vodafone group plc - national bank investments · 2020-06-07 · vodafone group plc proposal number...

Vote Summary Report

Date range covered: 07/01/2019 to 06/30/2020 Location(s): All Locations Institution Account(s): National Bank Investments - FE

Vodafone Group Plc Meeting Date: 07/23/2019 Record Date: 05/17/2019

Country: United Kingdom Meeting Type: Annual

Primary Security ID: G93882192 Ticker: VOD

Shares Voted: 29,250

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt Meeting for ADR Holders

Mgmt For For For Accept Financial Statements and Statutory Reports

1

Mgmt For For For Elect Sanjiv Ahuja as Director 2

Mgmt For For For Elect David Thodey as Director 3

Mgmt For For For Re-elect Gerard Kleisterlee as Director 4

Mgmt For For For Re-elect Nick Read as Director 5

Mgmt For For For Re-elect Margherita Della Valle as Director 6

Mgmt For For For Re-elect Sir Crispin Davis as Director 7

Mgmt For For For Re-elect Michel Demare as Director 8

Mgmt For For For Re-elect Dame Clara Furse as Director 9

Mgmt For For For Re-elect Valerie Gooding as Director 10

Mgmt For For For Re-elect Renee James as Director 11

Mgmt For For For Re-elect Maria Amparo Moraleda Martinez as Director

12

Mgmt For For For Re-elect David Nish as Director 13

Mgmt For For For Approve Final Dividend 14

Mgmt For For For Approve Remuneration Report 15

Mgmt For For For Appoint Ernst & Young LLP as Auditors 16

Mgmt For For For Authorise the Audit and Risk Committee to Fix Remuneration of Auditors

17

Mgmt For For For Authorise Issue of Equity 18

Mgmt For For For Authorise Issue of Equity without Pre-emptive Rights

19

Mgmt For For For Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment

20

Mgmt For For For Authorise Market Purchase of Ordinary Shares 21

Mgmt For For For Authorise EU Political Donations and Expenditure

22

Vote Summary Report


Vodafone Group Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Authorise the Company to Call General Meeting with Two Weeks' Notice

23

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: 1,998

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 Increase Authorized Common Stock 2

Mgmt For For For Adjourn Meeting 3

Linde plc Meeting Date: 07/26/2019 Record Date: 07/24/2019

Country: Ireland Meeting Type: Annual

Primary Security ID: G5494J103 Ticker: LIN

Shares Voted: 2,999

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Wolfgang H. Reitzle Mgmt For For For

Mgmt For For For Elect Director Stephen F. Angel 1b

Mgmt For For For Elect Director Ann-Kristin Achleitner 1c

Mgmt For For For Elect Director Clemens A. H. Borsig 1d

Mgmt For For For Elect Director Nance K. Dicciani 1e

Mgmt For For For Elect Director Thomas Enders 1f

Mgmt For For For Elect Director Franz Fehrenbach 1g

Mgmt For For For Elect Director Edward G. Galante 1h

Mgmt For For For Elect Director Larry D. McVay 1i

Mgmt For For For Elect Director Victoria E. Ossadnik 1j

Mgmt For For For Elect Director Martin H. Richenhagen 1k

Vote Summary Report


Linde plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Robert L. Wood 1l

Mgmt For For For Ratify PricewaterhouseCoopers as Auditors 2a

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

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

3

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

4

Mgmt One Year One Year One Year Advisory Vote on Say on Pay Frequency 5

BB&T Corporation Meeting Date: 07/30/2019 Record Date: 06/24/2019


Primary Security ID: 054937107 Ticker: BBT


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 Change Company Name to Truist Financial Corporation

2


SunTrust Banks, Inc. Meeting Date: 07/30/2019 Record Date: 06/24/2019


Primary Security ID: 867914103 Ticker: STI

Shares Voted: 8,345

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


Vote Summary Report


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

Country: USA Meeting Type: Annual

Primary Security ID: 742718109 Ticker: PG

Shares Voted: 6,496

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

Mgmt For For For Ratify Deloitte & Touche 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

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


Primary Security ID: 755111507 Ticker: RTN

Shares Voted: 780

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


Vote Summary Report


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


Primary Security ID: 594918104 Ticker: MSFT

Shares Voted: 2,057

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

SH For For Against Report on Gender Pay Gap 5

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

Country: Ireland Meeting Type: Annual

Primary Security ID: G5960L103 Ticker: MDT

Shares Voted: 7,521

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

Mgmt For For For Ratify PricewaterhouseCoopers LLP as Auditors 3

SH Against Against Against Require Independent Board Chairman 4

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


Primary Security ID: 23331A109 Ticker: DHI

Shares Voted: 4,950

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

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

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


Primary Security ID: 037833100 Ticker: AAPL

Vote Summary Report


Apple Inc. Shares Voted: 1,555

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

Deere & Company Meeting Date: 02/26/2020 Record Date: 12/31/2019


Primary Security ID: 244199105 Ticker: DE

Shares Voted: 1,915

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Samuel R. Allen Mgmt For For For

Mgmt For For For Elect Director Alan C. Heuberger 1b

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

Mgmt For For For Elect Director Dipak C. Jain 1d

Mgmt For For For Elect Director Michael O. Johanns 1e

Mgmt For For For Elect Director Clayton M. Jones 1f

Mgmt For For For Elect Director John C. May 1g

Vote Summary Report


Deere & Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Gregory R. Page 1h

Mgmt For For For Elect Director Sherry M. Smith 1i

Mgmt For For For Elect Director Dmitri L. Stockton 1j

Mgmt For For For Elect Director Sheila G. Talton 1k

Mgmt For Refer For Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes

2


3



SH Against Refer Against Disclose Board Qualifications Matrix 6

TE Connectivity Ltd. Meeting Date: 03/11/2020 Record Date: 02/20/2020

Country: Switzerland Meeting Type: Annual

Primary Security ID: H84989104 Ticker: TEL

Shares Voted: 2,052

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Pierre R. Brondeau Mgmt For For For

Mgmt For For For Elect Director Terrence R. Curtin 1b

Mgmt For For For Elect Director Carol A. ('John') Davidson 1c

Mgmt For For For Elect Director Lynn A. Dugle 1d

Mgmt For For For Elect Director William A. Jeffrey 1e

Mgmt For For For Elect Director David M. Kerko 1f

Mgmt For For For Elect Director Thomas J. Lynch 1g

Mgmt For For For Elect Director Yong Nam 1h

Mgmt For For For Elect Director Daniel J. Phelan 1i

Mgmt For For For Elect Director Abhijit Y. Talwalkar 1j

Mgmt For For For Elect Director Mark C. Trudeau 1k

Mgmt For For For Elect Director Dawn C. Willoughby 1l

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

Vote Summary Report


TE Connectivity Ltd. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Board Chairman Thomas J. Lynch 2

