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Everforth, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Everforth, Inc.’s Form 8-K, filed 2026-06-16 (Item 5.07 on EDGAR). Page generated 02 October 2026.

6Reported items
317Asset managers
2,059Fund votes
2026-06-11Meeting date

Proxy season: 2025-2026

Explore Everforth, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Everforth, Inc.

These tallies are Everforth, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-16 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Everforth, Inc. — official shareholder meeting results, meeting held 2026-06-11
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Mark A. Frantz	35,357,706	772,906	18,649	--	2,841,695	Majority: yes
Elect Director: Carol J. Lindstrom	35,595,635	535,121	18,505	--	2,841,695	Majority: yes
Elect Director: Arshad Matin	35,144,146	986,982	18,133	--	2,841,695	Majority: yes
With the retirement of Jonathan S. Holman as a director effective as of the Annual Meeting, the number of directors on the Board was fixed at nine as previously approved by the Board.	35,327,570	798,621	23,070	--	2,841,695	Majority: yes

This meeting is also recorded here as 2026-06-16; both records come from the same filing, so the date should be checked against it.

Source: Everforth, Inc., Form 8-K, filed with the SEC on 2026-06-16 — read the filing on EDGAR.

How asset managers voted at the Everforth, Inc. 2025-2026 meeting

Each item below shows how the 317 asset managers that disclosed a Everforth, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Everforth, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. An advisory vote to approve the Company's named executive officer compensation for the year ended December 31, 2025;

SECTION 14A SAY-ON-PAY VOTES

Combines 5 wordings of this item as funds reported it.

99% fund support · no official result

FOR 99%

The 309 asset managers below cast 99% of the shares they voted on this item FOR (40,160,476 for, 419,154 against).

FOR: 40,160,476 (98.9%)AGAINST: 419,154 (1.0%)ABSTAIN: 7,240 (0.0%)NOT VOTED: 1,154 (0.0%)

Largest asset managers voting on “An advisory vote to approve the Company's named executive officer compensation for the year ended December 31,” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
BlackRock	6,159,312	1,427	For
Vanguard	5,468,705	14,314	For
Fidelity	3,131,157	0	For
Invesco	2,845,241	0	For
State Street	1,419,972	986	For
GEODE CAPITAL MANAGEMENT, LLC	1,378,687	0	For
AQR	1,271,806	0	For
REINHART PARTNERS, LLC.	1,109,568	0	For
Charles Schwab	1,097,802	0	For
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST	986,102	0	For
BAMCO INC /NY/	900,000	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	900,000	0	For
Dimensional	837,866	0	For
Delaware/Macquarie	777,509	0	For
NEW SOUTH CAPITAL MANAGEMENT INC	636,347	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	622,949	0	For
Columbia Threadneedle	484,952	0	For
Northern Trust	452,031	0	For
Prudential/PGIM	418,862	0	For
Goldman Sachs	408,529	0	For
Jackson National	365,591	0	For
PIMCO	358,615	0	For
SYSTEMATIC FINANCIAL MANAGEMENT LP	322,994	0	For
Managed Portfolio Series	318,100	0	For
Pacer Funds Trust	311,845	0	For

Showing the 25 largest of 309 asset managers. See all 309 in the interactive database.

2. Election of the following Class I Directors: Arshad Matin

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 35,144,146AGAINST: 986,982

Everforth, Inc.’s own tally for this item (“Elect Director: Arshad Matin”): 35,144,146 for, 986,982 against, per its Form 8-K filed 2026-06-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,000,000 outstanding shares: 86% for, 2% against (88% of the company cast a for/against vote).

The 92 asset managers below cast 99.1% of the shares they voted on this item FOR (21,372,506 for, 180,989 against).

