Microchip Technology Incorporated 595017104 US5950171042 08/19/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 51600 0 AGAINST51600FOR 0 Seagate Technology Holdings plc G7997R103 IE00BKVD2N49 10/25/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 24174 0 FOR24174FOR 0 Lam Research Corporation 512807306 US5128073062 11/04/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 34072 0 FOR34072FOR 0 Texas Pacific Land Corporation 88262P102 US88262P1021 11/06/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 1945 0 FOR1945FOR 0 Lesaka Technologies, Inc. 64107N206 US64107N2062 12/08/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 573300 0 FOR573300FOR 0 THOR Industries, Inc. 885160101 US8851601018 12/17/2025 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 12997 0 FOR12997FOR 0 Costco Wholesale Corporation 22160K105 US22160K1051 01/15/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 14547 0 FOR14547FOR 0 Micron Technology, Inc. 595112103 US5951121038 01/15/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 70212 0 FOR70212FOR 0 Visa Inc. 92826C839 US92826C8394 01/27/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 6495 0 FOR6495FOR 0 Applied Materials, Inc. 038222105 US0382221051 03/12/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 10697 0 FOR10697FOR 0 QUALCOMM Incorporated 747525103 US7475251036 03/17/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 14147 0 FOR14147FOR 0 QUALCOMM Incorporated 747525103 US7475251036 03/17/2026 Advisory Vote on Say on Pay Frequency SECTION 14A SAY-ON-PAY VOTES 14147 0 FOR14147FOR 0 The Walt Disney Company 254687106 US2546871060 03/18/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 21403 0 FOR21403FOR 0 Jefferies Financial Group Inc. 47233W109 US47233W1099 03/26/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 96762 0 FOR96762FOR 0 Broadcom Inc. 11135F101 US11135F1012 04/20/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 22517 0 FOR22517FOR 0 Warrior Met Coal, Inc. 93627C101 US93627C1018 04/20/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 113484 0 FOR113484FOR 0 Bio-Rad Laboratories, Inc. 090572207 US0905722072 04/21/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 10419 0 FOR10419FOR 0 Citizens Financial Group, Inc. 174610105 US1746101054 04/23/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 59380 0 FOR59380FOR 0 Interactive Brokers Group, Inc. 45841N107 US45841N1072 04/23/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 191260 0 FOR191260FOR 0 TopBuild Corp. 89055F103 US89055F1030 04/27/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 7100 0 FOR7100FOR 0 Corteva, Inc. 22052L104 US22052L1044 04/28/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 18209 0 FOR18209FOR 0 Corteva, Inc. 22052L104 US22052L1044 04/28/2026 Advisory Vote on Say on Pay Frequency SECTION 14A SAY-ON-PAY VOTES 18209 0 FOR18209FOR 0 VICI Properties Inc. 925652109 US9256521090 04/28/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 63129 0 FOR63129FOR 0 Wells Fargo & Company 949746101 US9497461015 04/28/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 93725 0 FOR93725FOR 0 Marathon Petroleum Corporation 56585A102 US56585A1025 04/29/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 39018 0 FOR39018FOR 0 Noble Corporation plc G65431127 GB00BMXNWH07 04/29/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 403972 0 FOR403972FOR 0 Core Natural Resources, Inc. 218937100 US2189371006 04/30/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 22201 0 FOR22201FOR 0 Corning Incorporated 219350105 US2193501051 04/30/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 83522 0 FOR83522FOR 0 Louisiana-Pacific Corporation 546347105 US5463471053 05/01/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 35903 0 FOR35903FOR 0 Occidental Petroleum Corporation 674599105 US6745991058 05/01/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 89111 0 FOR89111FOR 0 Berkshire Hathaway Inc. 084670702 US0846707026 05/02/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 25732 0 FOR25732FOR 0 Berkshire Hathaway Inc. 084670702 US0846707026 05/02/2026 Advisory Vote on Say on Pay Frequency SECTION 14A SAY-ON-PAY VOTES 25732 0 FOR25732FOR 0 Bank of America Corporation 060505104 US0605051046 05/04/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 195274 0 FOR195274FOR 0 American Express Company 025816109 US0258161092 05/05/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 46853 0 FOR46853FOR 0 MBIA Inc. 55262C100 US55262C1009 05/05/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 313371 0 FOR313371FOR 0 Alcoa Corporation 013872106 US0138721065 05/06/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 110359 0 FOR110359FOR 0 Alpha Metallurgical Resources, Inc. 020764106 US0207641061 05/06/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 12346 0 FOR12346FOR 0 MGM Resorts International 552953101 US5529531015 05/06/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 149526 0 FOR149526FOR 0 Philip Morris International Inc. 718172109 US7181721090 05/06/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 13724 0 FOR13724FOR 0 Steel Dynamics, Inc. 858119100 US8581191009 05/06/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 31485 0 FOR31485FOR 0 CRH Plc G25508105 IE0001827041 05/07/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 16131 0 FOR16131FOR 0 Peabody Energy Corporation 704551100 US7045511000 05/07/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 26075 0 FOR26075FOR 0 Valero Energy Corporation 91913Y100 US91913Y1001 05/07/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 6278 0 FOR6278FOR 0 Capital One Financial Corporation 14040H105 US14040H1059 05/08/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 48716 0 FOR48716FOR 0 Masco Corporation 574599106 US5745991068 05/08/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 26346 0 FOR26346FOR 