Investment Company Report Meeting Date Range: Report Date: 06-Aug-2021 01-Jul-2020 - 30-Jun-2021 Page 565 of 1001 ABBOTT LABORATORIES Security: 002824100 Ticker: ABT ISIN: US0028241000 Meeting Type: Annual 23-Apr-21 Meeting Date: Prop. # Proposal Proposed by For/Against Management's Recommendation Proposal Vote Agenda Number: 935345125 Loomis Sayles Strategic Alpha Fund 1. DIRECTOR 1 R.J. Alpern For For Mgmt 2 R.S. Austin For For Mgmt 3 S.E. Blount For For Mgmt 4 R.B. Ford For For Mgmt 5 M.A. Kumbier For For Mgmt 6 D.W. McDew For For Mgmt 7 N. McKinstry For For Mgmt 8 W.A. Osborn For For Mgmt 9 M.F. Roman For For Mgmt 10 D.J. Starks For For Mgmt 11 J.G. Stratton For For Mgmt
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 565 of 1001
ABBOTT LABORATORIES
Security: 002824100
Ticker: ABT
ISIN: US0028241000
Meeting Type: Annual
23-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935345125
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 R.J. Alpern For ForMgmt
2 R.S. Austin For ForMgmt
3 S.E. Blount For ForMgmt
4 R.B. Ford For ForMgmt
5 M.A. Kumbier For ForMgmt
6 D.W. McDew For ForMgmt
7 N. McKinstry For ForMgmt
8 W.A. Osborn For ForMgmt
9 M.F. Roman For ForMgmt
10 D.J. Starks For ForMgmt
11 J.G. Stratton For ForMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 566 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
12 G.F. Tilton For ForMgmt
13 M.D. White For ForMgmt
For ForMgmt2. Ratification of Ernst & Young LLP as Auditors.
For ForMgmt3. Say on Pay - An Advisory Vote to ApproveExecutive Compensation.
For ForMgmt4A. Amendments to the Articles of Incorporationto Eliminate Statutory Supermajority VotingStandards for: Amendments to the Articles ofIncorporation.
For ForMgmt4B. Amendments to the Articles of Incorporationto Eliminate Statutory Supermajority VotingStandards for: Approval of CertainExtraordinary Transactions.
For AgainstShr5. Shareholder Proposal - Lobbying Disclosure.
Against ForShr6. Shareholder Proposal - Report on RacialJustice.
For AgainstShr7. Shareholder Proposal - Independent BoardChairman.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 567 of 1001
ACCENTURE PLC
Security: G1151C101
Ticker: ACN
ISIN: IE00B4BNMY34
Meeting Type: Annual
03-Feb-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935318128
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Appointment of Director: Jaime Ardila
For ForMgmt1B. Appointment of Director: Herbert Hainer
For ForMgmt1C. Appointment of Director: Nancy McKinstry
For ForMgmt1D. Appointment of Director: Beth E. Mooney
For ForMgmt1E. Appointment of Director: Gilles C. Pélisson
For ForMgmt1F. Appointment of Director: Paula A. Price
For ForMgmt1G. Appointment of Director: Venkata (Murthy)Renduchintala
For ForMgmt1H. Appointment of Director: David Rowland
For ForMgmt1I. Appointment of Director: Arun Sarin
For ForMgmt1J. Appointment of Director: Julie Sweet
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 568 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Appointment of Director: Frank K. Tang
For ForMgmt1L. Appointment of Director: Tracey T. Travis
For ForMgmt2. To approve, in a non-binding vote, thecompensation of our named executiveofficers.
For ForMgmt3. To ratify, in a non-binding vote, theappointment of KPMG LLP ("KPMG") asindependent auditors of Accenture and toauthorize, in a binding vote, the AuditCommittee of the Board of Directors todetermine KPMG's remuneration.
For ForMgmt4. To grant the Board of Directors the authorityto issue shares under Irish law.
For ForMgmt5. To grant the Board of Directors the authorityto opt-out of pre-emption rights under Irishlaw.
For ForMgmt6. To determine the price range at whichAccenture can re-allot shares that it acquiresas treasury shares under Irish law.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 569 of 1001
ACTIVISION BLIZZARD, INC.
Security: 00507V109
Ticker: ATVI
ISIN: US00507V1098
Meeting Type: Annual
21-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935427749
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1A. Election of Director: Reveta Bowers
For ForMgmt1B. Election of Director: Robert Corti
For ForMgmt1C. Election of Director: Hendrik Hartong III
For ForMgmt1D. Election of Director: Brian Kelly
For ForMgmt1E. Election of Director: Robert Kotick
For ForMgmt1F. Election of Director: Barry Meyer
Against AgainstMgmt1G. Election of Director: Robert Morgado
For ForMgmt1H. Election of Director: Peter Nolan
Against AgainstMgmt1I. Election of Director: Dawn Ostroff
For ForMgmt1J. Election of Director: Casey Wasserman
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 570 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt2. To provide advisory approval of our executivecompensation.
For ForMgmt3. To ratify the appointment ofPricewaterhouseCoopers LLP as ourindependent registered public accounting firmfor 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 571 of 1001
ALTRIA GROUP, INC.
Security: 02209S103
Ticker: MO
ISIN: US02209S1033
Meeting Type: Annual
20-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935381640
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1A. Election of Director: John T. Casteen III
For ForMgmt1B. Election of Director: Dinyar S. Devitre
For ForMgmt1C. Election of Director: William F. Gifford, Jr.
For ForMgmt1D. Election of Director: Debra J. Kelly-Ennis
Against AgainstMgmt1E. Election of Director: W. Leo Kiely III
Against AgainstMgmt1F. Election of Director: Kathryn B. McQuade
For ForMgmt1G. Election of Director: George Muñoz
For ForMgmt1H. Election of Director: Mark E. Newman
For ForMgmt1I. Election of Director: Nabil Y. Sakkab
Against AgainstMgmt1J. Election of Director: Virginia E. Shanks
For ForMgmt1K. Election of Director: Ellen R. Strahlman
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 572 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Ratification of the Selection of IndependentRegistered Public Accounting Firm.
Against AgainstMgmt3. Non-Binding Advisory Vote to Approve theCompensation of Altria's Named ExecutiveOfficers.
Against ForShr4. Shareholder Proposal - Review and Reporton Underage Tobacco Prevention Policiesand Marketing Practices.
For AgainstShr5. Shareholder Proposal - Disclosure ofLobbying Policies and Practices.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 573 of 1001
AMERICAN TOWER CORPORATION
Security: 03027X100
Ticker: AMT
ISIN: US03027X1000
Meeting Type: Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935387755
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Thomas A. Bartlett
For ForMgmt1B. Election of Director: Raymond P. Dolan
For ForMgmt1C. Election of Director: Kenneth R. Frank
For ForMgmt1D. Election of Director: Robert D. Hormats
For ForMgmt1E. Election of Director: Gustavo Lara Cantu
For ForMgmt1F. Election of Director: Grace D. Lieblein
For ForMgmt1G. Election of Director: Craig Macnab
For ForMgmt1H. Election of Director: JoAnn A. Reed
For ForMgmt1I. Election of Director: Pamela D.A. Reeve
For ForMgmt1J. Election of Director: David E. Sharbutt
For ForMgmt1K. Election of Director: Bruce L. Tanner
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 574 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Samme L. Thompson
For ForMgmt2. To ratify the selection of Deloitte & ToucheLLP as the Company's independentregistered public accounting firm for 2021.
For ForMgmt3. To approve, on an advisory basis, theCompany's executive compensation.
For AgainstShr4. Stockholder proposal to amend theappropriate governing documents to reducethe ownership threshold required to call aspecial meeting of the stockholders.
Against ForShr5. Stockholder proposal to require the Board ofDirectors to create a standing committee tooversee human rights issues.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 575 of 1001
ANTHEM, INC.
Security: 036752103
Ticker: ANTM
ISIN: US0367521038
Meeting Type: Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935387488
Loomis Sayles Strategic Alpha Fund
For ForMgmt1.1 Election of Director: Lewis Hay, III
For ForMgmt1.2 Election of Director: Antonio F. Neri
For ForMgmt1.3 Election of Director: Ramiro G. Peru
For ForMgmt2. Advisory vote to approve the compensation ofour named executive officers.
For ForMgmt3. To ratify the appointment of Ernst & YoungLLP as the independent registered publicaccounting firm for 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 576 of 1001
APPLE INC.
Security: 037833100
Ticker: AAPL
ISIN: US0378331005
Meeting Type: Annual
23-Feb-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935323167
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: James Bell
For ForMgmt1B. Election of Director: Tim Cook
For ForMgmt1C. Election of Director: Al Gore
For ForMgmt1D. Election of Director: Andrea Jung
For ForMgmt1E. Election of Director: Art Levinson
For ForMgmt1F. Election of Director: Monica Lozano
For ForMgmt1G. Election of Director: Ron Sugar
For ForMgmt1H. Election of Director: Sue Wagner
For ForMgmt2. Ratification of the appointment of Ernst &Young LLP as Apple's independent registeredpublic accounting firm for fiscal 2021.
For ForMgmt3. Advisory vote to approve executivecompensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 577 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against ForShr4. A shareholder proposal entitled "ShareholderProxy Access Amendments".
Against ForShr5. A shareholder proposal entitled "ShareholderProposal to Improve Executive CompensationProgram".
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 578 of 1001
APPLIED MATERIALS, INC.
Security: 038222105
Ticker: AMAT
ISIN: US0382221051
Meeting Type: Annual
11-Mar-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935329373
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Rani Borkar
For ForMgmt1B. Election of Director: Judy Bruner
For ForMgmt1C. Election of Director: Xun (Eric) Chen
For ForMgmt1D. Election of Director: Aart J. de Geus
For ForMgmt1E. Election of Director: Gary E. Dickerson
For ForMgmt1F. Election of Director: Thomas J. Iannotti
For ForMgmt1G. Election of Director: Alexander A. Karsner
For ForMgmt1H. Election of Director: Adrianna C. Ma
For ForMgmt1I. Election of Director: Yvonne McGill
For ForMgmt1J. Election of Director: Scott A. McGregor
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 579 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Approval, on an advisory basis, of thecompensation of Applied Materials' namedexecutive officers for fiscal year 2020.
For ForMgmt3. Ratification of the appointment of KPMG LLPas Applied Materials' independent registeredpublic accounting firm for fiscal year 2021.
For ForMgmt4. Approval of the amended and restatedEmployee Stock Incentive Plan.
For ForMgmt5. Approval of the Omnibus Employees' StockPurchase Plan.
For AgainstShr6. Shareholder proposal to adopt a policy, andamend our governing documents asnecessary, to require the Chairman of theBoard to be independent whenever possibleincluding the next Chairman of the Boardtransition.
Against ForShr7. Shareholder proposal to improve theexecutive compensation program and policyto include CEO pay ratio and other factors.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 580 of 1001
ARTISAN PARTNERS ASSET MANAGEMENT INC
Security: 04316A108
Ticker: APAM
ISIN: US04316A1088
Meeting Type: Annual
02-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935397629
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Jennifer A. Barbetta For ForMgmt
2 Matthew R. Barger For ForMgmt
3 Eric R. Colson For ForMgmt
4 Tench Coxe For ForMgmt
5 Stephanie G. DiMarco For ForMgmt
6 Jeffrey A. Joerres For ForMgmt
7 Andrew A. Ziegler For ForMgmt
For ForMgmt2. Ratification of the Appointment ofPricewaterhouseCoopers LLP as ourIndependent Registered Public AccountingFirm for the Fiscal Year Ending December 31,2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 581 of 1001
AT&T INC.
Security: 00206R102
Ticker: T
ISIN: US00206R1023
Meeting Type: Annual
30-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935347179
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1A. Election of Director: William E. Kennard
For ForMgmt1B. Election of Director: Samuel A. Di Piazza, Jr.
For ForMgmt1C. Election of Director: Scott T. Ford
For ForMgmt1D. Election of Director: Glenn H. Hutchins
Against AgainstMgmt1E. Election of Director: Debra L. Lee
For ForMgmt1F. Election of Director: Stephen J. Luczo
For ForMgmt1G. Election of Director: Michael B. McCallister
For ForMgmt1H. Election of Director: Beth E. Mooney
Against AgainstMgmt1I. Election of Director: Matthew K. Rose
For ForMgmt1J. Election of Director: John T. Stankey
Against AgainstMgmt1K. Election of Director: Cynthia B. Taylor
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 582 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Geoffrey Y. Yang
For ForMgmt2. Ratification of appointment of independentauditors.
For ForMgmt3. Advisory approval of executive compensation.
Against ForShr4. Stockholder Right to Act by Written Consent.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 583 of 1001
BANK OF AMERICA CORPORATION
Security: 060505104
Ticker: BAC
ISIN: US0605051046
Meeting Type: Annual
20-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935345670
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Sharon L. Allen
For ForMgmt1B. Election of Director: Susan S. Bies
For ForMgmt1C. Election of Director: Frank P. Bramble, Sr.
For ForMgmt1D. Election of Director: Pierre J.P. de Weck
For ForMgmt1E. Election of Director: Arnold W. Donald
For ForMgmt1F. Election of Director: Linda P. Hudson
For ForMgmt1G. Election of Director: Monica C. Lozano
For ForMgmt1H. Election of Director: Thomas J. May
For ForMgmt1I. Election of Director: Brian T. Moynihan
For ForMgmt1J. Election of Director: Lionel L. Nowell III
For ForMgmt1K. Election of Director: Denise L. Ramos
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 584 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Clayton S. Rose
For ForMgmt1M. Election of Director: Michael D. White
For ForMgmt1N. Election of Director: Thomas D. Woods
For ForMgmt1O. Election of Director: R. David Yost
Against AgainstMgmt1P. Election of Director: Maria T. Zuber
For ForMgmt2. Approving our executive compensation (anadvisory, nonbinding "Say on Pay" resolution).
For ForMgmt3. Ratifying the appointment of our independentregistered public accounting firm for 2021.
For ForMgmt4. Amending and restating the Bank of AmericaCorporation Key Employee Equity Plan.
Against ForShr5. Shareholder proposal requestingamendments to our proxy access by law.
Against ForShr6. Shareholder proposal requestingamendments to allow shareholders to act bywritten consent.
Against ForShr7. Shareholder proposal requesting a change inorganizational form.
For AgainstShr8. Shareholder proposal requesting a racialequity audit.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 585 of 1001
BOOKING HOLDINGS INC.
Security: 09857L108
Ticker: BKNG
ISIN: US09857L1089
Meeting Type: Annual
03-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935408434
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Timothy M. Armstrong For ForMgmt
2 Glenn D. Fogel For ForMgmt
3 Mirian M. Graddick-Weir For ForMgmt
4 Wei Hopeman For ForMgmt
5 Robert J. Mylod, Jr. For ForMgmt
6 Charles H. Noski For ForMgmt
7 Nicholas J. Read For ForMgmt
8 Thomas E. Rothman For ForMgmt
9 Bob van Dijk For ForMgmt
10 Lynn M. Vojvodich For ForMgmt
11 Vanessa A. Wittman For ForMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 586 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Advisory vote to approve 2020 executivecompensation.
For ForMgmt3. Management proposal to amend theCompany's 1999 Omnibus Plan.
For ForMgmt4. Ratification of Deloitte & Touche LLP as ourindependent registered public accounting firmfor the fiscal year ending December 31, 2021.
Abstain AgainstMgmt5. Management proposal to amend theCompany's Certificate of Incorporation toallow stockholders the right to act by writtenconsent.
