N-PX 1 fp0067908_npx.htm

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 

FORM N-PX

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT

INVESTMENT COMPANY

 

Investment Company Act File number: 811-08231

 

Spirit of America Investment Fund, Inc.

(Exact name of registrant as specified in charter)

 

477 Jericho Turnpike P.O. Box 9006 Syosset, NY 11791-9006

(Address of principal executive offices) (Zip code)

 

Mr. David Lerner

David Lerner Associates

477 Jericho Turnpike

P.O. Box 9006

Syosset, NY 11791-9006

(Name and address of agent for service)

 

Registrant's telephone number, including area code: 516-390-5565

 

Date of fiscal year end: December 31st (Spirit of America Real Estate Income and Growth Fund, Spirit of America Large Cap Value Fund, Spirit of America Municipal Tax Free Bond Fund, Spirit of America Income Fund and Spirit of America Income & Opportunity Fund)
  November 30th (Spirit of America Energy Fund)

 

Date of reporting period: 07/01/20 - 06/30/21

 

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

 

A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Sec. 3507.

 

 

 

Spirit of America Real Estate Income and Growth Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

Investment Company Report

HEALTHCARE TRUST OF AMERICA, INC.  
Security 42225P501       Meeting Type   Annual  
Ticker Symbol HTA                   Meeting Date   07-Jul-2020
ISIN US42225P5017       Agenda   935225599 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 5,000   0 11-Jun-2020 11-Jun-2020
GLOBAL MEDICAL REIT INC.  
Security 37954A204       Meeting Type   Annual  
Ticker Symbol GMRE                  Meeting Date   02-Sep-2020
ISIN US37954A2042       Agenda   935250679 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
1.9   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 15,000   0 08-Aug-2020 08-Aug-2020
APARTMENT INVESTMENT AND MANAGEMENT CO.  
Security 03748R754       Meeting Type   Contested-Consent
Ticker Symbol AIV                   Meeting Date   20-Nov-2020
ISIN US03748R7540       Agenda   935286802 - Opposition
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Restore Right to Call a Special Meeting Management For For  
2.    Restore Right to Call a Special Meeting Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 27,050   0 04-Nov-2020 04-Nov-2020
APARTMENT INVESTMENT AND MANAGEMENT CO.  
Security 03748R754       Meeting Type   Contested-Consent
Ticker Symbol AIV                   Meeting Date   20-Nov-2020
ISIN US03748R7540       Agenda   935290306 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Miscellaneous Corporate Actions Management      
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 27,050   0    
APARTMENT INVESTMENT AND MANAGEMENT CO.  
Security 03748R754       Meeting Type   Contested-Consent
Ticker Symbol AIV                   Meeting Date   20-Nov-2020
ISIN US03748R7540       Agenda   935296815 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Miscellaneous Corporate Actions Management      
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 27,050   0    
APARTMENT INVESTMENT AND MANAGEMENT CO.  
Security 03748R754       Meeting Type   Contested-Consent
Ticker Symbol AIV                   Meeting Date   20-Nov-2020
ISIN US03748R7540       Agenda   935296827 - Opposition
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Restore Right to Call a Special Meeting Management For For  
2.    Restore Right to Call a Special Meeting Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 27,050   0 04-Nov-2020 04-Nov-2020
PUBLIC STORAGE  
Security 74460D109       Meeting Type   Annual  
Ticker Symbol PSA                   Meeting Date   26-Apr-2021
ISIN US74460D1090       Agenda   935350912 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    Approve Charter Amendment Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 700   0 31-Mar-2021 31-Mar-2021
BRIXMOR PROPERTY GROUP INC  
Security 11120U105       Meeting Type   Annual  
Ticker Symbol BRX                   Meeting Date   27-Apr-2021
ISIN US11120U1051       Agenda   935343361 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
1.9   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 29,675   0 26-Mar-2021 26-Mar-2021
STARWOOD PROPERTY TRUST, INC.  
Security 85571B105       Meeting Type   Annual  
Ticker Symbol STWD                  Meeting Date   27-Apr-2021
ISIN US85571B1052       Agenda   935347953 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1     Election of Directors Management      
  1 Richard D. Bronson     For For  
  2 Jeffrey G. Dishner     For For  
  3 Camille J. Douglas     For For  
  4 Solomon J. Kumin     For For  
  5 Fred Perpall     For For  
  6 Fred S. Ridley     For For  
  7 Barry S. Sternlicht     For For  
  8 Strauss Zelnick     For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 9,500   0 26-Mar-2021 26-Mar-2021
KIMCO REALTY CORPORATION  
Security 49446R109       Meeting Type   Annual  
Ticker Symbol KIM                   Meeting Date   27-Apr-2021
ISIN US49446R1095       Agenda   935348044 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 25,569   0 31-Mar-2021 31-Mar-2021
EQUITY LIFESTYLE PROPERTIES, INC.  
Security 29472R108       Meeting Type   Annual  
Ticker Symbol ELS                   Meeting Date   27-Apr-2021
ISIN US29472R1086       Agenda   935348145 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Andrew Berkenfield     For For  
  2 Derrick Burks     For For  
  3 Philip Calian     For For  
  4 David Contis     For For  
  5 Constance Freedman     For For  
  6 Thomas Heneghan     For For  
  7 Marguerite Nader     For For  
  8 Scott Peppet     For For  
  9 Sheli Rosenberg     For For  
  10 Samuel Zell     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 39,100   0 29-Mar-2021 29-Mar-2021
DUKE REALTY CORPORATION  
Security 264411505       Meeting Type   Annual  
Ticker Symbol DRE                   Meeting Date   28-Apr-2021
ISIN US2644115055       Agenda   935339095 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 3,750   0 02-Apr-2021 02-Apr-2021
HEALTHPEAK PROPERTIES, INC  
Security 42250P103       Meeting Type   Annual  
Ticker Symbol PEAK                  Meeting Date   28-Apr-2021
ISIN US42250P1030       Agenda   935346280 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 25,518   0 27-Mar-2021 27-Mar-2021
SUNSTONE HOTEL INVESTORS, INC.  
Security 867892101       Meeting Type   Annual  
Ticker Symbol SHO                   Meeting Date   29-Apr-2021
ISIN US8678921011       Agenda   935347408 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 25,700   0 01-Apr-2021 01-Apr-2021
PROLOGIS, INC.  
Security 74340W103       Meeting Type   Annual  
Ticker Symbol PLD                   Meeting Date   29-Apr-2021
ISIN US74340W1036       Agenda   935354299 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 96,670   0 13-Apr-2021 13-Apr-2021
STAG INDUSTRIAL, INC.  
Security 85254J102       Meeting Type   Annual  
Ticker Symbol STAG                  Meeting Date   03-May-2021
ISIN US85254J1025       Agenda   935360747 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 48,950   0 13-Apr-2021 13-Apr-2021
TERRENO REALTY CORPORATION  
Security 88146M101       Meeting Type   Annual  
Ticker Symbol TRNO                  Meeting Date   04-May-2021
ISIN US88146M1018       Agenda   935348664 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 44,875   0 30-Mar-2021 30-Mar-2021
QTS REALTY TRUST, INC.  
Security 74736A103       Meeting Type   Annual  
Ticker Symbol QTS                   Meeting Date   04-May-2021
ISIN US74736A1034       Agenda   935360141 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Chad L. Williams     For For  
  2 John W. Barter     For For  
  3 Joan A. Dempsey     For For  
  4 Catherine R. Kinney     For For  
  5 Peter A. Marino     For For  
  6 Scott D. Miller     For For  
  7 Mazen Rawashdeh     For For  
  8 Wayne M. Rehberger     For For  
  9 Philip P. Trahanas     For For  
  10 Stephen E. Westhead     For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 62,775   0 01-Apr-2021 01-Apr-2021
PHYSICIANS REALTY TRUST  
Security 71943U104       Meeting Type   Annual  
Ticker Symbol DOC                   Meeting Date   05-May-2021
ISIN US71943U1043       Agenda   935348525 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 John T. Thomas     For For  
  2 Tommy G. Thompson     For For  
  3 Stanton D. Anderson     For For  
  4 Mark A. Baumgartner     For For  
  5 Albert C. Black, Jr.     For For  
  6 William A. Ebinger, M.D     For For  
  7 Pamela J. Kessler     For For  
  8 Richard A. Weiss     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 5,000   0 13-Apr-2021 13-Apr-2021
FEDERAL REALTY INVESTMENT TRUST  
Security 313747206       Meeting Type   Annual  
Ticker Symbol FRT                   Meeting Date   05-May-2021
ISIN US3137472060       Agenda   935358211 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 9,550   0 08-Apr-2021 08-Apr-2021
MGM GROWTH PROPERTIES LLC  
Security 55303A105       Meeting Type   Annual  
Ticker Symbol MGP                   Meeting Date   05-May-2021
ISIN US55303A1051       Agenda   935359504 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 29,250   0 08-Apr-2021 08-Apr-2021
REGENCY CENTERS CORPORATION  
Security 758849103       Meeting Type   Annual  
Ticker Symbol REG                   Meeting Date   05-May-2021
ISIN US7588491032       Agenda   935360634 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 10,700   0 07-Apr-2021 07-Apr-2021
CITY OFFICE REIT, INC.  
Security 178587101       Meeting Type   Annual  
Ticker Symbol CIO                   Meeting Date   06-May-2021
ISIN US1785871013       Agenda   935348486 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 59,308   0 07-Apr-2021 07-Apr-2021
ESSEX PROPERTY TRUST, INC.  
Security 297178105       Meeting Type   Annual  
Ticker Symbol ESS                   Meeting Date   11-May-2021
ISIN US2971781057       Agenda   935345315 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Keith R. Guericke     For For  
  2 Maria R. Hawthorne     For For  
  3 Amal M. Johnson     For For  
  4 Mary Kasaris     For For  
  5 Irving F. Lyons, III     For For  
  6 George M. Marcus     For For  
  7 Thomas E. Robinson     For For  
  8 Michael J. Schall     For For  
  9 Byron A. Scordelis     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 5,036   0 15-Apr-2021 15-Apr-2021
CUBESMART  
Security 229663109       Meeting Type   Annual  
Ticker Symbol CUBE                  Meeting Date   11-May-2021
ISIN US2296631094       Agenda   935356611 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Piero Bussani     For For  
  2 Dorothy Dowling     For For  
  3 John W. Fain     For For  
  4 Marianne M. Keler     For For  
  5 Christopher P. Marr     For For  
  6 Deborah Ratner Salzberg     For For  
  7 John F. Remondi     For For  
  8 Jeffrey F. Rogatz     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 16,750   0 17-Apr-2021 17-Apr-2021
SIMON PROPERTY GROUP, INC.  
Security 828806109       Meeting Type   Annual  
Ticker Symbol SPG                   Meeting Date   12-May-2021
ISIN US8288061091       Agenda   935360608 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 8,650   0 21-Apr-2021 21-Apr-2021
NATIONAL RETAIL PROPERTIES, INC.  
Security 637417106       Meeting Type   Annual  
Ticker Symbol NNN                   Meeting Date   12-May-2021
ISIN US6374171063       Agenda   935378061 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Pamela K.M. Beall     For For  
  2 Steven D. Cosler     For For  
  3 Don DeFosset     For For  
  4 David M. Fick     For For  
  5 Edward J. Fritsch     For For  
  6 Kevin B. Habicht     For For  
  7 Betsy D. Holden     For For  
  8 Julian E. Whitehurst     For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 13,750   0 20-Apr-2021 20-Apr-2021
SUMMIT HOTEL PROPERTIES INC  
Security 866082100       Meeting Type   Annual  
Ticker Symbol INN                   Meeting Date   13-May-2021
ISIN US8660821005       Agenda   935355962 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 15,000   0 24-Apr-2021 24-Apr-2021
CAMDEN PROPERTY TRUST  
Security 133131102       Meeting Type   Annual  
Ticker Symbol CPT                   Meeting Date   13-May-2021
ISIN US1331311027       Agenda   935366662 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Richard J. Campo     For For  
  2 Heather J. Brunner     For For  
  3 Mark D. Gibson     For For  
  4 Scott S. Ingraham     For For  
  5 Renu Khator     For For  
  6 D. Keith Oden     For For  
  7 William F. Paulsen     For For  
  8 F. A. Sevilla-Sacasa     For For  
  9 Steven A. Webster     For For  
  10 Kelvin R. Westbrook     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 12,750   0 19-Apr-2021 19-Apr-2021
APPLE HOSPITALITY REIT, INC.  
Security 03784Y200       Meeting Type   Annual  
Ticker Symbol APLE                  Meeting Date   13-May-2021
ISIN US03784Y2000       Agenda   935369062 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Glenn W. Bunting     For For  
  2 Jon A. Fosheim     For For  
  3 Kristian M. Gathright     For For  
  4 Glade M. Knight     For For  
  5 Justin G. Knight     For For  
  6 Blythe J. McGarvie     For For  
  7 Daryl A. Nickel     For For  
  8 L. Hugh Redd     For For  
  9 Howard E. Woolley     For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 8,810   0 19-Apr-2021 19-Apr-2021
WEYERHAEUSER COMPANY  
Security 962166104       Meeting Type   Annual  
Ticker Symbol WY                    Meeting Date   14-May-2021
ISIN US9621661043       Agenda   935372297 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 500   0 20-Apr-2021 20-Apr-2021
REALTY INCOME CORPORATION  
Security 756109104       Meeting Type   Annual  
Ticker Symbol O                     Meeting Date   18-May-2021
ISIN US7561091049       Agenda   935362929 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 24,530   0 25-Apr-2021 25-Apr-2021
MID-AMERICA APARTMENT COMMUNITIES, INC.  
Security 59522J103       Meeting Type   Annual  
Ticker Symbol MAA                   Meeting Date   18-May-2021
ISIN US59522J1034       Agenda   935372374 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 15,172   0 26-Apr-2021 26-Apr-2021
INVITATION HOMES INC.  
Security 46187W107       Meeting Type   Annual  
Ticker Symbol INVH                  Meeting Date   18-May-2021
ISIN US46187W1071       Agenda   935374950 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael D. Fascitelli     For For  
  2 Dallas B. Tanner     For For  
  3 Jana Cohen Barbe     For For  
  4 Richard D. Bronson     For For  
  5 Jeffrey E. Kelter     For For  
  6 Joseph D. Margolis     For For  
  7 John B. Rhea     For For  
  8 J. Heidi Roizen     For For  
  9 Janice L. Sears     For For  
  10 William J. Stein     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 19,500   0 22-Apr-2021 22-Apr-2021
LEXINGTON REALTY TRUST  
Security 529043101       Meeting Type   Annual  
Ticker Symbol LXP                   Meeting Date   18-May-2021
ISIN US5290431015       Agenda   935375558 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1     Election of Directors Management      
  1 T. Wilson Eglin     For For  
  2 Richard S. Frary     For For  
  3 Lawrence L. Gray     For For  
  4 Jamie Handwerker     For For  
  5 Claire A. Koeneman     For For  
  6 Howard Roth     For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 2,700   0 27-Apr-2021 27-Apr-2021
CYRUSONE INC.  
Security 23283R100       Meeting Type   Annual  
Ticker Symbol CONE                  Meeting Date   18-May-2021
ISIN US23283R1005       Agenda   935383454 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Bruce W. Duncan     For For  
  2 David H. Ferdman     For For  
  3 John W. Gamble, Jr.     For For  
  4 T. Tod Nielsen     For For  
  5 Denise Olsen     For For  
  6 Alex Shumate     For For  
  7 William E. Sullivan     For For  
  8 Lynn A. Wentworth     For For  
2.    14A Executive Compensation Management For For  
3.    14A Executive Compensation Vote Frequency Management 1 Year For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 44,100   0 27-Apr-2021 27-Apr-2021
ALEXANDRIA REAL ESTATE EQUITIES, INC.  
Security 015271109       Meeting Type   Annual  
Ticker Symbol ARE                   Meeting Date   18-May-2021
ISIN US0152711091       Agenda   935395257 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 12,850   0 27-Apr-2021 27-Apr-2021
AMERICOLD REALTY TRUST  
Security 03064D108       Meeting Type   Annual  
Ticker Symbol COLD                  Meeting Date   19-May-2021
ISIN US03064D1081       Agenda   935368109 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 34,000   0 30-Apr-2021 30-Apr-2021
CORESITE REALTY CORPORATION  
Security 21870Q105       Meeting Type   Annual  
Ticker Symbol COR                   Meeting Date   19-May-2021
ISIN US21870Q1058       Agenda   935372689 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Robert G. Stuckey     For For  
  2 Paul E. Szurek     For For  
  3 Jean A. Bua     For For  
  4 Kelly C. Chambliss     For For  
  5 Patricia L. Higgins     For For  
  6 Michael R. Koehler     For For  
  7 Michael H. Millegan     For For  
  8 David A. Wilson     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 28,425   0 28-Apr-2021 28-Apr-2021
PEBBLEBROOK HOTEL TRUST  
Security 70509V100       Meeting Type   Annual  
Ticker Symbol PEB                   Meeting Date   19-May-2021
ISIN US70509V1008       Agenda   935375801 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 26,881   0 30-Apr-2021 30-Apr-2021
SUN COMMUNITIES, INC.  
Security 866674104       Meeting Type   Annual  
Ticker Symbol SUI                   Meeting Date   19-May-2021
ISIN US8666741041       Agenda   935379049 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 26,850   0 28-Apr-2021 28-Apr-2021
KILROY REALTY CORPORATION  
Security 49427F108       Meeting Type   Annual  
Ticker Symbol KRC                   Meeting Date   20-May-2021
ISIN US49427F1084       Agenda   935357548 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Approve Charter Amendment Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 7,115   0 29-Apr-2021 29-Apr-2021
HOST HOTELS & RESORTS, INC.  
Security 44107P104       Meeting Type   Annual  
Ticker Symbol HST                   Meeting Date   20-May-2021
ISIN US44107P1049       Agenda   935375572 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
1.9   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 22,500   0 29-Apr-2021 29-Apr-2021
BOSTON PROPERTIES, INC.  
Security 101121101       Meeting Type   Annual  
Ticker Symbol BXP                   Meeting Date   20-May-2021
ISIN US1011211018       Agenda   935377615 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Approve Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 6,965   0 27-Apr-2021 27-Apr-2021
AVALONBAY COMMUNITIES, INC.  
Security 053484101       Meeting Type   Annual  
Ticker Symbol AVB                   Meeting Date   20-May-2021
ISIN US0534841012       Agenda   935383048 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 7,790   0 29-Apr-2021 29-Apr-2021
HUDSON PACIFIC PROPERTIES, INC.  
Security 444097109       Meeting Type   Annual  
Ticker Symbol HPP                   Meeting Date   20-May-2021
ISIN US4440971095       Agenda   935383923 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Adopt Incentive Stock Option Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management Against Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 29,050   0 05-May-2021 05-May-2021
CROWN CASTLE INTERNATIONAL CORP  
Security 22822V101       Meeting Type   Annual  
Ticker Symbol CCI                   Meeting Date   21-May-2021
ISIN US22822V1017       Agenda   935372588 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    14A Executive Compensation Vote Frequency Management 1 Year For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 7,300   0 30-Apr-2021 30-Apr-2021
VENTAS, INC.  
Security 92276F100       Meeting Type   Annual  
Ticker Symbol VTR                   Meeting Date   25-May-2021
ISIN US92276F1003       Agenda   935387440 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 5,050   0 04-May-2021 04-May-2021
EXTRA SPACE STORAGE INC.  
Security 30225T102       Meeting Type   Annual  
Ticker Symbol EXR                   Meeting Date   26-May-2021
ISIN US30225T1025       Agenda   935378441 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    14A Executive Compensation Vote Frequency Management 1 Year For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 11,095   0 05-May-2021 05-May-2021
AMERICAN TOWER CORPORATION  
Security 03027X100       Meeting Type   Annual  
Ticker Symbol AMT                   Meeting Date   26-May-2021
ISIN US03027X1000       Agenda   935387755 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Human Rights Related Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 4,500   0 07-May-2021 07-May-2021
EQUINIX, INC.  
Security 29444U700       Meeting Type   Annual  
Ticker Symbol EQIX                  Meeting Date   26-May-2021
ISIN US29444U7000       Agenda   935390550 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Thomas Bartlett     For For  
  2 Nanci Caldwell     For For  
  3 Adaire Fox-Martin     For For  
  4 Gary Hromadko     For For  
  5 Irving Lyons III     For For  
  6 Charles Meyers     For For  
  7 Christopher Paisley     For For  
  8 Sandra Rivera     For For  
  9 Peter Van Camp     For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 5,175   0 05-May-2021 05-May-2021
GLOBAL MEDICAL REIT INC.  
Security 37954A204       Meeting Type   Annual  
Ticker Symbol GMRE                  Meeting Date   26-May-2021
ISIN US37954A2042       Agenda   935391401 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 15,000   0 12-May-2021 12-May-2021
WELLTOWER INC.  
Security 95040Q104       Meeting Type   Annual  
Ticker Symbol WELL                  Meeting Date   26-May-2021
ISIN US95040Q1040       Agenda   935401997 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 14,875   0 05-May-2021 05-May-2021
MEDICAL PROPERTIES TRUST, INC.  
Security 58463J304       Meeting Type   Annual  
Ticker Symbol MPW                   Meeting Date   26-May-2021
ISIN US58463J3041       Agenda   935430239 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 1,500   0 11-May-2021 11-May-2021
UDR, INC.  
Security 902653104       Meeting Type   Annual  
Ticker Symbol UDR                   Meeting Date   27-May-2021
ISIN US9026531049       Agenda   935387476 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    Amend Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 34,750   0 08-May-2021 08-May-2021
STORE CAPITAL CORPORATION  
Security 862121100       Meeting Type   Annual  
Ticker Symbol STOR                  Meeting Date   27-May-2021
ISIN US8621211007       Agenda   935390283 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Joseph M. Donovan     For For  
  2 Mary B. Fedewa     For For  
  3 Morton H. Fleischer     For For  
  4 William F. Hipp     For For  
  5 Tawn Kelley     For For  
  6 Catherine D. Rice     For For  
  7 Einar A. Seadler     For For  
  8 Quentin P. Smith, Jr.     For For  
  9 Christopher H. Volk     For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 2,000   0 13-May-2021 13-May-2021
LIFE STORAGE, INC.  
Security 53223X107       Meeting Type   Annual  
Ticker Symbol LSI                   Meeting Date   27-May-2021
ISIN US53223X1072       Agenda   935393859 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Mark G. Barberio     For For  
  2 Joseph V. Saffire     For For  
  3 Stephen R. Rusmisel     For For  
  4 Arthur L. Havener, Jr.     For For  
  5 Dana Hamilton     For For  
  6 Edward J. Pettinella     For For  
  7 David L. Rogers     For For  
  8 Susan Harnett     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    Authorize Common Stock Increase Management For For  
4.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 16,950   0 06-May-2021 06-May-2021
HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL  
Security 41068X100       Meeting Type   Annual  
Ticker Symbol HASI                  Meeting Date   03-Jun-2021
ISIN US41068X1000       Agenda   935400363 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Jeffrey W. Eckel     For For  
  2 Clarence D. Armbrister     For For  
  3 Teresa M. Brenner     For For  
  4 Michael T. Eckhart     For For  
  5 Nancy C. Floyd     For For  
  6 Simone F. Lagomarsino     For For  
  7 Charles M. O'Neil     For For  
  8 Richard J. Osborne     For For  
  9 Steven G. Osgood     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 19,517   0 14-May-2021 14-May-2021
OMEGA HEALTHCARE INVESTORS, INC.  
Security 681936100       Meeting Type   Annual  
Ticker Symbol OHI                   Meeting Date   03-Jun-2021
ISIN US6819361006       Agenda   935405375 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Kapila K. Anand     For For  
  2 Craig R. Callen     For For  
  3 Barbara B. Hill     For For  
  4 Kevin J. Jacobs     For For  
  5 Edward Lowenthal     For For  
  6 C. Taylor Pickett     For For  
  7 Stephen D. Plavin     For For  
  8 Burke W. Whitman     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 1,000   0 15-May-2021 15-May-2021
VEREIT, INC.  
Security 92339V308       Meeting Type   Annual  
Ticker Symbol VER                   Meeting Date   03-Jun-2021
ISIN US92339V3087       Agenda   935406137 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    Approve Charter Amendment Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 1,000   0 19-May-2021 19-May-2021
DIGITAL REALTY TRUST, INC.  
Security 253868103       Meeting Type   Annual  
Ticker Symbol DLR                   Meeting Date   03-Jun-2021
ISIN US2538681030       Agenda   935407393 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 35,781   0 16-May-2021 16-May-2021
INNOVATIVE INDUSTRIAL PROPERTIES, INC.  
Security 45781V101       Meeting Type   Annual  
Ticker Symbol IIPR                  Meeting Date   04-Jun-2021
ISIN US45781V1017       Agenda   935408624 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Alan Gold     For For  
  2 Gary Kreitzer     For For  
  3 Mary Curran     For For  
  4 Scott Shoemaker     For For  
  5 Paul Smithers     For For  
  6 David Stecher     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 24,250   0 21-May-2021 21-May-2021
GAMING AND LEISURE PROPERTIES, INC.  
Security 36467J108       Meeting Type   Annual  
Ticker Symbol GLPI                  Meeting Date   10-Jun-2021
ISIN US36467J1088       Agenda   935417065 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 1,035   0 26-May-2021 26-May-2021
W. P. CAREY INC.  
Security 92936U109       Meeting Type   Annual  
Ticker Symbol WPC                   Meeting Date   17-Jun-2021
ISIN US92936U1097       Agenda   935387630 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 22,950   0 02-Jun-2021 02-Jun-2021
EQUITY RESIDENTIAL  
Security 29476L107       Meeting Type   Annual  
Ticker Symbol EQR                   Meeting Date   17-Jun-2021
ISIN US29476L1070       Agenda   935414603 - Management
                   
