recapitalization Plan for all Stock to Have One-vote per Share

5

SH For For Against Report on Climate Change 6

Macy's, Inc. Meeting Date: 05/15/2020 Record Date: 03/19/2020


Primary Security ID: 55616P104 Ticker: M


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director David P. Abney Mgmt For For For

Mgmt For For For Elect Director Francis S. Blake 1b

Mgmt For For For Elect Director Torrence N. Boone 1c

Mgmt For For For Elect Director John A. Bryant 1d

Mgmt For For For Elect Director Deirdre P. Connelly 1e

Mgmt For For For Elect Director Jeff Gennette 1f

Mgmt For For For Elect Director Leslie D. Hale 1g

Mgmt For For For Elect Director William H. Lenehan 1h

Mgmt For For For Elect Director Sara Levinson 1i

Mgmt For For For Elect Director Joyce M. Roche 1j

Mgmt For For For Elect Director Paul C. Varga 1k

Mgmt For For For Elect Director Marna C. Whittington 1l



3

Vote Summary Report


Consolidated Edison, Inc. Meeting Date: 05/18/2020 Record Date: 03/23/2020


Primary Security ID: 209115104 Ticker: ED


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director George Campbell, Jr. Mgmt For For For

Mgmt For For For Elect Director Ellen V. Futter 1.2

Mgmt For For For Elect Director John F. Killian 1.3

Mgmt For For For Elect Director John McAvoy 1.4

Mgmt For For For Elect Director William J. Mulrow 1.5

Mgmt For For For Elect Director Armando J. Olivera 1.6

Mgmt For For For Elect Director Michael W. Ranger 1.7

Mgmt For For For Elect Director Linda S. Sanford 1.8

Mgmt For For For Elect Director Deirdre Stanley 1.9

Mgmt For For For Elect Director L. Frederick Sutherland 1.10



3

Chipotle Mexican Grill, Inc. Meeting Date: 05/19/2020 Record Date: 03/26/2020


Primary Security ID: 169656105 Ticker: CMG

Shares Voted: 4,103

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Albert S. Baldocchi Mgmt For For For

Mgmt For For For Elect Director Patricia Fili-Krushel 1.2

Mgmt For For For Elect Director Neil W. Flanzraich 1.3

Mgmt For For For Elect Director Robin Hickenlooper 1.4

Mgmt For For For Elect Director Scott Maw 1.5

Mgmt For For For Elect Director Ali Namvar 1.6

Vote Summary Report


Chipotle Mexican Grill, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Brian Niccol 1.7


2


SH Against Against Against Adopt Share Retention Policy For Senior Executives

4


SH For For Against Report on Employment-Related Arbitration 6


East West Bancorp, Inc. Meeting Date: 05/19/2020 Record Date: 03/23/2020


Primary Security ID: 27579R104 Ticker: EWBC

Shares Voted: 1,277

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Molly Campbell Mgmt For For For

Mgmt For For For Elect Director Iris S. Chan 1.2

Mgmt For For For Elect Director Archana Deskus 1.3

Mgmt For For For Elect Director Rudolph I. Estrada 1.4

Mgmt For For For Elect Director Paul H. Irving 1.5

Mgmt For For For Elect Director Jack C. Liu 1.6

Mgmt For For For Elect Director Dominic Ng 1.7

Mgmt For For For Elect Director Lester M. Sussman 1.8


2


FirstEnergy Corp. Meeting Date: 05/19/2020 Record Date: 03/20/2020


Primary Security ID: 337932107 Ticker: FE

Vote Summary Report


FirstEnergy Corp. Shares Voted: 84,606

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Michael J. Anderson Mgmt For For For

Mgmt For For For Elect Director Steven J. Demetriou 1.2

Mgmt For For For Elect Director Julia L. Johnson 1.3

Mgmt For For For Elect Director Charles E. Jones 1.4

Mgmt For For For Elect Director Donald T. Misheff 1.5

Mgmt For For For Elect Director Thomas N. Mitchell 1.6

Mgmt For For For Elect Director James F. O'Neil, III 1.7

Mgmt For For For Elect Director Christopher D. Pappas 1.8

Mgmt For For For Elect Director Sandra Pianalto 1.9

Mgmt For For For Elect Director Luis A. Reyes 1.10

Mgmt For For For Elect Director Leslie M. Turner 1.11



3


Mgmt For For For Amend Code of Regulations to Authorize Board to Make Certain Future Amendments

5


JPMorgan Chase & Co. Meeting Date: 05/19/2020 Record Date: 03/20/2020


Primary Security ID: 46625H100 Ticker: JPM


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Linda B. Bammann Mgmt For For For

Mgmt For For For Elect Director Stephen B. Burke 1b

Mgmt For For For Elect Director Todd A. Combs 1c

Mgmt For For For Elect Director James S. Crown 1d

Vote Summary Report


JPMorgan Chase & Co. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director James Dimon 1e

Mgmt For For For Elect Director Timothy P. Flynn 1f

Mgmt For For For Elect Director Mellody Hobson 1g

Mgmt For For For Elect Director Michael A. Neal 1h

Mgmt For For For Elect Director Lee R. Raymond 1i

Mgmt For For For Elect Director Virginia M. Rometty 1j


2



SH Against Refer Against Report on Reputational Risk Related to Canadian Oil Sands, Oil Sands Pipeline Companies and Arctic Oil and Gas Exploration and Production.

5

SH For For Against Report on Climate Change 6

SH Against Against Against Amend Shareholder Written Consent Provisions 7

SH Against Refer Against Report on Charitable Contributions 8

SH Against Against Against Report on Gender/Racial Pay Gap 9

Targa Resources Corp. Meeting Date: 05/19/2020 Record Date: 03/23/2020


Primary Security ID: 87612G101 Ticker: TRGP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Charles R. Crisp Mgmt For For For

Mgmt For For For Elect Director Laura C. Fulton 1.2

Mgmt For For For Elect Director James W. Whalen 1.3



3

Vote Summary Report


The Allstate Corporation Meeting Date: 05/19/2020 Record Date: 03/20/2020


Primary Security ID: 020002101 Ticker: ALL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Kermit R. Crawford Mgmt For For For

Mgmt For For For Elect Director Michael L. Eskew 1b

Mgmt For For For Elect Director Margaret M. Keane 1c

Mgmt For For For Elect Director Siddharth N. (Bobby) Mehta 1d

Mgmt For For For Elect Director Jacques P. Perold 1e

Mgmt For For For Elect Director Andrea Redmond 1f

Mgmt For For For Elect Director Gregg M. Sherrill 1g

Mgmt For For For Elect Director Judith A. Sprieser 1h

Mgmt For For For Elect Director Perry M. Traquina 1i

Mgmt For For For Elect Director Thomas J. Wilson 1j


2


Zynga Inc. Meeting Date: 05/19/2020 Record Date: 03/24/2020


Primary Security ID: 98986T108 Ticker: ZNGA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Mark Pincus Mgmt For For For

Mgmt For For For Elect Director Frank Gibeau 1b

Mgmt For For For Elect Director Regina E. Dugan 1c

Mgmt For For For Elect Director William "Bing" Gordon 1d

Mgmt For For For Elect Director Louis J. Lavigne, Jr. 1e

Mgmt For For For Elect Director Carol G. Mills 1f

Vote Summary Report


Zynga Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Janice M. Roberts 1g

Mgmt For For For Elect Director Ellen F. Siminoff 1h


2


SH For For Against Reduce Ownership Threshold for Shareholders to Call Special Meeting

4

Align Technology, Inc. Meeting Date: 05/20/2020 Record Date: 03/25/2020


Primary Security ID: 016255101 Ticker: ALGN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kevin J. Dallas Mgmt For For For

Mgmt For For For Elect Director Joseph M. Hogan 1.2

Mgmt For For For Elect Director Joseph Lacob 1.3

Mgmt For For For Elect Director C. Raymond Larkin, Jr. 1.4

Mgmt For For For Elect Director George J. Morrow 1.5

Mgmt For For For Elect Director Anne M. Myong 1.6

Mgmt For For For Elect Director Thomas M. Prescott 1.7

Mgmt For For For Elect Director Andrea L. Saia 1.8

Mgmt For For For Elect Director Greg J. Santora 1.9

Mgmt For For For Elect Director Susan E. Siegel 1.10

Mgmt For For For Elect Director Warren S. Thaler 1.11



3

Vote Summary Report


American Financial Group, Inc. Meeting Date: 05/20/2020 Record Date: 03/27/2020


Primary Security ID: 025932104 Ticker: AFG

Shares Voted: 9,062

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Carl H. Lindner, III Mgmt For For For

Mgmt For For For Elect Director S. Craig Lindner 1.2

Mgmt For For For Elect Director Kenneth C. Ambrecht 1.3

Mgmt For For For Elect Director John B. Berding 1.4

Mgmt For For For Elect Director Joseph E. (Jeff) Consolino 1.5

Mgmt For For For Elect Director Virginia C. "Gina" Drosos 1.6

Mgmt For For For Elect Director James E. Evans 1.7

Mgmt For For For Elect Director Terry S. Jacobs 1.8

Mgmt For For For Elect Director Gregory G. Joseph 1.9

Mgmt For For For Elect Director Mary Beth Martin 1.10

Mgmt For For For Elect Director William W. Verity 1.11

Mgmt For For For Elect Director John I. Von Lehman 1.12



3

CenturyLink, Inc. Meeting Date: 05/20/2020 Record Date: 03/26/2020


Primary Security ID: 156700106 Ticker: CTL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Martha H. Bejar Mgmt For For For

Mgmt For For For Elect Director Virginia Boulet 1b

Mgmt For For For Elect Director Peter C. Brown 1c

Mgmt For For For Elect Director Kevin P. Chilton 1d

Vote Summary Report


CenturyLink, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Steven "Terry" Clontz 1e