Mgmt For For For Elect Daniel J. Phelan as Member of Management Development and Compensation Committee

3a

Mgmt For For For Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee

3b

Mgmt For For For Elect Mark C. Trudeau as Member of Management Development and Compensation Committee

3c

Mgmt For For For Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee

3d

Mgmt For For For Designate Rene Schwarzenbach as Independent Proxy

4

Mgmt For For For Accept Annual Report for Fiscal Year Ended September 27, 2019

5.1

Mgmt For For For Accept Statutory Financial Statements for Fiscal Year Ended September 27, 2019

5.2

Mgmt For For For Approve Consolidated Financial Statements for Fiscal Year Ended September 27, 2019

5.3

Mgmt For For For Approve Discharge of Board and Senior Management

6

Mgmt For For For Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2020

7.1

Mgmt For For For Ratify Deloitte AG as Swiss Registered Auditors 7.2

Mgmt For For For Ratify PricewaterhouseCoopers AG as Special Auditors

7.3


8

Mgmt For For For Approve the Increase in Maximum Aggregate Remuneration of Executive Management

9

Mgmt For For For Approve the Increase in Maximum Aggregate Remuneration of Board of Directors

10

Mgmt For For For Approve Allocation of Available Earnings at September 27, 2019

11

Mgmt For For For Approve Declaration of Dividend 12

Mgmt Against Against For Amend Articles of Association Re: Authorized Capital

13

Mgmt For For For Approve Reduction of Share Capital 14

Mgmt Against Against For Adjourn Meeting 15

Vote Summary Report


Rio Tinto Plc Meeting Date: 04/08/2020 Record Date: 03/02/2020


Primary Security ID: G75754104 Ticker: RIO

Shares Voted: 4,583

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Meeting for ADR Holders Mgmt

Mgmt Resolutions 1 to 20 will be Voted on by Rio Tinto plc and Rio Tinto Limited Shareholders as a Joint Electorate


1

Mgmt For For For Approve Remuneration Report for UK Law Purposes

2

Mgmt For For For Approve Remuneration Report for Australian Law Purposes

3

Mgmt For For For Approve the Potential Termination of Benefits for Australian Law Purposes

4

Mgmt For For For Elect Hinda Gharbi as Director 5

Mgmt For For For Elect Jennifer Nason as Director 6

Mgmt For For For Elect Ngaire Woods as Director 7

Mgmt For For For Re-elect Megan Clark as Director 8

Mgmt For For For Re-elect David Constable as Director 9

Mgmt For For For Re-elect Simon Henry as Director 10

Mgmt For For For Re-elect Jean-Sebastien Jacques as Director 11

Mgmt For For For Re-elect Sam Laidlaw as Director 12

Mgmt For For For Re-elect Michael L'Estrange as Director 13

Mgmt For For For Re-elect Simon McKeon as Director 14

Mgmt For For For Re-elect Jakob Stausholm as Director 15

Mgmt For For For Re-elect Simon Thompson as Director 16

Mgmt For For For Appoint KPMG LLP as Auditors 17

Mgmt For For For Authorise the Audit Committee to Fix Remuneration of Auditors

18


19

Mgmt For For For Amend Articles of Association Re: General Updates and Changes

20

Vote Summary Report


Rio Tinto Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt Resolution 21 will be Voted on by Rio Tinto plc and Rio Tinto Limited Shareholders Voting as Separate Electorate

Mgmt For For For Amend Articles of Association Re: Hybrid and Contemporaneous General Meetings

21

Mgmt Resolutions 22 to 25 will be Voted on by Rio Tinto plc Shareholders Only



23



25

Stanley Black & Decker, Inc. Meeting Date: 04/17/2020 Record Date: 02/14/2020


Primary Security ID: 854502101 Ticker: SWK

Shares Voted: 2,545

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Andrea J. Ayers Mgmt For For For

Mgmt For For For Elect Director George W. Buckley 1.2

Mgmt For For For Elect Director Patrick D. Campbell 1.3

Mgmt For For For Elect Director Carlos M. Cardoso 1.4

Mgmt For For For Elect Director Robert B. Coutts 1.5

Mgmt For For For Elect Director Debra A. Crew 1.6

Mgmt For For For Elect Director Michael D. Hankin 1.7

Mgmt For For For Elect Director James M. Loree 1.8

Mgmt For For For Elect Director Dmitri L. Stockton 1.9

Mgmt For For For Elect Director Irving Tan 1.10


2


SH Against Against Against Provide Right to Act by Written Consent 4

Vote Summary Report


M&T Bank Corporation Meeting Date: 04/21/2020 Record Date: 02/25/2020


Primary Security ID: 55261F104 Ticker: MTB

Shares Voted: 1,456

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director C. Angela Bontempo Mgmt For For For

Mgmt For For For Elect Director Robert T. Brady 1.2

Mgmt For For For Elect Director T. Jefferson Cunningham, III 1.3

Mgmt For For For Elect Director Gary N. Geisel 1.4

Mgmt For For For Elect Director Richard S. Gold 1.5

Mgmt For For For Elect Director Richard A. Grossi 1.6

Mgmt For For For Elect Director John D. Hawke, Jr. 1.7

Mgmt For For For Elect Director Rene F. Jones 1.8

Mgmt For For For Elect Director Richard H. Ledgett, Jr. 1.9

Mgmt For For For Elect Director Newton P.S. Merrill 1.10

Mgmt For For For Elect Director Kevin J. Pearson 1.11

Mgmt For For For Elect Director Melinda R. Rich 1.12

Mgmt For For For Elect Director Robert E. Sadler, Jr. 1.13

Mgmt For For For Elect Director Denis J. Salamone 1.14

Mgmt For For For Elect Director John R. Scannell 1.15

Mgmt For For For Elect Director David S. Scharfstein 1.16

Mgmt For For For Elect Director Herbert L. Washington 1.17


2


Public Service Enterprise Group Incorporated Meeting Date: 04/21/2020 Record Date: 02/21/2020


Primary Security ID: 744573106 Ticker: PEG

Vote Summary Report


Public Service Enterprise Group Incorporated Shares Voted: 2,916

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Ralph Izzo Mgmt For For For

Mgmt For For For Elect Director Shirley Ann Jackson 1.2

Mgmt For For For Elect Director Willie A. Deese 1.3

Mgmt For For For Elect Director David Lilley 1.4

Mgmt For For For Elect Director Barry H. Ostrowsky 1.5

Mgmt For For For Elect Director Scott G. Stephenson 1.6

Mgmt For For For Elect Director Laura A. Sugg 1.7

Mgmt For For For Elect Director John P. Surma 1.8

Mgmt For For For Elect Director Susan Tomasky 1.9

Mgmt For For For Elect Director Alfred W. Zollar 1.10


2


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

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 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