Item Proposal Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Angela M. Aman     For For  
  2 Raymond Bennett     For For  
  3 Linda Walker Bynoe     For For  
  4 Connie K. Duckworth     For For  
  5 Mary Kay Haben     For For  
  6 Tahsinul Zia Huque     For For  
  7 John E. Neal     For For  
  8 David J. Neithercut     For For  
  9 Mark J. Parrell     For For  
  10 Mark S. Shapiro     For For  
  11 Stephen E. Sterrett     For For  
  12 Samuel Zell     For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares   Unavailable Shares Vote Date Date Confirmed
1169309 SOA REAL ESTATE 1169309 HUNTINGTON NATIONAL BANK 22,915   0 28-May-2021 28-May-2021

 

 

 

Spirit of America Large Cap Value Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

Investment Company Report

BOX INC  
Security 10316T104       Meeting Type   Annual  
Ticker Symbol BOX                   Meeting Date   15-Jul-2020
ISIN US10316T1043       Agenda   935228658 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Sue Barsamian   For For  
  2 Carl Bass   For For  
  3 Jack Lazar   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,200 0 15-Jun-2020 15-Jun-2020
CONSTELLATION BRANDS, INC.  
Security 21036P108       Meeting Type   Annual  
Ticker Symbol STZ                   Meeting Date   21-Jul-2020
ISIN US21036P1084       Agenda   935230754 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Christy Clark   For For  
  2 Jennifer M. Daniels   For For  
  3 Jerry Fowden   For For  
  4 Ernesto M. Hernandez   For For  
  5 S. Somersille Johnson   For For  
  6 James A. Locke III   For For  
  7 J. Manuel Madero Garza   For For  
  8 Daniel J. McCarthy   For For  
  9 William A. Newlands   For For  
  10 Richard Sands   For For  
  11 Robert Sands   For For  
  12 Judy A. Schmeling   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 150 0 24-Jun-2020 24-Jun-2020
MCKESSON CORPORATION  
Security 58155Q103       Meeting Type   Annual  
Ticker Symbol MCK                   Meeting Date   29-Jul-2020
ISIN US58155Q1031       Agenda   935239182 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,250 0 02-Jul-2020 02-Jul-2020
PERSPECTA INC.  
Security 715347100       Meeting Type   Annual  
Ticker Symbol PRSP                  Meeting Date   05-Aug-2020
ISIN US7153471005       Agenda   935240072 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management Against Against  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
1j.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 764 0 14-Jul-2020 14-Jul-2020
MICROCHIP TECHNOLOGY INCORPORATED  
Security 595017104       Meeting Type   Annual  
Ticker Symbol MCHP                  Meeting Date   18-Aug-2020
ISIN US5950171042       Agenda   935248357 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,975 0 27-Jul-2020 27-Jul-2020
NORTONLIFELOCK INC.  
Security 668771108       Meeting Type   Annual  
Ticker Symbol NLOK                  Meeting Date   08-Sep-2020
ISIN US6687711084       Agenda   935251190 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    S/H Proposal - Political/Government Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 26,200 0 18-Aug-2020 18-Aug-2020
NETAPP, INC  
Security 64110D104       Meeting Type   Annual  
Ticker Symbol NTAP                  Meeting Date   10-Sep-2020
ISIN US64110D1046       Agenda   935253877 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 5,600 0 18-Aug-2020 18-Aug-2020
NIKE, INC.  
Security 654106103       Meeting Type   Annual  
Ticker Symbol NKE                   Meeting Date   17-Sep-2020
ISIN US6541061031       Agenda   935256378 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    S/H Proposal - Political/Government Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,300 0 21-Aug-2020 21-Aug-2020
FEDEX CORPORATION  
Security 31428X106       Meeting Type   Annual  
Ticker Symbol FDX                   Meeting Date   21-Sep-2020
ISIN US31428X1063       Agenda   935258346 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder For Against  
8.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,900 0 28-Aug-2020 28-Aug-2020
CONAGRA BRANDS, INC.  
Security 205887102       Meeting Type   Annual  
Ticker Symbol CAG                   Meeting Date   23-Sep-2020
ISIN US2058871029       Agenda   935259374 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,100 0 31-Aug-2020 31-Aug-2020
LAMB WESTON HOLDINGS, INC.  
Security 513272104       Meeting Type   Annual  
Ticker Symbol LW                    Meeting Date   24-Sep-2020
ISIN US5132721045       Agenda   935257178 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management Against Against  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,800 0 31-Aug-2020 31-Aug-2020
THE PROCTER & GAMBLE COMPANY  
Security 742718109       Meeting Type   Annual  
Ticker Symbol PG                    Meeting Date   13-Oct-2020
ISIN US7427181091       Agenda   935264969 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Adopt Stock Option Plan Management For For  
5.    S/H Proposal - Environmental Shareholder Against For  
6.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,715 0 21-Sep-2020 21-Sep-2020
PAYCHEX, INC.  
Security 704326107       Meeting Type   Annual  
Ticker Symbol PAYX                  Meeting Date   15-Oct-2020
ISIN US7043261079       Agenda   935267066 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,850 0 23-Sep-2020 23-Sep-2020
ORACLE CORPORATION  
Security 68389X105       Meeting Type   Annual  
Ticker Symbol ORCL                  Meeting Date   04-Nov-2020
ISIN US68389X1054       Agenda   935274554 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Jeffrey S. Berg   For For  
  2 Michael J. Boskin   For For  
  3 Safra A. Catz   For For  
  4 Bruce R. Chizen   For For  
  5 George H. Conrades   For For  
  6 Lawrence J. Ellison   For For  
  7 Rona A. Fairhead   For For  
  8 Jeffrey O. Henley   For For  
  9 Renee J. James   For For  
  10 Charles W. Moorman IV   For For  
  11 Leon E. Panetta   For For  
  12 William G. Parrett   For For  
  13 Naomi O. Seligman   For For  
  14 Vishal Sikka   For For  
2.    14A Executive Compensation Management Against Against  
3.    Approve Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 34,375 0 13-Oct-2020 13-Oct-2020
THE CLOROX COMPANY  
Security 189054109       Meeting Type   Annual  
Ticker Symbol CLX                   Meeting Date   18-Nov-2020
ISIN US1890541097       Agenda   935281383 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Eliminate Supermajority Requirements Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 950 0 26-Oct-2020 26-Oct-2020
MICROSOFT CORPORATION  
Security 594918104       Meeting Type   Annual  
Ticker Symbol MSFT                  Meeting Date   02-Dec-2020
ISIN US5949181045       Agenda   935284478 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 33,514 0 10-Nov-2020 10-Nov-2020
CISCO SYSTEMS, INC.  
Security 17275R102       Meeting Type   Annual  
Ticker Symbol CSCO                  Meeting Date   10-Dec-2020
ISIN US17275R1023       Agenda   935287498 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
1j.   Election of Directors (Majority Voting) Management For For  
2.    Approve Reincorporation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    14A Executive Compensation Management For For  
5.    Ratify Appointment of Independent Auditors Management For For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 32,200 0 18-Nov-2020 18-Nov-2020
MEDTRONIC PLC  
Security G5960L103       Meeting Type   Annual  
Ticker Symbol MDT                   Meeting Date   11-Dec-2020
ISIN IE00BTN1Y115       Agenda   935288286 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Stock Issuance Management For For  
5.    Eliminate Pre-Emptive Rights Management For For  
6.    Authorize Directors to Repurchase Shares Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,469 0 19-Nov-2020 19-Nov-2020
CONOCOPHILLIPS  
Security 20825C104       Meeting Type   Special
Ticker Symbol COP                   Meeting Date   15-Jan-2021
ISIN US20825C1045       Agenda   935317962 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Stock Issuance Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 9,300 0 31-Dec-2020 31-Dec-2020
D.R. HORTON, INC.  
Security 23331A109       Meeting Type   Annual  
Ticker Symbol DHI                   Meeting Date   20-Jan-2021
ISIN US23331A1097       Agenda   935320870 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,550 0 31-Dec-2020 31-Dec-2020
COSTCO WHOLESALE CORPORATION  
Security 22160K105       Meeting Type   Annual  
Ticker Symbol COST                  Meeting Date   21-Jan-2021
ISIN US22160K1051       Agenda   935312796 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Susan L. Decker   For For  
  2 Kenneth D. Denman   For For  
  3 Richard A. Galanti   For For  
  4 W. Craig Jelinek   For For  
  5 Sally Jewell   For For  
  6 Charles T. Munger   For For  
  7 Jeffrey S. Raikes   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 5,151 0 30-Dec-2020 30-Dec-2020
VISA INC.  
Security 92826C839       Meeting Type   Annual  
Ticker Symbol V                     Meeting Date   26-Jan-2021
ISIN US92826C8394       Agenda   935315576 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    Miscellaneous Corporate Actions Management For For  
6.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
7.    S/H Proposal - Executive Compensation Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 18,050 0 06-Jan-2021 06-Jan-2021
WESTROCK COMPANY  
Security 96145D105       Meeting Type   Annual  
Ticker Symbol WRK                   Meeting Date   29-Jan-2021
ISIN US96145D1054       Agenda   935315691 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Approve Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 500 0 08-Jan-2021 08-Jan-2021
ACCENTURE PLC  
Security G1151C101       Meeting Type   Annual  
Ticker Symbol ACN                   Meeting Date   03-Feb-2021
ISIN IE00B4BNMY34       Agenda   935318128 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Approve Option Grants Management For For  
5.    Eliminate Pre-Emptive Rights Management For For  
6.    Allot Securities Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 5,600 0 12-Jan-2021 12-Jan-2021
APPLE INC.  
Security 037833100       Meeting Type   Annual  
Ticker Symbol AAPL                  Meeting Date   23-Feb-2021
ISIN US0378331005       Agenda   935323167 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Report on Executive Compensation Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 69,932 0 29-Jan-2021 29-Jan-2021
DEERE & COMPANY  
Security 244199105       Meeting Type   Annual  
Ticker Symbol DE                    Meeting Date   24-Feb-2021
ISIN US2441991054       Agenda   935323143 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,700 0 29-Jan-2021 29-Jan-2021
THE WALT DISNEY COMPANY  
Security 254687106       Meeting Type   Annual  
Ticker Symbol DIS                   Meeting Date   09-Mar-2021
ISIN US2546871060       Agenda   935328206 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 16,600 0 16-Feb-2021 16-Feb-2021
QUALCOMM INCORPORATED  
Security 747525103       Meeting Type   Annual  
Ticker Symbol QCOM                  Meeting Date   10-Mar-2021
ISIN US7475251036       Agenda   935327569 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management Against Against  
1N.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,250 0 10-Feb-2021 10-Feb-2021
JOHNSON CONTROLS INTERNATIONAL PLC  
Security G51502105       Meeting Type   Annual  
Ticker Symbol JCI                   Meeting Date   10-Mar-2021
ISIN IE00BY7QL619       Agenda   935328244 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.A   Ratify Appointment of Independent Auditors Management For For  
2.B   Approve Remuneration of Directors and Auditors Management For For  
3.    Stock Repurchase Plan Management For For  
4.    Miscellaneous Corporate Actions Management For For  
5.    14A Executive Compensation Management For For  
6.    Approve Stock Compensation Plan Management For For  
7.    Allot Securities Management For For  
8.    Eliminate Pre-Emptive Rights Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 8,253 0 12-Feb-2021 12-Feb-2021
APPLIED MATERIALS, INC.  
Security 038222105       Meeting Type   Annual  
Ticker Symbol AMAT                  Meeting Date   11-Mar-2021
ISIN US0382221051       Agenda   935329373 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Employee Stock Purchase Plan Management For For  
5.    Adopt Employee Stock Purchase Plan Management For For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 17,970 0 19-Feb-2021 19-Feb-2021
LENNAR CORPORATION  
Security 526057104       Meeting Type   Annual  
Ticker Symbol LEN                   Meeting Date   07-Apr-2021
ISIN US5260571048       Agenda   935339300 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,650 0 12-Mar-2021 12-Mar-2021
ADVANCED MICRO DEVICES, INC.  
Security 007903107       Meeting Type   Special
Ticker Symbol AMD                   Meeting Date   07-Apr-2021
ISIN US0079031078       Agenda   935345810 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Stock Issuance Management For For  
2.    Approve Motion to Adjourn Meeting Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,650 0 24-Mar-2021 24-Mar-2021
HP INC.  
Security 40434L105       Meeting Type   Annual  
Ticker Symbol HPQ                   Meeting Date   13-Apr-2021
ISIN US40434L1052       Agenda   935339021 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 21,500 0 05-Mar-2021 05-Mar-2021
DOW INC.  
Security 260557103       Meeting Type   Annual  
Ticker Symbol DOW                   Meeting Date   15-Apr-2021
ISIN US2605571031       Agenda   935340567 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
5.    Ratify Appointment of Independent Auditors Management For For  
6.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,083 0 15-Mar-2021 15-Mar-2021
THE BOEING COMPANY  
Security 097023105       Meeting Type   Annual  
Ticker Symbol BA                    Meeting Date   20-Apr-2021
ISIN US0970231058       Agenda   935340884 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,155 0 26-Mar-2021 26-Mar-2021
THE COCA-COLA COMPANY  
Security 191216100       Meeting Type   Annual  
Ticker Symbol KO                    Meeting Date   20-Apr-2021
ISIN US1912161007       Agenda   935342547 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Health Issues Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,400 0 12-Mar-2021 12-Mar-2021
AMERICAN ELECTRIC POWER COMPANY, INC.  
Security 025537101       Meeting Type   Annual  
Ticker Symbol AEP                   Meeting Date   20-Apr-2021
ISIN US0255371017       Agenda   935342749 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,850 0 24-Mar-2021 24-Mar-2021
ADOBE INC  
Security 00724F101       Meeting Type   Annual  
Ticker Symbol ADBE                  Meeting Date   20-Apr-2021
ISIN US00724F1012       Agenda   935343412 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Amend Stock Compensation Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,975 0 27-Mar-2021 27-Mar-2021
BANK OF AMERICA CORPORATION  
Security 060505104       Meeting Type   Annual  
Ticker Symbol BAC                   Meeting Date   20-Apr-2021
ISIN US0605051046       Agenda   935345670 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Employee Stock Purchase Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 29,600 0 31-Mar-2021 31-Mar-2021
SVB FINANCIAL GROUP  
Security 78486Q101       Meeting Type   Annual  