Mgmt For For For Elect Director T. Michael Glenn 1f

Mgmt For For For Elect Director W. Bruce Hanks 1g

Mgmt For For For Elect Director Hal S. Jones 1h

Mgmt For For For Elect Director Michael J. Roberts 1i

Mgmt For For For Elect Director Laurie A. Siegel 1j

Mgmt For For For Elect Director Jeffrey K. Storey 1k




4

Equitable Holdings, Inc. Meeting Date: 05/20/2020 Record Date: 03/23/2020


Primary Security ID: 29452E101 Ticker: EQH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Daniel G. Kaye Mgmt For For For

Mgmt For For For Elect Director Joan Lamm-Tennant 1.2

Mgmt For For For Elect Director Kristi A. Matus 1.3

Mgmt For For For Elect Director Ramon de Oliveira 1.4

Mgmt For For For Elect Director Mark Pearson 1.5


Mgmt For For For Elect Director George Stansfield 1.7

Mgmt For For For Elect Director Charles G.T. Stonehill 1.8



3


Vote Summary Report


Hudson Pacific Properties, Inc. Meeting Date: 05/20/2020 Record Date: 03/20/2020


Primary Security ID: 444097109 Ticker: HPP

Shares Voted: 4,481

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Victor J. Coleman Mgmt For For For

Mgmt For For For Elect Director Theodore R. Antenucci 1.2

Mgmt For For For Elect Director Richard B. Fried 1.3

Mgmt For For For Elect Director Jonathan M. Glaser 1.4

Mgmt For For For Elect Director Robert L. Harris, II 1.5

Mgmt For For For Elect Director Christy Haubegger 1.6

Mgmt For For For Elect Director Mark D. Linehan 1.7

Mgmt For For For Elect Director Robert M. Moran, Jr. 1.8

Mgmt For For For Elect Director Barry A. Porter 1.9

Mgmt For For For Elect Director Andrea Wong 1.10



3

Invitation Homes, Inc. Meeting Date: 05/20/2020 Record Date: 03/25/2020


Primary Security ID: 46187W107 Ticker: INVH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Bryce Blair Mgmt For For For

Mgmt For For For Elect Director Dallas B. Tanner 1.2

Mgmt For For For Elect Director Jana Cohen Barbe 1.3

Mgmt For For For Elect Director Richard D. Bronson 1.4

Mgmt For For For Elect Director Michael D. Fascitelli 1.5

Mgmt For For For Elect Director Jeffrey E. Kelter 1.6

Vote Summary Report


Invitation Homes, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Joseph D. Margolis 1.7

Mgmt For For For Elect Director John B. Rhea 1.8

Mgmt For For For Elect Director J. Heidi Roizen 1.9

Mgmt For For For Elect Director Janice L. Sears 1.10

Mgmt For For For Elect Director William J. Stein 1.11



3

Navient Corporation Meeting Date: 05/20/2020 Record Date: 03/23/2020


Primary Security ID: 63938C108 Ticker: NAVI

Shares Voted: 3,010

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Frederick Arnold Mgmt For For For

Mgmt For For For Elect Director Anna Escobedo Cabral 1b

Mgmt For For For Elect Director Larry A. Klane 1c

Mgmt For For For Elect Director Katherine A. Lehman 1d

Mgmt For For For Elect Director Linda A. Mills 1e

Mgmt For For For Elect Director John (Jack) F. Remondi 1f

Mgmt For For For Elect Director Jane J. Thompson 1g

Mgmt For For For Elect Director Laura S. Unger 1h

Mgmt For For For Elect Director David L Yowan 1i



3


Vote Summary Report


Northrop Grumman Corporation Meeting Date: 05/20/2020 Record Date: 03/24/2020


Primary Security ID: 666807102 Ticker: NOC

Shares Voted: 4,173

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kathy J. Warden Mgmt For For For

Mgmt For For For Elect Director Marianne C. Brown 1.2

Mgmt For For For Elect Director Donald E. Felsinger 1.3

Mgmt For For For Elect Director Ann M. Fudge 1.4

Mgmt For For For Elect Director Bruce S. Gordon 1.5

Mgmt For For For Elect Director William H. Hernandez 1.6

Mgmt For For For Elect Director Madeleine A. Kleiner 1.7

Mgmt For For For Elect Director Karl J. Krapek 1.8

Mgmt For For For Elect Director Gary Roughead 1.9

Mgmt For For For Elect Director Thomas M. Schoewe 1.10

Mgmt For For For Elect Director James S. Turley 1.11

Mgmt For For For Elect Director Mark A. Welsh, III 1.12


2


SH For For Against Report on Human Rights Impact Assessment 4

SH Against Against Against Reduce Ownership Threshold for Shareholders to Request Action by Written Consent

5

ONEOK, Inc. Meeting Date: 05/20/2020 Record Date: 03/23/2020


Primary Security ID: 682680103 Ticker: OKE

Shares Voted: 1,318

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Brian L. Derksen Mgmt For For For

Mgmt For For For Elect Director Julie H. Edwards 1.2

Vote Summary Report


ONEOK, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director John W. Gibson 1.3

Mgmt For For For Elect Director Mark W. Helderman 1.4

Mgmt For For For Elect Director Randall J. Larson 1.5

Mgmt For For For Elect Director Steven J. Malcolm 1.6

Mgmt For For For Elect Director Jim W. Mogg 1.7

Mgmt For For For Elect Director Pattye L. Moore 1.8

Mgmt For For For Elect Director Gary D. Parker 1.9

Mgmt For For For Elect Director Eduardo A. Rodriguez 1.10

Mgmt For For For Elect Director Terry K. Spencer 1.11



3

Reinsurance Group of America, Incorporated Meeting Date: 05/20/2020 Record Date: 03/17/2020


Primary Security ID: 759351604 Ticker: RGA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Pina Albo Mgmt For For For

Mgmt For For For Elect Director Christine R. Detrick 1b

Mgmt For For For Elect Director J. Cliff Eason 1c

Mgmt For For For Elect Director John J. Gauthier 1d

Mgmt For For For Elect Director Anna Manning 1e

Mgmt For For For Elect Director Hazel M. McNeilage 1f

Mgmt For For For Elect Director Steven C. Van Wyk 1g


2

Mgmt For For For Amend Articles of Incorporation to Allow Special Meetings be Called from Time to Time and to Remove Certain Provisions

3

Vote Summary Report


Reinsurance Group of America, Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


State Street Corporation Meeting Date: 05/20/2020 Record Date: 03/11/2020


Primary Security ID: 857477103 Ticker: STT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Patrick de Saint-Aignan Mgmt For For For

Mgmt For For For Elect Director Marie A. Chandoha 1b

Mgmt For For For Elect Director Lynn A. Dugle 1c

Mgmt For For For Elect Director Amelia C. Fawcett 1d

Mgmt For For For Elect Director William C. Freda 1e

Mgmt For For For Elect Director Sara Mathew 1f

Mgmt For For For Elect Director William L. Meaney 1g

Mgmt For For For Elect Director Ronald P. O'Hanley 1h

Mgmt For For For Elect Director Sean O'Sullivan 1i

Mgmt For For For Elect Director Richard P. Sergel 1j

Mgmt For For For Elect Director Gregory L. Summe 1k


2


Thermo Fisher Scientific Inc. Meeting Date: 05/20/2020 Record Date: 03/27/2020


Primary Security ID: 883556102 Ticker: TMO

Shares Voted: 3,397

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Marc N. Casper Mgmt For For For

Vote Summary Report


Thermo Fisher Scientific Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Nelson J. Chai 1b

Mgmt For For For Elect Director C. Martin Harris 1c

Mgmt For For For Elect Director Tyler Jacks 1d

Mgmt For For For Elect Director Judy C. Lewent 1e

Mgmt For For For Elect Director Thomas J. Lynch 1f

Mgmt For For For Elect Director Jim P. Manzi 1g

Mgmt For For For Elect Director James C. Mullen 1h

Mgmt For For For Elect Director Lars R. Sorensen 1i

Mgmt For For For Elect Director Debora L. Spar 1j

Mgmt For For For Elect Director Scott M. Sperling 1k

Mgmt For For For Elect Director Dion J. Weisler 1l


2


Universal Health Services, Inc. Meeting Date: 05/20/2020 Record Date: 03/24/2020


Primary Security ID: 913903100 Ticker: UHS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Elect Director Lawrence S. Gibbs Mgmt For For For

Mgmt Against Against For Approve Omnibus Stock Plan 2


3


Zoetis Inc. Meeting Date: 05/20/2020 Record Date: 03/26/2020


Primary Security ID: 98978V103 Ticker: ZTS

Vote Summary Report


Zoetis Inc. Shares Voted: 15,321

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gregory Norden Mgmt For For For

Mgmt For For For Elect Director Louise M. Parent 1b

Mgmt For For For Elect Director Kristin C. Peck 1c

Mgmt For For For Elect Director Robert W. Scully 1d


2



Anthem, Inc. Meeting Date: 05/21/2020 Record Date: 03/16/2020


Primary Security ID: 036752103 Ticker: ANTM


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Gail K. Boudreaux Mgmt For For For

Mgmt For For For Elect Director R. Kerry Clark 1.2

Mgmt For For For Elect Director Robert L. Dixon, Jr. 1.3


2



4

Cinemark Holdings, Inc. Meeting Date: 05/21/2020 Record Date: 03/26/2020


Primary Security ID: 17243V102 Ticker: CNK

Vote Summary Report


Cinemark Holdings, Inc. Shares Voted: 19,372

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Nancy Loewe Mgmt For For For

Mgmt For For For Elect Director Steven P. Rosenberg 1.2

Mgmt For For For Elect Director Enrique F. Senior 1.3

Mgmt For For For Elect Director Nina G. Vaca 1.4



3

IDACORP, Inc. Meeting Date: 05/21/2020 Record Date: 04/01/2020


Primary Security ID: 451107106 Ticker: IDA

Shares Voted: 557

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Darrel T. Anderson Mgmt For For For

Mgmt For For For Elect Director Thomas Carlile 1.2

Mgmt For For For Elect Director Richard J. Dahl 1.3

Mgmt For For For Elect Director Annette G. Elg 1.4

Mgmt For For For Elect Director Lisa A. Grow 1.5

Mgmt For For For Elect Director Ronald W. Jibson 1.6

Mgmt For For For Elect Director Judith A. Johansen 1.7

Mgmt For For For Elect Director Dennis L. Johnson 1.8

Mgmt For For For Elect Director Christine King 1.9

Mgmt For For For Elect Director Richard J. Navarro 1.10


2


Vote Summary Report


Morgan Stanley Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 617446448 Ticker: MS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Elizabeth Corley Mgmt For For For