0 Liberty Live Holdings, Inc. 530909308 US5309093087 05/11/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 928 0 FOR928FOR 0 Liberty Live Holdings, Inc. 530909308 US5309093087 05/11/2026 Advisory Vote on Say on Pay Frequency SECTION 14A SAY-ON-PAY VOTES 928 0 FOR928FOR 0 ConocoPhillips 20825C104 US20825C1045 05/12/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 53310 0 FOR53310FOR 0 Loews Corporation 540424108 US5404241086 05/12/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 19405 0 FOR19405FOR 0 American International Group, Inc. 026874784 US0268747849 05/13/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 177216 0 FOR177216FOR 0 Elevance Health, Inc. 036752103 US0367521038 05/13/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 27858 0 FOR27858FOR 0 Phillips 66 718546104 US7185461040 05/13/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 7944 0 FOR7944FOR 0 Quaker Houghton 747316107 US7473161070 05/13/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 23246 0 FOR23246FOR 0 Morgan Stanley 617446448 US6174464486 05/14/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 36274 0 FOR36274FOR 0 Union Pacific Corporation 907818108 US9078181081 05/14/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 12792 0 FOR12792FOR 0 JPMorgan Chase & Co. 46625H100 US46625H1005 05/19/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 18400 0 FOR18400FOR 0 PayPal Holdings, Inc. 70450Y103 US70450Y1038 05/19/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 41391 0 FOR41391FOR 0 Amazon.com, Inc. 023135106 US0231351067 05/20/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 65303 0 FOR65303FOR 0 Citigroup Inc. 172967424 US1729674242 05/20/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 210255 0 FOR210255FOR 0 Willis Towers Watson Public Limited Company G96629103 IE00BDB6Q211 05/20/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 6280 0 FOR6280FOR 0 CBRE Group, Inc. 12504L109 US12504L1098 05/21/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 100049 0 FOR100049FOR 0 EPAM Systems, Inc. 29414B104 US29414B1044 05/21/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 2981 0 FOR2981FOR 0 The Charles Schwab Corporation 808513105 US8085131055 05/21/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 57765 0 FOR57765FOR 0 LyondellBasell Industries N.V. N53745100 NL0009434992 05/22/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 139205 0 FOR139205FOR 0 Transocean Ltd. H8817H100 CH0048265513 05/22/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 459920 0 FOR459920FOR 0 Chevron Corporation 166764100 US1667641005 05/27/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 7484 0 FOR7484FOR 0 Exxon Mobil Corporation 30231G102 US30231G1022 05/27/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 9323 0 FOR9323FOR 0 Sirius XM Holdings Inc. 829933100 US8299331004 05/28/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 6166 0 FOR6166FOR 0 Flutter Entertainment plc G3643J108 IE00BWT6H894 05/29/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 9925 0 FOR9925FOR 0 Watsco, Inc. 942622200 US9426222009 06/01/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 1410 0 FOR1410FOR 0 Booking Holdings Inc. 09857L108 US09857L1089 06/02/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 44948 0 FOR44948FOR 0 SL Green Realty Corp. 78440X887 US78440X8873 06/02/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 41595 0 FOR41595FOR 0 Funko, Inc. 361008105 US3610081057 06/03/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 282534 0 FOR282534FOR 0 Seadrill Limited G7997W102 BMG7997W1029 06/03/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 140380 0 FOR140380FOR 0 iHeartMedia, Inc. 45174J509 US45174J5092 06/04/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 572 0 FOR572FOR 0 Royalty Pharma plc G7709Q104 GB00BMVP7Y09 06/04/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 188688 0 FOR188688FOR 0 International Seaways, Inc. Y41053102 MHY410531021 06/08/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 128550 0 FOR128550FOR 0 Caesars Entertainment, Inc. 12769G100 US12769G1004 06/09/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 26248 0 FOR26248FOR 0 FirstCash Holdings, Inc. 33768G107 US33768G1076 06/09/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 8154 0 FOR8154FOR 0 American Airlines Group Inc. 02376R102 US02376R1023 06/10/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 182705 0 FOR182705FOR 0 Freeport-McMoRan Inc. 35671D857 US35671D8570 06/10/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 240892 0 FOR240892FOR 0 Trupanion, Inc. 898202106 US8982021060 06/10/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 44725 0 FOR44725FOR 0 Valaris Limited G9460G101 BMG9460G1015 06/10/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 46709 0 FOR46709FOR 0 Coupang, Inc. 22266T109 US22266T1097 06/11/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 311401 0 FOR311401FOR 0 Tidewater Inc. 88642R109 US88642R1095 06/16/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 115296 0 FOR115296FOR 0 Ferroglobe PLC G33856108 GB00BYW6GV68 06/17/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 1561350 0 FOR1561350FOR 0 Arlo Technologies, Inc. 04206A101 US04206A1016 06/18/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 200968 0 FOR200968FOR 0 Delta Air Lines, Inc. 247361702 US2473617023 06/18/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 97388 0 FOR97388FOR 0 Synchrony Financial 87165B103 US87165B1035 06/24/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 138533 0 FOR138533FOR 0 The Kroger Co. 501044101 US5010441013 06/25/2026 Advisory Vote to Ratify Named Executive Officers' Compensation SECTION 14A SAY-ON-PAY VOTES 47560 0 FOR47560FOR 0 TopBuild Corp. 89055F103 US89055F1030 06/29/2026 Advisory Vote on Golden Parachutes SECTION 14A SAY-ON-PAY VOTES 6323 0 FOR6323FOR 0