For AgainstShr6. Stockholder proposal requesting the right ofstockholders to act by written consent.
For AgainstShr7. Stockholder proposal requesting theCompany issue a climate transition report.
Against ForShr8. Stockholder proposal requesting theCompany hold an annual advisorystockholder vote on the Company's climatepolicies and strategies.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 587 of 1001
BRISTOL-MYERS SQUIBB COMPANY
Security: 110122108
Ticker: BMY
ISIN: US1101221083
Meeting Type: Annual
04-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935359643
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A) Election of Director: Peter J. Arduini
For ForMgmt1B) Election of Director: Michael W. Bonney
For ForMgmt1C) Election of Director: Giovanni Caforio, M.D.
For ForMgmt1D) Election of Director: Julia A. Haller, M.D.
For ForMgmt1E) Election of Director: Paula A. Price
For ForMgmt1F) Election of Director: Derica W. Rice
For ForMgmt1G) Election of Director: Theodore R. Samuels
For ForMgmt1H) Election of Director: Gerald L. Storch
For ForMgmt1I) Election of Director: Karen Vousden, Ph.D.
For ForMgmt1J) Election of Director: Phyllis R. Yale
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 588 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Advisory Vote to Approve the Compensationof our Named Executive Officers.
For ForMgmt3. Approval of the Company's 2021 Stock Awardand Incentive Plan.
For ForMgmt4. Ratification of the Appointment of anIndependent Registered Public AccountingFirm.
For ForMgmt5. Approval of an Amendment to the Certificateof Incorporation to Lower the OwnershipThreshold for Special Shareholder Meetingsto 15%.
For AgainstShr6. Shareholder Proposal on Adoption of a BoardPolicy that the Chairperson of the Board bean Independent Director.
Against ForShr7. Shareholder Proposal on Shareholder Rightto Act by Written Consent.
Against ForShr8. Shareholder Proposal to Lower theOwnership Threshold for Special ShareholderMeetings to 10%.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 589 of 1001
CALIFORNIA RESOURCES CORPORATION
Security: 13057Q305
Ticker: CRC
ISIN: US13057Q3056
Meeting Type: Annual
12-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935363717
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Douglas E. Brooks For ForMgmt
2 Tiffany (TJ) Thom Cepak For ForMgmt
3 James N. Chapman Withheld AgainstMgmt
4 Mark A. (Mac) McFarland For ForMgmt
5 Julio M. Quintana For ForMgmt
6 William B. Roby Withheld AgainstMgmt
7 Andrew Bremner For ForMgmt
For ForMgmt2. Ratification of the appointment of KPMG LLPas our independent registered publicaccounting firm for our fiscal year endingDecember 31, 2021.
Against AgainstMgmt3. To approve, by non-binding vote, namedexecutive officer compensation.
1 Year ForMgmt4. To recommend, by non-binding vote, thefrequency of future advisory votes to approvenamed executive officer compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 590 of 1001
CEMEX, S.A.B. DE C.V.
Security: 151290889
Ticker: CEMEXCPO
ISIN: US1512908898
Meeting Type: Annual
25-Mar-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935340098
Loomis Sayles Strategic Alpha Fund
ForMgmtO1 PRESENTATION OF THE CHIEFEXECUTIVE OFFICER'S REPORT,INCLUDING CEMEX'S FINANCIALSTATEMENTS, RESULTS OF OPERATIONS,REPORT OF CASH FLOW ANDVARIATIONS OF CAPITAL STOCK, ANDPRESENTATION OF THE BOARD OFDIRECTORS' REPORT, FOR THE FISCALYEAR 2020, AS REQUIRED BY THEMEXICAN SECURITIES MARKET LAW (LEYDEL MERCADO DE VALORES); AND,AFTER HEARING THE OPINION OF THEBOARD OF DIRECTORS AS TO THEREPORTS BY THE CHIEF EXECUTIVEOFFICER, BY THE AUDIT, CORPORATEPRACTICES AND FINANCE, ANDSUSTAINABILITY ..DUE TO SPACE LIMITS,SEE PROXY MATERIAL FOR FULLPROPOSAL.
ForMgmtO2 PROPOSAL OF ALLOCATION OF PROFITSFOR THE FISCAL YEAR ENDEDDECEMBER 31, 2020.
ForMgmtO3 PRESENTATION OF THE BOARD OFDIRECTORS' REPORT ON THEPROCEDURES AND APPROVALSPURSUANT TO WHICH THE REPURCHASEOF CEMEX'S SHARES WAS INSTRUCTEDFOR THE YEAR ENDED ON DECEMBER31, 2020.
ForMgmtO4 PROPOSAL TO DETERMINE THE AMOUNTOF A RESERVE FOR THE ACQUISITION OFCEMEX'S SHARES OR OTHERINSTRUMENTS REPRESENTING SUCHSHARES.
For
For
For
For
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 591 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
ForMgmtO5A PROPOSAL TO DECREASE THE CAPITALSTOCK OF CEMEX IN ITS VARIABLE PARTBY CANCELLING THE CEMEX SHARESREPURCHASED IN 2020 UNDER CEMEX'SSHARE REPURCHASE PROGRAM.
ForMgmtO5B PROPOSAL TO DECREASE THE CAPITALSTOCK OF CEMEX IN ITS VARIABLE PARTBY CANCELLING THE TREASURY SHARESISSUED TO SUPPORT THE ISSUANCE OFNEW CONVERTIBLE NOTES OR FORTHEIR PLACEMENT IN A PUBLICOFFERING OR PRIVATE PLACEMENT.
AgainstMgmtO6 APPOINTMENT OF MEMBERS,PRESIDENT AND SECRETARY OF THEBOARD OF DIRECTORS, AND OFMEMBERS AND PRESIDENTS,RESPECTIVELY, OF THE AUDIT,CORPORATE PRACTICES AND FINANCE,AND SUSTAINABILITY COMMITTEES.
ForMgmtO7 COMPENSATION OF THE MEMBERS OFTHE BOARD OF DIRECTORS AND OF THEAUDIT, CORPORATE PRACTICES ANDFINANCE, AND SUSTAINABILITYCOMMITTEES.
ForMgmtO8 APPOINTMENT OF DELEGATES TOFORMALIZE THE RESOLUTIONSADOPTED AT THE MEETING.
ForMgmtE1 PROPOSAL TO SPECIFY CEMEX'sCORPORATE PURPOSE AND THEACTIVITIES THAT CEMEX MAY PERFORMIN ORDER TO FULFIL ITS CORPORATEPURPOSE, CONSEQUENTLY AMENDINGARTICLE 2 OF CEMEX's BY-LAWS; AND, INTHE EVENT OF APPROVAL, THEAUTHORIZATION TO PROCEED WITH THECERTIFICATION OF THE RESTATED BY-LAWS.
For
For
Against
For
For
For
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 592 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
ForMgmtE2 APPOINTMENT OF DELEGATES TOFORMALIZE THE RESOLUTIONSADOPTED AT THE MEETING.
For
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 593 of 1001
CHEVRON CORPORATION
Security: 166764100
Ticker: CVX
ISIN: US1667641005
Meeting Type: Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935390132
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Wanda M. Austin
For ForMgmt1B. Election of Director: John B. Frank
For ForMgmt1C. Election of Director: Alice P. Gast
For ForMgmt1D. Election of Director: Enrique Hernandez, Jr.
For ForMgmt1E. Election of Director: Marillyn A. Hewson
For ForMgmt1F. Election of Director: Jon M. Huntsman Jr.
For ForMgmt1G. Election of Director: Charles W. Moorman IV
For ForMgmt1H. Election of Director: Dambisa F. Moyo
For ForMgmt1I. Election of Director: Debra Reed-Klages
For ForMgmt1J. Election of Director: Ronald D. Sugar
For ForMgmt1K. Election of Director: D. James Umpleby III
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 594 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Michael K. Wirth
For ForMgmt2. Ratification of Appointment ofPricewaterhouseCoopers LLP as IndependentRegistered Public Accounting Firm.
For ForMgmt3. Advisory Vote to Approve Named ExecutiveOfficer Compensation.
Against ForShr4. Reduce Scope 3 Emissions.
For AgainstShr5. Report on Impacts of Net Zero 2050Scenario.
Against ForShr6. Shift to Public Benefit Corporation.
For AgainstShr7. Report on Lobbying.
For AgainstShr8. Independent Chair.
Against ForShr9. Special Meetings.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 595 of 1001
CISCO SYSTEMS, INC.
Security: 17275R102
Ticker: CSCO
ISIN: US17275R1023
Meeting Type: Annual
10-Dec-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935287498
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Director: M. Michele Burns
For ForMgmt1b. Election of Director: Wesley G. Bush
For ForMgmt1c. Election of Director: Michael D. Capellas
For ForMgmt1d. Election of Director: Mark Garrett
For ForMgmt1e. Election of Director: Dr. Kristina M. Johnson
For ForMgmt1f. Election of Director: Roderick C. McGeary
For ForMgmt1g. Election of Director: Charles H. Robbins
Did not VoteMgmt1h. Election of Director: Arun Sarin
Against AgainstMgmt1i. Election of Director: Brenton L. Saunders
For ForMgmt1j. Election of Director: Dr. Lisa T. Su
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 596 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Approval of the reincorporation of Cisco fromCalifornia to Delaware.
For ForMgmt3. Approval of amendment and restatement ofthe 2005 Stock Incentive Plan.
For ForMgmt4. Approval, on an advisory basis, of executivecompensation.
For ForMgmt5. Ratification of PricewaterhouseCoopers LLPas Cisco's independent registered publicaccounting firm for fiscal 2021.
For AgainstShr6. Approval to have Cisco's Board adopt a policyto have an independent Board chairman.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 597 of 1001
CITIGROUP INC.
Security: 172967424
Ticker: C
ISIN: US1729674242
Meeting Type: Annual
27-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935349515
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Ellen M. Costello
For ForMgmt1B. Election of Director: Grace E. Dailey
For ForMgmt1C. Election of Director: Barbara J. Desoer
For ForMgmt1D. Election of Director: John C. Dugan
For ForMgmt1E. Election of Director: Jane N. Fraser
For ForMgmt1F. Election of Director: Duncan P. Hennes
For ForMgmt1G. Election of Director: Peter B. Henry
For ForMgmt1H. Election of Director: S. Leslie Ireland
For ForMgmt1I. Election of Director: Lew W. (Jay) Jacobs, IV
For ForMgmt1J. Election of Director: Renée J. James
For ForMgmt1K. Election of Director: Gary M. Reiner
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 598 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Diana L. Taylor
For ForMgmt1M. Election of Director: James S. Turley
For ForMgmt1N. Election of Director: Deborah C. Wright
For ForMgmt1O. Election of Director: Alexander R. Wynaendts
For ForMgmt1P. Election of Director: Ernesto Zedillo Ponce deLeon
For ForMgmt2. Proposal to ratify the selection of KPMG LLPas Citi's independent registered publicaccounting firm for 2021.
For ForMgmt3. Advisory vote to approve Citi's 2020Executive Compensation.
For ForMgmt4. Approval of additional authorized sharesunder the Citigroup 2019 Stock IncentivePlan.
Against ForShr5. Stockholder proposal requesting anamendment to Citi's proxy access by-lawprovisions pertaining to the aggregation limit.
Against ForShr6. Stockholder proposal requesting anIndependent Board Chairman.
Against ForShr7. Stockholder proposal requesting non-management employees on director nomineecandidate lists.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 599 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For AgainstShr8. Stockholder proposal requesting a reportdisclosing information regarding Citi'slobbying payments, policies and activities.
For AgainstShr9. Stockholder proposal requesting a racialequity audit analyzing Citi's adverse impactson nonwhite stakeholders and communities ofcolor.
Against ForShr10. Stockholder proposal requesting that theBoard approve an amendment to Citi'sCertificate of Incorporation to become aPublic Benefit Corporation and to submit theproposed amendment to stockholders forapproval.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 600 of 1001
COMCAST CORPORATION
Security: 20030N101
Ticker: CMCSA
ISIN: US20030N1019
Meeting Type: Annual
02-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935407139
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Kenneth J. Bacon For ForMgmt
2 Madeline S. Bell For ForMgmt
3 Naomi M. Bergman For ForMgmt
4 Edward D. Breen For ForMgmt
5 Gerald L. Hassell For ForMgmt
6 Jeffrey A. Honickman For ForMgmt
7 Maritza G. Montiel For ForMgmt
8 Asuka Nakahara For ForMgmt
9 David C. Novak For ForMgmt
10 Brian L. Roberts For ForMgmt
For ForMgmt2. Advisory vote on executive compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 601 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3. Ratification of the appointment of ourindependent auditors.
For AgainstShr4. Shareholder Proposal: To conductindependent investigation and report on risksposed by failing to prevent sexualharassment.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 602 of 1001
CROWN CASTLE INTERNATIONAL CORP
Security: 22822V101
Ticker: CCI
ISIN: US22822V1017
Meeting Type: Annual
21-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935372588
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: P. Robert Bartolo
For ForMgmt1B. Election of Director: Jay A. Brown
For ForMgmt1C. Election of Director: Cindy Christy
For ForMgmt1D. Election of Director: Ari Q. Fitzgerald
For ForMgmt1E. Election of Director: Andrea J. Goldsmith
For ForMgmt1F. Election of Director: Lee W. Hogan
For ForMgmt1G. Election of Director: Tammy K. Jones
For ForMgmt1H. Election of Director: J. Landis Martin
For ForMgmt1I. Election of Director: Anthony J. Melone
For ForMgmt1J. Election of Director: W. Benjamin Moreland
For ForMgmt1K. Election of Director: Kevin A. Stephens
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 603 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Matthew Thornton, III
For ForMgmt2. The ratification of the appointment ofPricewaterhouseCoopers LLP as theCompany's independent registered publicaccountants for fiscal year 2021.
For ForMgmt3. The non-binding, advisory vote to approve thecompensation of the Company's namedexecutive officers.
1 Year ForMgmt4. The non-binding, advisory vote regarding thefrequency of voting on the compensation ofthe Company's named executive officers.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 604 of 1001
CUMMINS INC.
Security: 231021106
Ticker: CMI
ISIN: US2310211063
Meeting Type: Annual
11-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935361662
Loomis Sayles Strategic Alpha Fund
For ForMgmt1) Election of Director: N. Thomas Linebarger
For ForMgmt2) Election of Director: Robert J. Bernhard
For ForMgmt3) Election of Director: Dr. Franklin R. ChangDiaz
For ForMgmt4) Election of Director: Bruno V. Di Leo Allen
For ForMgmt5) Election of Director: Stephen B. Dobbs
For ForMgmt6) Election of Director: Carla A. Harris
For ForMgmt7) Election of Director: Robert K. Herdman
For ForMgmt8) Election of Director: Alexis M. Herman
For ForMgmt9) Election of Director: Thomas J. Lynch
For ForMgmt10) Election of Director: William I. Miller
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 605 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt11) Election of Director: Georgia R. Nelson
For ForMgmt12) Election of Director: Kimberly A. Nelson
For ForMgmt13) Election of Director: Karen H. Quintos
For ForMgmt14) Advisory vote to approve the compensation ofour named executive officers as disclosed inthe proxy statement.
For ForMgmt15) Proposal to ratify the appointment ofPricewaterhouseCoopers LLP as our auditorsfor 2021.