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


2


SH Against Against Against Amend Proxy Access Right 4


SH Against Against Against Report on Gender Pay Gap 6

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

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


Primary Security ID: 191216100 Ticker: KO

Shares Voted: 4,862

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

Vote Summary Report


The Coca-Cola Company Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

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

4

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


Primary Security ID: 478160104 Ticker: JNJ

Shares Voted: 7,952

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

Vote Summary Report


Johnson & Johnson Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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


2


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

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


Primary Security ID: 882508104 Ticker: TXN

Shares Voted: 2,652

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

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


Vote Summary Report


Honeywell International Inc. Meeting Date: 04/27/2020 Record Date: 02/28/2020


Primary Security ID: 438516106 Ticker: HON

Shares Voted: 1,739

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1A Elect Director Darius Adamczyk Mgmt For For For

Mgmt For For For Elect Director Duncan B. Angove 1B

Mgmt For For For Elect Director William S. Ayer 1C

Mgmt For For For Elect Director Kevin Burke 1D

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

Mgmt For For For Elect Director Linnet F. Deily 1F

Mgmt For For For Elect Director Deborah Flint 1G

Mgmt For For For Elect Director Judd Gregg 1H

Mgmt For For For Elect Director Clive Hollick 1I

Mgmt For For For Elect Director Grace D. Lieblein 1J

Mgmt For For For Elect Director Raymond T. Odierno 1K

Mgmt For For For Elect Director George Paz 1L

Mgmt For For For Elect Director Robin L. Washington 1M


2

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

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

4

SH Against Against Against Report on Lobbying Payments and Policy 5

Truist Financial Corporation Meeting Date: 04/28/2020 Record Date: 02/21/2020


Primary Security ID: 89832Q109 Ticker: TFC

Shares Voted: 8,756

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Jennifer S. Banner Mgmt For For For

Vote Summary Report


Truist Financial Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director K. David Boyer, Jr. 1.2

Mgmt For For For Elect Director Agnes Bundy Scanlan 1.3

Mgmt For For For Elect Director Anna R. Cablik 1.4

Mgmt For For For Elect Director Dallas S. Clement 1.5

Mgmt For For For Elect Director Paul D. Donahue 1.6

Mgmt For For For Elect Director Paul R. Garcia 1.7

Mgmt For For For Elect Director Patrick C. Graney, III 1.8

Mgmt For For For Elect Director Linnie M. Haynesworth 1.9

Mgmt For For For Elect Director Kelly S. King 1.10

Mgmt For For For Elect Director Easter A. Maynard 1.11

Mgmt For For For Elect Director Donna S. Morea 1.12

Mgmt For For For Elect Director Charles A. Patton 1.13

Mgmt For For For Elect Director Nido R. Qubein 1.14

Mgmt For For For Elect Director David M. Ratcliffe 1.15

Mgmt For For For Elect Director William H. Rogers, Jr. 1.16

Mgmt For For For Elect Director Frank P. Scruggs, Jr. 1.17

Mgmt For For For Elect Director Christine Sears 1.18

Mgmt For For For Elect Director Thomas E. Skains 1.19

Mgmt For For For Elect Director Bruce L. Tanner 1.20

Mgmt For For For Elect Director Thomas N. Thompson 1.21

Mgmt For For For Elect Director Steven C. Voorhees 1.22



3


Wells Fargo & Company Meeting Date: 04/28/2020 Record Date: 02/28/2020


Primary Security ID: 949746101 Ticker: WFC

Vote Summary Report


Wells Fargo & Company Shares Voted: 11,030

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Steven D. Black Mgmt For For For

Mgmt For For For Elect Director Celeste A. Clark 1b

Mgmt For For For Elect Director Theodore F. Craver, Jr. 1c

Mgmt For For For Elect Director Wayne M. Hewett 1d

Mgmt For For For Elect Director Donald M. James 1e

Mgmt For For For Elect Director Maria R. Morris 1f

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

Mgmt For For For Elect Director Richard B. Payne, Jr. 1h

Mgmt For For For Elect Director Juan A. Pujadas 1i

Mgmt For For For Elect Director Ronald L. Sargent 1j

Mgmt For For For Elect Director Charles W. Scharf 1k

Mgmt For For For Elect Director Suzanne M. Vautrinot 1l

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

2

Mgmt For For For Ratify KPMG LLP as Auditors 3


4

SH For For Against Report on Incentive-Based Compensation and Risks of Material Losses

5

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

AstraZeneca Plc Meeting Date: 04/29/2020 Record Date: 02/26/2020


Primary Security ID: G0593M107 Ticker: AZN

Shares Voted: 5,651

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



1

Vote Summary Report


AstraZeneca Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Approve Dividends 2

Mgmt For For For Reappoint PricewaterhouseCoopers LLP as Auditors

3

Mgmt For For For Authorise Board to Fix Remuneration of Auditors 4

Mgmt For For For Re-elect Leif Johansson as Director 5a

Mgmt For For For Re-elect Pascal Soriot as Director 5b

Mgmt For For For Re-elect Marc Dunoyer as Director 5c

Mgmt For For For Re-elect Genevieve Berger as Director 5d

Mgmt For For For Re-elect Philip Broadley as Director 5e

Mgmt For For For Re-elect Graham Chipchase as Director 5f

Mgmt For For For Elect Michel Demare as Director 5g

Mgmt For For For Re-elect Deborah DiSanzo as Director 5h

Mgmt For For For Re-elect Sheri McCoy as Director 5i

Mgmt For For For Re-elect Tony Mok as Director 5j

Mgmt For For For Re-elect Nazneen Rahman as Director 5k

Mgmt For For For Re-elect Marcus Wallenberg as Director 5l


Mgmt For For For Approve Remuneration Policy 7


8



10


11



13

Mgmt For For For Approve Performance Share Plan 14

Vote Summary Report


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


Primary Security ID: 74340W103 Ticker: PLD

Shares Voted: 2,545

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


2


Mgmt For For For Increase Authorized Common Stock 4


Unilever NV Meeting Date: 04/30/2020 Record Date: 04/02/2020

Country: Netherlands Meeting Type: Annual

Primary Security ID: N8981F289 Ticker: UNA

Shares Voted: 1,893

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Mgmt Discussion of the Annual Report and Accounts for the 2019 Financial Year

1

Mgmt For For For Approve Financial Statements and Allocation of Income

2

Vote Summary Report


Unilever NV Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Mgmt For For For Approve Discharge of Executive Directors 4