Ticker Symbol SIVB                  Meeting Date   22-Apr-2021
ISIN US78486Q1013       Agenda   935339982 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Greg Becker   For For  
  2 Eric Benhamou   For For  
  3 John Clendening   For For  
  4 Richard Daniels   For For  
  5 Alison Davis   For For  
  6 Roger Dunbar   For For  
  7 Joel Friedman   For For  
  8 Jeffrey Maggioncalda   For For  
  9 Beverly Kay Matthews   For For  
  10 Mary Miller   For For  
  11 Kate Mitchell   For For  
  12 Garen Staglin   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,673 0 25-Mar-2021 25-Mar-2021
HUMANA INC.  
Security 444859102       Meeting Type   Annual  
Ticker Symbol HUM                   Meeting Date   22-Apr-2021
ISIN US4448591028       Agenda   935341331 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A)   Election of Directors (Majority Voting) Management For For  
1B)   Election of Directors (Majority Voting) Management For For  
1C)   Election of Directors (Majority Voting) Management For For  
1D)   Election of Directors (Majority Voting) Management For For  
1E)   Election of Directors (Majority Voting) Management For For  
1F)   Election of Directors (Majority Voting) Management For For  
1G)   Election of Directors (Majority Voting) Management For For  
1H)   Election of Directors (Majority Voting) Management For For  
1I)   Election of Directors (Majority Voting) Management For For  
1J)   Election of Directors (Majority Voting) Management For For  
1K)   Election of Directors (Majority Voting) Management For For  
1L)   Election of Directors (Majority Voting) Management For For  
1M)   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,700 0 25-Mar-2021 25-Mar-2021
TEXAS INSTRUMENTS INCORPORATED  
Security 882508104       Meeting Type   Annual  
Ticker Symbol TXN                   Meeting Date   22-Apr-2021
ISIN US8825081040       Agenda   935341709 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 15,025 0 23-Mar-2021 23-Mar-2021
EDISON INTERNATIONAL  
Security 281020107       Meeting Type   Annual  
Ticker Symbol EIX                   Meeting Date   22-Apr-2021
ISIN US2810201077       Agenda   935343258 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
5.    S/H Proposal - Shareholders be Given Access to Proxy Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,100 0 24-Mar-2021 24-Mar-2021
THE AES CORPORATION  
Security 00130H105       Meeting Type   Annual  
Ticker Symbol AES                   Meeting Date   22-Apr-2021
ISIN US00130H1059       Agenda   935343397 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,000 0 25-Mar-2021 25-Mar-2021
PFIZER INC.  
Security 717081103       Meeting Type   Annual  
Ticker Symbol PFE                   Meeting Date   22-Apr-2021
ISIN US7170811035       Agenda   935344503 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Health Issues Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 9,150 0 27-Mar-2021 27-Mar-2021
SIGNATURE BANK  
Security 82669G104       Meeting Type   Annual  
Ticker Symbol SBNY                  Meeting Date   22-Apr-2021
ISIN US82669G1040       Agenda   935345101 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Stock Repurchase Plan Management For For  
5.    Authorize Common Stock Increase Management For For  
6.    Amend Employee Stock Purchase Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,304 0 29-Mar-2021 29-Mar-2021
JOHNSON & JOHNSON  
Security 478160104       Meeting Type   Annual  
Ticker Symbol JNJ                   Meeting Date   22-Apr-2021
ISIN US4781601046       Agenda   935345214 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Political/Government Shareholder For Against  
7.    S/H Proposal - Executive Compensation Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,597 0 01-Apr-2021 01-Apr-2021
ABBOTT LABORATORIES  
Security 002824100       Meeting Type   Annual  
Ticker Symbol ABT                   Meeting Date   23-Apr-2021
ISIN US0028241000       Agenda   935345125 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 R.J. Alpern   For For  
  2 R.S. Austin   For For  
  3 S.E. Blount   For For  
  4 R.B. Ford   For For  
  5 M.A. Kumbier   For For  
  6 D.W. McDew   For For  
  7 N. McKinstry   For For  
  8 W.A. Osborn   For For  
  9 M.F. Roman   For For  
  10 D.J. Starks   For For  
  11 J.G. Stratton   For For  
  12 G.F. Tilton   For For  
  13 M.D. White   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4A.   Eliminate Supermajority Requirements Management For For  
4B.   Eliminate Supermajority Requirements Management For For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Political/Government Shareholder Against For  
7.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,100 0 31-Mar-2021 31-Mar-2021
RAYTHEON TECHNOLOGIES  
Security 75513E101       Meeting Type   Annual  
Ticker Symbol RTX                   Meeting Date   26-Apr-2021
ISIN US75513E1010       Agenda   935347218 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    Amend Stock Compensation Plan Management For For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,100 0 30-Mar-2021 30-Mar-2021
International Business Machines Corporation  
Security 459200101       Meeting Type   Annual  
Ticker Symbol IBM                   Meeting Date   27-Apr-2021
ISIN US4592001014       Agenda   935346949 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,868 0 27-Mar-2021 27-Mar-2021
CITIGROUP INC.  
Security 172967424       Meeting Type   Annual  
Ticker Symbol C                     Meeting Date   27-Apr-2021
ISIN US1729674242       Agenda   935349515 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 16,700 0 01-Apr-2021 01-Apr-2021
CENTENE CORPORATION  
Security 15135B101       Meeting Type   Annual  
Ticker Symbol CNC                   Meeting Date   27-Apr-2021
ISIN US15135B1017       Agenda   935349604 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Miscellaneous Corporate Actions Management For For  
6.    S/H Proposal - Proxy Process/Statement Shareholder For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 11,700 0 29-Mar-2021 29-Mar-2021
MODERNA, INC.  
Security 60770K107       Meeting Type   Annual  
Ticker Symbol MRNA                  Meeting Date   28-Apr-2021
ISIN US60770K1079       Agenda   935347206 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1     Election of Directors Management      
  1 Robert Langer, Sc.D.   For For  
  2 Elizabeth Nabel, M.D.   For For  
  3 Elizabeth Tallett   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 500 0 01-Apr-2021 01-Apr-2021
DUPONT DE NEMOURS INC  
Security 26614N102       Meeting Type   Annual  
Ticker Symbol DD                    Meeting Date   28-Apr-2021
ISIN US26614N1028       Agenda   935348436 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Miscellaneous Corporate Actions Management For For  
5.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
6.    S/H Proposal - Report on EEO Shareholder For Against  
7.    S/H Proposal - Environmental Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,500 0 02-Apr-2021 02-Apr-2021
CORNING INCORPORATED  
Security 219350105       Meeting Type   Annual  
Ticker Symbol GLW                   Meeting Date   29-Apr-2021
ISIN US2193501051       Agenda   935346975 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Approve Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 14,000 0 31-Mar-2021 31-Mar-2021
THE GOLDMAN SACHS GROUP, INC.  
Security 38141G104       Meeting Type   Annual  
Ticker Symbol GS                    Meeting Date   29-Apr-2021
ISIN US38141G1040       Agenda   935349351 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder For Against  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Human Rights Related Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,815 0 05-Apr-2021 05-Apr-2021
VALERO ENERGY CORPORATION  
Security 91913Y100       Meeting Type   Annual  
Ticker Symbol VLO                   Meeting Date   29-Apr-2021
ISIN US91913Y1001       Agenda   935351154 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 12,000 0 06-Apr-2021 06-Apr-2021
PROLOGIS, INC.  
Security 74340W103       Meeting Type   Annual  
Ticker Symbol PLD                   Meeting Date   29-Apr-2021
ISIN US74340W1036       Agenda   935354299 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 8,300 0 13-Apr-2021 13-Apr-2021
AT&T INC.  
Security 00206R102       Meeting Type   Annual  
Ticker Symbol T                     Meeting Date   30-Apr-2021
ISIN US00206R1023       Agenda   935347179 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 14,400 0 06-Apr-2021 06-Apr-2021
BERKSHIRE HATHAWAY INC.  
Security 084670702       Meeting Type   Annual  
Ticker Symbol BRKB                  Meeting Date   01-May-2021
ISIN US0846707026       Agenda   935351128 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Warren E. Buffett   For For  
  2 Charles T. Munger   For For  
  3 Gregory E. Abel   For For  
  4 Howard G. Buffett   For For  
  5 Stephen B. Burke   For For  
  6 Kenneth I. Chenault   For For  
  7 Susan L. Decker   For For  
  8 David S. Gottesman   For For  
  9 Charlotte Guyman   For For  
  10 Ajit Jain   For For  
  11 Thomas S. Murphy   For For  
  12 Ronald L. Olson   For For  
  13 Walter Scott, Jr.   For For  
  14 Meryl B. Witmer   For For  
2.    S/H Proposal - Environmental Shareholder For Against  
3.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 720 0 06-Apr-2021 06-Apr-2021
TERRENO REALTY CORPORATION  
Security 88146M101       Meeting Type   Annual  
Ticker Symbol TRNO                  Meeting Date   04-May-2021
ISIN US88146M1018       Agenda   935348664 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,600 0 30-Mar-2021 30-Mar-2021
EDWARDS LIFESCIENCES CORPORATION  
Security 28176E108       Meeting Type   Annual  
Ticker Symbol EW                    Meeting Date   04-May-2021
ISIN US28176E1082       Agenda   935354035 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Adopt Employee Stock Purchase Plan Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
5.    Ratify Appointment of Independent Auditors Management For For  
6.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
7.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,000 0 09-Apr-2021 09-Apr-2021
AMERICAN EXPRESS COMPANY  
Security 025816109       Meeting Type   Annual  
Ticker Symbol AXP                   Meeting Date   04-May-2021
ISIN US0258161092       Agenda   935357358 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 10,250 0 09-Apr-2021 09-Apr-2021
CF INDUSTRIES HOLDINGS, INC.  
Security 125269100       Meeting Type   Annual  
Ticker Symbol CF                    Meeting Date   04-May-2021
ISIN US1252691001       Agenda   935357651 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Approve Charter Amendment Management Against Against  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,700 0 02-Apr-2021 02-Apr-2021
BRISTOL-MYERS SQUIBB COMPANY  
Security 110122108       Meeting Type   Annual  
Ticker Symbol BMY                   Meeting Date   04-May-2021
ISIN US1101221083       Agenda   935359643 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A)   Election of Directors (Majority Voting) Management For For  
1B)   Election of Directors (Majority Voting) Management For For  
1C)   Election of Directors (Majority Voting) Management For For  
1D)   Election of Directors (Majority Voting) Management For For  
1E)   Election of Directors (Majority Voting) Management For For  
1F)   Election of Directors (Majority Voting) Management For For  
1G)   Election of Directors (Majority Voting) Management For For  
1H)   Election of Directors (Majority Voting) Management For For  
1I)   Election of Directors (Majority Voting) Management For For  
1J)   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Approve Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    Miscellaneous Corporate Actions Management For For  
6.    S/H Proposal - Board Independence Shareholder Against For  
7.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
8.    S/H Proposal - Create Threshold as to Number of Shares Held to be Director Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 17,250 0 06-Apr-2021 06-Apr-2021
QTS REALTY TRUST, INC.  
Security 74736A103       Meeting Type   Annual  
Ticker Symbol QTS                   Meeting Date   04-May-2021
ISIN US74736A1034       Agenda   935360141 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Chad L. Williams   For For  
  2 John W. Barter   For For  
  3 Joan A. Dempsey   For For  
  4 Catherine R. Kinney   For For  
  5 Peter A. Marino   For For  
  6 Scott D. Miller   For For  
  7 Mazen Rawashdeh   For For  
  8 Wayne M. Rehberger   For For  
  9 Philip P. Trahanas   For For  
  10 Stephen E. Westhead   For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 11,950 0 01-Apr-2021 01-Apr-2021
EVERSOURCE ENERGY  
Security 30040W108       Meeting Type   Annual  
Ticker Symbol ES                    Meeting Date   05-May-2021
ISIN US30040W1080       Agenda   935351774 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 250 0 06-Apr-2021 06-Apr-2021
PEPSICO, INC.  
Security 713448108       Meeting Type   Annual  
Ticker Symbol PEP                   Meeting Date   05-May-2021
ISIN US7134481081       Agenda   935355342 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Create Threshold as to Number of Shares Held to be Director Shareholder For Against  
5.    S/H Proposal - Health Issues Shareholder Against For  
6.    S/H Proposal - Health Issues Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,400 0 10-Apr-2021 10-Apr-2021
PHILIP MORRIS INTERNATIONAL INC.  
Security 718172109       Meeting Type   Annual  
Ticker Symbol PM                    Meeting Date   05-May-2021
ISIN US7181721090       Agenda   935359112 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,350 0 06-Apr-2021 06-Apr-2021
CME GROUP INC.  
Security 12572Q105       Meeting Type   Annual  
Ticker Symbol CME                   Meeting Date   05-May-2021
ISIN US12572Q1058       Agenda   935359340 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
1Q.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,404 0 08-Apr-2021 08-Apr-2021
WEC ENERGY GROUP, INC.  
Security 92939U106       Meeting Type   Annual  
Ticker Symbol WEC                   Meeting Date   06-May-2021
ISIN US92939U1060       Agenda   935346420 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    Amend Omnibus Stock Option Plan Management For For  
4.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 8,200 0 10-Apr-2021 10-Apr-2021
CSX CORPORATION  
Security 126408103       Meeting Type   Annual  
Ticker Symbol CSX                   Meeting Date   07-May-2021
ISIN US1264081035       Agenda   935354390 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 14,175 0 12-Apr-2021 12-Apr-2021
COLGATE-PALMOLIVE COMPANY  
Security 194162103       Meeting Type   Annual  
Ticker Symbol CL                    Meeting Date   07-May-2021
ISIN US1941621039       Agenda   935355392 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
1j.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
5.    S/H Proposal - Create Threshold as to Number of Shares Held to be Director Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,500 0 16-Apr-2021 16-Apr-2021
ABBVIE INC.  
Security 00287Y109       Meeting Type   Annual  
Ticker Symbol ABBV                  Meeting Date   07-May-2021
ISIN US00287Y1091       Agenda   935357891 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Roxanne S. Austin   For For  