Against ForShr16) The shareholder proposal regardingprofessional services allowance for ournamed executive officers.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 606 of 1001
CVS HEALTH CORPORATION
Security: 126650100
Ticker: CVS
ISIN: US1266501006
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935366927
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Fernando Aguirre
For ForMgmt1B. Election of Director: C. David Brown II
For ForMgmt1C. Election of Director: Alecia A. DeCoudreaux
For ForMgmt1D. Election of Director: Nancy-Ann M. DeParle
For ForMgmt1E. Election of Director: David W. Dorman
For ForMgmt1F. Election of Director: Roger N. Farah
For ForMgmt1G. Election of Director: Anne M. Finucane
For ForMgmt1H. Election of Director: Edward J. Ludwig
For ForMgmt1I. Election of Director: Karen S. Lynch
For ForMgmt1J. Election of Director: Jean-Pierre Millon
For ForMgmt1K. Election of Director: Mary L. Schapiro
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 607 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: William C. Weldon
For ForMgmt1M. Election of Director: Tony L. White
For ForMgmt2. Ratification of the appointment of ourindependent registered public accounting firmfor 2021.
For ForMgmt3. Say on Pay, a proposal to approve, on anadvisory basis, the Company's executivecompensation.
Against ForShr4. Stockholder proposal for reducing thethreshold for our stockholder right to act bywritten consent.
For AgainstShr5. Stockholder proposal regarding ourindependent Board Chair.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 608 of 1001
D.R. HORTON, INC.
Security: 23331A109
Ticker: DHI
ISIN: US23331A1097
Meeting Type: Annual
20-Jan-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935320870
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of director: Donald R. Horton
Against AgainstMgmt1B. Election of director: Barbara K. Allen
Against AgainstMgmt1C. Election of director: Brad S. Anderson
Against AgainstMgmt1D. Election of director: Michael R. Buchanan
Against AgainstMgmt1E. Election of director: Michael W. Hewatt
Against AgainstMgmt1F. Election of director: Maribess L. Miller
Against AgainstMgmt2. Approval of the advisory resolution onexecutive compensation.
For ForMgmt3. Ratify the appointment of Ernst & Young LLPas our independent registered publicaccounting firm.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 609 of 1001
DEERE & COMPANY
Security: 244199105
Ticker: DE
ISIN: US2441991054
Meeting Type: Annual
24-Feb-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935323143
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Tamra A. Erwin
For ForMgmt1B. Election of Director: Alan C. Heuberger
For ForMgmt1C. Election of Director: Charles O. Holliday, Jr.
For ForMgmt1D. Election of Director: Dipak C. Jain
For ForMgmt1E. Election of Director: Michael O. Johanns
For ForMgmt1F. Election of Director: Clayton M. Jones
For ForMgmt1G. Election of Director: John C. May
For ForMgmt1H. Election of Director: Gregory R. Page
For ForMgmt1I. Election of Director: Sherry M. Smith
For ForMgmt1J. Election of Director: Dmitri L. Stockton
For ForMgmt1K. Election of Director: Sheila G. Talton
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 610 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Advisory vote on executive compensation.
For ForMgmt3. Ratification of the appointment of Deloitte &Touche LLP as Deere's independentregistered public accounting firm for fiscal2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 611 of 1001
DOLLAR GENERAL CORPORATION
Security: 256677105
Ticker: DG
ISIN: US2566771059
Meeting Type: Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935374924
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Warren F. Bryant
For ForMgmt1B. Election of Director: Michael M. Calbert
For ForMgmt1C. Election of Director: Patricia D. Fili-Krushel
For ForMgmt1D. Election of Director: Timothy I. McGuire
For ForMgmt1E. Election of Director: William C. Rhodes, III
For ForMgmt1F. Election of Director: Debra A. Sandler
For ForMgmt1G. Election of Director: Ralph E. Santana
For ForMgmt1H. Election of Director: Todd J. Vasos
For ForMgmt2. To approve, on an advisory (non-binding)basis, the resolution regarding thecompensation of Dollar General Corporation'snamed executive officers as disclosed in theproxy statement.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 612 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3. To ratify the appointment of Ernst & YoungLLP as Dollar General Corporation'sindependent registered public accounting firmfor fiscal 2021.
For ForMgmt4. To approve the Dollar General Corporation2021 Stock Incentive Plan.
Abstain AgainstMgmt5. To approve an amendment to the amendedand restated charter of Dollar GeneralCorporation to allow shareholders holding25% or more of our common stock to requestspecial meetings of shareholders.
For AgainstShr6. To vote on a shareholder proposal regardingshareholders' ability to call special meetingsof shareholders.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 613 of 1001
ELI LILLY AND COMPANY
Security: 532457108
Ticker: LLY
ISIN: US5324571083
Meeting Type: Annual
03-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935355354
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Director to serve a three yearterm: K. Baicker, Ph.D.
For ForMgmt1b. Election of Director to serve a three yearterm: J.E. Fyrwald
For ForMgmt1c. Election of Director to serve a three yearterm: J. Jackson
For ForMgmt1d. Election of Director to serve a three yearterm: G. Sulzberger
For ForMgmt1e. Election of Director to serve a three yearterm: J.P. Tai
For ForMgmt2. Approval, on an advisory basis, of thecompensation paid to the company's namedexecutive officers.
For ForMgmt3. Ratification of the appointment of Ernst &Young LLP as the independent auditor for2021.
For ForMgmt4. Approval of amendments to the company'sArticles of Incorporation to eliminate theclassified board structure.
For ForMgmt5. Approval of amendments to the company'sArticles of Incorporation to eliminatesupermajority voting provisions.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 614 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For AgainstShr6. Shareholder proposal to disclose direct andindirect lobbying activities and expenditures.
For AgainstShr7. Shareholder proposal to amend the bylaws torequire an independent board chair.
For AgainstShr8. Shareholder proposal to implement a bonusdeferral policy.
For AgainstShr9. Shareholder proposal to disclose clawbackson executive incentive compensation due tomisconduct.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 615 of 1001
EXPEDITORS INT'L OF WASHINGTON, INC.
Security: 302130109
Ticker: EXPD
ISIN: US3021301094
Meeting Type: Annual
04-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935356255
Loomis Sayles Strategic Alpha Fund
For ForMgmt1.1 Election of Director: Robert R. Wright
For ForMgmt1.2 Election of Director: Glenn M. Alger
For ForMgmt1.3 Election of Director: Robert P. Carlile
For ForMgmt1.4 Election of Director: James M. DuBois
For ForMgmt1.5 Election of Director: Mark A. Emmert
For ForMgmt1.6 Election of Director: Diane H. Gulyas
For ForMgmt1.7 Election of Director: Jeffrey S. Musser
For ForMgmt1.8 Election of Director: Liane J. Pelletier
For ForMgmt2. Advisory Vote to Approve Named ExecutiveOfficer Compensation.
For ForMgmt3. Ratification of Independent Registered PublicAccounting Firm.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 616 of 1001
EXXON MOBIL CORPORATION
Security: 30231G102
Ticker: XOM
ISIN: US30231G1022
Meeting Type: Contested Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935381020
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Gregory J. Goff For ForMgmt
2 Kaisa Hietala Withheld AgainstMgmt
3 Alexander A. Karsner For ForMgmt
4 Anders Runevad Withheld AgainstMgmt
5 MGT NOM. M.J. Angelakis For ForMgmt
6 MGT NOM. Susan K. Avery For ForMgmt
7 MGT NOM. Angela F Braly For ForMgmt
8 MGT NOM. Ursula M Burns For ForMgmt
9 MGT NOM. K. C. Frazier For ForMgmt
10 MGT NOM. J. L. Hooley For ForMgmt
11 MGT NOM. J. W. Ubben For ForMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 617 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
12 MGT NOM. D. W. Woods For ForMgmt
For ForMgmt2. Company proposal to ratify the appointmentof PricewaterhouseCoopers LLP as theCompany's independent registered publicaccounting firm to audit the Company'sfinancial statements for 2021.
For AgainstMgmt3. Company proposal to approve, on anadvisory basis, the compensation of theCompany's Named Executive Officers.
ForShr4. Independent Chairman
AgainstShr5. Special Shareholder Meetings
ForShr6. Report on Scenario Analysis
AgainstShr7. Report on Environment Expenditures
AgainstShr8. Report on Political Contributions
ForShr9. Report on Lobbying
ForFor10. Report on Climate Lobbying
Against
For
Against
For
For
Against
Against
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 618 of 1001
FIFTH THIRD BANCORP
Security: 316773100
Ticker: FITB
ISIN: US3167731005
Meeting Type: Annual
13-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935338980
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Nicholas K. Akins
For ForMgmt1B. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: B. Evan Bayh, III
For ForMgmt1C. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Jorge L. Benitez
For ForMgmt1D. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Katherine B. Blackburn
For ForMgmt1E. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Emerson L. Brumback
For ForMgmt1F. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Greg D. Carmichael
For ForMgmt1G. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Linda W. Clement-Holmes
For ForMgmt1H. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: C. Bryan Daniels
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 619 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1I. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Mitchell S. Feiger
For ForMgmt1J. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Thomas H. Harvey
For ForMgmt1K. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Gary R. Heminger
For ForMgmt1L. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Jewell D. Hoover
For ForMgmt1M. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Eileen A. Mallesch
For ForMgmt1N. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Michael B. McCallister
For ForMgmt1O. Election of member of the Board of Directorsto serve until the Annual Meeting ofShareholders in 2022: Marsha C. Williams
For ForMgmt2. Ratification of the appointment of the firm ofDeloitte & Touche LLP to serve as theindependent external audit firm for theCompany for the year 2021.
For ForMgmt3. An advisory vote on approval of theCompany's executive compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 620 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
1 Year ForMgmt4. An advisory vote to determine whether theshareholder vote on the compensation of theCompany's executives will occur every 1, 2,or 3 years.
For ForMgmt5. Approval of the Fifth Third Bancorp 2021Incentive Compensation Plan, including theissuance of shares of common stockauthorized thereunder.
For ForMgmt6. Approval of an amendment to the Fifth ThirdBancorp Articles of Incorporation to eliminatestatutory supermajority vote requirements.
For ForMgmt7. Approval of an amendment to the Fifth ThirdBancorp Articles of Incorporation to eliminatecumulative voting.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 622 of 1001
GILEAD SCIENCES, INC.
Security: 375558103
Ticker: GILD
ISIN: US3755581036
Meeting Type: Annual
12-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935366561
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director to serve for the next year:Jacqueline K. Barton, Ph.D.
For ForMgmt1B. Election of Director to serve for the next year:Jeffrey A. Bluestone, Ph.D.
For ForMgmt1C. Election of Director to serve for the next year:Sandra J. Horning, M.D.
For ForMgmt1D. Election of Director to serve for the next year:Kelly A. Kramer
For ForMgmt1E. Election of Director to serve for the next year:Kevin E. Lofton
For ForMgmt1F. Election of Director to serve for the next year:Harish Manwani
For ForMgmt1G. Election of Director to serve for the next year:Daniel P. O'Day
For ForMgmt1H. Election of Director to serve for the next year:Javier J. Rodriguez
For ForMgmt1I. Election of Director to serve for the next year:Anthony Welters
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 623 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. To ratify the selection of Ernst & Young LLPby the Audit Committee of the Board ofDirectors as the independent registered publicaccounting firm of Gilead for the fiscal yearending December 31, 2021.
For ForMgmt3. To approve, on an advisory basis, thecompensation of our Named ExecutiveOfficers as presented in the Proxy Statement.
For AgainstShr4. To vote on a stockholder proposal, if properlypresented at the meeting, requesting that theBoard adopt a policy that the Chairperson ofthe Board of Directors be an independentdirector.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 624 of 1001
HCA HEALTHCARE, INC.
Security: 40412C101
Ticker: HCA
ISIN: US40412C1018
Meeting Type: Annual
28-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935354237
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Thomas F. Frist III
For ForMgmt1B. Election of Director: Samuel N. Hazen
For ForMgmt1C. Election of Director: Meg G. Crofton
For ForMgmt1D. Election of Director: Robert J. Dennis
For ForMgmt1E. Election of Director: Nancy-Ann DeParle
For ForMgmt1F. Election of Director: William R. Frist
For ForMgmt1G. Election of Director: Charles O. Holliday, Jr
For ForMgmt1H. Election of Director: Michael W. Michelson
For ForMgmt1I. Election of Director: Wayne J. Riley, M.D.
For ForMgmt2. To ratify the appointment of Ernst & YoungLLP as our independent registered publicaccounting firm for the year ending December31, 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 625 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3. Advisory vote to approve named executiveofficer compensation.
Against ForShr4. Stockholder proposal, if properly presented atthe meeting, requesting that the Board ofDirectors take the steps necessary to allowstockholders to act by written consent.
Against ForShr5. Stockholder proposal, if properly presented atthe meeting, requesting a report on thefeasibility of increasing the impact of qualitymetrics on executive compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 626 of 1001
HP INC.
Security: 40434L105
Ticker: HPQ
ISIN: US40434L1052
Meeting Type: Annual
13-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935339021
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Aida M. Alvarez
For ForMgmt1B. Election of Director: Shumeet Banerji
For ForMgmt1C. Election of Director: Robert R. Bennett
For ForMgmt1D. Election of Director: Charles V. Bergh
For ForMgmt1E. Election of Director: Stacy Brown-Philpot
For ForMgmt1F. Election of Director: Stephanie A. Burns
For ForMgmt1G. Election of Director: Mary Anne Citrino
For ForMgmt1H. Election of Director: Richard Clemmer
For ForMgmt1I. Election of Director: Enrique Lores
For ForMgmt1J. Election of Director: Judith Miscik
For ForMgmt1K. Election of Director: Subra Suresh
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 627 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. To ratify the appointment of Ernst & YoungLLP as HP Inc.'s independent registeredpublic accounting firm for the fiscal yearending October 31, 2021.
For ForMgmt3. To approve, on an advisory basis, HP Inc.'sexecutive compensation.
Against ForShr4. Stockholder proposal requesting stockholders'right to act by written consent, if properlypresented at the annual meeting.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 628 of 1001
HUMANA INC.
Security: 444859102
Ticker: HUM
ISIN: US4448591028
Meeting Type: Annual
22-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935341331
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A) Election of Director: Kurt J. Hilzinger
For ForMgmt1B) Election of Director: Raquel C. Bono, M.D.
For ForMgmt1C) Election of Director: Bruce D. Broussard
For ForMgmt1D) Election of Director: Frank A. D'Amelio
For ForMgmt1E) Election of Director: Wayne A. I. Frederick,M.D.
For ForMgmt1F) Election of Director: John W. Garratt
For ForMgmt1G) Election of Director: David A. Jones, Jr.
For ForMgmt1H) Election of Director: Karen W. Katz
For ForMgmt1I) Election of Director: Marcy S. Klevorn
For ForMgmt1J) Election of Director: William J. McDonald
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 629 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K) Election of Director: Jorge S. Mesquita
For ForMgmt1L) Election of Director: James J. O'Brien
For ForMgmt1M) Election of Director: Marissa T. Peterson
For ForMgmt2. The ratification of the appointment ofPricewaterhouseCoopers LLP as theCompany's independent registered publicaccounting firm.