FOR 99.1%

FOR: 21,372,506 (99.1%)AGAINST: 180,989 (0.8%)ABSTAIN: 7,240 (0.0%)

Largest asset managers voting on “Election of the following Class I Directors: Arshad Matin” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	5,092,403	14,314	For
BlackRock	4,376,048	0	For
Fidelity	2,025,924	0	For
Invesco	1,220,491	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	900,000	0	For
Delaware/Macquarie	777,509	0	For
Dimensional	617,047	0	For
State Street	547,672	858	For
Charles Schwab	514,273	0	For
Columbia Threadneedle	484,952	0	For
Jackson National	365,591	0	For
PIMCO	358,615	0	For
Managed Portfolio Series	318,100	0	For
Pacer Funds Trust	311,845	0	For
AQR	282,026	0	For
Goldman Sachs	221,445	9,341	For
HOTCHKIS & WILEY FUNDS /DE/	226,986	0	For
JPMorgan	168,665	0	For
MassMutual	145,618	0	For
Prudential/PGIM	111,739	29,789	For
Victory Capital	141,465	0	For
AMERICAN BEACON FUNDS	138,017	0	For
First Trust	131,797	0	For
OLD WESTBURY FUNDS INC	128,075	0	For
Federated Hermes	121,211	0	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

3. Election of the following Class I Directors: Carol J. Lindstrom

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 35,595,635AGAINST: 535,121

Everforth, Inc.’s own tally for this item (“Elect Director: Carol J. Lindstrom”): 35,595,635 for, 535,121 against, per its Form 8-K filed 2026-06-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,000,000 outstanding shares: 87% for, 1% against (88% of the company cast a for/against vote).

The 92 asset managers below cast 99.1% of the shares they voted on this item FOR (21,372,538 for, 180,958 against).

FOR 99.1%

FOR: 21,372,538 (99.1%)AGAINST: 180,958 (0.8%)ABSTAIN: 7,240 (0.0%)

Largest asset managers voting on “Election of the following Class I Directors: Carol J. Lindstrom” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	5,092,408	14,310	For
BlackRock	4,376,048	0	For
Fidelity	2,025,924	0	For
Invesco	1,220,491	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	900,000	0	For
Delaware/Macquarie	777,509	0	For
Dimensional	617,047	0	For
State Street	547,698	832	For
Charles Schwab	514,273	0	For
Columbia Threadneedle	484,952	0	For
Jackson National	365,591	0	For
PIMCO	358,615	0	For
Managed Portfolio Series	318,100	0	For
Pacer Funds Trust	311,845	0	For
AQR	282,026	0	For
Goldman Sachs	221,445	9,341	For
HOTCHKIS & WILEY FUNDS /DE/	226,986	0	For
JPMorgan	168,665	0	For
MassMutual	145,618	0	For
Prudential/PGIM	111,739	29,789	For
Victory Capital	141,465	0	For
AMERICAN BEACON FUNDS	138,017	0	For
First Trust	131,797	0	For
OLD WESTBURY FUNDS INC	128,075	0	For
Federated Hermes	121,211	0	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

4. Election of the following Class I Directors: Mark A. Frantz

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 35,357,706AGAINST: 772,906

Everforth, Inc.’s own tally for this item (“Elect Director: Mark A. Frantz”): 35,357,706 for, 772,906 against, per its Form 8-K filed 2026-06-16 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 41,000,000 outstanding shares: 86% for, 2% against (88% of the company cast a for/against vote).

The 92 asset managers below cast 99.1% of the shares they voted on this item FOR (21,369,151 for, 184,345 against).

FOR 99.1%

FOR: 21,369,151 (99.1%)AGAINST: 184,345 (0.9%)ABSTAIN: 7,240 (0.0%)

Largest asset managers voting on “Election of the following Class I Directors: Mark A. Frantz” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	5,092,404	14,314	For
BlackRock	4,376,048	0	For
Fidelity	2,025,924	0	For
Invesco	1,220,491	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	900,000	0	For
Delaware/Macquarie	777,509	0	For
Dimensional	617,047	0	For
State Street	547,698	832	For
Charles Schwab	514,273	0	For
Columbia Threadneedle	484,952	0	For
Jackson National	365,591	0	For
PIMCO	358,615	0	For
Managed Portfolio Series	318,100	0	For
Pacer Funds Trust	311,845	0	For
AQR	282,026	0	For
Goldman Sachs	221,445	9,341	For
HOTCHKIS & WILEY FUNDS /DE/	226,986	0	For
JPMorgan	168,665	0	For
MassMutual	145,618	0	For
Prudential/PGIM	111,739	29,789	For
Victory Capital	141,465	0	For
AMERICAN BEACON FUNDS	138,017	0	For
First Trust	131,797	0	For
OLD WESTBURY FUNDS INC	128,075	0	For
Federated Hermes	121,211	0	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

5. The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the year ending December 31, 2026;

AUDIT-RELATED

Combines 3 wordings of this item as funds reported it.