Mgmt For For For Elect Director Alistair Darling 1b

Mgmt For For For Elect Director Thomas H. Glocer 1c

Mgmt For For For Elect Director James P. Gorman 1d

Mgmt For For For Elect Director Robert H. Herz 1e

Mgmt For For For Elect Director Nobuyuki Hirano 1f

Mgmt For For For Elect Director Stephen J. Luczo 1g

Mgmt For For For Elect Director Jami Miscik 1h

Mgmt For For For Elect Director Dennis M. Nally 1i

Mgmt For For For Elect Director Takeshi Ogasawara 1j

Mgmt For For For Elect Director Hutham S. Olayan 1k

Mgmt For For For Elect Director Mary L. Schapiro 1l

Mgmt For For For Elect Director Perry M. Traquina 1m

Mgmt For For For Elect Director Rayford Wilkins, Jr. 1n



3

PayPal Holdings, Inc. Meeting Date: 05/21/2020 Record Date: 03/27/2020


Primary Security ID: 70450Y103 Ticker: PYPL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Rodney C. Adkins Mgmt For For For

Mgmt For For For Elect Director Jonathan Christodoro 1b

Vote Summary Report


PayPal Holdings, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director John J. Donahoe 1c

Mgmt For For For Elect Director David W. Dorman 1d

Mgmt For For For Elect Director Belinda J. Johnson 1e

Mgmt For For For Elect Director Gail J. McGovern 1f

Mgmt For For For Elect Director Deborah M. Messemer 1g

Mgmt For For For Elect Director David M. Moffett 1h

Mgmt For For For Elect Director Ann M. Sarnoff 1i

Mgmt For For For Elect Director Daniel H. Schulman 1j

Mgmt For For For Elect Director Frank D. Yeary 1k


2



SH Against Against Against Adopt Human and Indigenous People's Rights Policy

5

Pioneer Natural Resources Company Meeting Date: 05/21/2020 Record Date: 03/26/2020


Primary Security ID: 723787107 Ticker: PXD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Edison C. Buchanan Mgmt For For For

Mgmt For For For Elect Director Andrew F. Cates 1b

Mgmt For For For Elect Director Phillip A. Gobe 1c

Mgmt For For For Elect Director Larry R. Grillot 1d

Mgmt For For For Elect Director Stacy P. Methvin 1e

Mgmt For For For Elect Director Royce W. Mitchell 1f

Mgmt For For For Elect Director Frank A. Risch 1g

Mgmt For For For Elect Director Scott D. Sheffield 1h

Vote Summary Report


Pioneer Natural Resources Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Mona K. Sutphen 1i

Mgmt For For For Elect Director J. Kenneth Thompson 1j

Mgmt For For For Elect Director Phoebe A. Wood 1k

Mgmt For For For Elect Director Michael D. Wortley 1l



3

Southwest Airlines Co. Meeting Date: 05/21/2020 Record Date: 03/25/2020


Primary Security ID: 844741108 Ticker: LUV


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director David W. Biegler Mgmt For For For

Mgmt For For For Elect Director J. Veronica Biggins 1b

Mgmt For For For Elect Director Douglas H. Brooks 1c

Mgmt For For For Elect Director William H. Cunningham 1d

Mgmt For For For Elect Director John G. Denison 1e

Mgmt For For For Elect Director Thomas W. Gilligan 1f

Mgmt For For For Elect Director Gary C. Kelly 1g

Mgmt For For For Elect Director Grace D. Lieblein 1h

Mgmt For For For Elect Director Nancy B. Loeffler 1i

Mgmt For For For Elect Director John T. Montford 1j

Mgmt For For For Elect Director Ron Ricks 1k


2





Vote Summary Report


Synchrony Financial Meeting Date: 05/21/2020 Record Date: 03/26/2020


Primary Security ID: 87165B103 Ticker: SYF


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Margaret M. Keane Mgmt For For For

Mgmt For For For Elect Director Fernando Aguirre 1b

Mgmt For For For Elect Director Paget L. Alves 1c

Mgmt For For For Elect Director Arthur W. Coviello, Jr. 1d

Mgmt For For For Elect Director William W. Graylin 1e

Mgmt For For For Elect Director Roy A. Guthrie 1f

Mgmt For For For Elect Director Richard C. Hartnack 1g

Mgmt For For For Elect Director Jeffrey G. Naylor 1h

Mgmt For For For Elect Director Laurel J. Richie 1i

Mgmt For For For Elect Director Olympia J. Snowe 1j

Mgmt For For For Elect Director Ellen M. Zane 1k


2


The Home Depot, Inc. Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 437076102 Ticker: HD


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gerard J. Arpey Mgmt For For For

Mgmt For For For Elect Director Ari Bousbib 1b

Mgmt For For For Elect Director Jeffery H. Boyd 1c

Mgmt For For For Elect Director Gregory D. Brenneman 1d

Mgmt For For For Elect Director J. Frank Brown 1e

Vote Summary Report


The Home Depot, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Albert P. Carey 1f

Mgmt For For For Elect Director Helena B. Foulkes 1g

Mgmt For For For Elect Director Linda R. Gooden 1h

Mgmt For For For Elect Director Wayne M. Hewett 1i

Mgmt For For For Elect Director Manuel Kadre 1j

Mgmt For For For Elect Director Stephanie C. Linnartz 1k

Mgmt For For For Elect Director Craig A. Menear 1l



3

SH Against Against Against Amend Shareholder Written Consent Provisions 4

SH For For Against Prepare Employment Diversity Report and Report on Diversity Policies

5

SH Against Against Against Adopt Share Retention Policy For Senior Executives

6

SH Against Against Against Report on Congruency Political Analysis and Electioneering Expenditures

7

Two Harbors Investment Corp. Meeting Date: 05/21/2020 Record Date: 03/27/2020


Primary Security ID: 90187B408 Ticker: TWO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director E. Spencer Abraham Mgmt For For For

Mgmt For For For Elect Director James J. Bender 1b

Mgmt For For For Elect Director Karen Hammond 1c

Mgmt For For For Elect Director Stephen G. Kasnet 1d

Mgmt For For For Elect Director W. Reid Sanders 1e

Mgmt For For For Elect Director Thomas E. Siering 1f

Mgmt For For For Elect Director James A. Stern 1g

Mgmt For For For Elect Director Hope B. Woodhouse 1h

Vote Summary Report


Two Harbors Investment Corp. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


2


VeriSign, Inc. Meeting Date: 05/21/2020 Record Date: 03/26/2020


Primary Security ID: 92343E102 Ticker: VRSN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director D. James Bidzos Mgmt For For For

Mgmt For For For Elect Director Yehuda Ari Buchalter 1.2

Mgmt For For For Elect Director Kathleen A. Cote 1.3

Mgmt For For For Elect Director Thomas F. Frist, III 1.4

Mgmt For For For Elect Director Jamie S. Gorelick 1.5

Mgmt For For For Elect Director Roger H. Moore 1.6

Mgmt For For For Elect Director Louis A. Simpson 1.7

Mgmt For For For Elect Director Timothy Tomlinson 1.8


2



Voya Financial, Inc. Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 929089100 Ticker: VOYA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lynne Biggar Mgmt For For For

Vote Summary Report


Voya Financial, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Jane P. Chwick 1b

Mgmt For For For Elect Director Kathleen DeRose 1c

Mgmt For For For Elect Director Ruth Ann M. Gillis 1d

Mgmt For For For Elect Director J. Barry Griswell 1e

Mgmt For For For Elect Director Rodney O. Martin, Jr. 1f

Mgmt For For For Elect Director Byron H. Pollitt, Jr. 1g

Mgmt For For For Elect Director Joseph V. Tripodi 1h

Mgmt For For For Elect Director David Zwiener 1i


2



Flowserve Corporation Meeting Date: 05/22/2020 Record Date: 03/27/2020


Primary Security ID: 34354P105 Ticker: FLS

Shares Voted: 1,805

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director R. Scott Rowe Mgmt For For For

Mgmt For For For Elect Director Sujeet Chand 1b

Mgmt For For For Elect Director Ruby R. Chandy 1c

Mgmt For For For Elect Director Gayla J. Delly 1d

Mgmt For For For Elect Director Roger L. Fix 1e

Mgmt For For For Elect Director John R. Friedery 1f

Mgmt For For For Elect Director John L. Garrison 1g

Mgmt For For For Elect Director Michael C. McMurray 1h

Mgmt For For For Elect Director David E. Roberts 1i


2

Vote Summary Report


Flowserve Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Mgmt For For For Amend Certificate of Incorporation to Allow Shareholder Action by Less than Unanimous Written Consent

4


5

Sun Communities, Inc. Meeting Date: 05/22/2020 Record Date: 03/23/2020


Primary Security ID: 866674104 Ticker: SUI


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gary A. Shiffman Mgmt For For For

Mgmt For For For Elect Director Meghan G. Baivier 1b

Mgmt For For For Elect Director Stephanie W. Bergeron 1c

Mgmt For For For Elect Director Brian M. Hermelin 1d

Mgmt For For For Elect Director Ronald A. Klein 1e

Mgmt For For For Elect Director Clunet R. Lewis 1f

Mgmt For For For Elect Director Arthur A. Weiss 1g


2

Mgmt For For For Ratify Grant Thornton LLP as Auditor 3

Incyte Corporation Meeting Date: 05/26/2020 Record Date: 04/01/2020


Primary Security ID: 45337C102 Ticker: INCY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Julian C. Baker Mgmt For For For

Vote Summary Report


Incyte Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Jean-Jacques Bienaime 1.2