For ForMgmt3. Non-binding advisory vote for the approval ofthe compensation of the named executiveofficers as disclosed in the 2021 proxystatement.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 630 of 1001
INTEL CORPORATION
Security: 458140100
Ticker: INTC
ISIN: US4581401001
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935369012
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Patrick P. Gelsinger
For ForMgmt1B. Election of Director: James J. Goetz
Against AgainstMgmt1C. Election of Director: Alyssa Henry
Against AgainstMgmt1D. Election of Director: Omar Ishrak
Against AgainstMgmt1E. Election of Director: Risa Lavizzo-Mourey
For ForMgmt1F. Election of Director: Tsu-Jae King Liu
For ForMgmt1G. Election of Director: Gregory D. Smith
Against AgainstMgmt1H. Election of Director: Dion J. Weisler
For ForMgmt1I. Election of Director: Frank D. Yeary
For ForMgmt2. Ratification of selection of Ernst & Young LLPas our independent registered publicaccounting firm for 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 631 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt3. Advisory vote to approve executivecompensation of our listed officers.
Against ForShr4. Stockholder proposal on whether to allowstockholders to act by written consent, ifproperly presented at the meeting.
Against ForShr5. Stockholder proposal requesting a report onmedian pay gaps across race and gender, ifproperly presented at the meeting.
Against ForShr6. Stockholder proposal requesting a report onwhether written policies or unwritten norms atthe company reinforce racism in companyculture, if properly presented at the meeting.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 632 of 1001
INTUIT INC.
Security: 461202103
Ticker: INTU
ISIN: US4612021034
Meeting Type: Annual
21-Jan-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935313217
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Director: Eve Burton
For ForMgmt1b. Election of Director: Scott D. Cook
For ForMgmt1c. Election of Director: Richard L. Dalzell
For ForMgmt1d. Election of Director: Sasan K. Goodarzi
For ForMgmt1e. Election of Director: Deborah Liu
For ForMgmt1f. Election of Director: Tekedra Mawakana
For ForMgmt1g. Election of Director: Suzanne Nora Johnson
For ForMgmt1h. Election of Director: Dennis D. Powell
For ForMgmt1i. Election of Director: Brad D. Smith
For ForMgmt1j. Election of Director: Thomas Szkutak
For ForMgmt1k. Election of Director: Raul Vazquez
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 633 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1l. Election of Director: Jeff Weiner
For ForMgmt2. Advisory vote to approve Intuit's executivecompensation (say-on-pay).
For ForMgmt3. Ratification of the selection of Ernst & YoungLLP as Intuit's independent registered publicaccounting firm for the fiscal year ending July31, 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 634 of 1001
JOHNSON & JOHNSON
Security: 478160104
Ticker: JNJ
ISIN: US4781601046
Meeting Type: Annual
22-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935345214
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Mary C. Beckerle
Against AgainstMgmt1B. Election of Director: D. Scott Davis
For ForMgmt1C. Election of Director: Ian E. L. Davis
For ForMgmt1D. Election of Director: Jennifer A. Doudna
For ForMgmt1E. Election of Director: Alex Gorsky
Against AgainstMgmt1F. Election of Director: Marillyn A. Hewson
Against AgainstMgmt1G. Election of Director: Hubert Joly
For ForMgmt1H. Election of Director: Mark B. McClellan
For ForMgmt1I. Election of Director: Anne M. Mulcahy
Against AgainstMgmt1J. Election of Director: Charles Prince
Against AgainstMgmt1K. Election of Director: A. Eugene Washington
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 635 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Mark A. Weinberger
For ForMgmt1M. Election of Director: Nadja Y. West
Against AgainstMgmt1N. Election of Director: Ronald A. Williams
Against AgainstMgmt2. Advisory Vote to Approve Named ExecutiveOfficer Compensation.
For ForMgmt3. Ratification of Appointment ofPricewaterhouseCoopers LLP as theIndependent Registered Public AccountingFirm for 2021.
Against ForShr4. Report on Government Financial Support andAccess to COVID-19 Vaccines andTherapeutics.
For AgainstShr5. Independent Board Chair.
For AgainstShr6. Civil Rights Audit.
For AgainstShr7. Executive Compensation Bonus Deferral.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 636 of 1001
JPMORGAN CHASE & CO.
Security: 46625H100
Ticker: JPM
ISIN: US46625H1005
Meeting Type: Annual
18-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935372285
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Linda B. Bammann
For ForMgmt1B. Election of Director: Stephen B. Burke
For ForMgmt1C. Election of Director: Todd A. Combs
For ForMgmt1D. Election of Director: James S. Crown
For ForMgmt1E. Election of Director: James Dimon
For ForMgmt1F. Election of Director: Timothy P. Flynn
For ForMgmt1G. Election of Director: Mellody Hobson
For ForMgmt1H. Election of Director: Michael A. Neal
For ForMgmt1I. Election of Director: Phebe N. Novakovic
For ForMgmt1J. Election of Director: Virginia M. Rometty
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 637 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Advisory resolution to approve executivecompensation.
For ForMgmt3. Approval of Amended and Restated Long-Term Incentive Plan effective May 18, 2021.
For ForMgmt4. Ratification of independent registered publicaccounting firm.
For AgainstShr5. Improve shareholder written consent.
For AgainstShr6. Racial equity audit and report.
For AgainstShr7. Independent board chairman.
Against ForShr8. Political and electioneering expenditurecongruency report.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 638 of 1001
KLA CORPORATION
Security: 482480100
Ticker: KLAC
ISIN: US4824801009
Meeting Type: Annual
04-Nov-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935275176
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director for a one-year term:Edward Barnholt
For ForMgmt1B. Election of Director for a one-year term:Robert Calderoni
For ForMgmt1C. Election of Director for a one-year term:Jeneanne Hanley
For ForMgmt1D. Election of Director for a one-year term:Emiko Higashi
For ForMgmt1E. Election of Director for a one-year term: KevinKennedy
For ForMgmt1F. Election of Director for a one-year term: GaryMoore
For ForMgmt1G. Election of Director for a one-year term: MarieMyers
For ForMgmt1H. Election of Director for a one-year term: KiranPatel
For ForMgmt1I. Election of Director for a one-year term: VictorPeng
For ForMgmt1J. Election of Director for a one-year term:Robert Rango
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 639 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director for a one-year term:Richard Wallace
For ForMgmt2. Ratification of the appointment ofPricewaterhouseCoopers LLP as theCompany's independent registered publicaccounting firm for the fiscal year ending June30, 2021.
For ForMgmt3. Approval on a non-binding, advisory basis ofour named executive officer compensation.
For AgainstShr4. Stockholder proposal regarding proxy access,if properly submitted at the Annual Meeting.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 640 of 1001
LAM RESEARCH CORPORATION
Security: 512807108
Ticker: LRCX
ISIN: US5128071082
Meeting Type: Annual
03-Nov-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935272675
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Sohail U. Ahmed For ForMgmt
2 Timothy M. Archer For ForMgmt
3 Eric K. Brandt For ForMgmt
4 Michael R. Cannon For ForMgmt
5 Catherine P. Lego For ForMgmt
6 Bethany J. Mayer For ForMgmt
7 Abhijit Y. Talwalkar For ForMgmt
8 Lih Shyng (Rick L) Tsai For ForMgmt
9 Leslie F. Varon For ForMgmt
For ForMgmt2. Advisory vote to approve the compensation ofthe named executive officers of LamResearch, or "Say on Pay."
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 641 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3. Ratification of the appointment of theindependent registered public accounting firmfor fiscal year 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 642 of 1001
LOCKHEED MARTIN CORPORATION
Security: 539830109
Ticker: LMT
ISIN: US5398301094
Meeting Type: Annual
22-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935349933
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Daniel F. Akerson
For ForMgmt1B. Election of Director: David B. Burritt
Against AgainstMgmt1C. Election of Director: Bruce A. Carlson
For ForMgmt1D. Election of Director: Joseph F. Dunford, Jr.
For ForMgmt1E. Election of Director: James O. Ellis, Jr.
For ForMgmt1F. Election of Director: Thomas J. Falk
For ForMgmt1G. Election of Director: Ilene S. Gordon
For ForMgmt1H. Election of Director: Vicki A. Hollub
For ForMgmt1I. Election of Director: Jeh C. Johnson
For ForMgmt1J. Election of Director: Debra L. Reed-Klages
For ForMgmt1K. Election of Director: James D. Taiclet
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 643 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Ratification of Appointment of Ernst & YoungLLP as Independent Auditors for 2021.
For ForMgmt3. Advisory Vote to Approve the Compensationof our Named Executive Officers (Say-on-Pay).
For AgainstShr4. Stockholder Proposal to Adopt StockholderAction By Written Consent.
Against ForShr5. Stockholder Proposal to issue a Report onHuman Rights Due Diligence.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 644 of 1001
LOWE'S COMPANIES, INC.
Security: 548661107
Ticker: LOW
ISIN: US5486611073
Meeting Type: Annual
28-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935387729
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Raul Alvarez For ForMgmt
2 David H. Batchelder For ForMgmt
3 Angela F. Braly For ForMgmt
4 Sandra B. Cochran For ForMgmt
5 Laurie Z. Douglas For ForMgmt
6 Richard W. Dreiling For ForMgmt
7 Marvin R. Ellison For ForMgmt
8 Daniel J. Heinrich For ForMgmt
9 Brian C. Rogers For ForMgmt
10 Bertram L. Scott For ForMgmt
11 Mary Beth West For ForMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 645 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Advisory vote to approve Lowe's namedexecutive officer compensation in fiscal 2020.
For ForMgmt3. Ratification of the appointment of Deloitte &Touche LLP as Lowe's independentregistered public accounting firm for fiscal2021.
Against ForShr4. Shareholder proposal regarding amending theCompany's proxy access bylaw to removeshareholder aggregation limits.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 646 of 1001
LVMH MOET HENNESSY LOUIS VUITTON SE
Security: F58485115
Ticker:
ISIN: FR0000121014
Meeting Type: Annual/Special
Meeting Date: 15-Apr-21
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 713673110
Loomis Sayles Strategic Alpha Fund
Non-VotingCMMT THE FOLLOWING APPLIES TOSHAREHOLDERS THAT DO NOT HOLDSHARES DIRECTLY WITH A FRENCHCUSTODIAN: PROXY CARDS: VOTINGINSTRUCTIONS WILL BE FORWARDED TOTHE GLOBAL CUSTODIANS ON THE VOTEDEADLINE DATE. IN CAPACITY ASREGISTERED INTERMEDIARY, THEGLOBAL CUSTODIANS WILL SIGN THEPROXY CARDS AND FORWARD THEM TOTHE LOCAL CUSTODIAN. IF YOUREQUEST MORE INFORMATION, PLEASECONTACT YOUR CLIENTREPRESENTATIVE.
Non-VotingCMMT FOLLOWING CHANGES IN THE FORMATOF PROXY CARDS FOR FRENCHMEETINGS, ABSTAIN IS NOW A VALIDVOTING OPTION. FOR ANY ADDITIONALITEMS RAISED AT THE MEETING THEVOTING OPTION WILL DEFAULT TO'AGAINST', OR FOR POSITIONS WHERETHE PROXY CARD IS NOT COMPLETEDBY BROADRIDGE, TO THE PREFERENCEOF YOUR CUSTODIAN.