Mgmt For For For Approve Discharge of Non-Executive Directors 5

Mgmt For For For Reelect N Andersen as Non-Executive Director 6

Mgmt For For For Reelect L Cha as Non-Executive Director 7

Mgmt For For For Reelect V Colao as Non-Executive Director 8

Mgmt For For For Reelect J Hartmann as Non-Executive Director 9

Mgmt For For For Reelect A Jope as Executive Director 10

Mgmt For For For Reelect A Jung as Non-Executive Director 11

Mgmt For For For Reelect S Kilsby as Non-Executive Director 12

Mgmt For For For Reelect S Masiyiwa as Non-Executive Director 13

Mgmt For For For Reelect Y Moon as Non-Executive Director 14

Mgmt For For For Reelect G Pitkethly as Executive Director 15

Mgmt For For For Reelect J Rishton as Director 16

Mgmt For For For Reelect F Sijbesma as Director 17

Mgmt For For For Ratify KPMG as Auditors 18

Mgmt For For For Grant Board Authority to Issue Shares 19

Mgmt For For For Authorize Board to Exclude Preemptive Rights from Share Issuances for General Corporate Purposes

20

Mgmt For For For Authorize Board to Exclude Preemptive Rights from Share Issuances for Acquisition or Specified Capital Investment Purposes

21

Mgmt For For For Authorize Repurchase of Up to 10 Percent of Issued Share Capital

22

Mgmt For For For Approve Reduction in Share Capital through Cancellation of Ordinary Shares

23

Eli Lilly and Company Meeting Date: 05/04/2020 Record Date: 03/09/2020


Primary Security ID: 532457108 Ticker: LLY

Vote Summary Report


Eli Lilly and Company Shares Voted: 3,765

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

Mgmt For For For Elect Director William G. Kaelin, Jr. 1b

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

Mgmt For For For Elect Director Marschall S. Runge 1d

Mgmt For For For Elect Director Karen Walker 1e


2


Mgmt For For For Declassify the Board of Directors 4

Mgmt For For For Eliminate Supermajority Voting Provisions 5


SH Against Refer Against Report on Forced Swim Test 7

SH Against Refer Against Require Independent Board Chairman 8

SH Against Refer Against Disclose Board Matrix Including Ideological Perspectives

9

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

10

SH Against Against Against Adopt Policy on Bonus Banking 11

SH Against Against Against Clawback Disclosure of Recoupment Activity from Senior Officers

12

National Instruments Corporation Meeting Date: 05/05/2020 Record Date: 03/06/2020


Primary Security ID: 636518102 Ticker: NATI

Shares Voted: 2,728

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Michael E. McGrath Mgmt For For For

Mgmt For For For Elect Director Alexander M. Davern 1.2

Mgmt For For For Approve Restricted Stock Plan 2

Vote Summary Report


National Instruments Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



4

Sempra Energy Meeting Date: 05/05/2020 Record Date: 03/09/2020


Primary Security ID: 816851109 Ticker: SRE

Shares Voted: 970

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Alan L. Boeckmann Mgmt For For For

Mgmt For For For Elect Director Kathleen L. Brown 1.2

Mgmt For For For Elect Director Andres Conesa 1.3

Mgmt For For For Elect Director Maria Contreras-Sweet 1.4

Mgmt For For For Elect Director Pablo A. Ferrero 1.5

Mgmt For For For Elect Director William D. Jones 1.6

Mgmt For For For Elect Director Jeffrey W. Martin 1.7

Mgmt For For For Elect Director Bethany J. Mayer 1.8

Mgmt For For For Elect Director Michael N. Mears 1.9

Mgmt For For For Elect Director Jack T. Taylor 1.10

Mgmt For For For Elect Director Cynthia L. Walker 1.11

Mgmt For For For Elect Director Cynthia J. Warner 1.12

Mgmt For For For Elect Director James C. Yardley 1.13



3

SH Against Against Against Require Independent Board Chair 4

Philip Morris International Inc. Meeting Date: 05/06/2020 Record Date: 03/13/2020


Primary Security ID: 718172109 Ticker: PM

Vote Summary Report


Philip Morris International Inc. Shares Voted: 3,138

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Andre Calantzopoulos Mgmt For For For

Mgmt For For For Elect Director Louis C. Camilleri 1b

Mgmt For For For Elect Director Werner Geissler 1c

Mgmt For For For Elect Director Lisa A. Hook 1d

Mgmt For For For Elect Director Jennifer Li 1e

Mgmt For For For Elect Director Jun Makihara 1f

Mgmt For For For Elect Director Kalpana Morparia 1g

Mgmt For For For Elect Director Lucio A. Noto 1h

Mgmt For For For Elect Director Frederik Paulsen 1i

Mgmt For For For Elect Director Robert B. Polet 1j


2

Mgmt For For For Ratify PricewaterhouseCoopers SA as Auditor 3

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


Primary Security ID: 023608102 Ticker: AEE

Shares Voted: 3,192

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

Vote Summary Report


Ameren Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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



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


Primary Security ID: 278865100 Ticker: ECL

Shares Voted: 774

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 Shari L. Ballard 1b

Mgmt For For For Elect Director Barbara J. Beck 1c

Mgmt For For For Elect Director Jeffrey M. Ettinger 1d

Mgmt For For For Elect Director Arthur J. Higgins 1e

Mgmt For For For Elect Director Michael Larson 1f

Mgmt For For For Elect Director David W. MacLennan 1g

Mgmt For For For Elect Director Tracy B. McKibben 1h

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

Mgmt For For For Elect Director Victoria J. Reich 1j

Mgmt For For For Elect Director Suzanne M. Vautrinot 1k

Mgmt For For For Elect Director John J. Zillmer 1l


Vote Summary Report


Ecolab Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


3

SH Against Against Against Amend Proxy Access Right 4

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

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

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


Illinois Tool Works Inc. Meeting Date: 05/08/2020 Record Date: 03/09/2020


Primary Security ID: 452308109 Ticker: ITW

Shares Voted: 1,382

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Daniel J. Brutto Mgmt For For For

Mgmt For For For Elect Director Susan Crown 1b

Mgmt For For For Elect Director James W. Griffith 1c

Mgmt For For For Elect Director Jay L. Henderson 1d

Mgmt For For For Elect Director Richard H. Lenny 1e

Mgmt For For For Elect Director E. Scott Santi 1f

Mgmt For For For Elect Director David B. Smith, Jr. 1g

Mgmt For For For Elect Director Pamela B. Strobel 1h

Mgmt For For For Elect Director Kevin M. Warren 1i

Mgmt For For For Elect Director Anre D. Williams 1j



3


Republic Services, Inc. Meeting Date: 05/08/2020 Record Date: 03/11/2020


Primary Security ID: 760759100 Ticker: RSG

Shares Voted: 3,291

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Manuel Kadre Mgmt For For For