Mgmt For For For Elect Director Paul J. Clancy 1.3

Mgmt For For For Elect Director Wendy L. Dixon 1.4

Mgmt For For For Elect Director Jacqualyn A. Fouse 1.5

Mgmt For For For Elect Director Paul A. Friedman 1.6

Mgmt For For For Elect Director Edmund P. Harrigan 1.7

Mgmt For For For Elect Director Katherine A. High 1.8

Mgmt For For For Elect Director Herve Hoppenot 1.9


2




Merck & Co., Inc. Meeting Date: 05/26/2020 Record Date: 03/27/2020


Primary Security ID: 58933Y105 Ticker: MRK


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Leslie A. Brun Mgmt For For For

Mgmt For For For Elect Director Thomas R. Cech 1b

Mgmt For For For Elect Director Mary Ellen Coe 1c

Mgmt For For For Elect Director Pamela J. Craig 1d

Mgmt For For For Elect Director Kenneth C. Frazier 1e

Mgmt For For For Elect Director Thomas H. Glocer 1f

Mgmt For For For Elect Director Risa J. Lavizzo-Mourey 1g

Mgmt For For For Elect Director Paul B. Rothman 1h

Mgmt For For For Elect Director Patricia F. Russo 1i

Mgmt For For For Elect Director Christine E. Seidman 1j

Vote Summary Report


Merck & Co., Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Inge G. Thulin 1k

Mgmt For For For Elect Director Kathy J. Warden 1l

Mgmt For For For Elect Director Peter C. Wendell 1m


2



SH Against Against Against Report on Corporate Tax Savings Allocation 5

ServiceMaster Global Holdings, Inc. Meeting Date: 05/26/2020 Record Date: 04/09/2020


Primary Security ID: 81761R109 Ticker: SERV

Shares Voted: 3,842

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Deborah H. Caplan Mgmt For For For

Mgmt For For For Elect Director Naren K. Gursahaney 1B

Mgmt For For For Elect Director Mark E. Tomkins 1C


2


Amazon.com, Inc. Meeting Date: 05/27/2020 Record Date: 04/02/2020


Primary Security ID: 023135106 Ticker: AMZN


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jeffrey P. Bezos Mgmt For For For

Mgmt For For For Elect Director Rosalind G. Brewer 1b

Vote Summary Report


Amazon.com, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Jamie S. Gorelick 1c

Mgmt For For For Elect Director Daniel P. Huttenlocher 1d

Mgmt For For For Elect Director Judith A. McGrath 1e

Mgmt For For For Elect Director Indra K. Nooyi 1f

Mgmt For For For Elect Director Jonathan J. Rubinstein 1g

Mgmt For For For Elect Director Thomas O. Ryder 1h

Mgmt For For For Elect Director Patricia Q. Stonesifer 1i

Mgmt For For For Elect Director Wendell P. Weeks 1j



3

Mgmt For For For Reduce Ownership Threshold for Shareholders to Call Special Meeting

4

SH For For Against Report on Management of Food Waste 5

SH For For Against Report on Customers' Use of its Surveillance and Computer Vision Products or Cloud-Based Services

6

SH For For Against Report on Potential Human Rights Impacts of Customers' Use of Rekognition

7

SH For For Against Report on Products Promoting Hate Speech and Sales of Offensive Products

8


SH Against Against Against Report on Global Median Gender/Racial Pay Gap 10

SH Against Refer Against Report on Reducing Environmental and Health Harms to Communities of Color

11

SH Against Refer Against Report on Viewpoint Discrimination 12

SH Against Refer Against Report on Promotion Velocity 13


14

SH For For Against Human Rights Risk Assessment 15


Vote Summary Report


Arista Networks, Inc. Meeting Date: 05/27/2020 Record Date: 04/02/2020


Primary Security ID: 040413106 Ticker: ANET

Shares Voted: 626

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Mark B. Templeton Mgmt For For For

Mgmt Withhold Withhold For Elect Director Nikos Theodosopoulos 1.2


2


Chevron Corporation Meeting Date: 05/27/2020 Record Date: 03/30/2020


Primary Security ID: 166764100 Ticker: CVX


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Wanda M. Austin Mgmt For For For

Mgmt For For For Elect Director John B. Frank 1b

Mgmt For For For Elect Director Alice P. Gast 1c

Mgmt For For For Elect Director Enrique Hernandez, Jr. 1d

Mgmt For For For Elect Director Charles W. Moorman, IV 1e

Mgmt For For For Elect Director Dambisa F. Moyo 1f

Mgmt For For For Elect Director Debra Reed-Klages 1g

Mgmt For For For Elect Director Ronald D. Sugar 1h

Mgmt For For For Elect Director D. James Umpleby, III 1i

Mgmt For For For Elect Director Michael K. Wirth 1j



3


SH Against Against Against Establish Board Committee on Climate Risk 5

Vote Summary Report


Chevron Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

SH For For Against Report on Climate Lobbying Aligned with Paris Agreement Goals

6

SH For For Against Report on Petrochemical Risk 7

SH Against Refer Against Report on Human Rights Practices 8


9


Dollar General Corporation Meeting Date: 05/27/2020 Record Date: 03/19/2020


Primary Security ID: 256677105 Ticker: DG


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Warren F. Bryant Mgmt For For For

Mgmt For For For Elect Director Michael M. Calbert 1b

Mgmt Elect Director Sandra B. Cochran *Withdrawn Resolution*

1c

Mgmt For For For Elect Director Patricia D. Fili-Krushel 1d

Mgmt For For For Elect Director Timothy I. McGuire 1e

Mgmt For For For Elect Director William C. Rhodes, III 1f

Mgmt For For For Elect Director Debra A. Sandler 1g

Mgmt For For For Elect Director Ralph E. Santana 1h

Mgmt For For For Elect Director Todd J. Vasos 1i


2


Mgmt For For For Approve Charter Amendment to Replace Supermajority Vote Requirements with a Majority Vote Requirement

4

Mgmt For For For Approve Bylaw Amendment to Replace Supermajority Vote Requirements with a Majority Vote Requirement

5

Vote Summary Report


Facebook, Inc. Meeting Date: 05/27/2020 Record Date: 04/03/2020


Primary Security ID: 30303M102 Ticker: FB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Peggy Alford Mgmt For For For

Mgmt Withhold Withhold For Elect Director Marc L. Andreessen 1.2

Mgmt For For For Elect Director Andrew W. Houston 1.3

Mgmt For For For Elect Director Nancy Killefer 1.4

Mgmt For For For Elect Director Robert M. Kimmitt 1.5

Mgmt For For For Elect Director Sheryl K. Sandberg 1.6

Mgmt Withhold Withhold For Elect Director Peter A. Thiel 1.7

Mgmt For For For Elect Director Tracey T. Travis 1.8

Mgmt For For For Elect Director Mark Zuckerberg 1.9


Mgmt Against Against For Approve Non-Employee Director Compensation Policy

3


4

SH Against Refer Against Require Independent Board Chair 5

SH For For Against Require a Majority Vote for the Election of Directors

6

SH For For Against Report on Political Advertising 7

SH Against Against Against Require Independent Director Nominee with Human and/or Civil Rights Experience

8

SH Against Refer Against Report on Civil and Human Rights Risk Assessment

9

SH For For Against Report on Online Child Sexual Exploitation 10

SH Against Against Against Report on Median Gender/Racial Pay Gap 11

Illumina, Inc. Meeting Date: 05/27/2020 Record Date: 03/30/2020


Primary Security ID: 452327109 Ticker: ILMN

Vote Summary Report


Illumina, Inc. Shares Voted: 18,139

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Caroline D. Dorsa Mgmt For For For

Mgmt For For For Elect Director Robert S. Epstein 1B

Mgmt For For For Elect Director Scott Gottlieb 1C

Mgmt For For For Elect Director Philip W. Schiller 1D



3


Sterling Bancorp Meeting Date: 05/27/2020 Record Date: 04/03/2020


Primary Security ID: 85917A100 Ticker: STL

Shares Voted: 5,965

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director John P. Cahill Mgmt For For For

Mgmt For For For Elect Director Navy E. Djonovic 1.2

Mgmt For For For Elect Director Fernando Ferrer 1.3

Mgmt For For For Elect Director Robert Giambrone 1.4

Mgmt For For For Elect Director Mona Aboelnaga Kanaan 1.5

Mgmt For For For Elect Director Jack Kopnisky 1.6

Mgmt For For For Elect Director James J. Landy 1.7

Mgmt For For For Elect Director Maureen Mitchell 1.8

Mgmt For For For Elect Director Patricia M. Nazemetz 1.9

Mgmt For For For Elect Director Richard O'Toole 1.10

Mgmt For For For Elect Director Ralph F. Palleschi 1.11

Mgmt For For For Elect Director Burt Steinberg 1.12

Mgmt For For For Elect Director William E. Whiston 1.13

Vote Summary Report


Sterling Bancorp Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


2

Mgmt For For For Ratify Crowe LLP as Auditors 3

The Southern Company Meeting Date: 05/27/2020 Record Date: 03/30/2020


Primary Security ID: 842587107 Ticker: SO


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Janaki Akella Mgmt For For For

Mgmt For For For Elect Director Juanita Powell Baranco 1b

Mgmt For For For Elect Director Jon A. Boscia 1c

Mgmt For For For Elect Director Henry A. 'Hal' Clark, III 1d

Mgmt For For For Elect Director Anthony F. 'Tony' Earley, Jr. 1e

Mgmt For For For Elect Director Thomas A. Fanning 1f

Mgmt For For For Elect Director David J. Grain 1g

Mgmt For For For Elect Director Donald M. James 1h

Mgmt For For For Elect Director John D. Johns 1i

Mgmt For For For Elect Director Dale E. Klein 1j

Mgmt For For For Elect Director Ernest J. Moniz 1k

Mgmt For For For Elect Director William G. Smith, Jr. 1l

Mgmt For For For Elect Director Steven R. Specker 1m

Mgmt For For For Elect Director E. Jenner Wood, III 1n


2




Vote Summary Report


Douglas Emmett, Inc. Meeting Date: 05/28/2020 Record Date: 03/30/2020


Primary Security ID: 25960P109 Ticker: DEI

Shares Voted: 3,683

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Dan A. Emmett Mgmt For For For