Non-VotingCMMT 12 MAR 2021: PLEASE NOTE THAT IF YOUHOLD CREST DEPOSITORY INTERESTS(CDIs) AND PARTICIPATE AT THISMEETING, YOU (OR YOUR CRESTSPONSORED MEMBER/CUSTODIAN) WILLBE REQUIRED TO INSTRUCT A TRANSFEROF THE RELEVANT CDIs TO THE ESCROWACCOUNT SPECIFIED IN THEASSOCIATED CORPORATE EVENT IN THECREST SYSTEM. THIS TRANSFER WILLNEED TO BE COMPLETED BY THESPECIFIED CREST SYSTEM DEADLINE.ONCE THIS TRANSFER HAS SETTLED,THE CDIs WILL BE BLOCKED IN THECREST SYSTEM. THE CDIs WILL BE
MC
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 647 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
RELEASED FROM ESCROW AS SOON ASPRACTICABLE ON THE BUSINESS DAYPRIOR TO MEETING DATE UNLESSOTHERWISE SPECIFIED. IN ORDER FOR AVOTE TO BE ACCEPTED, THE VOTEDPOSITION MUST BE BLOCKED IN THEREQUIRED ESCROW ACCOUNT IN THECREST SYSTEM. BY VOTING ON THISMEETING, YOUR CREST SPONSOREDMEMBER/CUSTODIAN MAY USE YOURVOTE INSTRUCTION AS THEAUTHORIZATION TO TAKE THENECESSARY ACTION WHICH WILLINCLUDE TRANSFERRING YOURINSTRUCTED POSITION TO ESCROW.PLEASE CONTACT YOUR CRESTSPONSORED MEMBER/CUSTODIANDIRECTLY FOR FURTHER INFORMATIONON THE CUSTODY PROCESS ANDWHETHER OR NOT THEY REQUIRESEPARATE INSTRUCTIONS FROM YOUAND PLEASE NOTE THAT SHAREHOLDERDETAILS ARE REQUIRED TO VOTE ATTHIS MEETING. IF NO SHAREHOLDERDETAILS ARE PROVIDED, YOURINSTRUCTION MAY CARRY AHEIGHTENED RISK OF BEING REJECTED.THANK YOU AND INTERMEDIARYCLIENTS ONLY - PLEASE NOTE THAT IFYOU ARE CLASSIFIED AS ANINTERMEDIARY CLIENT UNDER THESHAREHOLDER RIGHTS DIRECTIVE II,YOU SHOULD BE PROVIDING THEUNDERLYING SHAREHOLDERINFORMATION AT THE VOTEINSTRUCTION LEVEL. IF YOU AREUNSURE ON HOW TO PROVIDE THISLEVEL OF DATA TO BROADRIDGEOUTSIDE OF PROXYEDGE, PLEASESPEAK TO YOUR DEDICATED CLIENTSERVICE REPRESENTATIVE FORASSISTANCE
Non-VotingCMMT PLEASE NOTE THAT DUE TO THECURRENT COVID19 CRISIS AND INACCORDANCE WITH THE PROVISIONSADOPTED BY THE FRENCHGOVERNMENT UNDER LAW NO. 2020-1379 OF NOVEMBER 14, 2020, EXTENDEDAND MODIFIED BY LAW NO 2020-1614 OFDECEMBER 18, 2020 THE GENERALMEETING WILL TAKE PLACE BEHIND
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 648 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
CLOSED DOORS WITHOUT THEPHYSICAL PRESENCE OF THESHAREHOLDERS. TO COMPLY WITHTHESE LAWS, PLEASE DO NOT SUBMITANY REQUESTS TO ATTEND THEMEETING IN PERSON. SHOULD THISSITUATION CHANGE, THE COMPANYENCOURAGES ALL SHAREHOLDERS TOREGULARLY CONSULT THE COMPANYWEBSITE
Non-VotingCMMT 08 APR 2021: PLEASE NOTE THAT THIS ISA REVISION DUE TO MODIFICATION OFTEXT OF COMMENT AND CHANGE INNUMBERING OF RESOLUTIONS. IF YOUHAVE ALREADY SENT IN YOUR VOTES,PLEASE DO NOT VOTE AGAIN UNLESSYOU DECIDE TO AMEND YOUR ORIGINALINSTRUCTIONS. THANK YOU AND PLEASENOTE THAT IMPORTANT ADDITIONALMEETING INFORMATION IS AVAILABLE BYCLICKING ON THE MATERIAL URL LINK:https://www.journal-officiel.gouv.fr/balo/document/202103102100415-30
For ForMgmt1 APPROVAL OF THE CORPORATEFINANCIAL STATEMENT FOR THEFINANCIAL YEAR ENDED 31 DECEMBER2020
For ForMgmt2 APPROVAL OF THE CONSOLIDATEDFINANCIAL STATEMENT FOR THEFINANCIAL YEAR ENDED 31 DECEMBER2020
For ForMgmt3 ALLOCATION OF INCOME FOR THEFINANCIAL YEAR AND SETTING OF THEDIVIDEND
For ForMgmt4 APPROVAL OF REGULATEDAGREEMENTS REFERRED TO IN ARTICLEL. 225-38 OF THE FRENCH COMMERCIALCODE
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 649 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt5 RENEWAL OF THE TERM OF OFFICE OFMR. ANTOINE ARNAULT AS DIRECTOR
For ForMgmt6 RENEWAL OF THE TERM OF OFFICE OFMR. NICOLAS BAZIRE AS DIRECTOR
Against AgainstMgmt7 RENEWAL OF THE TERM OF OFFICE OFMR. CHARLES DE CROISSET ASDIRECTOR
For ForMgmt8 RENEWAL OF THE TERM OF OFFICE OFMR. YVES-THIBAULT DE SILGUY ASDIRECTOR
For ForMgmt9 APPOINTMENT OF MR. M. OLIVIER LENELAS DEPUTY STATUTORY AUDITOR, AS AREPLACEMENT FOR MR. PHILIPPECASTAGNAC WHO RESIGNED
For ForMgmt10 APPROVAL OF THE CHANGES MADE FORTHE FINANCIAL YEAR 2020 TO THEDIRECTORS' COMPENSATION POLICY
Against AgainstMgmt11 APPROVAL OF THE CHANGES MADE FORTHE YEAR 2020 TO THE COMPENSATIONPOLICY FOR THE CHAIRMAN AND CHIEFEXECUTIVE OFFICER AND THE DEPUTYCHIEF EXECUTIVE OFFICER
Against AgainstMgmt12 APPROVAL OF THE INFORMATIONREFERRED TO IN ARTICLE L. 22-10-9 I OFTHE FRENCH COMMERCIAL CODE
Against AgainstMgmt13 APPROVAL OF THE COMPENSATIONELEMENTS PAID DURING THE FINANCIALYEAR 2020 OR GRANTED FOR THE SAMEFINANCIAL YEAR TO MR. BERNARDARNAULT, CHAIRMAN AND CHIEFEXECUTIVE OFFICER
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 650 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt14 APPROVAL OF THE COMPENSATIONELEMENTS PAID DURING THE FINANCIALYEAR 2020 OR GRANTED FOR THE SAMEFINANCIAL YEAR TO MR. ANTONIOBELLONI, DEPUTY CHIEF EXECUTIVEOFFICER
For ForMgmt15 APPROVAL OF THE COMPENSATIONPOLICY OF DIRECTORS
Against AgainstMgmt16 APPROVAL OF THE COMPENSATIONPOLICY OF THE CHAIRMAN AND CHIEFEXECUTIVE OFFICER
Against AgainstMgmt17 APPROVAL OF THE COMPENSATIONPOLICY OF THE DEPUTY CHIEFEXECUTIVE OFFICER
For ForMgmt18 AUTHORIZATION FOR THE BOARD OFDIRECTORS, FOR A PERIOD OF 18MONTHS, TO TRADE IN THE COMPANY'SSHARES FOR A MAXIMUM PURCHASEPRICE OF 700 EUROS PER SHARE, I.E. AMAXIMUM AGGREGATE AMOUNT OF 35.3BILLION EUROS
For ForMgmt19 AUTHORIZATION TO THE BOARD OFDIRECTORS, FOR A PERIOD OF 18MONTHS, TO REDUCE THE SHARECAPITAL BY CANCELLING SHARES HELDBY THE COMPANY FOLLOWING THEREPURCHASE OF ITS OWN SHARES
For ForMgmt20 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO INCREASETHE CAPITAL BY INCORPORATINGPROFITS, RESERVES, PREMIUMS OROTHERS
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 651 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt21 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUECOMMON SHARES, AND/OR EQUITYSECURITIES GRANTING ACCESS TOOTHER EQUITY SECURITIES ORGRANTING ENTITLEMENT TO THEALLOTMENT OF DEBT SECURITIES,AND/OR TRANSFERABLE SECURITIESGRANTING ACCESS TO EQUITYSECURITIES TO BE ISSUED WITHRETENTION OF THE PRE-EMPTIVESUBSCRIPTION RIGHTS
Against AgainstMgmt22 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUE, BYWAY OF A PUBLIC OFFERING, COMMONSHARES, AND/OR EQUITY SECURITIESGRANTING ACCESS TO OTHER EQUITYSECURITIES OR GRANTINGENTITLEMENT TO THE ALLOTMENT OFDEBT SECURITIES, AND/ORTRANSFERABLE SECURITIES GRANTINGACCESS TO EQUITY SECURITIES TO BEISSUED, WITH CANCELLATION OF THEPRE-EMPTIVE SUBSCRIPTION RIGHTWITH A PRIORITY RIGHT OPTION
Against AgainstMgmt23 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUECOMMON SHARES, AND/OR EQUITYSECURITIES GRANTING ACCESS TOOTHER EQUITY SECURITIES ORGRANTING ENTITLEMENT TO THEALLOTMENT OF DEBT SECURITIES,AND/OR TRANSFERABLE SECURITIESGRANTING ACCESS TO EQUITYSECURITIES TO BE ISSUED, WITHCANCELLATION OF THE PRE-EMPTIVESUBSCRIPTION RIGHT, FOR THE BENEFITOF QUALIFIED INVESTORS OR A LIMITEDCIRCLE OF INVESTORS
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 652 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt24 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO INCREASETHE NUMBER OF SHARES TO BE ISSUEDIN THE EVENT OF A CAPITAL INCREASEWITH RETENTION OR CANCELLATION OFTHE SHAREHOLDERS' PRE-EMPTIVERIGHT OF SUBSCRIPTION IN THECONTEXT OF OVER-ALLOTMENTOPTIONS IN THE EVENT OFSUBSCRIPTIONS EXCEEDING THENUMBER OF SECURITIES PROPOSED
Against AgainstMgmt25 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUESHARES AND/OR EQUITY SECURITIESGRANTING ACCESS TO OTHER EQUITYSECURITIES OR TO THE ALLOCATION OFDEBT SECURITIES AS REMUNERATIONOF SECURITIES CONTRIBUTED TO ANYPUBLIC EXCHANGE OFFER INITIATED BYTHE COMPANY
Against AgainstMgmt26 DELEGATION OF POWERS TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUE,WITHIN THE LIMIT OF 10% OF THE SHARECAPITAL, COMMON SHARES OR EQUITYSECURITIES GRANTING ACCESS TOOTHER EQUITY SECURITIES OF THECOMPANY OR GRANTING ENTITLEMENTTO THE ALLOCATION OF DEBTSECURITIES AS REMUNERATION FORCONTRIBUTIONS IN KIND OF EQUITYSECURITIES OR TRANSFERABLESECURITIES GRANTING ACCESS TO THECAPITAL, GRANTED TO THE COMPANY
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 653 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt27 AUTHORIZATION FOR THE BOARD OFDIRECTORS, FOR A PERIOD OF 26MONTHS, TO GRANT SHARESUBSCRIPTION OPTIONS WITHCANCELLATION OF THE SHAREHOLDERS'PRE-EMPTIVE SUBSCRIPTION RIGHTS,OR SHARE PURCHASE OPTIONS TOEMPLOYEES AND/OR EXECUTIVEOFFICERS OF THE COMPANY ANDRELATED ENTITIES, WITHIN THE LIMIT OF1% OF THE CAPITAL
For ForMgmt28 DELEGATION OF AUTHORITY TO THEBOARD OF DIRECTORS, FOR A PERIODOF TWENTY-SIX MONTHS, TO ISSUESHARES AND/OR TRANSFERABLESECURITIES GRANTING ACCESS TO THECAPITAL OF THE COMPANY, WITHCANCELLATION OF THE SHAREHOLDERS'PRE-EMPTIVE SUBSCRIPTION RIGHTS,FOR THE BENEFIT OF THE MEMBERS OFTHE GROUP'S COMPANY SAVINGSPLAN(S), WITHIN THE LIMIT OF 1% OFTHE SHARE CAPITAL
For ForMgmt29 SETTING OF THE OVERALL CEILING FORIMMEDIATE OR FUTURE CAPITALINCREASES DECIDED BY VIRTUE OFDELEGATIONS OF AUTHORITY
For ForMgmt30 AMENDMENT TO ARTICLE 22 OF THE BY-LAWS CONCERNING THE STATUTORYAUDITORS
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 654 of 1001
LVMH MOET HENNESSY LOUIS VUITTON SE
Security: F58485115
Ticker:
ISIN: FR0000121014
Meeting Type: OGM
28-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 713972330
Loomis Sayles Strategic Alpha Fund
Non-VotingCMMT THE FOLLOWING APPLIES TOSHAREHOLDERS THAT DO NOT HOLDSHARES DIRECTLY WITH A FRENCHCUSTODIAN: PROXY CARDS: VOTINGINSTRUCTIONS WILL BE FORWARDED TOTHE GLOBAL CUSTODIANS ON THE VOTEDEADLINE DATE. IN CAPACITY ASREGISTERED INTERMEDIARY, THEGLOBAL CUSTODIANS WILL SIGN THEPROXY CARDS AND FORWARD THEM TOTHE LOCAL CUSTODIAN. IF YOUREQUEST MORE INFORMATION, PLEASECONTACT YOUR CLIENTREPRESENTATIVE.
Non-VotingCMMT FOLLOWING CHANGES IN THE FORMATOF PROXY CARDS FOR FRENCHMEETINGS, ABSTAIN IS NOW A VALIDVOTING OPTION. FOR ANY ADDITIONALITEMS RAISED AT THE MEETING THEVOTING OPTION WILL DEFAULT TO'AGAINST', OR FOR POSITIONS WHERETHE PROXY CARD IS NOT COMPLETEDBY BROADRIDGE, TO THE PREFERENCEOF YOUR CUSTODIAN.
Non-VotingCMMT 07 MAY 2021: PLEASE NOTE THATIMPORTANT ADDITIONAL MEETINGINFORMATION IS AVAILABLE BY CLICKINGON THE MATERIAL URL LINK:https://www.journal-officiel.gouv.fr/balo/document/202104212101036-48 AND https://www.journal-officiel.gouv.fr/balo/document/202105072101411-55 AND PLEASE NOTE THAT THEMEETING TYPE CHANGED FROM EGM TOOGM AND ADDITTION OF CDI COMMENTAND CHANGE IN RECORD DATE FROM 26MAY 2021 TO 25 MAY 2021 AND ADDITIONOF BALO LINK. IF YOU HAVE ALREADYSENT IN YOUR VOTES, PLEASE DO NOT
MC
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 655 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
VOTE AGAIN UNLESS YOU DECIDE TOAMEND YOUR ORIGINAL INSTRUCTIONS.THANK YOU AND PLEASE NOTE THATSHAREHOLDER DETAILS ARE REQUIREDTO VOTE AT THIS MEETING. IF NOSHAREHOLDER DETAILS ARE PROVIDED,YOUR INSTRUCTION MAY CARRY AHEIGHTENED RISK OF BEING REJECTED.THANK YOU AND PLEASE NOTE THAT IFYOU HOLD CREST DEPOSITORYINTERESTS (CDIS) AND PARTICIPATE ATTHIS MEETING, YOU (OR YOUR CRESTSPONSORED MEMBER/CUSTODIAN) WILLBE REQUIRED TO INSTRUCT A TRANSFEROF THE RELEVANT CDIS TO THEESCROW ACCOUNT SPECIFIED IN THEASSOCIATED CORPORATE EVENT IN THECREST SYSTEM. THIS TRANSFER WILLNEED TO BE COMPLETED BY THESPECIFIED CREST SYSTEM DEADLINE.ONCE THIS TRANSFER HAS SETTLED,THE CDIS WILL BE BLOCKED IN THECREST SYSTEM. THE CDIS WILL BERELEASED FROM ESCROW AS SOON ASPRACTICABLE ON THE BUSINESS DAYPRIOR TO MEETING DATE UNLESSOTHERWISE SPECIFIED. IN ORDER FOR AVOTE TO BE ACCEPTED, THE VOTEDPOSITION MUST BE BLOCKED IN THEREQUIRED ESCROW ACCOUNT IN THECREST SYSTEM. BY VOTING ON THISMEETING, YOUR CREST SPONSOREDMEMBER/CUSTODIAN MAY USE YOURVOTE INSTRUCTION AS THEAUTHORIZATION TO TAKE THENECESSARY ACTION WHICH WILLINCLUDE TRANSFERRING YOURINSTRUCTED POSITION TO ESCROW.PLEASE CONTACT YOUR CRESTSPONSORED MEMBER/CUSTODIANDIRECTLY FOR FURTHER INFORMATIONON THE CUSTODY PROCESS ANDWHETHER OR NOT THEY REQUIRESEPARATE INSTRUCTIONS FROM YOUAND
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 656 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Non-VotingCMMT PLEASE NOTE THAT DUE TO THECURRENT COVID19 CRISIS AND INACCORDANCE WITH THE PROVISIONSADOPTED BY THE FRENCHGOVERNMENT UNDER LAW NO. 2020-1379 OF NOVEMBER 14, 2020, EXTENDEDAND MODIFIED BY LAW NO 2020-1614 OFDECEMBER 18, 2020 THE GENERALMEETING WILL TAKE PLACE BEHINDCLOSED DOORS WITHOUT THEPHYSICAL PRESENCE OF THESHAREHOLDERS. TO COMPLY WITHTHESE LAWS, PLEASE DO NOT SUBMITANY REQUESTS TO ATTEND THEMEETING IN PERSON. SHOULD THISSITUATION CHANGE, THE COMPANYENCOURAGES ALL SHAREHOLDERS TOREGULARLY CONSULT THE COMPANYWEBSITE
For ForMgmt1 AUTHORIZE REPURCHASE OF UP TO 10PERCENT OF ISSUED SHARE CAPITAL
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 657 of 1001
MASCO CORPORATION
Security: 574599106
Ticker: MAS
ISIN: US5745991068
Meeting Type: Annual
12-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935383101
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Mark R. Alexander
For ForMgmt1B. Election of Director: Marie A. Ffolkes
Against AgainstMgmt1C. Election of Director: John C. Plant
For ForMgmt2. To approve, by non-binding advisory vote, thecompensation paid to the Company's namedexecutive officers, as disclosed pursuant tothe compensation disclosure rules of theSEC, including the Compensation Discussionand Analysis, the compensation tables andthe related materials disclosed in the ProxyStatement.
For ForMgmt3. To ratify the selection ofPricewaterhouseCoopers LLP as independentauditors for the Company for 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 658 of 1001
MASTERCARD INCORPORATED
Security: 57636Q104
Ticker: MA
ISIN: US57636Q1040
Meeting Type: Annual
22-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935420644
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Ajay Banga
For ForMgmt1B. Election of Director: Merit E. Janow
For ForMgmt1C. Election of Director: Richard K. Davis
For ForMgmt1D. Election of Director: Steven J. Freiberg
For ForMgmt1E. Election of Director: Julius Genachowski
For ForMgmt1F. Election of Director: Choon Phong Goh
For ForMgmt1G. Election of Director: Oki Matsumoto
For ForMgmt1H. Election of Director: Michael Miebach
For ForMgmt1I. Election of Director: Youngme Moon
For ForMgmt1J. Election of Director: Rima Qureshi
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 659 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director: José Octavio ReyesLagunes
For ForMgmt1L. Election of Director: Gabrielle Sulzberger
For ForMgmt1M. Election of Director: Jackson Tai
For ForMgmt1N. Election of Director: Lance Uggla
For ForMgmt2. Advisory approval of Mastercard's executivecompensation.