Mgmt For For For Elect Director Tomago Collins 1b

Mgmt For For For Elect Director Thomas W. Handley 1c

Mgmt For For For Elect Director Jennifer M. Kirk 1d

Mgmt For For For Elect Director Michael Larson 1e

Vote Summary Report


Republic Services, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Kim S. Pegula 1f

Mgmt For For For Elect Director Donald W. Slager 1g

Mgmt For For For Elect Director James P. Snee 1h

Mgmt For For For Elect Director Sandra M. Volpe 1i

Mgmt For For For Elect Director Katharine B. Weymouth 1j


2



Zimmer Biomet Holdings, Inc. Meeting Date: 05/08/2020 Record Date: 03/09/2020


Primary Security ID: 98956P102 Ticker: ZBH

Shares Voted: 2,057

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Christopher B. Begley Mgmt For For For

Mgmt For For For Elect Director Betsy J. Bernard 1b

Mgmt For For For Elect Director Gail K. Boudreaux 1c

Mgmt For For For Elect Director Michael J. Farrell 1d

Mgmt For For For Elect Director Larry C. Glasscock 1e

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

Mgmt For For For Elect Director Bryan C. Hanson 1g

Mgmt For For For Elect Director Arthur J. Higgins 1h

Mgmt For For For Elect Director Maria Teresa Hilado 1i

Mgmt For For For Elect Director Syed Jafry 1j

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



3

Vote Summary Report


International Paper Company Meeting Date: 05/11/2020 Record Date: 03/12/2020


Primary Security ID: 460146103 Ticker: IP

Shares Voted: 9,050

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director William J. Burns Mgmt For For For

Mgmt For For For Elect Director Christopher M. Connor 1b

Mgmt For For For Elect Director Ahmet C. Dorduncu 1c

Mgmt For For For Elect Director Ilene S. Gordon 1d

Mgmt For For For Elect Director Anders Gustafsson 1e

Mgmt For For For Elect Director Jacqueline C. Hinman 1f

Mgmt For For For Elect Director Clinton A. Lewis, Jr. 1g

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

Mgmt For For For Elect Director Mark S. Sutton 1i

Mgmt For For For Elect Director J. Steven Whisler 1j

Mgmt For For For Elect Director Ray G. Young 1k



3


4

AvalonBay Communities, Inc. Meeting Date: 05/12/2020 Record Date: 03/16/2020


Primary Security ID: 053484101 Ticker: AVB

Shares Voted: 947

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Glyn F. Aeppel Mgmt For For For

Mgmt For For For Elect Director Terry S. Brown 1b

Mgmt For For For Elect Director Alan B. Buckelew 1c

Mgmt For For For Elect Director Ronald L. Havner, Jr. 1d

Vote Summary Report


AvalonBay Communities, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Stephen P. Hills 1e

Mgmt For For For Elect Director Richard J. Lieb 1f

Mgmt For For For Elect Director Timothy J. Naughton 1g

Mgmt For For For Elect Director H. Jay Sarles 1h

Mgmt For For For Elect Director Susan Swanezy 1i

Mgmt For For For Elect Director W. Edward Walter 1j



3

Mgmt For For For Eliminate Supermajority Vote Requirement for Future Charter Amendments and Other Extraordinary Actions

4

American Water Works Company, Inc. Meeting Date: 05/13/2020 Record Date: 03/17/2020


Primary Security ID: 030420103 Ticker: AWK

Shares Voted: 2,899

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Jeffrey N. Edwards Mgmt For For For

Mgmt For For For Elect Director Martha Clark Goss 1b

Mgmt For For For Elect Director Veronica M. Hagen 1c

Mgmt For For For Elect Director Kimberly J. Harris 1d

Mgmt For For For Elect Director Julia L. Johnson 1e

Mgmt For For For Elect Director Patricia L. Kampling 1f

Mgmt For For For Elect Director Karl F. Kurz 1g

Mgmt For For For Elect Director Walter J. Lynch 1h

Mgmt For For For Elect Director George MacKenzie 1i

Mgmt For For For Elect Director James G. Stavridis 1j

Mgmt For For For Elect Director Lloyd M. Yates 1k


2

Vote Summary Report


American Water Works Company, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


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


Primary Security ID: 133131102 Ticker: CPT

Shares Voted: 1,871

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

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


Primary Security ID: 609207105 Ticker: MDLZ

Shares Voted: 5,549

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Lewis W.K. Booth Mgmt For For For

Vote Summary Report


Mondelez International, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Charles E. Bunch 1.2

Mgmt For For For Elect Director Debra A. Crew 1.3

Mgmt For For For Elect Director Lois D. Juliber 1.4

Mgmt For For For Elect Director Peter W. May 1.5

Mgmt For For For Elect Director Jorge S. Mesquita 1.6

Mgmt For For For Elect Director Fredric G. Reynolds 1.7

Mgmt For For For Elect Director Christiana S. Shi 1.8

Mgmt For For For Elect Director Patrick T. Siewert 1.9

Mgmt For For For Elect Director Michael A. Todman 1.10

Mgmt For For For Elect Director Jean-Francois M. L. van Boxmeer 1.11

Mgmt For For For Elect Director Dirk Van de Put 1.12


2


SH Against Against Against Consider Pay Disparity Between Executives and Other Employees

4

CVS Health Corporation Meeting Date: 05/14/2020 Record Date: 03/18/2020


Primary Security ID: 126650100 Ticker: CVS

Shares Voted: 5,685

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Fernando Aguirre Mgmt For For For

Mgmt For For For Elect Director C. David Brown, II 1b

Mgmt For For For Elect Director Alecia A. DeCoudreaux 1c

Mgmt For For For Elect Director Nancy-Ann M. DeParle 1d

Mgmt For For For Elect Director David W. Dorman 1e

Mgmt For For For Elect Director Roger N. Farah 1f

Mgmt For For For Elect Director Anne M. Finucane 1g

Vote Summary Report


CVS Health Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Edward J. Ludwig 1h