  2 Richard A. Gonzalez   For For  
  3 Rebecca B. Roberts   For For  
  4 Glenn F. Tilton   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Amend Employee Stock Purchase Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 23,257 0 08-Apr-2021 08-Apr-2021
CORTEVA INC.  
Security 22052L104       Meeting Type   Annual  
Ticker Symbol CTVA                  Meeting Date   07-May-2021
ISIN US22052L1044       Agenda   935363779 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,233 0 10-Apr-2021 10-Apr-2021
INTERNATIONAL PAPER COMPANY  
Security 460146103       Meeting Type   Annual  
Ticker Symbol IP                    Meeting Date   10-May-2021
ISIN US4601461035       Agenda   935359833 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
1j.   Election of Directors (Majority Voting) Management For For  
1k.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 500 0 19-Apr-2021 19-Apr-2021
3M COMPANY  
Security 88579Y101       Meeting Type   Annual  
Ticker Symbol MMM                   Meeting Date   11-May-2021
ISIN US88579Y1010       Agenda   935359085 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    S/H Proposal - Separate Chairman/Coe Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,290 0 14-Apr-2021 14-Apr-2021
CUMMINS INC.  
Security 231021106       Meeting Type   Annual  
Ticker Symbol CMI                   Meeting Date   11-May-2021
ISIN US2310211063       Agenda   935361662 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1)    Election of Directors (Majority Voting) Management For For  
2)    Election of Directors (Majority Voting) Management For For  
3)    Election of Directors (Majority Voting) Management For For  
4)    Election of Directors (Majority Voting) Management For For  
5)    Election of Directors (Majority Voting) Management For For  
6)    Election of Directors (Majority Voting) Management For For  
7)    Election of Directors (Majority Voting) Management For For  
8)    Election of Directors (Majority Voting) Management For For  
9)    Election of Directors (Majority Voting) Management For For  
10)   Election of Directors (Majority Voting) Management For For  
11)   Election of Directors (Majority Voting) Management For For  
12)   Election of Directors (Majority Voting) Management For For  
13)   Election of Directors (Majority Voting) Management For For  
14)   14A Executive Compensation Management For For  
15)   Ratify Appointment of Independent Auditors Management For For  
16)   S/H Proposal - Proxy Process/Statement Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,550 0 17-Apr-2021 17-Apr-2021
CONOCOPHILLIPS  
Security 20825C104       Meeting Type   Annual  
Ticker Symbol COP                   Meeting Date   11-May-2021
ISIN US20825C1045       Agenda   935367602 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Classify Board Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 9,800 0 14-Apr-2021 14-Apr-2021
KINDER MORGAN, INC.  
Security 49456B101       Meeting Type   Annual  
Ticker Symbol KMI                   Meeting Date   12-May-2021
ISIN US49456B1017       Agenda   935365420 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Approve Stock Compensation Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,750 0 17-Apr-2021 17-Apr-2021
GILEAD SCIENCES, INC.  
Security 375558103       Meeting Type   Annual  
Ticker Symbol GILD                  Meeting Date   12-May-2021
ISIN US3755581036       Agenda   935366561 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,850 0 21-Apr-2021 21-Apr-2021
FIRST SOLAR, INC.  
Security 336433107       Meeting Type   Annual  
Ticker Symbol FSLR                  Meeting Date   12-May-2021
ISIN US3364331070       Agenda   935368008 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    S/H Proposal - Add Women & Minorities to Board Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,000 0 17-Apr-2021 17-Apr-2021
MASCO CORPORATION  
Security 574599106       Meeting Type   Annual  
Ticker Symbol MAS                   Meeting Date   12-May-2021
ISIN US5745991068       Agenda   935383101 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 11,500 0 21-Apr-2021 21-Apr-2021
VERIZON COMMUNICATIONS INC.  
Security 92343V104       Meeting Type   Annual  
Ticker Symbol VZ                    Meeting Date   13-May-2021
ISIN US92343V1044       Agenda   935364846 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
2     14A Executive Compensation Management For For  
3     Ratify Appointment of Independent Auditors Management For For  
4     S/H Proposal - Corporate Governance Shareholder Against For  
5     S/H Proposal - Corporate Governance Shareholder Against For  
6     S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 28,540 0 20-Apr-2021 20-Apr-2021
UNITED PARCEL SERVICE, INC.  
Security 911312106       Meeting Type   Annual  
Ticker Symbol UPS                   Meeting Date   13-May-2021
ISIN US9113121068       Agenda   935365002 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Approve Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder For Against  
7.    S/H Proposal - Environmental Shareholder For Against  
8.    S/H Proposal - Corporate Governance Shareholder Against For  
9.    S/H Proposal - Add Women & Minorities to Board Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,000 0 22-Apr-2021 22-Apr-2021
CVS HEALTH CORPORATION  
Security 126650100       Meeting Type   Annual  
Ticker Symbol CVS                   Meeting Date   13-May-2021
ISIN US1266501006       Agenda   935366927 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 7,611 0 24-Apr-2021 24-Apr-2021
CHENIERE ENERGY, INC.  
Security 16411R208       Meeting Type   Annual  
Ticker Symbol LNG                   Meeting Date   13-May-2021
ISIN US16411R2085       Agenda   935404436 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,250 0 20-Apr-2021 20-Apr-2021
WASTE CONNECTIONS, INC.  
Security 94106B101       Meeting Type   Annual  
Ticker Symbol WCN                   Meeting Date   14-May-2021
ISIN CA94106B1013       Agenda   935371283 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 13,175 0 23-Apr-2021 23-Apr-2021
REALTY INCOME CORPORATION  
Security 756109104       Meeting Type   Annual  
Ticker Symbol O                     Meeting Date   18-May-2021
ISIN US7561091049       Agenda   935362929 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,200 0 25-Apr-2021 25-Apr-2021
JPMORGAN CHASE & CO.  
Security 46625H100       Meeting Type   Annual  
Ticker Symbol JPM                   Meeting Date   18-May-2021
ISIN US46625H1005       Agenda   935372285 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Gender Pay Equality Shareholder For Against  
7.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 20,892 0 28-Apr-2021 28-Apr-2021
AMGEN INC.  
Security 031162100       Meeting Type   Annual  
Ticker Symbol AMGN                  Meeting Date   18-May-2021
ISIN US0311621009       Agenda   935375382 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,335 0 21-Apr-2021 21-Apr-2021
CYRUSONE INC.  
Security 23283R100       Meeting Type   Annual  
Ticker Symbol CONE                  Meeting Date   18-May-2021
ISIN US23283R1005       Agenda   935383454 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Bruce W. Duncan   For For  
  2 David H. Ferdman   For For  
  3 John W. Gamble, Jr.   For For  
  4 T. Tod Nielsen   For For  
  5 Denise Olsen   For For  
  6 Alex Shumate   For For  
  7 William E. Sullivan   For For  
  8 Lynn A. Wentworth   For For  
2.    14A Executive Compensation Management For For  
3.    14A Executive Compensation Vote Frequency Management 1 Year For  
4.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 11,600 0 27-Apr-2021 27-Apr-2021
ALEXANDRIA REAL ESTATE EQUITIES, INC.  
Security 015271109       Meeting Type   Annual  
Ticker Symbol ARE                   Meeting Date   18-May-2021
ISIN US0152711091       Agenda   935395257 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,550 0 27-Apr-2021 27-Apr-2021
ADVANCED MICRO DEVICES, INC.  
Security 007903107       Meeting Type   Annual  
Ticker Symbol AMD                   Meeting Date   19-May-2021
ISIN US0079031078       Agenda   935366523 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,100 0 27-Apr-2021 27-Apr-2021
CORESITE REALTY CORPORATION  
Security 21870Q105       Meeting Type   Annual  
Ticker Symbol COR                   Meeting Date   19-May-2021
ISIN US21870Q1058       Agenda   935372689 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Robert G. Stuckey   For For  
  2 Paul E. Szurek   For For  
  3 Jean A. Bua   For For  
  4 Kelly C. Chambliss   For For  
  5 Patricia L. Higgins   For For  
  6 Michael R. Koehler   For For  
  7 Michael H. Millegan   For For  
  8 David A. Wilson   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 400 0 28-Apr-2021 28-Apr-2021
ROSS STORES, INC.  
Security 778296103       Meeting Type   Annual  
Ticker Symbol ROST                  Meeting Date   19-May-2021
ISIN US7782961038       Agenda   935372778 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Abstain Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,000 0 27-Apr-2021 27-Apr-2021
THERMO FISHER SCIENTIFIC INC.  
Security 883556102       Meeting Type   Annual  
Ticker Symbol TMO                   Meeting Date   19-May-2021
ISIN US8835561023       Agenda   935375736 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,290 0 27-Apr-2021 27-Apr-2021
FISERV, INC.  
Security 337738108       Meeting Type   Annual  
Ticker Symbol FISV                  Meeting Date   19-May-2021
ISIN US3377381088       Agenda   935377893 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Frank J. Bisignano   For For  
  2 Alison Davis   For For  
  3 Henrique de Castro   For For  
  4 Harry F. DiSimone   For For  
  5 Dennis F. Lynch   For For  
  6 Heidi G. Miller   For For  
  7 Scott C. Nuttall   For For  
  8 Denis J. O'Leary   For For  
  9 Doyle R. Simons   For For  
  10 Kevin M. Warren   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,950 0 26-Apr-2021 26-Apr-2021
SUN COMMUNITIES, INC.  
Security 866674104       Meeting Type   Annual  
Ticker Symbol SUI                   Meeting Date   19-May-2021
ISIN US8666741041       Agenda   935379049 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,800 0 28-Apr-2021 28-Apr-2021
VERTEX PHARMACEUTICALS INCORPORATED  
Security 92532F100       Meeting Type   Annual  
Ticker Symbol VRTX                  Meeting Date   19-May-2021
ISIN US92532F1003       Agenda   935383959 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management Against Against  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,300 0 27-Apr-2021 27-Apr-2021
SOUTHWEST AIRLINES CO.  
Security 844741108       Meeting Type   Annual  
Ticker Symbol LUV                   Meeting Date   19-May-2021
ISIN US8447411088       Agenda   935392744 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,800 0 29-Apr-2021 29-Apr-2021
THE HOME DEPOT, INC.  
Security 437076102       Meeting Type   Annual  
Ticker Symbol HD                    Meeting Date   20-May-2021
ISIN US4370761029       Agenda   935365874 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 11,438 0 28-Apr-2021 28-Apr-2021
NEXTERA ENERGY, INC.  
Security 65339F101       Meeting Type   Annual  
Ticker Symbol NEE                   Meeting Date   20-May-2021
ISIN US65339F1012       Agenda   935378201 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 24,000 0 05-May-2021 05-May-2021
MCDONALD'S CORPORATION  
Security 580135101       Meeting Type   Annual  
Ticker Symbol MCD                   Meeting Date   20-May-2021
ISIN US5801351017       Agenda   935380395 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Health Issues Shareholder Against For  
5.    S/H Proposal - Health Issues Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,880 0 29-Apr-2021 29-Apr-2021
ALTRIA GROUP, INC.  
Security 02209S103       Meeting Type   Annual  
Ticker Symbol MO                    Meeting Date   20-May-2021
ISIN US02209S1033       Agenda   935381640 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    S/H Proposal - Tobacco Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 10,750 0 04-May-2021 04-May-2021
CROWN CASTLE INTERNATIONAL CORP  
Security 22822V101       Meeting Type   Annual  
Ticker Symbol CCI                   Meeting Date   21-May-2021
ISIN US22822V1017       Agenda   935372588 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    14A Executive Compensation Vote Frequency Management 1 Year For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 3,120 0 30-Apr-2021 30-Apr-2021
HONEYWELL INTERNATIONAL INC.  
Security 438516106       Meeting Type   Annual  
Ticker Symbol HON                   Meeting Date   21-May-2021
ISIN US4385161066       Agenda   935374861 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 8,300 0 28-Apr-2021 28-Apr-2021
QUEST DIAGNOSTICS INCORPORATED  
Security 74834L100       Meeting Type   Annual  
Ticker Symbol DGX                   Meeting Date   21-May-2021
ISIN US74834L1008       Agenda   935378819 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.1   Election of Directors (Majority Voting) Management For For  
1.2   Election of Directors (Majority Voting) Management For For  
1.3   Election of Directors (Majority Voting) Management For For  
1.4   Election of Directors (Majority Voting) Management For For  
1.5   Election of Directors (Majority Voting) Management For For  
1.6   Election of Directors (Majority Voting) Management For For  
1.7   Election of Directors (Majority Voting) Management For For  
1.8   Election of Directors (Majority Voting) Management For For  
1.9   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 4,500 0 04-May-2021 04-May-2021
MERCK & CO., INC.  
Security 58933Y105       Meeting Type   Annual  
Ticker Symbol MRK                   Meeting Date   25-May-2021
ISIN US58933Y1055       Agenda   935381044 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 17,750 0 01-May-2021 01-May-2021
EXXON MOBIL CORPORATION  
Security 30231G102       Meeting Type   Contested-Annual  
Ticker Symbol XOM                   Meeting Date   26-May-2021
ISIN US30231G1022       Agenda   935352005 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael J. Angelakis        
  2 Susan K. Avery        
  3 Angela F. Braly        
  4 Ursula M. Burns        
  5 Kenneth C. Frazier        
  6 Joseph L. Hooley        
  7 Steven A. Kandarian        
  8 Douglas R. Oberhelman        
  9 Samuel J. Palmisano        
  10 Jeffrey W. Ubben        
  11 Darren W. Woods        
  12 Wan Zulkiflee        
2.    Ratify Appointment of Independent Auditors Management      
3.    14A Executive Compensation Management      
4.    S/H Proposal - Establish Independent Chairman Shareholder      
5.    S/H Proposal - Corporate Governance Shareholder      
6.    S/H Proposal - Corporate Governance Shareholder      
7.    S/H Proposal - Environmental Shareholder      
8.    S/H Proposal - Political/Government Shareholder      
9.    S/H Proposal - Political/Government Shareholder      
10.   S/H Proposal - Political/Government Shareholder      
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0    
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0    
EXXON MOBIL CORPORATION  
Security 30231G102       Meeting Type   Contested-Annual  
Ticker Symbol XOM                   Meeting Date   26-May-2021
ISIN US30231G1022       Agenda   935352017 - Opposition
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Gregory J. Goff   For For  