Mgmt For For For Elect Director Jordan L. Kaplan 1.2

Mgmt For For For Elect Director Kenneth M. Panzer 1.3

Mgmt For For For Elect Director Christopher H. Anderson 1.4

Mgmt For For For Elect Director Leslie E. Bider 1.5

Mgmt For For For Elect Director David T. Feinberg 1.6

Mgmt For For For Elect Director Virginia A. McFerran 1.7

Mgmt For For For Elect Director Thomas E. O'Hern 1.8

Mgmt For For For Elect Director William E. Simon, Jr. 1.9

Mgmt For For For Elect Director Johnese M. Spisso 1.10



3


Fidelity National Information Services, Inc. Meeting Date: 05/28/2020 Record Date: 04/01/2020


Primary Security ID: 31620M106 Ticker: FIS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lee Adrean Mgmt For For For

Mgmt For For For Elect Director Ellen R. Alemany 1b

Mgmt For For For Elect Director Lisa A. Hook 1c

Mgmt For For For Elect Director Keith W. Hughes 1d

Mgmt For For For Elect Director Gary L. Lauer 1e

Vote Summary Report


Fidelity National Information Services, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Gary A. Norcross 1f

Mgmt For For For Elect Director Louise M. Parent 1g

Mgmt For For For Elect Director Brian T. Shea 1h

Mgmt For For For Elect Director James B. Stallings, Jr. 1i

Mgmt For For For Elect Director Jeffrey E. Stiefler 1j


2


Sensata Technologies Holding Plc Meeting Date: 05/28/2020 Record Date: 04/02/2020


Primary Security ID: G8060N102 Ticker: ST


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Andrew C. Teich Mgmt For For For

Mgmt For For For Elect Director Jeffrey J. Cote 1b

Mgmt For For For Elect Director John P. Absmeier 1c

Mgmt For For For Elect Director Lorraine A. Bolsinger 1d

Mgmt For For For Elect Director James E. Heppelmann 1e

Mgmt For For For Elect Director Charles W. Peffer 1f

Mgmt For For For Elect Director Constance E. Skidmore 1g

Mgmt For For For Elect Director Steven A. Sonnenberg 1h

Mgmt For For For Elect Director Martha N. Sullivan 1i

Mgmt For For For Elect Director Thomas Wroe, Jr. 1j

Mgmt For For For Elect Director Stephen M. Zide 1k


2



Mgmt For For For Approve Director Compensation Report 5

Vote Summary Report


Sensata Technologies Holding Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Ratify Ernst & Young LLP as U.K. Statutory Auditor

6

Mgmt For For For Authorize Audit Committee to Fix Remuneration of Auditors

7

Mgmt For For For Accept Financial Statements and Statutory Reports

8

Mgmt For For For Grant Board Authority to Repurchase Shares 9

Mgmt For For For Authorize Issue of Equity 10

Mgmt For For For Authorize Issue of Equity without Pre-emptive Rights

11

Mgmt For For For Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans

12

Mgmt For For For Authorize the Board of Directors to Allot Shares Under the Equity Incentive Plans without Pre-emptive Rights

13

STORE Capital Corporation Meeting Date: 05/28/2020 Record Date: 03/31/2020


Primary Security ID: 862121100 Ticker: STOR


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Joseph M. Donovan Mgmt For For For

Mgmt For For For Elect Director Mary Fedewa 1.2

Mgmt For For For Elect Director Morton H. Fleischer 1.3

Mgmt For For For Elect Director William F. Hipp 1.4

Mgmt For For For Elect Director Tawn Kelley 1.5

Mgmt For For For Elect Director Catherine D. Rice 1.6

Mgmt For For For Elect Director Einar A. Seadler 1.7

Mgmt For For For Elect Director Quentin P. Smith, Jr. 1.8

Mgmt For For For Elect Director Christopher H. Volk 1.9


2


Vote Summary Report


Unum Group Meeting Date: 05/28/2020 Record Date: 03/30/2020


Primary Security ID: 91529Y106 Ticker: UNM


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Theodore H. Bunting, Jr. Mgmt For For For

Mgmt For For For Elect Director Susan L. Cross 1b

Mgmt For For For Elect Director Susan D. DeVore 1c

Mgmt For For For Elect Director Joseph J. Echevarria 1d

Mgmt For For For Elect Director Cynthia L. Egan 1e

Mgmt For For For Elect Director Kevin T. Kabat 1f

Mgmt For For For Elect Director Timothy F. Keaney 1g

Mgmt For For For Elect Director Gloria C. Larson 1h

Mgmt For For For Elect Director Richard P. McKenney 1i

Mgmt For For For Elect Director Ronald P. O'Hanley 1j

Mgmt For For For Elect Director Francis J. Shammo 1k


2



4

Mgmt For For For Approve Nonqualified Employee Stock Purchase Plan

5

WESCO International, Inc. Meeting Date: 05/28/2020 Record Date: 04/03/2020


Primary Security ID: 95082P105 Ticker: WCC

Shares Voted: 8,872

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director John J. Engel Mgmt For For For

Mgmt For For For Elect Director Matthew J. Espe 1.2

Mgmt For For For Elect Director Bobby J. Griffin 1.3

Vote Summary Report


WESCO International, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director John K. Morgan 1.4

Mgmt For For For Elect Director Steven A. Raymund 1.5

Mgmt For For For Elect Director James L. Singleton 1.6

Mgmt For For For Elect Director Easwaran Sundaram 1.7

Mgmt For For For Elect Director Laura K. Thompson 1.8

Mgmt For For For Elect Director Lynn M. Utter 1.9


2


Lowe's Companies, Inc. Meeting Date: 05/29/2020 Record Date: 03/23/2020


Primary Security ID: 548661107 Ticker: LOW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Raul Alvarez Mgmt For For For

Mgmt For For For Elect Director David H. Batchelder 1.2

Mgmt For For For Elect Director Angela F. Braly 1.3

Mgmt For For For Elect Director Sandra B. Cochran 1.4

Mgmt For For For Elect Director Laurie Z. Douglas 1.5

Mgmt For For For Elect Director Richard W. Dreiling 1.6

Mgmt For For For Elect Director Marvin R. Ellison 1.7

Mgmt For For For Elect Director Brian C. Rogers 1.8


Mgmt For For For Elect Director Lisa W. Wardell 1.10

Mgmt For For For Elect Director Eric C. Wiseman 1.11


2


Vote Summary Report


Lowe's Companies, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Reduce Ownership Threshold for Shareholders to Call Special Meeting

4


5


6

UnitedHealth Group Incorporated Meeting Date: 06/01/2020 Record Date: 04/07/2020


Primary Security ID: 91324P102 Ticker: UNH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Richard T. Burke Mgmt For For For

Mgmt For For For Elect Director Timothy P. Flynn 1b

Mgmt For For For Elect Director Stephen J. Hemsley 1c

Mgmt For For For Elect Director Michele J. Hooper 1d

Mgmt For For For Elect Director F. William McNabb, III 1e

Mgmt For For For Elect Director Valerie C. Montgomery Rice 1f

Mgmt For For For Elect Director John H. Noseworthy 1g

Mgmt For For For Elect Director Glenn M. Renwick 1h

Mgmt For For For Elect Director David S. Wichmann 1i

Mgmt For For For Elect Director Gail R. Wilensky 1j


2




5

Vote Summary Report


Athene Holding Ltd. Meeting Date: 06/02/2020 Record Date: 04/03/2020


Primary Security ID: G0684D107 Ticker: ATH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Scott Kleinman Mgmt For For For

Mgmt For For For Elect Director Lawrence J. Ruisi 1.2

Mgmt For For For Elect Director Hope Schefler Taitz 1.3

Mgmt For For For Elect Director Arthur Wrubel 1.4

Mgmt For For For Elect Director Fehmi Zeko 1.5


Mgmt For For For Authorize Board to Fix Remuneration of the Auditors

3


4

Cognizant Technology Solutions Corporation Meeting Date: 06/02/2020 Record Date: 04/06/2020


Primary Security ID: 192446102 Ticker: CTSH


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Zein Abdalla Mgmt For For For

Mgmt For For For Elect Director Vinita Bali 1b

Mgmt For For For Elect Director Maureen Breakiron-Evans 1c

Mgmt For For For Elect Director Archana Deskus 1d

Mgmt For For For Elect Director John M. Dineen 1e

Mgmt For For For Elect Director John N. Fox, Jr. 1f

Mgmt For For For Elect Director Brian Humphries 1g

Mgmt For For For Elect Director Leo S. Mackay, Jr. 1h

Mgmt For For For Elect Director Michael Patsalos-Fox 1i

Mgmt For For For Elect Director Joseph M. Velli 1j

Vote Summary Report


Cognizant Technology Solutions Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Sandra S. Wijnberg 1k


2



Fortive Corporation Meeting Date: 06/02/2020 Record Date: 04/06/2020


Primary Security ID: 34959J108 Ticker: FTV


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Kate D. Mitchell Mgmt For For For

Mgmt For For For Elect Director Mitchell P. Rales 1B

Mgmt For For For Elect Director Steven M. Rales 1C

Mgmt For For For Elect Director Jeannine Sargent 1D

Mgmt For For For Elect Director Alan G. Spoon 1E



3


Alphabet Inc. Meeting Date: 06/03/2020 Record Date: 04/07/2020


Primary Security ID: 02079K305 Ticker: GOOGL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Larry Page Mgmt For For For

Mgmt For For For Elect Director Sergey Brin 1.2

Vote Summary Report


Alphabet Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Sundar Pichai 1.3

Mgmt For For For Elect Director John L. Hennessy 1.4

Mgmt For For For Elect Director Frances H. Arnold 1.5

Mgmt For For For Elect Director L. John Doerr 1.6

Mgmt For For For Elect Director Roger W. Ferguson Jr. 1.7

Mgmt For For For Elect Director Ann Mather 1.8

Mgmt Withhold Withhold For Elect Director Alan R. Mulally 1.9

Mgmt For For For Elect Director K. Ram Shiram 1.10

Mgmt For For For Elect Director Robin L. Washington 1.11




4


5

SH For For Against Report on Arbitration of Employment-Related Claims

6

SH Against Against Against Establish Human Rights Risk Oversight Committee

7


8

SH For For Against Assess Feasibility of Including Sustainability as a Performance Measure for Senior Executive Compensation