Mgmt For For For Elect Director Larry J. Merlo 1i

Mgmt For For For Elect Director Jean-Pierre Millon 1j

Mgmt For For For Elect Director Mary L. Schapiro 1k

Mgmt For For For Elect Director William C. Weldon 1l

Mgmt For For For Elect Director Tony L. White 1m



3

Mgmt For For For Amend Omnibus Stock Plan 4

Mgmt For For For Amend Qualified Employee Stock Purchase Plan 5

SH Against Against Against Amend Shareholder Written Consent Provisions 6


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


Primary Security ID: 458140100 Ticker: INTC

Shares Voted: 5,989

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

Vote Summary Report


Intel Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


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

3



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

Juniper Networks, Inc. Meeting Date: 05/14/2020 Record Date: 03/19/2020


Primary Security ID: 48203R104 Ticker: JNPR

Shares Voted: 4,951

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gary Daichendt Mgmt For For For

Mgmt For For For Elect Director Anne DelSanto 1b

Mgmt For For For Elect Director Kevin DeNuccio 1c

Mgmt For For For Elect Director James Dolce 1d

Mgmt For For For Elect Director Christine Gorjanc 1e

Mgmt For For For Elect Director Janet Haugen 1f

Mgmt For For For Elect Director Scott Kriens 1g

Mgmt For For For Elect Director Rahul Merchant 1h

Mgmt For For For Elect Director Rami Rahim 1i

Mgmt For For For Elect Director William Stensrud 1j

Mgmt For For For Ratify Ernst & Young as Auditors 2


3


Vote Summary Report


L Brands, Inc. Meeting Date: 05/14/2020 Record Date: 03/20/2020


Primary Security ID: 501797104 Ticker: LB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Eliminate Supermajority Vote Requirement Mgmt For For For

Mgmt For For For Declassify the Board of Directors 2

Mgmt For For For Elect Director Donna A. James 3.1

Mgmt For For For Elect Director Michael G. Morris 3.2

Mgmt For For For Elect Director Robert H. Schottenstein 3.3




6

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


Primary Security ID: 517834107 Ticker: LVS

Shares Voted: 3,061

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

Norfolk Southern Corporation Meeting Date: 05/14/2020 Record Date: 03/06/2020


Primary Security ID: 655844108 Ticker: NSC

Shares Voted: 1,223

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Thomas D. Bell, Jr. Mgmt For For For

Mgmt For For For Elect Director Mitchell E. Daniels, Jr. 1b

Mgmt For For For Elect Director Marcela E. Donadio 1c

Mgmt For For For Elect Director John C. Huffard, Jr. 1d

Mgmt For For For Elect Director Christopher T. Jones 1e

Mgmt For For For Elect Director Thomas C. Kelleher 1f

Mgmt For For For Elect Director Steven F. Leer 1g

Mgmt For For For Elect Director Michael D. Lockhart 1h

Mgmt For For For Elect Director Amy E. Miles 1i

Mgmt For For For Elect Director Claude Mongeau 1j

Mgmt For For For Elect Director Jennifer F. Scanlon 1k

Mgmt For For For Elect Director James A. Squires 1l

Mgmt For For For Elect Director John R. Thompson 1m

Mgmt For For For Amend Articles Re: Voting Standard for Amendment of Articles

2a

Mgmt For For For Amend Articles Re: Simple Majority Voting Standard to Approve Merger, Share Exchange, Conversion, Sale,or Dissolution of the Corporation

2b

Mgmt For For For Amend Articles Re: Simple Majority Voting Standard to Approve Re-Domestication of the Corporation and Affiliated Transactions

2c

Vote Summary Report


Norfolk Southern Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Ratify KPMG LLP as Auditor 3


4


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


Primary Security ID: 907818108 Ticker: UNP

Shares Voted: 1,877

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

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

Ventas, Inc. Meeting Date: 05/18/2020 Record Date: 03/20/2020


Primary Security ID: 92276F100 Ticker: VTR

Vote Summary Report


Ventas, Inc. Shares Voted: 2,130

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1 Advisory Vote to Ratify Named Executive Officers' Compensation

Mgmt For For For

Mgmt For For For Elect Director Melody C. Barnes 2a

Mgmt For For For Elect Director Debra A. Cafaro 2b

Mgmt For For For Elect Director Jay M. Gellert 2c

Mgmt For For For Elect Director Richard I. Gilchrist 2d

Mgmt For For For Elect Director Matthew J. Lustig 2e

Mgmt For For For Elect Director Roxanne M. Martino 2f

Mgmt For For For Elect Director Sean P. Nolan 2g

Mgmt For For For Elect Director Walter C. Rakowich 2h

Mgmt For For For Elect Director Robert D. Reed 2i

Mgmt For For For Elect Director James D. Shelton 2j


Amgen Inc. Meeting Date: 05/19/2020 Record Date: 03/20/2020


Primary Security ID: 031162100 Ticker: AMGN

Shares Voted: 989

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 Robert A. Bradway 1b

Mgmt For For For Elect Director Brian J. Druker 1c

Mgmt For For For Elect Director Robert A. Eckert 1d

Mgmt For For For Elect Director Greg C. Garland 1e

Mgmt For For For Elect Director Fred Hassan 1f

Mgmt For For For Elect Director Charles M. Holley, Jr. 1g

Mgmt For For For Elect Director Tyler Jacks 1h

Vote Summary Report


Amgen Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Ellen J. Kullman 1i

Mgmt For For For Elect Director Ronald D. Sugar 1j

Mgmt For For For Elect Director R. Sanders Williams 1k


2



JPMorgan Chase & Co. Meeting Date: 05/19/2020 Record Date: 03/20/2020


Primary Security ID: 46625H100 Ticker: JPM

Shares Voted: 5,640

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

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

Mgmt For For For Ratify PricewaterhouseCoopers LLP as Auditor 3


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

Vote Summary Report


JPMorgan Chase & Co. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

SH For For Against Report on Climate Change 6


SH Against Refer Against Report on Charitable Contributions 8

SH Against Against Against Report on Gender/Racial Pay Gap 9

Royal Dutch Shell Plc Meeting Date: 05/19/2020 Record Date: 04/08/2020


Primary Security ID: G7690A118 Ticker: RDSB


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction


Mgmt Management Proposals


1



Mgmt For For For Elect Dick Boer as Director 4

Mgmt For For For Elect Andrew Mackenzie as Director 5

Mgmt For For For Elect Martina Hund-Mejean as Director 6

Mgmt For For For Re-elect Ben van Beurden as Director 7

Mgmt For For For Re-elect Neil Carson as Director 8

Mgmt For For For Re-elect Ann Godbehere as Director 9

Mgmt For For For Re-elect Euleen Goh as Director 10

Mgmt For For For Re-elect Charles Holliday as Director 11

Mgmt For For For Re-elect Catherine Hughes as Director 12

Mgmt For For For Re-elect Sir Nigel Sheinwald as Director 13

Mgmt For For For Re-elect Jessica Uhl as Director 14

Mgmt For For For Re-elect Gerrit Zalm as Director 15

Mgmt For For For Reappoint Ernst & Young LLP as Auditors 16

Vote Summary Report


Royal Dutch Shell Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Authorise the Audit Committee to Fix Remuneration of Auditors