  2 Kaisa Hietala   Withheld Against  
  3 Alexander A. Karsner   For For  
  4 Anders Runevad   Withheld Against  
  5 MGT NOM. M.J. Angelakis   For For  
  6 MGT NOM. Susan K. Avery   For For  
  7 MGT NOM. Angela F Braly   For For  
  8 MGT NOM. Ursula M Burns   For For  
  9 MGT NOM. K. C. Frazier   For For  
  10 MGT NOM. J. L. Hooley   For For  
  11 MGT NOM. J. W. Ubben   For For  
  12 MGT NOM. D. W. Woods   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For Against  
4.    Miscellaneous Corporate Governance Management Against    
5.    Miscellaneous Corporate Governance Management Against    
6.    Miscellaneous Corporate Governance Management For    
7.    Miscellaneous Corporate Governance Management Against    
8.    Miscellaneous Corporate Governance Management Against    
9.    Miscellaneous Corporate Governance Management Against    
10.   Miscellaneous Corporate Governance Management For    
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0 18-May-2021 18-May-2021
EXXON MOBIL CORPORATION  
Security 30231G102       Meeting Type   Contested-Annual  
Ticker Symbol XOM                   Meeting Date   26-May-2021
ISIN US30231G1022       Agenda   935378338 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael J. Angelakis        
  2 Susan K. Avery        
  3 Angela F. Braly        
  4 Ursula M. Burns        
  5 Kenneth C. Frazier        
  6 Joseph L. Hooley        
  7 Steven A. Kandarian        
  8 Douglas R. Oberhelman        
  9 Samuel J. Palmisano        
  10 Jeffrey W. Ubben        
  11 Darren W. Woods        
  12 Wan Zulkiflee        
2.    Ratify Appointment of Independent Auditors Management      
3.    14A Executive Compensation Management      
4.    S/H Proposal - Establish Independent Chairman Shareholder      
5.    S/H Proposal - Corporate Governance Shareholder      
6.    S/H Proposal - Corporate Governance Shareholder      
7.    S/H Proposal - Environmental Shareholder      
8.    S/H Proposal - Political/Government Shareholder      
9.    S/H Proposal - Political/Government Shareholder      
10.   S/H Proposal - Political/Government Shareholder      
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0    
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0    
EXXON MOBIL CORPORATION  
Security 30231G102       Meeting Type   Contested-Annual  
Ticker Symbol XOM                   Meeting Date   26-May-2021
ISIN US30231G1022       Agenda   935381020 - Opposition
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Gregory J. Goff   For For  
  2 Kaisa Hietala   Withheld Against  
  3 Alexander A. Karsner   For For  
  4 Anders Runevad   Withheld Against  
  5 MGT NOM. M.J. Angelakis   For For  
  6 MGT NOM. Susan K. Avery   For For  
  7 MGT NOM. Angela F Braly   For For  
  8 MGT NOM. Ursula M Burns   For For  
  9 MGT NOM. K. C. Frazier   For For  
  10 MGT NOM. J. L. Hooley   For For  
  11 MGT NOM. J. W. Ubben   For For  
  12 MGT NOM. D. W. Woods   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For Against  
4.    Miscellaneous Corporate Governance Management Against    
5.    Miscellaneous Corporate Governance Management Against    
6.    Miscellaneous Corporate Governance Management For    
7.    Miscellaneous Corporate Governance Management Against    
8.    Miscellaneous Corporate Governance Management Against    
9.    Miscellaneous Corporate Governance Management Against    
10.   Miscellaneous Corporate Governance Management For    
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,100 0 18-May-2021 18-May-2021
AMERICAN TOWER CORPORATION  
Security 03027X100       Meeting Type   Annual  
Ticker Symbol AMT                   Meeting Date   26-May-2021
ISIN US03027X1000       Agenda   935387755 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Human Rights Related Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,450 0 07-May-2021 07-May-2021
CHEVRON CORPORATION  
Security 166764100       Meeting Type   Annual  
Ticker Symbol CVX                   Meeting Date   26-May-2021
ISIN US1667641005       Agenda   935390132 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Report/Reduce Greenhouse Gas Emissions Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 9,510 0 06-May-2021 06-May-2021
EQUINIX, INC.  
Security 29444U700       Meeting Type   Annual  
Ticker Symbol EQIX                  Meeting Date   26-May-2021
ISIN US29444U7000       Agenda   935390550 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Thomas Bartlett   For For  
  2 Nanci Caldwell   For For  
  3 Adaire Fox-Martin   For For  
  4 Gary Hromadko   For For  
  5 Irving Lyons III   For For  
  6 Charles Meyers   For For  
  7 Christopher Paisley   For For  
  8 Sandra Rivera   For For  
  9 Peter Van Camp   For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,500 0 05-May-2021 05-May-2021
PAYPAL HOLDINGS, INC.  
Security 70450Y103       Meeting Type   Annual  
Ticker Symbol PYPL                  Meeting Date   26-May-2021
ISIN US70450Y1038       Agenda   935392617 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,475 0 06-May-2021 06-May-2021
AMAZON.COM, INC.  
Security 023135106       Meeting Type   Annual  
Ticker Symbol AMZN                  Meeting Date   26-May-2021
ISIN US0231351067       Agenda   935397592 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Gender Pay Equality Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder For Against  
8.    S/H Proposal - Corporate Governance Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
11.   S/H Proposal - Corporate Governance Shareholder For Against  
12.   S/H Proposal - Corporate Governance Shareholder For Against  
13.   S/H Proposal - Political/Government Shareholder Against For  
14.   S/H Proposal - Environmental Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 645 0 06-May-2021 06-May-2021
PIONEER NATURAL RESOURCES COMPANY  
Security 723787107       Meeting Type   Annual  
Ticker Symbol PXD                   Meeting Date   27-May-2021
ISIN US7237871071       Agenda   935392883 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Employee Stock Purchase Plan Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 500 0 06-May-2021 06-May-2021
LOWE'S COMPANIES, INC.  
Security 548661107       Meeting Type   Annual  
Ticker Symbol LOW                   Meeting Date   28-May-2021
ISIN US5486611073       Agenda   935387729 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Raul Alvarez   For For  
  2 David H. Batchelder   For For  
  3 Angela F. Braly   For For  
  4 Sandra B. Cochran   For For  
  5 Laurie Z. Douglas   For For  
  6 Richard W. Dreiling   For For  
  7 Marvin R. Ellison   For For  
  8 Daniel J. Heinrich   For For  
  9 Brian C. Rogers   For For  
  10 Bertram L. Scott   For For  
  11 Mary Beth West   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,000 0 08-May-2021 08-May-2021
THE CARLYLE GROUP INC  
Security 14316J108       Meeting Type   Annual  
Ticker Symbol CG                    Meeting Date   01-Jun-2021
ISIN US14316J1088       Agenda   935402305 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Daniel A. D'Aniello   For For  
  2 Peter J. Clare   For For  
  3 Dr. Thomas S. Robertson   For For  
  4 William J. Shaw   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    14A Executive Compensation Management For For  
5.    14A Executive Compensation Vote Frequency Management 1 Year For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 6,050 0 15-May-2021 15-May-2021
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION  
Security 192446102       Meeting Type   Annual  
Ticker Symbol CTSH                  Meeting Date   01-Jun-2021
ISIN US1924461023       Agenda   935406973 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 5,450 0 11-May-2021 11-May-2021
WALMART INC.  
Security 931142103       Meeting Type   Annual  
Ticker Symbol WMT                   Meeting Date   02-Jun-2021
ISIN US9311421039       Agenda   935404866 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Environmental Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 13,484 0 13-May-2021 13-May-2021
ALPHABET INC.  
Security 02079K305       Meeting Type   Annual  
Ticker Symbol GOOGL                 Meeting Date   02-Jun-2021
ISIN US02079K3059       Agenda   935406264 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    Adopt Stock Option Plan Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Human Rights Related Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Corporate Governance Shareholder For Against  
9.    S/H Proposal - Corporate Governance Shareholder Against For  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
11.   S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,820 0 14-May-2021 14-May-2021
COMCAST CORPORATION  
Security 20030N101       Meeting Type   Annual  
Ticker Symbol CMCSA                 Meeting Date   02-Jun-2021
ISIN US20030N1019       Agenda   935407139 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Kenneth J. Bacon   For For  
  2 Madeline S. Bell   For For  
  3 Naomi M. Bergman   For For  
  4 Edward D. Breen   For For  
  5 Gerald L. Hassell   For For  
  6 Jeffrey A. Honickman   For For  
  7 Maritza G. Montiel   For For  
  8 Asuka Nakahara   For For  
  9 David C. Novak   For For  
  10 Brian L. Roberts   For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 17,200 0 12-May-2021 12-May-2021
NVIDIA CORPORATION  
Security 67066G104       Meeting Type   Annual  
Ticker Symbol NVDA                  Meeting Date   03-Jun-2021
ISIN US67066G1040       Agenda   935402343 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Authorize Common Stock Increase Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 10,023 0 13-May-2021 13-May-2021
NETFLIX, INC.  
Security 64110L106       Meeting Type   Annual  
Ticker Symbol NFLX                  Meeting Date   03-Jun-2021
ISIN US64110L1061       Agenda   935406252 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,850 0 14-May-2021 14-May-2021
DIGITAL REALTY TRUST, INC.  
Security 253868103       Meeting Type   Annual  
Ticker Symbol DLR                   Meeting Date   03-Jun-2021
ISIN US2538681030       Agenda   935407393 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,100 0 16-May-2021 16-May-2021
GARMIN LTD  
Security H2906T109       Meeting Type   Annual  
Ticker Symbol GRMN                  Meeting Date   04-Jun-2021
ISIN CH0114405324       Agenda   935402507 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Adopt Accounts for Past Year Management For For  
2.    Dividends Management For For  
3.    Dividends Management For For  
4.    Approve Financial Statements, Allocation of Income, and Discharge Directors Management For For  
5A.   Election of Directors (Full Slate) Management For For  
5B.   Election of Directors (Full Slate) Management For For  
5C.   Election of Directors (Full Slate) Management For For  
5D.   Election of Directors (Full Slate) Management For For  
5E.   Election of Directors (Full Slate) Management For For  
5F.   Election of Directors (Full Slate) Management For For  
6.    Election of Directors (Full Slate) Management Against Against  
7A.   Miscellaneous Corporate Actions Management Against Against  
7B.   Miscellaneous Corporate Actions Management For For  
7C.   Miscellaneous Corporate Actions Management For For  
7D.   Miscellaneous Corporate Actions Management For For  
8.    Miscellaneous Corporate Actions Management For For  
9.    Ratify Appointment of Independent Auditors Management For For  
10.   14A Executive Compensation Management For For  
11.   Miscellaneous Compensation Plans Management For For  
12.   14A Executive Compensation Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,900 0 14-May-2021 14-May-2021
UNITEDHEALTH GROUP INCORPORATED  
Security 91324P102       Meeting Type   Annual  
Ticker Symbol UNH                   Meeting Date   07-Jun-2021
ISIN US91324P1021       Agenda   935414879 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Employee Stock Purchase Plan Management For For  
5.    S/H Proposal - Create Threshold as to Number of Shares Held to be Director Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 2,725 0 17-May-2021 17-May-2021
WORKDAY, INC.  
Security 98138H101       Meeting Type   Annual  
Ticker Symbol WDAY                  Meeting Date   08-Jun-2021
ISIN US98138H1014       Agenda   935410477 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Aneel Bhusri   For For  
  2 Ann-Marie Campbell   For For  
  3 David A. Duffield   For For  
  4 Lee J. Styslinger III   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    14A Executive Compensation Vote Frequency Management 1 Year For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 13,130 0 21-May-2021 21-May-2021
THE TJX COMPANIES, INC.  
Security 872540109       Meeting Type   Annual  
Ticker Symbol TJX                   Meeting Date   08-Jun-2021
ISIN US8725401090       Agenda   935414831 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Animal Rights Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,000 0 19-May-2021 19-May-2021
TARGET CORPORATION  
Security 87612E106       Meeting Type   Annual  
Ticker Symbol TGT                   Meeting Date   09-Jun-2021
ISIN US87612E1064       Agenda   935412635 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 13,580 0 17-May-2021 17-May-2021
CATERPILLAR INC.  
Security 149123101       Meeting Type   Annual  
Ticker Symbol CAT                   Meeting Date   09-Jun-2021
ISIN US1491231015       Agenda   935415617 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Environmental Shareholder For Against  
5.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder For Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 10,225 0 18-May-2021 18-May-2021
MASTERCARD INCORPORATED  
Security 57636Q104       Meeting Type   Annual  
Ticker Symbol MA                    Meeting Date   22-Jun-2021
ISIN US57636Q1040       Agenda   935420644 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Amend Non-Employee Director Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 5,200 0 03-Jun-2021 03-Jun-2021
DELL TECHNOLOGIES INC.  
Security 24703L202       Meeting Type   Annual  
Ticker Symbol DELL                  Meeting Date   22-Jun-2021
ISIN US24703L2025       Agenda   935431673 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael S. Dell*   For For  
  2 David W. Dorman*   For For  
  3 Egon Durban*   For For  
  4 William D. Green*   For For  
  5 Simon Patterson*   For For  
  6 Lynn M. Vojvodich*   For For  
  7 Ellen J. Kullman#   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 1,624 0 04-Jun-2021 04-Jun-2021
BROOKFIELD RENEWABLE CORPORATION  
Security 11284V105       Meeting Type   Annual  
Ticker Symbol BEPC                  Meeting Date   22-Jun-2021
ISIN CA11284V1058       Agenda   935439275 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1     Election of Directors Management      
  1 Jeffrey Blidner   For For  
  2 Scott Cutler   For For  
  3 E. de Carvalho Filho   For For  
  4 Nancy Dorn   For For  
  5 David Mann   For For  
  6 Lou Maroun   For For  
  7 Sachin Shah   For For  
  8 Stephen Westwell   For For  
  9 Patricia Zuccotti   For For  
2     Ratify Appointment of Independent Auditors Management For For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 562 0 27-May-2021 27-May-2021
THE KROGER CO.  
Security 501044101       Meeting Type   Annual  
Ticker Symbol KR                    Meeting Date   24-Jun-2021
ISIN US5010441013       Agenda   935432889 - Management
                   