9

SH For For Against Report on Takedown Requests 10

SH For For Against Require a Majority Vote for the Election of Directors

11

SH Against Against Against Report on Gender/Racial Pay Gap 12

SH Against Against Against Require Independent Director Nominee with Human and/or Civil Rights Experience

13

SH Against Refer Against Report on Whistleblower Policies and Practices 14

Vote Summary Report


Biogen Inc. Meeting Date: 06/03/2020 Record Date: 04/06/2020


Primary Security ID: 09062X103 Ticker: BIIB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Alexander J. Denner Mgmt For For For

Mgmt For For For Elect Director Caroline D. Dorsa 1b

Mgmt For For For Elect Director William A. Hawkins 1c

Mgmt For For For Elect Director Nancy L. Leaming 1d

Mgmt For For For Elect Director Jesus B. Mantas 1e

Mgmt For For For Elect Director Richard C. Mulligan 1f

Mgmt For For For Elect Director Robert W. Pangia 1g

Mgmt For For For Elect Director Stelios Papadopoulos 1h

Mgmt For For For Elect Director Brian S. Posner 1i

Mgmt For For For Elect Director Eric K. Rowinsky 1j

Mgmt For For For Elect Director Stephen A. Sherwin 1k

Mgmt For For For Elect Director Michel Vounatsos 1l



3

Comcast Corporation Meeting Date: 06/03/2020 Record Date: 04/03/2020


Primary Security ID: 20030N101 Ticker: CMCSA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Kenneth J. Bacon Mgmt For For For

Mgmt For For For Elect Director Madeline S. Bell 1.2

Mgmt For For For Elect Director Naomi M. Bergman 1.3

Mgmt For For For Elect Director Edward D. Breen 1.4

Vote Summary Report


Comcast Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Gerald L. Hassell 1.5

Mgmt For For For Elect Director Jeffrey A. Honickman 1.6

Mgmt For For For Elect Director Maritza G. Montiel 1.7

Mgmt For For For Elect Director Asuka Nakahara 1.8

Mgmt For For For Elect Director David C. Novak 1.9

Mgmt For For For Elect Director Brian L. Roberts 1.10


Mgmt For For For Amend Stock Option Plan 3

Mgmt For For For Amend Restricted Stock Plan 4


5



SH Against Against Against Report on Risks Posed by Failing to Prevent Sexual Harassment

8

CoStar Group, Inc. Meeting Date: 06/03/2020 Record Date: 04/08/2020


Primary Security ID: 22160N109 Ticker: CSGP

Shares Voted: 2,460

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Michael R. Klein Mgmt For For For

Mgmt For For For Elect Director Andrew C. Florance 1b

Mgmt For For For Elect Director Laura Cox Kaplan 1c

Mgmt For For For Elect Director Michael J. Glosserman 1d

Mgmt For For For Elect Director John W. Hill 1e

Mgmt For For For Elect Director Robert W. Musslewhite 1f

Mgmt For For For Elect Director Christopher J. Nassetta 1g

Mgmt For For For Elect Director Louise S. Sams 1h


Vote Summary Report


CoStar Group, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


3

Devon Energy Corporation Meeting Date: 06/03/2020 Record Date: 04/06/2020


Primary Security ID: 25179M103 Ticker: DVN

Shares Voted: 2,392

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Barbara M. Baumann Mgmt For For For

Mgmt For For For Elect Director John E. Bethancourt 1.2

Mgmt For For For Elect Director Ann G. Fox 1.3

Mgmt For For For Elect Director David A. Hager 1.4

Mgmt For For For Elect Director Robert H. Henry 1.5

Mgmt For For For Elect Director Michael M. Kanovsky 1.6

Mgmt For For For Elect Director John Krenicki, Jr. 1.7

Mgmt For For For Elect Director Robert A. Mosbacher, Jr. 1.8

Mgmt For For For Elect Director Duane C. Radtke 1.9

Mgmt For For For Elect Director Keith O. Rattie 1.10

Mgmt For For For Elect Director Mary P. Ricciardello 1.11



3

Monster Beverage Corporation Meeting Date: 06/03/2020 Record Date: 04/13/2020


Primary Security ID: 61174X109 Ticker: MNST

Vote Summary Report


Monster Beverage Corporation Shares Voted: 66,934

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Rodney C. Sacks Mgmt For For For

Mgmt For For For Elect Director Hilton H. Schlosberg 1.2

Mgmt For For For Elect Director Mark J. Hall 1.3

Mgmt For For For Elect Director Kathleen E. Ciaramello 1.4

Mgmt For For For Elect Director Gary P. Fayard 1.5

Mgmt For For For Elect Director Jeanne P. Jackson 1.6

Mgmt For For For Elect Director Steven G. Pizula 1.7

Mgmt For For For Elect Director Benjamin M. Polk 1.8

Mgmt For For For Elect Director Sydney Selati 1.9

Mgmt For For For Elect Director Mark S. Vidergauz 1.10



3


Vertex Pharmaceuticals Incorporated Meeting Date: 06/03/2020 Record Date: 04/09/2020


Primary Security ID: 92532F100 Ticker: VRTX


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Sangeeta N. Bhatia Mgmt For For For

Mgmt For For For Elect Director Lloyd Carney 1.2

Mgmt For For For Elect Director Alan Garber 1.3

Mgmt For For For Elect Director Terrence Kearney 1.4

Mgmt For For For Elect Director Reshma Kewalramani 1.5

Mgmt For For For Elect Director Yuchun Lee 1.6

Mgmt For For For Elect Director Jeffrey M. Leiden 1.7

Vote Summary Report


Vertex Pharmaceuticals Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Margaret G. McGlynn 1.8

Mgmt For For For Elect Director Diana McKenzie 1.9

Mgmt For For For Elect Director Bruce I. Sachs 1.10



3


Walmart Inc. Meeting Date: 06/03/2020 Record Date: 04/09/2020


Primary Security ID: 931142103 Ticker: WMT

Shares Voted: 9,999

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Cesar Conde Mgmt For For For

Mgmt For For For Elect Director Timothy P. Flynn 1b

Mgmt For For For Elect Director Sarah J. Friar 1c

Mgmt For For For Elect Director Carla A. Harris 1d

Mgmt For For For Elect Director Thomas W. Horton 1e

Mgmt For For For Elect Director Marissa A. Mayer 1f

Mgmt For For For Elect Director C. Douglas McMillon 1g

Mgmt For For For Elect Director Gregory B. Penner 1h

Mgmt For For For Elect Director Steven S Reinemund 1i

Mgmt For For For Elect Director S. Robson Walton 1j

Mgmt For For For Elect Director Steuart L. Walton 1k


2



SH For For Against Report on Impacts of Single-Use Plastic Bags 5

Vote Summary Report


Walmart Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

SH Against Refer Against Report on Supplier Antibiotics Use Standards 6

SH Against Against Against Adopt Policy to Include Hourly Associates as Director Candidates

7

SH Against Against Against Report on Strengthening Prevention of Workplace Sexual Harassment

8

Allegion Plc Meeting Date: 06/04/2020 Record Date: 04/09/2020


Primary Security ID: G0176J109 Ticker: ALLE


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Kirk S. Hachigian Mgmt For For For

Mgmt For For For Elect Director Steven C. Mizell 1b

Mgmt For For For Elect Director Nicole Parent Haughey 1c

Mgmt For For For Elect Director David D. Petratis 1d

Mgmt For For For Elect Director Dean I. Schaffer 1e

Mgmt For For For Elect Director Charles L. Szews 1f

Mgmt For For For Elect Director Martin E. Welch, III 1g


2


Mgmt For For For Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration

4

Mgmt For For For Renew the Board's Authority to Issue Shares Under Irish Law

5

Mgmt For For For Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights

6

Netflix, Inc. Meeting Date: 06/04/2020 Record Date: 04/08/2020


Primary Security ID: 64110L106 Ticker: NFLX

Vote Summary Report


Netflix, Inc. Shares Voted: 13,682

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Reed Hastings Mgmt For For For

Mgmt Withhold Withhold For Elect Director Jay C. Hoag 1b

Mgmt For For For Elect Director Mathias Dopfner 1c



3



SH For For Against Adopt Simple Majority Vote 6

SH Against Refer Against Report on Risks of Omitting Viewpoint and Ideology from EEO Policy

7

The Charles Schwab Corporation Meeting Date: 06/04/2020 Record Date: 04/27/2020


Primary Security ID: 808513105 Ticker: SCHW


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Issue Shares in Connection with Merger Mgmt For For For

Mgmt For For For Amend Charter 2


Trane Technologies Plc Meeting Date: 06/04/2020 Record Date: 04/08/2020


Primary Security ID: G8994E103 Ticker: TT

Shares Voted: 3,439

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Kirk E. Arnold Mgmt For For For

Vote Summary Report


Trane Technologies Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Ann C. Berzin 1b

Mgmt For For For Elect Director John Bruton 1c

Mgmt For For For Elect Director Jared L. Cohon 1d

Mgmt For For For Elect Director Gary D. Forsee 1e

Mgmt For For For Elect Director Linda P. Hudson 1f

Mgmt For For For Elect Director Michael W. Lamach 1g

Mgmt For For For Elect Director Myles P. Lee 1h

Mgmt For For For Elect Director Karen B. Peetz 1i

Mgmt For For For Elect Director John P. Surma 1j

Mgmt For For For Elect Director Richard J. Swift 1k

Mgmt For For For Elect Director Tony L. White 1l


2


3


Mgmt For For For Renew Directors' Authority to Issue Shares for Cash

5

Mgmt For For For Authorize Reissuance of Repurchased Shares 6

Roper Technologies, Inc. Meeting Date: 06/08/2020 Record Date: 04/13/2020


Primary Security ID: 776696106 Ticker: ROP

Shares Voted: 1,166

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Shellye L. Archambeau Mgmt For For For