17



19


Mgmt Shareholder Proposal

SH Against Against Against Request Shell to Set and Publish Targets for Greenhouse Gas (GHG) Emissions

21

Chubb Limited Meeting Date: 05/20/2020 Record Date: 03/27/2020

Country: Switzerland Meeting Type: Annual

Primary Security ID: H1467J104 Ticker: CB

Shares Voted: 2,395

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 Allocate Disposable Profit 2.1

Mgmt For For For Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount

2.2

Mgmt For For For Approve Discharge of Board of Directors 3

Mgmt For For For Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor

4.1

Mgmt For For For Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm

4.2

Mgmt For For For Ratify BDO AG (Zurich) as Special Audit Firm 4.3

Mgmt For For For Elect Director Evan G. Greenberg 5.1

Mgmt For For For Elect Director Michael G. Atieh 5.2

Mgmt For For For Elect Director Sheila P. Burke 5.3

Mgmt For For For Elect Director James I. Cash 5.4

Mgmt For For For Elect Director Mary Cirillo 5.5

Mgmt For For For Elect Director Michael P. Connors 5.6

Vote Summary Report


Chubb Limited Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director John A. Edwardson 5.7

Mgmt For For For Elect Director Robert J. Hugin 5.8

Mgmt For For For Elect Director Robert W. Scully 5.9

Mgmt For For For Elect Director Eugene B. Shanks, Jr. 5.10

Mgmt For For For Elect Director Theodore E. Shasta 5.11

Mgmt For For For Elect Director David H. Sidwell 5.12

Mgmt For For For Elect Director Olivier Steimer 5.13

Mgmt For For For Elect Director Frances F. Townsend 5.14

Mgmt For Against For Elect Evan G. Greenberg as Board Chairman 6

Mgmt For For For Elect Michael P. Connors as Member of the Compensation Committee

7.1

Mgmt For For For Elect Mary Cirillo as Member of the Compensation Committee

7.2

Mgmt For For For Elect John A. Edwardson as Member of the Compensation Committee

7.3

Mgmt For For For Elect Frances F. Townsend as Member of the Compensation Committee

7.4

Mgmt For For For Designate Homburger AG as Independent Proxy 8

Mgmt For For For Issue Shares Without Preemptive Rights 9

Mgmt For For For Approve CHF 52,613,190.00 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each

10

Mgmt For For For Approve the Maximum Aggregate Remuneration of Directors

11.1

Mgmt For For For Approve Remuneration of Executive Management in the Amount of USD 46 Million for Fiscal 2021

11.2


12

Mgmt Against Against For Transact Other Business (Voting) 13

Hudson Pacific Properties, Inc. Meeting Date: 05/20/2020 Record Date: 03/20/2020


Primary Security ID: 444097109 Ticker: HPP

Vote Summary Report


Hudson Pacific Properties, Inc. Shares Voted: 5,257

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

Northrop Grumman Corporation Meeting Date: 05/20/2020 Record Date: 03/24/2020


Primary Security ID: 666807102 Ticker: NOC

Shares Voted: 848

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

Vote Summary Report


Northrop Grumman Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

BlackRock, Inc. Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 09247X101 Ticker: BLK

Shares Voted: 380

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Bader M. Alsaad Mgmt For For For

Mgmt For For For Elect Director Mathis Cabiallavetta 1b

Mgmt For For For Elect Director Pamela Daley 1c

Mgmt For For For Elect Director William S. Demchak 1d

Mgmt For For For Elect Director Jessica P. Einhorn 1e

Mgmt For For For Elect Director Laurence D. Fink 1f

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

Mgmt For For For Elect Director Fabrizio Freda 1h

Mgmt For For For Elect Director Murry S. Gerber 1i

Mgmt For For For Elect Director Margaret L. Johnson 1j

Mgmt For For For Elect Director Robert S. Kapito 1k

Mgmt For For For Elect Director Cheryl D. Mills 1l

Mgmt For For For Elect Director Gordon M. Nixon 1m

Vote Summary Report


BlackRock, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

Mgmt For For For Elect Director Marco Antonio Slim Domit 1o

Mgmt For For For Elect Director Susan L. Wagner 1p

Mgmt For For For Elect Director Mark Wilson 1q


2

Mgmt For For For Ratify Deloitte LLP as Auditors 3

SH Against Against Against Report on the Statement on the Purpose of a Corporation

4

McDonald's Corporation Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 580135101 Ticker: MCD

Shares Voted: 2,090

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lloyd Dean Mgmt For For For

Mgmt For For For Elect Director Robert Eckert 1b

Mgmt For For For Elect Director Catherine Engelbert 1c

Mgmt For For For Elect Director Margaret Georgiadis 1d

Mgmt For For For Elect Director Enrique Hernandez, Jr. 1e

Mgmt For For For Elect Director Christopher Kempczinski 1f

Mgmt For For For Elect Director Richard Lenny 1g

Mgmt For For For Elect Director John Mulligan 1h

Mgmt For For For Elect Director Sheila Penrose 1i

Mgmt For For For Elect Director John Rogers, Jr. 1j

Mgmt For For For Elect Director Paul Walsh 1k

Mgmt For For For Elect Director Miles White 1l


2


Vote Summary Report


McDonald's Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



5

SH Against Refer Against Report on Sugar and Public Health 6

Morgan Stanley Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 617446448 Ticker: MS

Shares Voted: 6,499

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

Vote Summary Report


NextEra Energy, Inc. Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 65339F101 Ticker: NEE

Shares Voted: 574

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Sherry S. Barrat Mgmt For For For

Mgmt For For For Elect Director James L. Camaren 1b

Mgmt For For For Elect Director Kenneth B. Dunn 1c

Mgmt For For For Elect Director Naren K. Gursahaney 1d

Mgmt For For For Elect Director Kirk S. Hachigian 1e

Mgmt For For For Elect Director Toni Jennings 1f

Mgmt For For For Elect Director Amy B. Lane 1g

Mgmt For For For Elect Director David L. Porges 1h

Mgmt For For For Elect Director James L. Robo 1i

Mgmt For For For Elect Director Rudy E. Schupp 1j

Mgmt For For For Elect Director John L. Skolds 1k

Mgmt For For For Elect Director William H. Swanson 1l

Mgmt For For For Elect Director Darryl L. Wilson 1m



3

SH Against Against Against Report on Political Contributions 4


The Home Depot, Inc. Meeting Date: 05/21/2020 Record Date: 03/23/2020


Primary Security ID: 437076102 Ticker: HD

Shares Voted: 1,469

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Gerard J. Arpey Mgmt For For For