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Environmental Shareholder Against For  
                   
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169317 SOA LARGE CAP VALUE 1169317 HUNTINGTON NATIONAL BANK 9,000 0 03-Jun-2021 03-Jun-2021

 

 

Spirit of America Municipal Tax Free Bond Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

No votes have been cast on securities held by the Spirit of America Municipal Tax Free Bond Fund during the reporting period (July 1, 2020 – June 30, 2021).

 

 

 

Spirit of America Income Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

Investment Company Report

TC PIPELINES, LP  
Security 87233Q108       Meeting Type   Special
Ticker Symbol TCP                   Meeting Date   26-Feb-2021
ISIN US87233Q1085       Agenda   935331532 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Approve Merger Agreement Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 7,195 0 18-Feb-2021 18-Feb-2021
MAGELLAN MIDSTREAM PARTNERS,L.P.  
Security 559080106       Meeting Type   Annual  
Ticker Symbol MMP                   Meeting Date   22-Apr-2021
ISIN US5590801065       Agenda   935339057 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Robert G. Croyle   For For  
  2 Stacy P. Methvin   For For  
  3 Barry R. Pearl   For For  
2.    Amend Stock Compensation Plan Management For For  
3.    14A Executive Compensation Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 8,700 0 18-Mar-2021 18-Mar-2021
PFIZER INC.  
Security 717081103       Meeting Type   Annual  
Ticker Symbol PFE                   Meeting Date   22-Apr-2021
ISIN US7170811035       Agenda   935344503 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Health Issues Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 5,000 0 27-Mar-2021 27-Mar-2021
CITIGROUP INC.  
Security 172967424       Meeting Type   Annual  
Ticker Symbol C                     Meeting Date   27-Apr-2021
ISIN US1729674242       Agenda   935349515 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,500 0 01-Apr-2021 01-Apr-2021
THE WILLIAMS COMPANIES, INC.  
Security 969457100       Meeting Type   Annual  
Ticker Symbol WMB                   Meeting Date   27-Apr-2021
ISIN US9694571004       Agenda   935351572 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 42,500 0 04-Apr-2021 04-Apr-2021
VALERO ENERGY CORPORATION  
Security 91913Y100       Meeting Type   Annual  
Ticker Symbol VLO                   Meeting Date   29-Apr-2021
ISIN US91913Y1001       Agenda   935351154 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,500 0 06-Apr-2021 06-Apr-2021
AT&T INC.  
Security 00206R102       Meeting Type   Annual  
Ticker Symbol T                     Meeting Date   30-Apr-2021
ISIN US00206R1023       Agenda   935347179 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 18,000 0 06-Apr-2021 06-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J628       Meeting Type   Annual  
Ticker Symbol PSBPRW                Meeting Date   04-May-2021
ISIN US69360J6284       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 10-Apr-2021 10-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J578       Meeting Type   Annual  
Ticker Symbol PSBPRY                Meeting Date   04-May-2021
ISIN US69360J5781       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 4,000 0 10-Apr-2021 10-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J594       Meeting Type   Annual  
Ticker Symbol PSBPRX                Meeting Date   04-May-2021
ISIN US69360J5948       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 10-Apr-2021 10-Apr-2021
PHYSICIANS REALTY TRUST  
Security 71943U104       Meeting Type   Annual  
Ticker Symbol DOC                   Meeting Date   05-May-2021
ISIN US71943U1043       Agenda   935348525 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 John T. Thomas   For For  
  2 Tommy G. Thompson   For For  
  3 Stanton D. Anderson   For For  
  4 Mark A. Baumgartner   For For  
  5 Albert C. Black, Jr.   For For  
  6 William A. Ebinger, M.D   For For  
  7 Pamela J. Kessler   For For  
  8 Richard A. Weiss   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 13-Apr-2021 13-Apr-2021
DOMINION ENERGY, INC.  
Security 25746U109       Meeting Type   Annual  
Ticker Symbol D                     Meeting Date   05-May-2021
ISIN US25746U1097       Agenda   935352853 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 16,500 0 09-Apr-2021 09-Apr-2021
PHILIP MORRIS INTERNATIONAL INC.  
Security 718172109       Meeting Type   Annual  
Ticker Symbol PM                    Meeting Date   05-May-2021
ISIN US7181721090       Agenda   935359112 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,000 0 06-Apr-2021 06-Apr-2021
ENBRIDGE INC.  
Security 29250N105       Meeting Type   Annual  
Ticker Symbol ENB                   Meeting Date   05-May-2021
ISIN CA29250N1050       Agenda   935360571 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1     Election of Directors (Majority Voting) Management      
  1 Pamela L. Carter   For For  
  2 Marcel R. Coutu   For For  
  3 Susan M. Cunningham   For For  
  4 Gregory L. Ebel   For For  
  5 J. Herb England   For For  
  6 Gregory J. Goff   For For  
  7 V. Maureen K. Darkes   For For  
  8 Teresa S. Madden   For For  
  9 Al Monaco   For For  
  10 Stephen S. Poloz   For For  
  11 Dan C. Tutcher   For For  
2     Ratify Appointment of Independent Auditors Management For For  
3     14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 29,763 0 06-Apr-2021 06-Apr-2021
CITY OFFICE REIT, INC.  
Security 178587101       Meeting Type   Annual  
Ticker Symbol CIO                   Meeting Date   06-May-2021
ISIN US1785871013       Agenda   935348486 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 07-Apr-2021 07-Apr-2021
DUKE ENERGY CORPORATION  
Security 26441C204       Meeting Type   Annual  
Ticker Symbol DUK                   Meeting Date   06-May-2021
ISIN US26441C2044       Agenda   935359263 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael G. Browning   For For  
  2 Annette K. Clayton   For For  
  3 Theodore F. Craver, Jr.   For For  
  4 Robert M. Davis   For For  
  5 Caroline Dorsa   For For  
  6 W. Roy Dunbar   For For  
  7 Nicholas C. Fanandakis   For For  
  8 Lynn J. Good   For For  
  9 John T. Herron   For For  
  10 E. Marie McKee   For For  
  11 Michael J. Pacilio   For For  
  12 Thomas E. Skains   For For  
  13 William E. Webster, Jr.   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Eliminate Supermajority Requirements Management For For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,500 0 09-Apr-2021 09-Apr-2021
ABBVIE INC.  
Security 00287Y109       Meeting Type   Annual  
Ticker Symbol ABBV                  Meeting Date   07-May-2021
ISIN US00287Y1091       Agenda   935357891 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Roxanne S. Austin   For For  
  2 Richard A. Gonzalez   For For  
  3 Rebecca B. Roberts   For For  
  4 Glenn F. Tilton   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Amend Employee Stock Purchase Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 17,000 0 08-Apr-2021 08-Apr-2021
TC ENERGY CORPORATION  
Security 87807B107       Meeting Type   Annual  
Ticker Symbol TRP                   Meeting Date   07-May-2021
ISIN CA87807B1076       Agenda   935366054 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
01    Election of Directors (Majority Voting) Management      
  1 Stéphan Crétier   For For  
  2 Michael R. Culbert   For For  
  3 Susan C. Jones   For For  
  4 Randy Limbacher   For For  
  5 John E. Lowe   For For  
  6 David MacNaughton   For For  
  7 François L. Poirier   For For  
  8 Una Power   For For  
  9 Mary Pat Salomone   For For  
  10 Indira V. Samarasekera   For For  
  11 D. Michael G. Stewart   For For  
  12 Siim A. Vanaselja   For For  
  13 Thierry Vandal   For For  
02    Ratify Appointment of Independent Auditors Management For For  
03    14A Executive Compensation Management For For  
4     Approve Charter Amendment Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,536 0 09-Apr-2021 09-Apr-2021
PHILLIPS 66  
Security 718546104       Meeting Type   Annual  
Ticker Symbol PSX                   Meeting Date   12-May-2021
ISIN US7185461040       Agenda   935362133 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
2.    Miscellaneous Corporate Actions Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
5.    S/H Proposal - Report/Reduce Greenhouse Gas Emissions Shareholder For Against  
6.    S/H Proposal - Political/Government Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,500 0 21-Apr-2021 21-Apr-2021
KINDER MORGAN, INC.  
Security 49456B101       Meeting Type   Annual  
Ticker Symbol KMI                   Meeting Date   12-May-2021
ISIN US49456B1017       Agenda   935365420 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Approve Stock Compensation Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 40,000 0 17-Apr-2021 17-Apr-2021
GILEAD SCIENCES, INC.  
Security 375558103       Meeting Type   Annual  
Ticker Symbol GILD                  Meeting Date   12-May-2021
ISIN US3755581036       Agenda   935366561 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 3,000 0 21-Apr-2021 21-Apr-2021
VERIZON COMMUNICATIONS INC.  
Security 92343V104       Meeting Type   Annual  
Ticker Symbol VZ                    Meeting Date   13-May-2021
ISIN US92343V1044       Agenda   935364846 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
2     14A Executive Compensation Management For For  
3     Ratify Appointment of Independent Auditors Management For For  
4     S/H Proposal - Corporate Governance Shareholder Against For  
5     S/H Proposal - Corporate Governance Shareholder Against For  
6     S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,000 0 20-Apr-2021 20-Apr-2021
JPMORGAN CHASE & CO.  
Security 46625H100       Meeting Type   Annual  
Ticker Symbol JPM                   Meeting Date   18-May-2021
ISIN US46625H1005       Agenda   935372285 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Gender Pay Equality Shareholder For Against  
7.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 28-Apr-2021 28-Apr-2021
PPL CORPORATION  
Security 69351T106       Meeting Type   Annual  
Ticker Symbol PPL                   Meeting Date   18-May-2021
ISIN US69351T1060       Agenda   935382628 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management Against Against  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,000 0 24-Apr-2021 24-Apr-2021
SPIRIT REALTY CAPITAL, INC.  
Security 84860W300       Meeting Type   Annual  
Ticker Symbol SRC                   Meeting Date   19-May-2021
ISIN US84860W3007       Agenda   935366573 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 4,000 0 30-Apr-2021 30-Apr-2021
MERCK & CO., INC.  
Security 58933Y105       Meeting Type   Annual  
Ticker Symbol MRK                   Meeting Date   25-May-2021
ISIN US58933Y1055       Agenda   935381044 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 6,000 0 01-May-2021 01-May-2021
CHEVRON CORPORATION  
Security 166764100       Meeting Type   Annual  
Ticker Symbol CVX                   Meeting Date   26-May-2021
ISIN US1667641005       Agenda   935390132 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Report/Reduce Greenhouse Gas Emissions Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 14,000 0 06-May-2021 06-May-2021
MEDICAL PROPERTIES TRUST, INC.  
Security 58463J304       Meeting Type   Annual  
Ticker Symbol MPW                   Meeting Date   26-May-2021
ISIN US58463J3041       Agenda   935430239 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 11-May-2021 11-May-2021
HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL  
Security 41068X100       Meeting Type   Annual  
Ticker Symbol HASI                  Meeting Date   03-Jun-2021
ISIN US41068X1000       Agenda   935400363 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Jeffrey W. Eckel   For For  
  2 Clarence D. Armbrister   For For  
  3 Teresa M. Brenner   For For  
  4 Michael T. Eckhart   For For  
  5 Nancy C. Floyd   For For  
  6 Simone F. Lagomarsino   For For  
  7 Charles M. O'Neil   For For  
  8 Richard J. Osborne   For For  
  9 Steven G. Osgood   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 35,000 0 14-May-2021 14-May-2021