99.6% fund support · no official result

FOR 99.6%

The 92 asset managers below cast 99.6% of the shares they voted on this item FOR (21,426,960 for, 78,788 against).

FOR: 21,426,960 (99.6%)AGAINST: 78,788 (0.4%)ABSTAIN: 7,240 (0.0%)

Largest asset managers voting on “The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting f” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	5,084,133	22,585	For
BlackRock	4,376,048	0	For
Fidelity	2,025,924	0	For
Invesco	1,220,491	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	900,000	0	For
Delaware/Macquarie	777,509	0	For
Dimensional	617,047	0	For
State Street	547,662	868	For
Charles Schwab	514,273	0	For
Columbia Threadneedle	484,952	0	For
Jackson National	365,591	0	For
PIMCO	358,615	0	For
Managed Portfolio Series	318,100	0	For
Pacer Funds Trust	311,845	0	For
AQR	282,026	0	For
Goldman Sachs	230,786	0	For
HOTCHKIS & WILEY FUNDS /DE/	226,986	0	For
JPMorgan	168,665	0	For
MassMutual	145,618	0	For
Prudential/PGIM	141,528	0	For
Victory Capital	141,465	0	For
AMERICAN BEACON FUNDS	138,017	0	For
First Trust	131,797	0	For
OLD WESTBURY FUNDS INC	128,075	0	For
Federated Hermes	121,211	0	For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

6. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

94% fund support · no official result

FOR 94%

The 3 asset managers below cast 94% of the shares they voted on this item FOR (49,111 for, 2,949 against).

FOR: 49,111 (94.3%)AGAINST: 2,949 (5.7%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Everforth, Inc., 2025-2026
Asset manager	For	Against	Vote
Empower	49,099	0	For
APG Asset Management US Inc.	0	2,949	Against
TD Waterhouse Canada Inc.	12	0	For

Largest Everforth, Inc. shareholders voting in 2025-2026

Ranked by the number of Everforth, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 41,000,000 shares outstanding at the time of that meeting.

Top Everforth, Inc. shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	BlackRock	15.03%
2	Vanguard	13.37%
3	Fidelity	7.64%
4	Invesco	6.94%
5	State Street	3.47%
6	GEODE CAPITAL MANAGEMENT, LLC	3.36%
7	AQR	3.10%
8	REINHART PARTNERS, LLC.	2.71%
9	Charles Schwab	2.68%
10	NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST	2.41%

Reported Everforth, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Everforth, Inc. beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
BlackRock	16.27%	13F
Vanguard Group	12.61%	13F
Vanguard Portfolio Management	8.13%	13G
AQR Capital	6.17%	13F
Dimensional Fund Advisors	4.62%	13F
Invesco	4.37%	13F
State Street	4.25%	13F
Goldman Sachs	2.18%	13F
FMR (Fidelity)	1.69%	13F
Charles Schwab	1.41%	13F

Percentages above are of 41,000,000 shares outstanding, as reported by Everforth, Inc. on its Form 10-Q dated 2026-04-24 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Everforth, Inc.’s 10-Q dated 2026-04-24. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At Everforth, Inc.'s shareholder meeting held 2026-06-11, in the 2025-2026 proxy season, 317 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,059 separate fund positions. Their filings are grouped here into 6 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Everforth, Inc.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — An advisory vote to approve the Company's named executive officer compensation for the year… — the reporting funds cast 99% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

Everforth, Inc. proxy season coverage: 2025-2026 (this page).