Mgmt For For For Elect Director Amy Woods Brinkley 1.2

Mgmt For For For Elect Director John F. Fort, III 1.3

Mgmt For For For Elect Director L. Neil Hunn 1.4

Mgmt For For For Elect Director Robert D. Johnson 1.5

Vote Summary Report


Roper Technologies, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Robert E. Knowling, Jr. 1.6

Mgmt For For For Elect Director Wilbur J. Prezzano 1.7

Mgmt For For For Elect Director Laura G. Thatcher 1.8

Mgmt For For For Elect Director Richard F. Wallman 1.9

Mgmt For For For Elect Director Christopher Wright 1.10


2


Mgmt For For For Approve Non-Employee Director Compensation Plan

4

Alliance Data Systems Corporation Meeting Date: 06/09/2020 Record Date: 04/13/2020


Primary Security ID: 018581108 Ticker: ADS


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ralph J. Andretta Mgmt For For For

Mgmt For For For Elect Director Roger H. Ballou 1.2

Mgmt For For For Elect Director John C. Gerspach, Jr. 1.3

Mgmt For For For Elect Director Rajesh Natarajan 1.4

Mgmt For For For Elect Director Timothy J. Theriault 1.5

Mgmt For For For Elect Director Laurie A. Tucker 1.6

Mgmt For For For Elect Director Sharen J. Turney 1.7


2



Vote Summary Report


NVIDIA Corporation Meeting Date: 06/09/2020 Record Date: 04/13/2020


Primary Security ID: 67066G104 Ticker: NVDA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Robert K. Burgess Mgmt For For For

Mgmt For For For Elect Director Tench Coxe 1b

Mgmt For For For Elect Director Persis S. Drell 1c

Mgmt For For For Elect Director Jen-Hsun Huang 1d

Mgmt For For For Elect Director Dawn Hudson 1e

Mgmt For For For Elect Director Harvey C. Jones 1f

Mgmt For For For Elect Director Michael G. McCaffery 1g

Mgmt For For For Elect Director Stephen C. Neal 1h

Mgmt For For For Elect Director Mark L. Perry 1i

Mgmt For For For Elect Director A. Brooke Seawell 1j

Mgmt For For For Elect Director Mark A. Stevens 1k


2




Workday, Inc. Meeting Date: 06/09/2020 Record Date: 04/13/2020


Primary Security ID: 98138H101 Ticker: WDAY

Shares Voted: 2,605

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Michael C. Bush Mgmt For For For

Mgmt For For For Elect Director Christa Davies 1.2

Mgmt For For For Elect Director Michael A. Stankey 1.3

Vote Summary Report


Workday, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director George J. Still, Jr. 1.4



3

Roku, Inc. Meeting Date: 06/10/2020 Record Date: 04/16/2020


Primary Security ID: 77543R102 Ticker: ROKU

Shares Voted: 4,605

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Alan Henricks Mgmt For Withhold Withhold

Mgmt Withhold Withhold For Elect Director Neil Hunt 2a

Mgmt For For For Elect Director Anthony Wood 2b


3


Target Corporation Meeting Date: 06/10/2020 Record Date: 04/13/2020


Primary Security ID: 87612E106 Ticker: TGT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Douglas M. Baker, Jr. Mgmt For For For

Mgmt For For For Elect Director George S. Barrett 1b

Mgmt For For For Elect Director Brian C. Cornell 1c

Mgmt For For For Elect Director Calvin Darden 1d

Mgmt For For For Elect Director Robert L. Edwards 1e

Mgmt For For For Elect Director Melanie L. Healey 1f

Vote Summary Report


Target Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Donald R. Knauss 1g

Mgmt For For For Elect Director Monica C. Lozano 1h

Mgmt For For For Elect Director Mary E. Minnick 1i

Mgmt For For For Elect Director Kenneth L. Salazar 1j

Mgmt For For For Elect Director Dmitri L. Stockton 1k



3


Best Buy Co., Inc. Meeting Date: 06/11/2020 Record Date: 04/13/2020


Primary Security ID: 086516101 Ticker: BBY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Corie S. Barry Mgmt For For For

Mgmt For For For Elect Director Lisa M. Caputo 1b

Mgmt For For For Elect Director J. Patrick Doyle 1c

Mgmt For For For Elect Director Kathy J. Higgins Victor 1d

Mgmt For For For Elect Director David W. Kenny 1e

Mgmt For For For Elect Director Karen A. McLoughlin 1f

Mgmt For For For Elect Director Thomas L. "Tommy" Millner 1g

Mgmt For For For Elect Director Claudia F. Munce 1h

Mgmt For For For Elect Director Richelle P. Parham 1i

Mgmt For For For Elect Director Eugene A. Woods 1j



3


Vote Summary Report


Best Buy Co., Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX

5

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws

6

Mgmt For For For Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X

7

Mgmt For For For Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2

8

FleetCor Technologies Inc. Meeting Date: 06/11/2020 Record Date: 04/17/2020


Primary Security ID: 339041105 Ticker: FLT

Shares Voted: 4,659

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Steven T. Stull Mgmt For For For

Mgmt For For For Elect Director Michael Buckman 1.2

Mgmt For For For Elect Director Thomas M. Hagerty 1.3



3

SH For For Against Provide Right to Call Special Meeting 4

SH Against Against Against Adopt Policy that Adjust Financial Performance Metrics to Exclude The Impact of Share Repurchases for Executive Officers

5

Lincoln National Corporation Meeting Date: 06/11/2020 Record Date: 04/07/2020


Primary Security ID: 534187109 Ticker: LNC

Vote Summary Report


Lincoln National Corporation Shares Voted: 37,368

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Deirdre P. Connelly Mgmt For For For

Mgmt For For For Elect Director William H. Cunningham 1.2

Mgmt For For For Elect Director Dennis R. Glass 1.3

Mgmt For For For Elect Director George W. Henderson, III 1.4

Mgmt For For For Elect Director Eric G. Johnson 1.5

Mgmt For For For Elect Director Gary C. Kelly 1.6

Mgmt For For For Elect Director M. Leanne Lachman 1.7

Mgmt For For For Elect Director Michael F. Mee 1.8

Mgmt For For For Elect Director Patrick S. Pittard 1.9

Mgmt For For For Elect Director Lynn M. Utter 1.10



3


SH Against Against Against Amend Special Meeting Right Provisions 5


Western Alliance Bancorporation Meeting Date: 06/11/2020 Record Date: 04/13/2020


Primary Security ID: 957638109 Ticker: WAL


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Bruce Beach Mgmt For For For

Mgmt For For For Elect Director Juan Figuereo 1b

Mgmt For For For Elect Director Howard Gould 1c

Mgmt For For For Elect Director Steven Hilton 1d

Mgmt For For For Elect Director Marianne Boyd Johnson 1e

Vote Summary Report


Western Alliance Bancorporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Robert Latta 1f

Mgmt For For For Elect Director Todd Marshall 1g

Mgmt For For For Elect Director Adriane McFetridge 1h

Mgmt For For For Elect Director Michael Patriarca 1i

Mgmt For For For Elect Director Robert Sarver 1j

Mgmt For For For Elect Director Bryan Segedi 1k

Mgmt For For For Elect Director Donald Snyder 1l

Mgmt For For For Elect Director Sung Won Sohn 1m

Mgmt For For For Elect Director Kenneth A. Vecchione 1n


2


Mgmt For For For Ratify RSM US LLP as Auditors 4

Regeneron Pharmaceuticals, Inc. Meeting Date: 06/12/2020 Record Date: 04/14/2020


Primary Security ID: 75886F107 Ticker: REGN

Shares Voted: 5,785

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director N. Anthony Coles Mgmt For For For

Mgmt For For For Elect Director Joseph L. Goldstein 1b

Mgmt For For For Elect Director Christine A. Poon 1c

Mgmt For For For Elect Director P. Roy Vagelos 1d

Mgmt For For For Elect Director Huda Y. Zoghbi 1e




4

Vote Summary Report


Bright Horizons Family Solutions Inc. Meeting Date: 06/16/2020 Record Date: 04/20/2020


Primary Security ID: 109194100 Ticker: BFAM

Shares Voted: 798

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Stephen H. Kramer Mgmt For For For

Mgmt For For For Elect Director Sara Lawrence-Lightfoot 1b

Mgmt For For For Elect Director David H. Lissy 1c

Mgmt For For For Elect Director Cathy E. Minehan 1d


2


General Motors Company Meeting Date: 06/16/2020 Record Date: 04/17/2020


Primary Security ID: 37045V100 Ticker: GM


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Mary T. Barra Mgmt For For For

Mgmt For For For Elect Director Wesley G. Bush 1b

Mgmt For For For Elect Director Linda R. Gooden 1c

Mgmt For For For Elect Director Joseph Jimenez 1d

Mgmt For For For Elect Director Jane L. Mendillo 1e

Mgmt For For For Elect Director Judith A. Miscik 1f

Mgmt For For For Elect Director Patricia F. Russo 1g

Mgmt For For For Elect Director Thomas M. Schoewe 1h

Mgmt For For For Elect Director Theodore M. Solso 1i

Mgmt For For For Elect Director Carol M. Stephenson 1j

Mgmt For For For Elect Director Devin N. Wenig 1k


2

Vote Summary Report


General Motors Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction






SH For For Against Report on Human Rights Policy Implementation 8


Mastercard Incorporated Meeting Date: 06/16/2020 Record Date: 04/20/2020


Primary Security ID: 57636Q104 Ticker: MA


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Richard Haythornthwaite Mgmt For For For

Mgmt For For For Elect Director Ajay Banga 1b

Mgmt For For For Elect Director Richard K. Davis 1c

Mgmt For For For Elect Director Steven J. Freiberg 1d

Mgmt For For For Elect Director Julius Genachowski 1e

Mgmt For For For Elect Director Choon Phong Goh 1f

Mgmt For For For Elect Director Merit E. Janow 1g

Mgmt For For For Elect Director Oki Matsumoto 1h

Mgmt For For For Elect Director Youngme Moon 1i

Mgmt For For For Elect Director Rima Qureshi 1j

Mgmt For For For Elect Director Jose Octavio Reyes Lagunes 1k

Mgmt For For For Elect Director Gabrielle Sulzberger 1l

Mgmt For For For Elect Director Jackson Tai 1m

Mgmt For For For Elect Director Lance Uggla 1n


2

Vote Summary Report


Mastercard Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Okta, Inc. Meeting Date: 06/16/2020 Record Date: 04/20/2020