 

 

 

Spirit of America Income & Opportunity Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

Investment Company Report

MICROSOFT CORPORATION  
Security 594918104       Meeting Type Annual  
Ticker Symbol MSFT                  Meeting Date 02-Dec-2020
ISIN US5949181045       Agenda 935284478 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,000 0 10-Nov-2020 10-Nov-2020
APPLE INC.  
Security 037833100       Meeting Type Annual  
Ticker Symbol AAPL                  Meeting Date 23-Feb-2021
ISIN US0378331005       Agenda 935323167 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Report on Executive Compensation Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 3,250 0 29-Jan-2021 29-Jan-2021
DEERE & COMPANY  
Security 244199105       Meeting Type Annual  
Ticker Symbol DE                    Meeting Date 24-Feb-2021
ISIN US2441991054       Agenda 935323143 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,150 0 29-Jan-2021 29-Jan-2021
LENNAR CORPORATION  
Security 526057104       Meeting Type Annual  
Ticker Symbol LEN                   Meeting Date 07-Apr-2021
ISIN US5260571048       Agenda 935339300 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,800 0 12-Mar-2021 12-Mar-2021
FIFTH THIRD BANCORP  
Security 316773100       Meeting Type Annual  
Ticker Symbol FITB                  Meeting Date 13-Apr-2021
ISIN US3167731005       Agenda 935338980 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    14A Executive Compensation Vote Frequency Management 1 Year For  
5.    Approve Stock Compensation Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
7.    Eliminate Cumulative Voting Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 3,400 0 10-Mar-2021 10-Mar-2021
DOW INC.  
Security 260557103       Meeting Type Annual  
Ticker Symbol DOW                   Meeting Date 15-Apr-2021
ISIN US2605571031       Agenda 935340567 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Adopt Employee Stock Purchase Plan Management For For  
5.    Ratify Appointment of Independent Auditors Management For For  
6.    S/H Proposal - Proxy Process/Statement Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,000 0 15-Mar-2021 15-Mar-2021
AMERICAN ELECTRIC POWER COMPANY, INC.  
Security 025537101       Meeting Type Annual  
Ticker Symbol AEP                   Meeting Date 20-Apr-2021
ISIN US0255371017       Agenda 935342749 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,155 0 24-Mar-2021 24-Mar-2021
MAGELLAN MIDSTREAM PARTNERS,L.P.  
Security 559080106       Meeting Type Annual  
Ticker Symbol MMP                   Meeting Date 22-Apr-2021
ISIN US5590801065       Agenda 935339057 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Robert G. Croyle   For For  
  2 Stacy P. Methvin   For For  
  3 Barry R. Pearl   For For  
2.    Amend Stock Compensation Plan Management For For  
3.    14A Executive Compensation Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,725 0 18-Mar-2021 18-Mar-2021
STARWOOD PROPERTY TRUST, INC.  
Security 85571B105       Meeting Type Annual  
Ticker Symbol STWD                  Meeting Date 27-Apr-2021
ISIN US85571B1052       Agenda 935347953 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1     Election of Directors Management      
  1 Richard D. Bronson   For For  
  2 Jeffrey G. Dishner   For For  
  3 Camille J. Douglas   For For  
  4 Solomon J. Kumin   For For  
  5 Fred Perpall   For For  
  6 Fred S. Ridley   For For  
  7 Barry S. Sternlicht   For For  
  8 Strauss Zelnick   For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 4,175 0 26-Mar-2021 26-Mar-2021
CITIGROUP INC.  
Security 172967424       Meeting Type Annual  
Ticker Symbol C                     Meeting Date 27-Apr-2021
ISIN US1729674242       Agenda 935349515 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 3,000 0 01-Apr-2021 01-Apr-2021
THE WILLIAMS COMPANIES, INC.  
Security 969457100       Meeting Type Annual  
Ticker Symbol WMB                   Meeting Date 27-Apr-2021
ISIN US9694571004       Agenda 935351572 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,500 0 04-Apr-2021 04-Apr-2021
PROLOGIS, INC.  
Security 74340W103       Meeting Type Annual  
Ticker Symbol PLD                   Meeting Date 29-Apr-2021
ISIN US74340W1036       Agenda 935354299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management Against Against  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 3,000 0 13-Apr-2021 13-Apr-2021
AT&T INC.  
Security 00206R102       Meeting Type Annual  
Ticker Symbol T                     Meeting Date 30-Apr-2021
ISIN US00206R1023       Agenda 935347179 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 4,114 0 06-Apr-2021 06-Apr-2021
TERRENO REALTY CORPORATION  
Security 88146M101       Meeting Type Annual  
Ticker Symbol TRNO                  Meeting Date 04-May-2021
ISIN US88146M1018       Agenda 935348664 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 7,000 0 30-Mar-2021 30-Mar-2021
DUKE ENERGY CORPORATION  
Security 26441C204       Meeting Type Annual  
Ticker Symbol DUK                   Meeting Date 06-May-2021
ISIN US26441C2044       Agenda 935359263 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael G. Browning   For For  
  2 Annette K. Clayton   For For  
  3 Theodore F. Craver, Jr.   For For  
  4 Robert M. Davis   For For  
  5 Caroline Dorsa   For For  
  6 W. Roy Dunbar   For For  
  7 Nicholas C. Fanandakis   For For  
  8 Lynn J. Good   For For  
  9 John T. Herron   For For  
  10 E. Marie McKee   For For  
  11 Michael J. Pacilio   For For  
  12 Thomas E. Skains   For For  
  13 William E. Webster, Jr.   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Eliminate Supermajority Requirements Management For For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,000 0 09-Apr-2021 09-Apr-2021
ABBVIE INC.  
Security 00287Y109       Meeting Type Annual  
Ticker Symbol ABBV                  Meeting Date 07-May-2021
ISIN US00287Y1091       Agenda 935357891 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Roxanne S. Austin   For For  
  2 Richard A. Gonzalez   For For  
  3 Rebecca B. Roberts   For For  
  4 Glenn F. Tilton   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Amend Employee Stock Purchase Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 4,000 0 08-Apr-2021 08-Apr-2021
KINDER MORGAN, INC.  
Security 49456B101       Meeting Type Annual  
Ticker Symbol KMI                   Meeting Date 12-May-2021
ISIN US49456B1017       Agenda 935365420 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Approve Stock Compensation Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 7,500 0 17-Apr-2021 17-Apr-2021
VERIZON COMMUNICATIONS INC.  
Security 92343V104       Meeting Type Annual  
Ticker Symbol VZ                    Meeting Date 13-May-2021
ISIN US92343V1044       Agenda 935364846 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
2     14A Executive Compensation Management For For  
3     Ratify Appointment of Independent Auditors Management For For  
4     S/H Proposal - Corporate Governance Shareholder Against For  
5     S/H Proposal - Corporate Governance Shareholder Against For  
6     S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 5,000 0 20-Apr-2021 20-Apr-2021
JPMORGAN CHASE & CO.  
Security 46625H100       Meeting Type Annual  
Ticker Symbol JPM                   Meeting Date 18-May-2021
ISIN US46625H1005       Agenda 935372285 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Gender Pay Equality Shareholder For Against  
7.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,000 0 28-Apr-2021 28-Apr-2021
SUN COMMUNITIES, INC.  
Security 866674104       Meeting Type Annual  
Ticker Symbol SUI                   Meeting Date 19-May-2021
ISIN US8666741041       Agenda 935379049 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 714 0 28-Apr-2021 28-Apr-2021
THE HOME DEPOT, INC.  
Security 437076102       Meeting Type Annual  
Ticker Symbol HD                    Meeting Date 20-May-2021
ISIN US4370761029       Agenda 935365874 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,000 0 28-Apr-2021 28-Apr-2021
HONEYWELL INTERNATIONAL INC.  
Security 438516106       Meeting Type Annual  
Ticker Symbol HON                   Meeting Date 21-May-2021
ISIN US4385161066       Agenda 935374861 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 550 0 28-Apr-2021 28-Apr-2021
PAYPAL HOLDINGS, INC.  
Security 70450Y103       Meeting Type Annual  
Ticker Symbol PYPL                  Meeting Date 26-May-2021
ISIN US70450Y1038       Agenda 935392617 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,100 0 06-May-2021 06-May-2021
AMAZON.COM, INC.  
Security 023135106       Meeting Type Annual  
Ticker Symbol AMZN                  Meeting Date 26-May-2021
ISIN US0231351067       Agenda 935397592 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Gender Pay Equality Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder For Against  
8.    S/H Proposal - Corporate Governance Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
11.   S/H Proposal - Corporate Governance Shareholder For Against  
12.   S/H Proposal - Corporate Governance Shareholder For Against  
13.   S/H Proposal - Political/Government Shareholder Against For  
14.   S/H Proposal - Environmental Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 150 0 06-May-2021 06-May-2021
WELLTOWER INC.  
Security 95040Q104       Meeting Type Annual  
Ticker Symbol WELL                  Meeting Date 26-May-2021
ISIN US95040Q1040       Agenda 935401997 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,160 0 05-May-2021 05-May-2021
ALPHABET INC.  
Security 02079K305       Meeting Type Annual  
Ticker Symbol GOOGL                 Meeting Date 02-Jun-2021
ISIN US02079K3059       Agenda 935406264 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    Adopt Stock Option Plan Management For For  
4.    S/H Proposal - Corporate Governance Shareholder For Against  
5.    S/H Proposal - Human Rights Related Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Corporate Governance Shareholder For Against  
9.    S/H Proposal - Corporate Governance Shareholder Against For  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
11.   S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 250 0 14-May-2021 14-May-2021
NVIDIA CORPORATION  
Security 67066G104       Meeting Type Annual  
Ticker Symbol NVDA                  Meeting Date 03-Jun-2021
ISIN US67066G1040       Agenda 935402343 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    Authorize Common Stock Increase Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 2,045 0 13-May-2021 13-May-2021
NETFLIX, INC.  
Security 64110L106       Meeting Type Annual  
Ticker Symbol NFLX                  Meeting Date 03-Jun-2021
ISIN US64110L1061       Agenda 935406252 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 800 0 14-May-2021 14-May-2021
CATERPILLAR INC.  
Security 149123101       Meeting Type Annual  
Ticker Symbol CAT                   Meeting Date 09-Jun-2021
ISIN US1491231015       Agenda 935415617 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Environmental Shareholder For Against  
5.    S/H Proposal - Create a Non-Discriminatory Sexual Orientation Policy Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 700 0 18-May-2021 18-May-2021
W. P. CAREY INC.  
Security 92936U109       Meeting Type Annual  
Ticker Symbol WPC                   Meeting Date 17-Jun-2021
ISIN US92936U1097       Agenda 935387630 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1354356 SOA INCOME & OPPORTUNITY FUND 1354356 HUNTINGTON NATIONAL BANK 1,340 0 02-Jun-2021 02-Jun-2021