For ForMgmt3. Ratification of the appointment ofPricewaterhouseCoopers LLP as theindependent registered public accounting firmfor Mastercard for 2021.
For ForMgmt4. Approval of the amendment and restatementof the Mastercard Incorporated 2006 LongTerm Incentive Plan.
For ForMgmt5. Approval of the amendment and restatementof the Mastercard Incorporated 2006 Non-Employee Director Equity CompensationPlan.
For ForMgmt6. Approval of amendments to Mastercard'sCertificate of Incorporation to removesupermajority voting requirements.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 660 of 1001
MCDONALD'S CORPORATION
Security: 580135101
Ticker: MCD
ISIN: US5801351017
Meeting Type: Annual
20-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935380395
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director for a one-year termexpiring in 2022: Lloyd Dean
For ForMgmt1B. Election of Director for a one-year termexpiring in 2022: Robert Eckert
For ForMgmt1C. Election of Director for a one-year termexpiring in 2022: Catherine Engelbert
For ForMgmt1D. Election of Director for a one-year termexpiring in 2022: Margaret Georgiadis
Against AgainstMgmt1E. Election of Director for a one-year termexpiring in 2022: Enrique Hernandez, Jr.
For ForMgmt1F. Election of Director for a one-year termexpiring in 2022: Christopher Kempczinski
Against AgainstMgmt1G. Election of Director for a one-year termexpiring in 2022: Richard Lenny
For ForMgmt1H. Election of Director for a one-year termexpiring in 2022: John Mulligan
For ForMgmt1I. Election of Director for a one-year termexpiring in 2022: Sheila Penrose
For ForMgmt1J. Election of Director for a one-year termexpiring in 2022: John Rogers, Jr.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 661 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director for a one-year termexpiring in 2022: Paul Walsh
For ForMgmt1L. Election of Director for a one-year termexpiring in 2022: Miles White
For ForMgmt2. Advisory vote to approve executivecompensation.
For ForMgmt3. Advisory vote to ratify the appointment ofErnst & Young LLP as independent auditor for2021.
Against ForShr4. Advisory vote on a shareholder proposalrequesting a report on sugar and publichealth, if properly presented.
Against ForShr5. Advisory vote on a shareholder proposalrequesting a report on antibiotics and publichealth costs, if properly presented.
For AgainstShr6. Advisory vote on a shareholder proposalrequesting the ability for shareholders to actby written consent, if properly presented.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 662 of 1001
MERCK & CO., INC.
Security: 58933Y105
Ticker: MRK
ISIN: US58933Y1055
Meeting Type: Annual
25-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935381044
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Leslie A. Brun
For ForMgmt1B. Election of Director: Mary Ellen Coe
For ForMgmt1C. Election of Director: Pamela J. Craig
For ForMgmt1D. Election of Director: Kenneth C. Frazier
For ForMgmt1E. Election of Director: Thomas H. Glocer
For ForMgmt1F. Election of Director: Risa J. Lavizzo-Mourey
For ForMgmt1G. Election of Director: Stephen L. Mayo
For ForMgmt1H. Election of Director: Paul B. Rothman
For ForMgmt1I. Election of Director: Patricia F. Russo
For ForMgmt1J. Election of Director: Christine E. Seidman
For ForMgmt1K. Election of Director: Inge G. Thulin
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 663 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Kathy J. Warden
For ForMgmt1M. Election of Director: Peter C. Wendell
For ForMgmt2. Non-binding advisory vote to approve thecompensation of our named executiveofficers.
For ForMgmt3. Ratification of the appointment of theCompany's independent registered publicaccounting firm for 2021.
Against ForShr4. Shareholder proposal concerning ashareholder right to act by written consent.
Against ForShr5. Shareholder proposal regarding access toCOVID-19 products.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 664 of 1001
MICROSOFT CORPORATION
Security: 594918104
Ticker: MSFT
ISIN: US5949181045
Meeting Type: Annual
02-Dec-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935284478
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Reid G. Hoffman
For ForMgmt1B. Election of Director: Hugh F. Johnston
For ForMgmt1C. Election of Director: Teri L. List-Stoll
For ForMgmt1D. Election of Director: Satya Nadella
For ForMgmt1E. Election of Director: Sandra E. Peterson
For ForMgmt1F. Election of Director: Penny S. Pritzker
For ForMgmt1G. Election of Director: Charles W. Scharf
For ForMgmt1H. Election of Director: Arne M. Sorenson
For ForMgmt1I. Election of Director: John W. Stanton
For ForMgmt1J. Election of Director: John W. Thompson
For ForMgmt1K. Election of Director: Emma N. Walmsley
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 665 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Padmasree Warrior
For ForMgmt2. Advisory vote to approve named executiveofficer compensation.
For ForMgmt3. Ratification of Deloitte & Touche LLP as ourindependent auditor for fiscal year 2021.
Against ForShr4. Shareholder Proposal - Report on EmployeeRepresentation on Board of Directors.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 666 of 1001
MORGAN STANLEY
Security: 617446448
Ticker: MS
ISIN: US6174464486
Meeting Type: Annual
20-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935372312
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Elizabeth Corley
For ForMgmt1B. Election of Director: Alistair Darling
For ForMgmt1C. Election of Director: Thomas H. Glocer
For ForMgmt1D. Election of Director: James P. Gorman
For ForMgmt1E. Election of Director: Robert H. Herz
For ForMgmt1F. Election of Director: Nobuyuki Hirano
For ForMgmt1G. Election of Director: Hironori Kamezawa
For ForMgmt1H. Election of Director: Shelley B. Leibowitz
For ForMgmt1I. Election of Director: Stephen J. Luczo
For ForMgmt1J. Election of Director: Jami Miscik
For ForMgmt1K. Election of Director: Dennis M. Nally
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 667 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Mary L. Schapiro
For ForMgmt1M. Election of Director: Perry M. Traquina
For ForMgmt1N. Election of Director: Rayford Wilkins, Jr.
For ForMgmt2. To ratify the appointment of Deloitte & ToucheLLP as independent auditor.
For ForMgmt3. To approve the compensation of executivesas disclosed in the proxy statement (non-binding advisory vote).
For ForMgmt4. To approve the amended and restated EquityIncentive Compensation Plan.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 668 of 1001
NEWMONT CORPORATION
Security: 651639106
Ticker: NEM
ISIN: US6516391066
Meeting Type: Annual
28-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935348183
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Patrick Awuah. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1B. Election of Director: Gregory Boyce. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1C. Election of Director: Bruce Brook. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1D. Election of Director: Maura Clark. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1E. Election of Director: Matthew Coon Come.(Please note that an Against vote is treated asa Withhold)
For ForMgmt1F. Election of Director: José Manuel Madero.(Please note that an Against vote is treated asa Withhold)
For ForMgmt1G. Election of Director: René Médori. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1H. Election of Director: Jane Nelson. (Pleasenote that an Against vote is treated as aWithhold)
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 669 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1I. Election of Director: Thomas Palmer. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1J. Election of Director: Julio Quintana. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt1K. Election of Director: Susan Story. (Pleasenote that an Against vote is treated as aWithhold)
For ForMgmt2. Approve, on an Advisory Basis, NamedExecutive Officer Compensation.
For ForMgmt3. Ratify Appointment of IndependentRegistered Public Accounting Firm for 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 670 of 1001
NEXSTAR MEDIA GROUP, INC.
Security: 65336K103
Ticker: NXST
ISIN: US65336K1034
Meeting Type: Annual
09-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935434946
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Perry A. Sook For ForMgmt
2 Geoffrey D. Armstrong For ForMgmt
3 Jay M. Grossman Withheld AgainstMgmt
For ForMgmt2. To ratify the selection ofPricewaterhouseCoopers LLP as theCompany's independent registered publicaccounting firm for the fiscal year endingDecember 31, 2021.
Against AgainstMgmt3. Approval, by an advisory vote, of executivecompensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 671 of 1001
NIKE, INC.
Security: 654106103
Ticker: NKE
ISIN: US6541061031
Meeting Type: Annual
17-Sep-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935256378
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Class B Director: Alan B. Graf, Jr.
For ForMgmt1b. Election of Class B Director: Peter B. Henry
For ForMgmt1c. Election of Class B Director: Michelle A.Peluso
Against AgainstMgmt2. To approve executive compensation by anadvisory vote.
For ForMgmt3. To ratify the appointment ofPricewaterhouseCoopers LLP as independentregistered public accounting firm.
For ForMgmt4. To approve the Nike, Inc. Stock IncentivePlan, as amended and restated.
For AgainstShr5. To consider a shareholder proposal regardingpolitical contributions disclosure.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 672 of 1001
NORTONLIFELOCK INC.
Security: 668771108
Ticker: NLOK
ISIN: US6687711084
Meeting Type: Annual
08-Sep-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935251190
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1A. Election of Director: Sue Barsamian
For ForMgmt1B. Election of Director: Eric K. Brandt
For ForMgmt1C. Election of Director: Frank E. Dangeard
Against AgainstMgmt1D. Election of Director: Nora M. Denzel
Against AgainstMgmt1E. Election of Director: Peter A. Feld
For ForMgmt1F. Election of Director: Kenneth Y. Hao
For ForMgmt1G. Election of Director: David W. Humphrey
For ForMgmt1H. Election of Director: Vincent Pilette
For ForMgmt2. Ratification of the appointment of KPMG LLPas our independent registered publicaccounting firm for the 2021 fiscal year.
Against AgainstMgmt3. Advisory vote to approve executivecompensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 673 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against ForShr4. Stockholder proposal regarding politicalspending disclosure.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 674 of 1001
NVIDIA CORPORATION
Security: 67066G104
Ticker: NVDA
ISIN: US67066G1040
Meeting Type: Annual
03-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935402343
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Robert K. Burgess
For ForMgmt1B. Election of Director: Tench Coxe
For ForMgmt1C. Election of Director: John O. Dabiri
For ForMgmt1D. Election of Director: Persis S. Drell
For ForMgmt1E. Election of Director: Jen-Hsun Huang
For ForMgmt1F. Election of Director: Dawn Hudson
For ForMgmt1G. Election of Director: Harvey C. Jones
For ForMgmt1H. Election of Director: Michael G. McCaffery
For ForMgmt1I. Election of Director: Stephen C. Neal
For ForMgmt1J. Election of Director: Mark L. Perry
For ForMgmt1K. Election of Director: A. Brooke Seawell
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 675 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Aarti Shah
For ForMgmt1M. Election of Director: Mark A. Stevens
For ForMgmt2. Approval of our executive compensation.
For ForMgmt3. Ratification of the selection ofPricewaterhouseCoopers LLP as ourindependent registered public accounting firmfor fiscal year 2022.
For ForMgmt4. Approval of an amendment to our charter toincrease the number of authorized shares ofcommon stock from 2 billion shares to 4billion shares.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 676 of 1001
NXP SEMICONDUCTORS NV.
Security: N6596X109
Ticker: NXPI
ISIN: NL0009538784
Meeting Type: Annual
26-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935428335
Loomis Sayles Strategic Alpha Fund
For ForMgmt1. Adoption of the 2020 Statutory AnnualAccounts.
For ForMgmt2. Discharge of the members of the Board fortheir responsibilities in the financial yearended December 31, 2020
For ForMgmt3A. Re-appoint Kurt Sievers as executive director
For ForMgmt3B. Re-appoint Sir Peter Bonfield as non-executive director
For ForMgmt3C. Appoint Annette Clayton as non-executivedirector
For ForMgmt3D. Appoint Anthony Foxx as non-executivedirector
For ForMgmt3E. Re-appoint Kenneth A. Goldman as non-executive director
For ForMgmt3F. Re-appoint Josef Kaeser as non-executivedirector
For ForMgmt3G. Re-appoint Lena Olving as non-executivedirector
For ForMgmt3H. Re-appoint Peter Smitham as non-executivedirector
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 677 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3I. Re-appoint Julie Southern as non-executivedirector
For ForMgmt3J. Re-appoint Jasmin Staiblin as non-executivedirector
For ForMgmt3K. Re-appoint Gregory Summe as non-executivedirector
For ForMgmt3L. Re-appoint Karl-Henrik Sundström as non-executive director
For ForMgmt4. Authorization of the Board to issue ordinaryshares of the Company and grant rights toacquire ordinary shares
For ForMgmt5. Authorization of the Board to restrict orexclude pre-emption rights accruing inconnection with an issue of shares or grant ofrights.
For ForMgmt6. Authorization of the Board to repurchaseordinary shares
For ForMgmt7. Authorization of the Board to cancel ordinaryshares held or to be acquired by theCompany
For ForMgmt8. Approval of the amended remuneration of thenon-executive members of the Board
For ForMgmt9. Non-binding, advisory approval of the NamedExecutive Officers' compensation
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 678 of 1001
ORACLE CORPORATION
Security: 68389X105
Ticker: ORCL
ISIN: US68389X1054
Meeting Type: Annual
04-Nov-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935274554
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Jeffrey S. Berg For ForMgmt
2 Michael J. Boskin For ForMgmt
3 Safra A. Catz Withheld AgainstMgmt
4 Bruce R. Chizen For ForMgmt
5 George H. Conrades Withheld AgainstMgmt
6 Lawrence J. Ellison Withheld AgainstMgmt
7 Rona A. Fairhead For ForMgmt
8 Jeffrey O. Henley Withheld AgainstMgmt
9 Renee J. James Withheld AgainstMgmt
10 Charles W. Moorman IV Withheld AgainstMgmt
11 Leon E. Panetta Withheld AgainstMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 679 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
12 William G. Parrett For ForMgmt
13 Naomi O. Seligman Withheld AgainstMgmt
14 Vishal Sikka Withheld AgainstMgmt
Against AgainstMgmt2. Advisory Vote to Approve Compensation ofNamed Executive Officers.
For ForMgmt3. Approve the Oracle Corporation 2020 EquityIncentive Plan.
For ForMgmt4. Ratification of Selection of IndependentRegistered Public Accounting Firm.
For AgainstShr5. Stockholder Proposal Regarding Pay EquityReport.
Against ForShr6. Stockholder Proposal Regarding IndependentBoard Chair.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 680 of 1001
PFIZER INC.
Security: 717081103
Ticker: PFE
ISIN: US7170811035
Meeting Type: Annual
22-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935344503
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Ronald E. Blaylock
For ForMgmt1B. Election of Director: Albert Bourla
For ForMgmt1C. Election of Director: Susan Desmond-Hellmann
For ForMgmt1D. Election of Director: Joseph J. Echevarria
For ForMgmt1E. Election of Director: Scott Gottlieb
For ForMgmt1F. Election of Director: Helen H. Hobbs
For ForMgmt1G. Election of Director: Susan Hockfield
For ForMgmt1H. Election of Director: Dan R. Littman
For ForMgmt1I. Election of Director: Shantanu Narayen
For ForMgmt1J. Election of Director: Suzanne Nora Johnson
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 681 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director: James Quincey
For ForMgmt1L. Election of Director: James C. Smith
For ForMgmt2. Ratify the selection of KPMG LLP asindependent registered public accounting firmfor 2021.