Primary Security ID: 679295105 Ticker: OKTA

Shares Voted: 7,625

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Shellye Archambeau Mgmt For For For

Mgmt For For For Elect Director Robert L. Dixon, Jr. 1.2

Mgmt For For For Elect Director Patrick Grady 1.3

Mgmt Withhold Withhold For Elect Director Ben Horowitz 1.4



3

Square, Inc. Meeting Date: 06/16/2020 Record Date: 04/20/2020


Primary Security ID: 852234103 Ticker: SQ


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Roelof Botha Mgmt For Withhold Withhold

Mgmt For For For Elect Director Amy Brooks 1.2

Mgmt Withhold Withhold For Elect Director James McKelvey 1.3


2


SH Against Against Against Report on Non-Management Employee Representation on the Board of Directors

4

Vote Summary Report


Universal Display Corporation Meeting Date: 06/18/2020 Record Date: 04/03/2020


Primary Security ID: 91347P105 Ticker: OLED

Shares Voted: 4,215

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Steven V. Abramson Mgmt For For For

Mgmt For For For Elect Director Cynthia J. Comparin 1B

Mgmt For For For Elect Director Richard C. Elias 1C

Mgmt For For For Elect Director Elizabeth H. Gemmill 1D

Mgmt For For For Elect Director C. Keith Hartley 1E

Mgmt For For For Elect Director Celia M. Joseph 1F

Mgmt For For For Elect Director Lawrence Lacerte 1G

Mgmt For For For Elect Director Sidney D. Rosenblatt 1H

Mgmt For For For Elect Director Sherwin I. Seligsohn 1I


2




Primary Security ID: G0403H108 Ticker: AON


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Lester B. Knight Mgmt For For For

Mgmt For For For Elect Director Gregory C. Case 1.2

Mgmt For For For Elect Director Jin-Yong Cai 1.3

Mgmt For For For Elect Director Jeffrey C. Campbell 1.4

Mgmt For For For Elect Director Fulvio Conti 1.5

Mgmt For For For Elect Director Cheryl A. Francis 1.6

Mgmt For For For Elect Director J. Michael Losh 1.7

Vote Summary Report


Aon plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Richard B. Myers 1.8

Mgmt For For For Elect Director Richard C. Notebaert 1.9

Mgmt For For For Elect Director Gloria Santona 1.10

Mgmt For For For Elect Director Carolyn Y. Woo 1.11


2


Mgmt For For For Ratify Ernst & Young Chartered Accountants as Statutory Auditor

4


Fortinet, Inc. Meeting Date: 06/19/2020 Record Date: 04/24/2020


Primary Security ID: 34959E109 Ticker: FTNT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ken Xie Mgmt For For For

Mgmt For For For Elect Director Michael Xie 1.2

Mgmt For For For Elect Director Kelly Ducourty 1.3

Mgmt For For For Elect Director Jean Hu 1.4

Mgmt For For For Elect Director Ming Hsieh 1.5

Mgmt For For For Elect Director William H. Neukom 1.6

Mgmt For For For Elect Director Christopher B. Paisley 1.7

Mgmt For For For Elect Director Judith Sim 1.8



3

SH For For Against Provide Right to Act by Written Consent 4

SH For For Against Prepare Employment Diversity Report 5

Vote Summary Report


Equity Residential Meeting Date: 06/25/2020 Record Date: 03/31/2020


Primary Security ID: 29476L107 Ticker: EQR


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Raymond Bennett Mgmt For For For

Mgmt For For For Elect Director Linda Walker Bynoe 1.2

Mgmt For For For Elect Director Connie K. Duckworth 1.3

Mgmt For For For Elect Director Mary Kay Haben 1.4

Mgmt For For For Elect Director Tahsinul Zia Huque 1.5

Mgmt For For For Elect Director Bradley A. Keywell 1.6

Mgmt For For For Elect Director John E. Neal 1.7

Mgmt For For For Elect Director David J. Neithercut 1.8

Mgmt For For For Elect Director Mark J. Parrell 1.9

Mgmt For For For Elect Director Mark S. Shapiro 1.10

Mgmt For For For Elect Director Stephen E. Sterrett 1.11

Mgmt For For For Elect Director Samuel Zell 1.12



3

International Game Technology Plc Meeting Date: 06/25/2020 Record Date: 06/23/2020


Primary Security ID: G4863A108 Ticker: IGT


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Accept Financial Statements and Statutory Reports

Mgmt For For For

Mgmt For For For Approve Remuneration Report 2

Mgmt For For For Elect Director Beatrice Bassey 3

Mgmt For For For Elect Director Massimiliano Chiara 4

Vote Summary Report


International Game Technology Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Alberto Dessy 5

Mgmt For For For Elect Director Marco Drago 6

Mgmt For For For Elect Director James McCann 7

Mgmt For For For Elect Director Heather McGregor 8

Mgmt For For For Elect Director Lorenzo Pellicioli 9

Mgmt For For For Elect Director Samantha Ravich 10

Mgmt For For For Elect Director Vincent Sadusky 11

Mgmt For For For Elect Director Gianmario Tondato Da Ruos 12



Mgmt For For For Approve EU Political Donations 15


Mgmt For For For Issue of Equity or Equity-Linked Securities without Pre-emptive Rights

17

Mgmt For For For Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

18

Mgmt For For For Authorise Market Purchase of Ordinary Shares 19

Mgmt For For For Adopt New Articles of Association 20

eBay Inc. Meeting Date: 06/29/2020 Record Date: 05/11/2020


Primary Security ID: 278642103 Ticker: EBAY


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Anthony J. Bates Mgmt For For For

Mgmt For For For Elect Director Adriane M. Brown 1b

Mgmt For For For Elect Director Jesse A. Cohn 1c

Mgmt For For For Elect Director Diana Farrell 1d

Vote Summary Report


eBay Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Logan D. Green 1e

Mgmt For For For Elect Director Bonnie S. Hammer 1f

Mgmt For For For Elect Director Jamie Iannone 1g

Mgmt For For For Elect Director Kathleen C. Mitic 1h

Mgmt For For For Elect Director Matthew J. Murphy 1i

Mgmt For For For Elect Director Pierre M. Omidyar 1j

Mgmt For For For Elect Director Paul S. Pressler 1k

Mgmt For For For Elect Director Robert H. Swan 1l

Mgmt For For For Elect Director Perry M. Traquina 1m



3


QIAGEN NV Meeting Date: 06/30/2020 Record Date: 06/02/2020

Country: Netherlands Meeting Type: Annual

Primary Security ID: N72482123 Ticker: QGEN

Shares Voted: 8,044

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Annual Meeting Agenda Mgmt

Mgmt Open Meeting 1

Mgmt Receive Report of Management Board (Non-Voting)

2

Mgmt Receive Report of Supervisory Board (Non-Voting)

3

Mgmt For For For Adopt Financial Statements and Statutory Reports

4

Mgmt Against Against For Approve Remuneration Report 5

Mgmt Receive Explanation on Company's Reserves and Dividend Policy

6

Mgmt For For For Approve Discharge of Management Board 7

Vote Summary Report


QIAGEN NV Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Approve Discharge of Supervisory Board 8

Mgmt For For For Reelect Stephane Bancel to Supervisory Board 9.a

Mgmt For For For Reelect Hakan Bjorklund to Supervisory Board 9.b

Mgmt For For For Reelect Metin Colpan to Supervisory Board 9.c

Mgmt For For For Reelect Ross L. Levine to Supervisory Board 9.d

Mgmt For For For Reelect Elaine Mardis to Supervisory Board 9.e

Mgmt For For For Reelect Lawrence A. Rosen to Supervisory Board

9.f

Mgmt For For For Reelect Elizabeth E. Tallett to Supervisory Board 9.g

Mgmt For For For Reelect Roland Sackers to Management Board 10.a

Mgmt For For For Reelect Thierry Bernard to Management Board 10.b

Mgmt Against Against For Adopt Remuneration Policy for Management Board

11

Mgmt For For For Adopt Remuneration Policy for Supervisory Board

12.a

Mgmt For For For Approve Remuneration of Supervisory Board 12.b

Mgmt For For For Ratify KPMG as Auditors 13

Mgmt For For For Grant Board Authority to Issue Shares 14.a

Mgmt For For For Authorize Board to Exclude Preemptive Rights from Share Issuances

14.b

Mgmt Against Against For Authorize Board to Exclude Preemptive Rights from Share Issuances in Connection to Mergers, Acquisitions or Strategic Alliances

14.c

Mgmt For For For Authorize Repurchase of Issued Share Capital 15

Mgmt Receive Explanation on the Recommended Offer Made by Thermo Fisher through QuebecB.V

16

Mgmt For For For Amend Articles of Association (Part I) 17

Mgmt For For For Approve Conditional Back-End Resolution 18

Mgmt For For For Approve Conditional Reappointment of Hakan Bjorklund to Supervisory Board

19.a

Mgmt For For For Approve Conditional Reappointment of Michael A. Boxer to Supervisory Board

19.b

Mgmt For For For Approve Conditional Reappointment of Paul G. Parker to Supervisory Board

19.c

Mgmt For For For Approve Conditional Reappointment of Gianluca Pettiti to Supervisory Board

19.d

Vote Summary Report


QIAGEN NV Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Approve Conditional Reappointment of Anthony H. Smith to Supervisory Board

19.e

Mgmt For For For Approve Conditional Reappointment of Barbara W. Wall to Supervisory Board

19.f

Mgmt For For For Approve Conditional Reappointment of Stefan Wolf to Supervisory Board

19.g

Mgmt For For For Accept Conditional Resignation and Discharge of Supervisory Board Members

20

Mgmt For For For Amend Articles of Association (Part III) 21

Mgmt Allow Questions 22

Mgmt Close Meeting 23