 

 

 

Spirit of America Energy Fund

Proxy Voting Record

July 1, 2020 – June 30, 2021

 

Investment Company Report

TC PIPELINES, LP  
Security 87233Q108       Meeting Type   Special
Ticker Symbol TCP                   Meeting Date   26-Feb-2021
ISIN US87233Q1085       Agenda   935331532 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Approve Merger Agreement Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 7,195 0 18-Feb-2021 18-Feb-2021
MAGELLAN MIDSTREAM PARTNERS,L.P.  
Security 559080106       Meeting Type   Annual  
Ticker Symbol MMP                   Meeting Date   22-Apr-2021
ISIN US5590801065       Agenda   935339057 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Robert G. Croyle   For For  
  2 Stacy P. Methvin   For For  
  3 Barry R. Pearl   For For  
2.    Amend Stock Compensation Plan Management For For  
3.    14A Executive Compensation Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 8,700 0 18-Mar-2021 18-Mar-2021
PFIZER INC.  
Security 717081103       Meeting Type   Annual  
Ticker Symbol PFE                   Meeting Date   22-Apr-2021
ISIN US7170811035       Agenda   935344503 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
5.    S/H Proposal - Political/Government Shareholder Against For  
6.    S/H Proposal - Health Issues Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 5,000 0 27-Mar-2021 27-Mar-2021
CITIGROUP INC.  
Security 172967424       Meeting Type   Annual  
Ticker Symbol C                     Meeting Date   27-Apr-2021
ISIN US1729674242       Agenda   935349515 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
1P.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Approve Stock Compensation Plan Management For For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
6.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
7.    S/H Proposal - Corporate Governance Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder For Against  
10.   S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,500 0 01-Apr-2021 01-Apr-2021
THE WILLIAMS COMPANIES, INC.  
Security 969457100       Meeting Type   Annual  
Ticker Symbol WMB                   Meeting Date   27-Apr-2021
ISIN US9694571004       Agenda   935351572 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 42,500 0 04-Apr-2021 04-Apr-2021
VALERO ENERGY CORPORATION  
Security 91913Y100       Meeting Type   Annual  
Ticker Symbol VLO                   Meeting Date   29-Apr-2021
ISIN US91913Y1001       Agenda   935351154 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,500 0 06-Apr-2021 06-Apr-2021
AT&T INC.  
Security 00206R102       Meeting Type   Annual  
Ticker Symbol T                     Meeting Date   30-Apr-2021
ISIN US00206R1023       Agenda   935347179 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Proxy Process/Statement Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 18,000 0 06-Apr-2021 06-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J628       Meeting Type   Annual  
Ticker Symbol PSBPRW                Meeting Date   04-May-2021
ISIN US69360J6284       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 10-Apr-2021 10-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J578       Meeting Type   Annual  
Ticker Symbol PSBPRY                Meeting Date   04-May-2021
ISIN US69360J5781       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 4,000 0 10-Apr-2021 10-Apr-2021
PS BUSINESS PARKS, INC.  
Security 69360J594       Meeting Type   Annual  
Ticker Symbol PSBPRX                Meeting Date   04-May-2021
ISIN US69360J5948       Agenda   935392299 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
3.    Approve Reincorporation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 10-Apr-2021 10-Apr-2021
PHYSICIANS REALTY TRUST  
Security 71943U104       Meeting Type   Annual  
Ticker Symbol DOC                   Meeting Date   05-May-2021
ISIN US71943U1043       Agenda   935348525 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 John T. Thomas   For For  
  2 Tommy G. Thompson   For For  
  3 Stanton D. Anderson   For For  
  4 Mark A. Baumgartner   For For  
  5 Albert C. Black, Jr.   For For  
  6 William A. Ebinger, M.D   For For  
  7 Pamela J. Kessler   For For  
  8 Richard A. Weiss   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 13-Apr-2021 13-Apr-2021
DOMINION ENERGY, INC.  
Security 25746U109       Meeting Type   Annual  
Ticker Symbol D                     Meeting Date   05-May-2021
ISIN US25746U1097       Agenda   935352853 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Political/Government Shareholder Against For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 16,500 0 09-Apr-2021 09-Apr-2021
PHILIP MORRIS INTERNATIONAL INC.  
Security 718172109       Meeting Type   Annual  
Ticker Symbol PM                    Meeting Date   05-May-2021
ISIN US7181721090       Agenda   935359112 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,000 0 06-Apr-2021 06-Apr-2021
ENBRIDGE INC.  
Security 29250N105       Meeting Type   Annual  
Ticker Symbol ENB                   Meeting Date   05-May-2021
ISIN CA29250N1050       Agenda   935360571 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1     Election of Directors (Majority Voting) Management      
  1 Pamela L. Carter   For For  
  2 Marcel R. Coutu   For For  
  3 Susan M. Cunningham   For For  
  4 Gregory L. Ebel   For For  
  5 J. Herb England   For For  
  6 Gregory J. Goff   For For  
  7 V. Maureen K. Darkes   For For  
  8 Teresa S. Madden   For For  
  9 Al Monaco   For For  
  10 Stephen S. Poloz   For For  
  11 Dan C. Tutcher   For For  
2     Ratify Appointment of Independent Auditors Management For For  
3     14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 29,763 0 06-Apr-2021 06-Apr-2021
CITY OFFICE REIT, INC.  
Security 178587101       Meeting Type   Annual  
Ticker Symbol CIO                   Meeting Date   06-May-2021
ISIN US1785871013       Agenda   935348486 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,000 0 07-Apr-2021 07-Apr-2021
DUKE ENERGY CORPORATION  
Security 26441C204       Meeting Type   Annual  
Ticker Symbol DUK                   Meeting Date   06-May-2021
ISIN US26441C2044       Agenda   935359263 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Michael G. Browning   For For  
  2 Annette K. Clayton   For For  
  3 Theodore F. Craver, Jr.   For For  
  4 Robert M. Davis   For For  
  5 Caroline Dorsa   For For  
  6 W. Roy Dunbar   For For  
  7 Nicholas C. Fanandakis   For For  
  8 Lynn J. Good   For For  
  9 John T. Herron   For For  
  10 E. Marie McKee   For For  
  11 Michael J. Pacilio   For For  
  12 Thomas E. Skains   For For  
  13 William E. Webster, Jr.   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Eliminate Supermajority Requirements Management For For  
5.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
6.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 10,500 0 09-Apr-2021 09-Apr-2021
ABBVIE INC.  
Security 00287Y109       Meeting Type   Annual  
Ticker Symbol ABBV                  Meeting Date   07-May-2021
ISIN US00287Y1091       Agenda   935357891 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Roxanne S. Austin   For For  
  2 Richard A. Gonzalez   For For  
  3 Rebecca B. Roberts   For For  
  4 Glenn F. Tilton   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    Amend Stock Compensation Plan Management For For  
5.    Amend Employee Stock Purchase Plan Management For For  
6.    Eliminate Supermajority Requirements Management For For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 17,000 0 08-Apr-2021 08-Apr-2021
TC ENERGY CORPORATION  
Security 87807B107       Meeting Type   Annual  
Ticker Symbol TRP                   Meeting Date   07-May-2021
ISIN CA87807B1076       Agenda   935366054 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
01    Election of Directors (Majority Voting) Management      
  1 Stéphan Crétier   For For  
  2 Michael R. Culbert   For For  
  3 Susan C. Jones   For For  
  4 Randy Limbacher   For For  
  5 John E. Lowe   For For  
  6 David MacNaughton   For For  
  7 François L. Poirier   For For  
  8 Una Power   For For  
  9 Mary Pat Salomone   For For  
  10 Indira V. Samarasekera   For For  
  11 D. Michael G. Stewart   For For  
  12 Siim A. Vanaselja   For For  
  13 Thierry Vandal   For For  
02    Ratify Appointment of Independent Auditors Management For For  
03    14A Executive Compensation Management For For  
4     Approve Charter Amendment Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,536 0 09-Apr-2021 09-Apr-2021
PHILLIPS 66  
Security 718546104       Meeting Type   Annual  
Ticker Symbol PSX                   Meeting Date   12-May-2021
ISIN US7185461040       Agenda   935362133 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
2.    Miscellaneous Corporate Actions Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
5.    S/H Proposal - Report/Reduce Greenhouse Gas Emissions Shareholder For Against  
6.    S/H Proposal - Political/Government Shareholder For Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 11,500 0 21-Apr-2021 21-Apr-2021
KINDER MORGAN, INC.  
Security 49456B101       Meeting Type   Annual  
Ticker Symbol KMI                   Meeting Date   12-May-2021
ISIN US49456B1017       Agenda   935365420 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
1N.   Election of Directors (Majority Voting) Management For For  
1O.   Election of Directors (Majority Voting) Management For For  
2.    Approve Stock Compensation Plan Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 40,000 0 17-Apr-2021 17-Apr-2021
GILEAD SCIENCES, INC.  
Security 375558103       Meeting Type   Annual  
Ticker Symbol GILD                  Meeting Date   12-May-2021
ISIN US3755581036       Agenda   935366561 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 3,000 0 21-Apr-2021 21-Apr-2021
VERIZON COMMUNICATIONS INC.  
Security 92343V104       Meeting Type   Annual  
Ticker Symbol VZ                    Meeting Date   13-May-2021
ISIN US92343V1044       Agenda   935364846 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1a.   Election of Directors (Majority Voting) Management For For  
1b.   Election of Directors (Majority Voting) Management For For  
1c.   Election of Directors (Majority Voting) Management For For  
1d.   Election of Directors (Majority Voting) Management For For  
1e.   Election of Directors (Majority Voting) Management For For  
1f.   Election of Directors (Majority Voting) Management For For  
1g.   Election of Directors (Majority Voting) Management For For  
1h.   Election of Directors (Majority Voting) Management For For  
1i.   Election of Directors (Majority Voting) Management For For  
2     14A Executive Compensation Management For For  
3     Ratify Appointment of Independent Auditors Management For For  
4     S/H Proposal - Corporate Governance Shareholder Against For  
5     S/H Proposal - Corporate Governance Shareholder Against For  
6     S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,000 0 20-Apr-2021 20-Apr-2021
JPMORGAN CHASE & CO.  
Security 46625H100       Meeting Type   Annual  
Ticker Symbol JPM                   Meeting Date   18-May-2021
ISIN US46625H1005       Agenda   935372285 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Amend Stock Compensation Plan Management For For  
4.    Ratify Appointment of Independent Auditors Management For For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Gender Pay Equality Shareholder For Against  
7.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
8.    S/H Proposal - Political/Government Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 28-Apr-2021 28-Apr-2021
PPL CORPORATION  
Security 69351T106       Meeting Type   Annual  
Ticker Symbol PPL                   Meeting Date   18-May-2021
ISIN US69351T1060       Agenda   935382628 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management Against Against  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 20,000 0 24-Apr-2021 24-Apr-2021
SPIRIT REALTY CAPITAL, INC.  
Security 84860W300       Meeting Type   Annual  
Ticker Symbol SRC                   Meeting Date   19-May-2021
ISIN US84860W3007       Agenda   935366573 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management Against Against  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 4,000 0 30-Apr-2021 30-Apr-2021
MERCK & CO., INC.  
Security 58933Y105       Meeting Type   Annual  
Ticker Symbol MRK                   Meeting Date   25-May-2021
ISIN US58933Y1055       Agenda   935381044 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
1M.   Election of Directors (Majority Voting) Management For For  
2.    14A Executive Compensation Management For For  
3.    Ratify Appointment of Independent Auditors Management For For  
4.    S/H Proposal - Corporate Governance Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 6,000 0 01-May-2021 01-May-2021
CHEVRON CORPORATION  
Security 166764100       Meeting Type   Annual  
Ticker Symbol CVX                   Meeting Date   26-May-2021
ISIN US1667641005       Agenda   935390132 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
1I.   Election of Directors (Majority Voting) Management For For  
1J.   Election of Directors (Majority Voting) Management For For  
1K.   Election of Directors (Majority Voting) Management For For  
1L.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
4.    S/H Proposal - Report/Reduce Greenhouse Gas Emissions Shareholder Against For  
5.    S/H Proposal - Corporate Governance Shareholder For Against  
6.    S/H Proposal - Corporate Governance Shareholder Against For  
7.    S/H Proposal - Political/Government Shareholder Against For  
8.    S/H Proposal - Establish Independent Chairman Shareholder Against For  
9.    S/H Proposal - Corporate Governance Shareholder Against For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 14,000 0 06-May-2021 06-May-2021
MEDICAL PROPERTIES TRUST, INC.  
Security 58463J304       Meeting Type   Annual  
Ticker Symbol MPW                   Meeting Date   26-May-2021
ISIN US58463J3041       Agenda   935430239 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1A.   Election of Directors (Majority Voting) Management For For  
1B.   Election of Directors (Majority Voting) Management For For  
1C.   Election of Directors (Majority Voting) Management For For  
1D.   Election of Directors (Majority Voting) Management For For  
1E.   Election of Directors (Majority Voting) Management For For  
1F.   Election of Directors (Majority Voting) Management For For  
1G.   Election of Directors (Majority Voting) Management For For  
1H.   Election of Directors (Majority Voting) Management For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 2,000 0 11-May-2021 11-May-2021
HANNON ARMSTRONG SUSTAINABLE INFRA CAPTL  
Security 41068X100       Meeting Type   Annual  
Ticker Symbol HASI                  Meeting Date   03-Jun-2021
ISIN US41068X1000       Agenda   935400363 - Management
                 
Item Proposal   Proposed by Vote For/Against Management  
1.    Election of Directors Management      
  1 Jeffrey W. Eckel   For For  
  2 Clarence D. Armbrister   For For  
  3 Teresa M. Brenner   For For  
  4 Michael T. Eckhart   For For  
  5 Nancy C. Floyd   For For  
  6 Simone F. Lagomarsino   For For  
  7 Charles M. O'Neil   For For  
  8 Richard J. Osborne   For For  
  9 Steven G. Osgood   For For  
2.    Ratify Appointment of Independent Auditors Management For For  
3.    14A Executive Compensation Management For For  
                 
Account Number Account Name Internal Account Custodian Ballot Shares Unavailable Shares Vote Date Date Confirmed
1169291 SOA INCOME FUND 1169291 HUNTINGTON NATIONAL BANK 35,000 0 14-May-2021 14-May-2021

 

 

 

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

 

Spirit of America Investment Fund, Inc.

 

By: /s/ David Lerner  
  David Lerner, Principal Executive Officer  
     
Date: August 25, 2021