For ForMgmt3. 2021 advisory approval of executivecompensation.
For AgainstShr4. Shareholder proposal regarding independentchair policy.
Against ForShr5. Shareholder proposal regarding politicalspending report.
Against ForShr6. Shareholder proposal regarding access toCOVID-19 products.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 682 of 1001
PHILIP MORRIS INTERNATIONAL INC.
Security: 718172109
Ticker: PM
ISIN: US7181721090
Meeting Type: Annual
05-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935359112
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Brant Bonin Bough
For ForMgmt1B. Election of Director: André Calantzopoulos
For ForMgmt1C. Election of Director: Michel Combes
For ForMgmt1D. Election of Director: Juan José Daboub
For ForMgmt1E. Election of Director: Werner Geissler
Against AgainstMgmt1F. Election of Director: Lisa A. Hook
For ForMgmt1G. Election of Director: Jun Makihara
For ForMgmt1H. Election of Director: Kalpana Morparia
For ForMgmt1I. Election of Director: Lucio A. Noto
For ForMgmt1J. Election of Director: Jacek Olczak
For ForMgmt1K. Election of Director: Frederik Paulsen
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 683 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Robert B. Polet
For ForMgmt1M. Election of Director: Shlomo Yanai
For ForMgmt2. Advisory Vote Approving ExecutiveCompensation.
For ForMgmt3. Ratification of the Selection of IndependentAuditors.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 684 of 1001
QUALCOMM INCORPORATED
Security: 747525103
Ticker: QCOM
ISIN: US7475251036
Meeting Type: Annual
10-Mar-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935327569
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Sylvia Acevedo
For ForMgmt1B. Election of Director: Mark Fields
For ForMgmt1C. Election of Director: Jeffrey W. Henderson
For ForMgmt1D. Election of Director: Gregory N. Johnson
For ForMgmt1E. Election of Director: Ann M. Livermore
For ForMgmt1F. Election of Director: Harish Manwani
For ForMgmt1G. Election of Director: Mark D. McLaughlin
For ForMgmt1H. Election of Director: Jamie S. Miller
For ForMgmt1I. Election of Director: Steve Mollenkopf
For ForMgmt1J. Election of Director: Clark T. Randt, Jr.
For ForMgmt1K. Election of Director: Irene B. Rosenfeld
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 685 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Kornelis "Neil" Smit
For ForMgmt1M. Election of Director: Jean-Pascal Tricoire
For ForMgmt1N. Election of Director: Anthony J. Vinciquerra
For ForMgmt2. To ratify the selection ofPricewaterhouseCoopers LLP as ourindependent public accountants for our fiscalyear ending September 26, 2021.
For ForMgmt3. To approve, on an advisory basis, ourexecutive compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 686 of 1001
RYDER SYSTEM, INC.
Security: 783549108
Ticker: R
ISIN: US7835491082
Meeting Type: Annual
07-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935352598
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: RobertJ. Eck
For ForMgmt1B. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: RobertA. Hagemann
For ForMgmt1C. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: MichaelF. Hilton
For ForMgmt1D. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: TamaraL. Lundgren
For ForMgmt1E. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: Luis P.Nieto, Jr.
For ForMgmt1F. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: David G.Nord
For ForMgmt1G. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: RobertE. Sanchez
For ForMgmt1H. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: Abbie J.Smith
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 687 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1I. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: E. FollinSmith
For ForMgmt1J. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: Dmitri L.Stockton
For ForMgmt1K. Election of Director For a 1-year term of officeexpiring at the 2022 Annual Meeting: HanselE. Tookes, II
For ForMgmt2. Ratification of PricewaterhouseCoopers LLPas independent registered certified publicaccounting firm for the 2021 fiscal year.
For ForMgmt3. Approval, on an advisory basis, of thecompensation of our named executiveofficers.
For ForMgmt4. Approval of the Amendment to the 2019Equity and Incentive Compensation Plan.
Against ForShr5. Shareholder proposal to vote, on an advisorybasis, on a shareholder proposal regardingwritten consent.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 688 of 1001
S&P GLOBAL INC.
Security: 78409V104
Ticker: SPGI
ISIN: US78409V1044
Meeting Type: Special
11-Mar-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935329816
Loomis Sayles Strategic Alpha Fund
For ForMgmt1. Approval of the S&P Global Share Issuance.To vote on a proposal to approve theissuance of S&P Global Inc. common stock,par value $1.00 per share, to theshareholders of IHS Markit Ltd. in connectionwith the merger contemplated by Agreementand Plan of Merger dated Nov. 29, 2020, asamended by Amendment No. 1, dated as ofJanuary 20, 2021, and as it may further beamended from time to time, by and amongS&P Global Inc., Sapphire Subsidiary, Ltd.and IHS Markit Ltd.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 689 of 1001
S&P GLOBAL INC.
Security: 78409V104
Ticker: SPGI
ISIN: US78409V1044
Meeting Type: Annual
05-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935381462
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Director: Marco Alverà
For ForMgmt1b. Election of Director: William J. Amelio
For ForMgmt1c. Election of Director: William D. Green
For ForMgmt1d. Election of Director: Stephanie C. Hill
For ForMgmt1e. Election of Director: Rebecca Jacoby
For ForMgmt1f. Election of Director: Monique F. Leroux
For ForMgmt1g. Election of Director: Ian P. Livingston
For ForMgmt1h. Election of Director: Maria R. Morris
For ForMgmt1i. Election of Director: Douglas L. Peterson
For ForMgmt1j. Election of Director: Edward B. Rust, Jr.
For ForMgmt1k. Election of Director: Kurt L. Schmoke
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 690 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1l. Election of Director: Richard E. Thornburgh
For ForMgmt2. Approve, on an advisory basis, the executivecompensation program for the Company'snamed executive officers.
For ForMgmt3. Ratify the selection of Ernst & Young LLP asour independent auditor for 2021.
Abstain AgainstMgmt4. Approve, on an advisory basis, theCompany's Greenhouse Gas (GHG)Emissions Reduction Plan.
Against ForShr5. Shareholder proposal to transition to a PublicBenefit Corporation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 691 of 1001
SCIENTIFIC GAMES CORPORATION
Security: 80874P109
Ticker: SGMS
ISIN: US80874P1093
Meeting Type: Annual
09-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935409222
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Jamie R. Odell For ForMgmt
2 Barry L. Cottle For ForMgmt
3 Antonia Korsanos For ForMgmt
4 Jack A. Markell For ForMgmt
5 Hamish R. McLennan For ForMgmt
6 Michael J. Regan For ForMgmt
7 Timothy Throsby For ForMgmt
8 Maria T. Vullo For ForMgmt
9 Kneeland C. Youngblood For ForMgmt
10 Virginia E. Shanks For ForMgmt
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 692 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. To approve, on an advisory basis, thecompensation of the Company's namedexecutive officers.
For ForMgmt3. To ratify an amendment of the Company'sregulatory compliance protection rights planto extend the term of the plan.
For ForMgmt4. To ratify the appointment of Deloitte & ToucheLLP as the Company's independentregistered public accounting firm for the fiscalyear ending December 31, 2021.
For ForMgmt5. To approve an amendment and restatementof the Company's 2003 IncentiveCompensation Plan to increase the sharesauthorized for issuance thereunder.
For ForMgmt6. To approve an amendment of the Company'sEmployee Stock Purchase Plan to expand theemployees who are eligible to participatetherein.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 693 of 1001
SKYWORKS SOLUTIONS, INC.
Security: 83088M102
Ticker: SWKS
ISIN: US83088M1027
Meeting Type: Annual
12-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935366799
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1a. Election of Director: Alan S. Batey
Against AgainstMgmt1b. Election of Director: Kevin L. Beebe
Against AgainstMgmt1c. Election of Director: Timothy R. Furey
For ForMgmt1d. Election of Director: Liam K. Griffin
Against AgainstMgmt1e. Election of Director: Christine King
Against AgainstMgmt1f. Election of Director: David P. McGlade
Against AgainstMgmt1g. Election of Director: Robert A. Schriesheim
Against AgainstMgmt1h. Election of Director: Kimberly S. Stevenson
For ForMgmt2. To ratify the selection by the Company's AuditCommittee of KPMG LLP as the independentregistered public accounting firm for theCompany for fiscal year 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 694 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt3. To approve, on an advisory basis, thecompensation of the Company's namedexecutive officers, as described in theCompany's Proxy Statement.
For ForMgmt4. To approve the Company's Amended andRestated 2015 Long-Term Incentive Plan.
For Shr5. To approve a stockholder proposal regardingsupermajority voting provisions.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 695 of 1001
STARBUCKS CORPORATION
Security: 855244109
Ticker: SBUX
ISIN: US8552441094
Meeting Type: Annual
17-Mar-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935326935
Loomis Sayles Strategic Alpha Fund
Against AgainstMgmt1A. Election of Director: Richard E. Allison, Jr.
Did not VoteMgmt1B. Election of Director: Rosalind G. Brewer(Withdrawn)
For ForMgmt1C. Election of Director: Andrew Campion
Against AgainstMgmt1D. Election of Director: Mary N. Dillon
For ForMgmt1E. Election of Director: Isabel Ge Mahe
For ForMgmt1F. Election of Director: Mellody Hobson
For ForMgmt1G. Election of Director: Kevin R. Johnson
For ForMgmt1H. Election of Director: Jørgen Vig Knudstorp
Against AgainstMgmt1I. Election of Director: Satya Nadella
For ForMgmt1J. Election of Director: Joshua Cooper Ramo
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 696 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt1K. Election of Director: Clara Shih
Against AgainstMgmt1L. Election of Director: Javier G. Teruel
Against AgainstMgmt2. Advisory resolution to approve our executiveofficer compensation.
For ForMgmt3. Ratification of selection of Deloitte & ToucheLLP as our independent registered publicaccounting firm for fiscal 2021.
Against ForShr4. Employee Board Representation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 697 of 1001
TARGET CORPORATION
Security: 87612E106
Ticker: TGT
ISIN: US87612E1064
Meeting Type: Annual
09-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935412635
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Douglas M. Baker, Jr.
For ForMgmt1B. Election of Director: George S. Barrett
For ForMgmt1C. Election of Director: Brian C. Cornell
For ForMgmt1D. Election of Director: Robert L. Edwards
For ForMgmt1E. Election of Director: Melanie L. Healey
For ForMgmt1F. Election of Director: Donald R. Knauss
For ForMgmt1G. Election of Director: Christine A. Leahy
For ForMgmt1H. Election of Director: Monica C. Lozano
For ForMgmt1I. Election of Director: Mary E. Minnick
For ForMgmt1J. Election of Director: Derica W. Rice
For ForMgmt1K. Election of Director: Kenneth L. Salazar
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 698 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Dmitri L. Stockton
For ForMgmt2. Company proposal to ratify the appointmentof Ernst & Young LLP as our independentregistered public accounting firm.
For ForMgmt3. Company proposal to approve, on anadvisory basis, our executive compensation(Say on Pay).
Against ForShr4. Shareholder proposal to amend the proxyaccess bylaw to remove the shareholdergroup limit.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 699 of 1001
TEXAS INSTRUMENTS INCORPORATED
Security: 882508104
Ticker: TXN
ISIN: US8825081040
Meeting Type: Annual
22-Apr-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935341709
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Mark A. Blinn
For ForMgmt1B. Election of Director: Todd M. Bluedorn
For ForMgmt1C. Election of Director: Janet F. Clark
For ForMgmt1D. Election of Director: Carrie S. Cox
For ForMgmt1E. Election of Director: Martin S. Craighead
For ForMgmt1F. Election of Director: Jean M. Hobby
For ForMgmt1G. Election of Director: Michael D. Hsu
For ForMgmt1H. Election of Director: Ronald Kirk
For ForMgmt1I. Election of Director: Pamela H. Patsley
For ForMgmt1J. Election of Director: Robert E. Sanchez
For ForMgmt1K. Election of Director: Richard K. Templeton
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 700 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Board proposal regarding advisory approvalof the Company's executive compensation.
For ForMgmt3. Board proposal to ratify the appointment ofErnst & Young LLP as the Company'sindependent registered public accounting firmfor 2021.
For AgainstShr4. Stockholder proposal to permit shareholderaction by written consent.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 701 of 1001
THE ALLSTATE CORPORATION
Security: 020002101
Ticker: ALL
ISIN: US0200021014
Meeting Type: Annual
25-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935387402
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Donald E. Brown
For ForMgmt1B. Election of Director: Kermit R. Crawford
For ForMgmt1C. Election of Director: Michael L. Eskew
For ForMgmt1D. Election of Director: Richard T. Hume
For ForMgmt1E. Election of Director: Margaret M. Keane
For ForMgmt1F. Election of Director: Siddharth N. Mehta
For ForMgmt1G. Election of Director: Jacques P. Perold
For ForMgmt1H. Election of Director: Andrea Redmond
For ForMgmt1I. Election of Director: Gregg M. Sherrill
For ForMgmt1J. Election of Director: Judith A. Sprieser
For ForMgmt1K. Election of Director: Perry M. Traquina
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 702 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Thomas J. Wilson
For ForMgmt2. Advisory vote to approve the compensation ofthe named executives.
For ForMgmt3. Ratification of the appointment of Deloitte &Touche LLP as Allstate's independentregistered public accountant for 2021.
Against ForShr4. Shareholder proposal to amend proxy access.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 703 of 1001
THE CHARLES SCHWAB CORPORATION
Security: 808513105
Ticker: SCHW
ISIN: US8085131055
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935378302
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Walter W. Bettinger II
For ForMgmt1B. Election of Director: Joan T. Dea
For ForMgmt1C. Election of Director: Christopher V. Dodds
For ForMgmt1D. Election of Director: Mark A. Goldfarb
For ForMgmt1E. Election of Director: Bharat B. Masrani
For ForMgmt1F. Election of Director: Charles A. Ruffel
For ForMgmt2. Ratification of the selection of Deloitte &Touche LLP as independent auditors.
For ForMgmt3. Advisory vote to approve named executiveofficer compensation.
For AgainstShr4. Stockholder Proposal requesting disclosure oflobbying policy, procedures and oversight;lobbying expenditures; and participation inorganizations engaged in lobbying.
For AgainstShr5. Stockholder Proposal requestingdeclassification of the board of directors toelect each director annually.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 704 of 1001
THE ESTEE LAUDER COMPANIES INC.
Security: 518439104
Ticker: EL
ISIN: US5184391044
Meeting Type: Annual
10-Nov-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935274530
Loomis Sayles Strategic Alpha Fund
Abstain AgainstMgmt1A. Election of Class III Director: CharleneBarshefsky
For ForMgmt1B. Election of Class III Director: Wei SunChristianson
Abstain AgainstMgmt1C. Election of Class III Director: Fabrizio Freda
Abstain AgainstMgmt1D. Election of Class III Director: Jane Lauder
Abstain AgainstMgmt1E. Election of Class III Director: Leonard A.Lauder
For ForMgmt2. Ratification of appointment ofPricewaterhouseCoopers LLP as independentauditors for the 2021 fiscal year.
Against AgainstMgmt3. Advisory vote to approve executivecompensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 705 of 1001
THE HOME DEPOT, INC.