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 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

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 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

The Travelers Companies, Inc. Meeting Date: 05/21/2020 Record Date: 03/24/2020


Primary Security ID: 89417E109 Ticker: TRV

Shares Voted: 1,216

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Alan L. Beller Mgmt For For For

Mgmt For For For Elect Director Janet M. Dolan 1b

Mgmt For For For Elect Director Patricia L. Higgins 1c

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

Vote Summary Report


The Travelers Companies, Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Clarence Otis, Jr. 1e

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

Mgmt For For For Elect Director Philip T. (Pete) Ruegger, III 1g

Mgmt For For For Elect Director Todd C. Schermerhorn 1h

Mgmt For For For Elect Director Alan D. Schnitzer 1i

Mgmt For For For Elect Director Donald J. Shepard 1j

Mgmt For For For Elect Director Laurie J. Thomsen 1k



3

Xcel Energy Inc. Meeting Date: 05/22/2020 Record Date: 03/25/2020


Primary Security ID: 98389B100 Ticker: XEL

Shares Voted: 2,262

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Lynn Casey Mgmt For For For

Mgmt For For For Elect Director Ben Fowke 1b

Mgmt For For For Elect Director Netha N. Johnson 1c

Mgmt For For For Elect Director George Kehl 1d

Mgmt For For For Elect Director Richard T. O'Brien 1e

Mgmt For For For Elect Director David K. Owens 1f

Mgmt For For For Elect Director Christopher J. Policinski 1g

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

Mgmt For For For Elect Director A. Patricia Sampson 1i

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

Mgmt For For For Elect Director David A. Westerlund 1k

Mgmt For For For Elect Director Kim Williams 1l

Mgmt For For For Elect Director Timothy V. Wolf 1m

Vote Summary Report


Xcel Energy Inc. Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Elect Director Daniel Yohannes 1n


2


SH Against Refer Against Report on Costs and Benefits of Climate-Related Activities

4

BP Plc Meeting Date: 05/27/2020 Record Date: 03/12/2020


Primary Security ID: G12793108 Ticker: BP


Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction



1



Mgmt For For For Elect Bernard Looney as Director 4(a)

Mgmt For For For Re-elect Brian Gilvary as Director 4(b)

Mgmt For For For Re-elect Dame Alison Carnwath as Director 4(c)

Mgmt For For For Re-elect Pamela Daley as Director 4(d)

Mgmt For For For Re-elect Sir Ian Davis as Director 4(e)

Mgmt For For For Re-elect Dame Ann Dowling as Director 4(f)

Mgmt For For For Re-elect Helge Lund as Director 4(g)

Mgmt For For For Re-elect Melody Meyer as Director 4(h)

Mgmt For For For Re-elect Brendan Nelson as Director 4(i)

Mgmt For For For Re-elect Paula Reynolds as Director 4(j)

Mgmt For For For Re-elect Sir John Sawers as Director 4(k)

Mgmt For For For Reappoint Deloitte LLP as Auditors 5

Mgmt For For For Authorise Audit Committee to Fix Remuneration of Auditors

6

Vote Summary Report


BP Plc Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

Mgmt For For For Approve Executive Directors' Incentive Plan 7


8



10


11



13

Chevron Corporation Meeting Date: 05/27/2020 Record Date: 03/30/2020


Primary Security ID: 166764100 Ticker: CVX

Shares Voted: 6,852

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


Vote Summary Report


Chevron Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

SH Against Against Against Establish Board Committee on Climate Risk 5

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


Fidelity National Information Services, Inc. Meeting Date: 05/28/2020 Record Date: 04/01/2020


Primary Security ID: 31620M106 Ticker: FIS

Shares Voted: 1,416

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

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


Vote Summary Report


Lowe's Companies, Inc. Meeting Date: 05/29/2020 Record Date: 03/23/2020


Primary Security ID: 548661107 Ticker: LOW

Shares Voted: 1,920

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 Bertram L. Scott 1.9

Mgmt For For For Elect Director Lisa W. Wardell 1.10

Mgmt For For For Elect Director Eric C. Wiseman 1.11


2


Mgmt For For For Reduce Ownership Threshold for Shareholders to Call Special Meeting

4

Mgmt For For For Approve Qualified Employee Stock Purchase Plan

5


6

UnitedHealth Group Incorporated Meeting Date: 06/01/2020 Record Date: 04/07/2020


Primary Security ID: 91324P102 Ticker: UNH

Shares Voted: 550

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Richard T. Burke Mgmt For For For

Vote Summary Report


UnitedHealth Group Incorporated Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

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

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

Vote Summary Report


Comcast Corporation Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

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

Alexandria Real Estate Equities, Inc. Meeting Date: 06/08/2020 Record Date: 03/31/2020


Primary Security ID: 015271109 Ticker: ARE

Shares Voted: 751

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1.1 Elect Director Joel S. Marcus Mgmt For For For

Mgmt For For For Elect Director Steven R. Hash 1.2

Mgmt For For For Elect Director John L. Atkins, III 1.3

Mgmt For For For Elect Director James P. Cain 1.4

Mgmt For For For Elect Director Maria C. Freire 1.5

Mgmt For For For Elect Director Jennifer Friel Goldstein 1.6

Mgmt For For For Elect Director Richard H. Klein 1.7

Mgmt For For For Elect Director James H. Richardson 1.8

Mgmt For For For Elect Director Michael A. Woronoff 1.9



3


Vote Summary Report


The Kroger Co. Meeting Date: 06/25/2020 Record Date: 04/27/2020


Primary Security ID: 501044101 Ticker: KR

Shares Voted: 4,634

Proposal Number

Proponent

Proposal Text

Mgmt Rec

Voting Policy Rec

Vote Instruction

1a Elect Director Nora A. Aufreiter Mgmt For For For

Mgmt For For For Elect Director Anne Gates 1b

Mgmt For For For Elect Director Karen M. Hoguet 1c

Mgmt For For For Elect Director Susan J. Kropf 1d

Mgmt For For For Elect Director W. Rodney McMullen 1e

Mgmt For For For Elect Director Clyde R. Moore 1f

Mgmt For For For Elect Director Ronald L. Sargent 1g

Mgmt For For For Elect Director Bobby S. Shackouls 1h

Mgmt For For For Elect Director Mark S. Sutton 1i

Mgmt For For For Elect Director Ashok Vemuri 1j


2

Mgmt For For For Ratify PricewaterhouseCoopers LLC as Auditor 3

SH For For Against Assess Environmental Impact of Non-Recyclable Packaging

4

SH For For Against Report on Human Rights Due Diligence Process in Operations and Supply Chain

5