Security: 437076102
Ticker: HD
ISIN: US4370761029
Meeting Type: Annual
20-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935365874
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Gerard J. Arpey
For ForMgmt1B. Election of Director: Ari Bousbib
For ForMgmt1C. Election of Director: Jeffery H. Boyd
For ForMgmt1D. Election of Director: Gregory D. Brenneman
For ForMgmt1E. Election of Director: J. Frank Brown
For ForMgmt1F. Election of Director: Albert P. Carey
For ForMgmt1G. Election of Director: Helena B. Foulkes
For ForMgmt1H. Election of Director: Linda R. Gooden
For ForMgmt1I. Election of Director: Wayne M. Hewett
For ForMgmt1J. Election of Director: Manuel Kadre
For ForMgmt1K. Election of Director: Stephanie C. Linnartz
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 706 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Craig A. Menear
For ForMgmt2. Ratification of the Appointment of KPMG LLP.
For ForMgmt3. Advisory Vote to Approve ExecutiveCompensation ("Say-on-Pay").
Against ForShr4. Shareholder Proposal Regarding Amendmentof Shareholder Written Consent Right.
Against ForShr5. Shareholder Proposal Regarding PoliticalContributions Congruency Analysis.
Against ForShr6. Shareholder Proposal Regarding Report onPrison Labor in the Supply Chain.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 707 of 1001
THE INTERPUBLIC GROUP OF COMPANIES, INC.
Security: 460690100
Ticker: IPG
ISIN: US4606901001
Meeting Type: Annual
27-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935395372
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Jocelyn Carter-Miller
For ForMgmt1B. Election of Director: Mary J. Steele Guilfoile
For ForMgmt1C. Election of Director: Dawn Hudson
For ForMgmt1D. Election of Director: Philippe Krakowsky
For ForMgmt1E. Election of Director: Jonathan F. Miller
For ForMgmt1F. Election of Director: Patrick Q. Moore
For ForMgmt1G. Election of Director: Michael I. Roth
For ForMgmt1H. Election of Director: Linda S. Sanford
For ForMgmt1I. Election of Director: David M. Thomas
For ForMgmt1J. Election of Director: E. Lee Wyatt Jr.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 708 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Ratification of the appointment ofPricewaterhouseCoopers LLP as Interpublic'sindependent registered public accounting firmfor the year 2021.
For ForMgmt3. Advisory vote to approve named executiveofficer compensation.
For AgainstShr4. Stockholder proposal entitled "SpecialStockholder Meetings."
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 709 of 1001
THE PROCTER & GAMBLE COMPANY
Security: 742718109
Ticker: PG
ISIN: US7427181091
Meeting Type: Annual
13-Oct-20Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935264969
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. ELECTION OF DIRECTOR: Francis S. Blake
For ForMgmt1B. ELECTION OF DIRECTOR: Angela F. Braly
For ForMgmt1C. ELECTION OF DIRECTOR: Amy L. Chang
For ForMgmt1D. ELECTION OF DIRECTOR: Joseph Jimenez
For ForMgmt1E. ELECTION OF DIRECTOR: Debra L. Lee
For ForMgmt1F. ELECTION OF DIRECTOR: Terry J.Lundgren
For ForMgmt1G. ELECTION OF DIRECTOR: Christine M.McCarthy
For ForMgmt1H. ELECTION OF DIRECTOR: W. JamesMcNerney, Jr.
For ForMgmt1I. ELECTION OF DIRECTOR: Nelson Peltz
For ForMgmt1J. ELECTION OF DIRECTOR: David S. Taylor
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 710 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. ELECTION OF DIRECTOR: Margaret C.Whitman
For ForMgmt1L. ELECTION OF DIRECTOR: Patricia A.Woertz
For ForMgmt2. Ratify Appointment of the IndependentRegistered Public Accounting Firm.
For ForMgmt3. Advisory Vote to Approve the Company'sExecutive Compensation (the "Say on Pay"vote).
For ForMgmt4. Approval of The Procter & Gamble CompanyInternational Stock Ownership Plan, AsAmended and Restated.
Against ForShr5. Shareholder Proposal - Report on Efforts toEliminate Deforestation.
Against ForShr6. Shareholder Proposal - Annual Report onDiversity.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 711 of 1001
THE PROGRESSIVE CORPORATION
Security: 743315103
Ticker: PGR
ISIN: US7433151039
Meeting Type: Annual
07-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935369050
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Philip Bleser
For ForMgmt1B. Election of Director: Stuart B. Burgdoerfer
For ForMgmt1C. Election of Director: Pamela J. Craig
For ForMgmt1D. Election of Director: Charles A. Davis
For ForMgmt1E. Election of Director: Roger N. Farah
For ForMgmt1F. Election of Director: Lawton W. Fitt
For ForMgmt1G. Election of Director: Susan Patricia Griffith
For ForMgmt1H. Election of Director: Devin C. Johnson
For ForMgmt1I. Election of Director: Jeffrey D. Kelly
For ForMgmt1J. Election of Director: Barbara R. Snyder
For ForMgmt1K. Election of Director: Jan E. Tighe
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 712 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1L. Election of Director: Kahina Van Dyke
For ForMgmt2. Cast an advisory vote to approve ourexecutive compensation program.
For ForMgmt3. Ratify the appointment ofPricewaterhouseCoopers LLP as ourindependent registered public accounting firmfor 2021.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 713 of 1001
THERMO FISHER SCIENTIFIC INC.
Security: 883556102
Ticker: TMO
ISIN: US8835561023
Meeting Type: Annual
19-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935375736
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Marc N. Casper
For ForMgmt1B. Election of Director: Nelson J. Chai
For ForMgmt1C. Election of Director: C. Martin Harris
For ForMgmt1D. Election of Director: Tyler Jacks
For ForMgmt1E. Election of Director: R. Alexandra Keith
Against AgainstMgmt1F. Election of Director: Thomas J. Lynch
Against AgainstMgmt1G. Election of Director: Jim P. Manzi
For ForMgmt1H. Election of Director: James C. Mullen
For ForMgmt1I. Election of Director: Lars R. Sørensen
For ForMgmt1J. Election of Director: Debora L. Spar
Against AgainstMgmt1K. Election of Director: Scott M. Sperling
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 714 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
Against AgainstMgmt1L. Election of Director: Dion J. Weisler
Against AgainstMgmt2. An advisory vote to approve named executiveofficer compensation.
For ForMgmt3. Ratification of the Audit Committee's selectionof PricewaterhouseCoopers LLP as theCompany's independent auditors for 2021.
For AgainstShr4. A shareholder Proposal regarding specialShareholder Meetings.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 715 of 1001
UNION PACIFIC CORPORATION
Security: 907818108
Ticker: UNP
ISIN: US9078181081
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935364947
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Andrew H. Card Jr.
For ForMgmt1B. Election of Director: William J. DeLaney
For ForMgmt1C. Election of Director: David B. Dillon
For ForMgmt1D. Election of Director: Lance M. Fritz
For ForMgmt1E. Election of Director: Deborah C. Hopkins
For ForMgmt1F. Election of Director: Jane H. Lute
For ForMgmt1G. Election of Director: Michael R. McCarthy
For ForMgmt1H. Election of Director: Thomas F. McLarty III
For ForMgmt1I. Election of Director: Jose H. Villarreal
For ForMgmt1J. Election of Director: Christopher J. Williams
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 716 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt2. Ratification of the appointment of Deloitte &Touche LLP as the independent registeredpublic accounting firm of the Company for2021.
For ForMgmt3. An advisory vote to approve executivecompensation ("Say on Pay").
For ForMgmt4. Adoption of the Union Pacific Corporation2021 Stock Incentive Plan.
For ForMgmt5. Adoption of the Union Pacific Corporation2021 Employee Stock Purchase Plan.
For AgainstShr6. Shareholder proposal requesting an EEO-1Report Disclosure, if properly presented at theAnnual Meeting.
For AgainstShr7. Shareholder proposal requesting an AnnualDiversity and Inclusion Efforts Report, ifproperly presented at the Annual Meeting.
Against ForShr8. Shareholder proposal requesting an AnnualEmissions Reduction Plan & annual advisoryvote on Emissions Reduction Plan, if properlypresented at the Annual Meeting.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 717 of 1001
UNITED PARCEL SERVICE, INC.
Security: 911312106
Ticker: UPS
ISIN: US9113121068
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935365002
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director to serve until the 2022Annual Meeting: Carol B. Tomé
For ForMgmt1B. Election of Director to serve until the 2022Annual Meeting: Rodney C. Adkins
For ForMgmt1C. Election of Director to serve until the 2022Annual Meeting: Eva C. Boratto
For ForMgmt1D. Election of Director to serve until the 2022Annual Meeting: Michael J. Burns
For ForMgmt1E. Election of Director to serve until the 2022Annual Meeting: Wayne M. Hewett
For ForMgmt1F. Election of Director to serve until the 2022Annual Meeting: Angela Hwang
For ForMgmt1G. Election of Director to serve until the 2022Annual Meeting: Kate E. Johnson
For ForMgmt1H. Election of Director to serve until the 2022Annual Meeting: William R. Johnson
For ForMgmt1I. Election of Director to serve until the 2022Annual Meeting: Ann M. Livermore
For ForMgmt1J. Election of Director to serve until the 2022Annual Meeting: Franck J. Moison
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 718 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director to serve until the 2022Annual Meeting: Christiana Smith Shi
For ForMgmt1L. Election of Director to serve until the 2022Annual Meeting: Russell Stokes
For ForMgmt1M. Election of Director to serve until the 2022Annual Meeting: Kevin Warsh
For ForMgmt2. To approve on an advisory basis a resolutionon UPS executive compensation.
For ForMgmt3. To approve the 2021 UPS Omnibus IncentiveCompensation Plan.
For ForMgmt4. To ratify the appointment of Deloitte & ToucheLLP as UPS's independent registered publicaccounting firm for the year ending December31, 2021.
Against ForShr5. To prepare an annual report on UPS'slobbying activities.
For AgainstShr6. To reduce the voting power of UPS class Astock from 10 votes per share to one vote pershare.
For AgainstShr7. To prepare a report on reducing UPS's totalcontribution to climate change.
Against ForShr8. To transition UPS to a public benefitcorporation.
For AgainstShr9. To prepare a report assessing UPS's diversityand inclusion efforts.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 719 of 1001
UNITEDHEALTH GROUP INCORPORATED
Security: 91324P102
Ticker: UNH
ISIN: US91324P1021
Meeting Type: Annual
07-Jun-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935414879
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Richard T. Burke
For ForMgmt1B. Election of Director: Timothy P. Flynn
For ForMgmt1C. Election of Director: Stephen J. Hemsley
For ForMgmt1D. Election of Director: Michele J. Hooper
For ForMgmt1E. Election of Director: F. William McNabb III
For ForMgmt1F. Election of Director: Valerie C. MontgomeryRice, M.D.
For ForMgmt1G. Election of Director: John H. Noseworthy,M.D.
For ForMgmt1H. Election of Director: Gail R. Wilensky, Ph.D.
For ForMgmt1I. Election of Director: Andrew Witty
For ForMgmt2. Advisory approval of the Company'sexecutive compensation.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 720 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3. Ratification of the appointment of Deloitte &Touche LLP as the independent registeredpublic accounting firm for the Company forthe year ending December 31, 2021.
For ForMgmt4. Approval of an amendment to theUnitedHealth Group 1993 Employee StockPurchase Plan.
Against ForShr5. If properly presented at the 2021 AnnualMeeting of Shareholders, the shareholderproposal set forth in the proxy statementrequesting a reduction of the share ownershipthreshold for calling a special meeting ofshareholders.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 721 of 1001
VERIZON COMMUNICATIONS INC.
Security: 92343V104
Ticker: VZ
ISIN: US92343V1044
Meeting Type: Annual
13-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935364846
Loomis Sayles Strategic Alpha Fund
For ForMgmt1a. Election of Director: Shellye L. Archambeau
For ForMgmt1b. Election of Director: Roxanne S. Austin
For ForMgmt1c. Election of Director: Mark T. Bertolini
For ForMgmt1d. Election of Director: Melanie L. Healey
For ForMgmt1e. Election of Director: Clarence Otis, Jr.
For ForMgmt1f. Election of Director: Daniel H. Schulman
For ForMgmt1g. Election of Director: Rodney E. Slater
For ForMgmt1h. Election of Director: Hans E. Vestberg
For ForMgmt1i. Election of Director: Gregory G. Weaver
For ForMgmt2 Advisory Vote to Approve ExecutiveCompensation
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 722 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt3 Ratification of Appointment of IndependentRegistered Public Accounting Firm
Against ForShr4 Shareholder Action by Written Consent
Against ForShr5 Amend Clawback Policy
Against ForShr6 Shareholder Ratification of Annual EquityAwards
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 723 of 1001
VISA INC.
Security: 92826C839
Ticker: V
ISIN: US92826C8394
Meeting Type: Annual
26-Jan-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935315576
Loomis Sayles Strategic Alpha Fund
For ForMgmt1A. Election of Director: Lloyd A. Carney
For ForMgmt1B. Election of Director: Mary B. Cranston
For ForMgmt1C. Election of Director: Francisco JavierFernández-Carbajal
For ForMgmt1D. Election of Director: Alfred F. Kelly, Jr.
For ForMgmt1E. Election of Director: Ramon Laguarta
For ForMgmt1F. Election of Director: John F. Lundgren
For ForMgmt1G. Election of Director: Robert W. Matschullat
For ForMgmt1H. Election of Director: Denise M. Morrison
For ForMgmt1I. Election of Director: Suzanne Nora Johnson
For ForMgmt1J. Election of Director: Linda J. Rendle
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 724 of 1001
Prop. # Proposal Proposedby
Proposal Vote For/AgainstManagement's
Recommendation
For ForMgmt1K. Election of Director: John A. C. Swainson
For ForMgmt1L. Election of Director: Maynard G. Webb, Jr.
For ForMgmt2. Approval, on an advisory basis, ofcompensation paid to our named executiveofficers.
For ForMgmt3. Ratification of the appointment of KPMG LLPas our independent registered publicaccounting firm for the 2021 fiscal year.
For ForMgmt4. Approval of the Visa Inc. 2007 EquityIncentive Compensation Plan, as amendedand restated.
For ForMgmt5. Approval of an amendment to our Certificateof Incorporation to enable the adoption of aspecial meeting right for Class A commonstockholders.
Against ForShr6. To vote on a stockholder proposal requestingstockholders' right to act by written consent, ifproperly presented.
Against ForShr7. To vote on a stockholder proposal to amendour principles of executive compensationprogram, if properly presented.
Investment Company ReportMeeting Date Range: Report Date: 06-Aug-202101-Jul-2020 - 30-Jun-2021
Page 725 of 1001
WHITING PETROLEUM CORPORATION
Security: 966387508
Ticker: WLL
ISIN: US9663875089
Meeting Type: Annual
11-May-21Meeting Date:
Prop. # Proposal Proposedby
For/AgainstManagement's
Recommendation
Proposal Vote
Agenda Number: 935365660
Loomis Sayles Strategic Alpha Fund
1. DIRECTOR
1 Janet L. Carrig For ForMgmt
2 Susan M. Cunningham For ForMgmt
3 Paul J. Korus For ForMgmt
4 Kevin S. McCarthy Withheld AgainstMgmt
5 Lynn A. Peterson For ForMgmt
6 Daniel J. Rice IV Withheld AgainstMgmt
7 Anne Taylor Withheld AgainstMgmt
Against AgainstMgmt2. To approve, by advisory vote, thecompensation of our named executiveofficers.
For ForMgmt3. To ratify the appointment of Deloitte & ToucheLLP as the independent registered publicaccounting firm for 2021.