VIRTUS INVESTMENT PARTNERS INC. 2024-2025 Proxy Voting Records

Description as filed by funds: Election of Directors: John C. Weisenseel

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: John C. Weisenseel”): 5,427,167 for, 28,104 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99.4% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,389,923 for, 180 withheld, 0 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Melody L. Jones

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Melody L. Jones”): 5,271,443 for, 183,828 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,385,642 for, 4,461 withheld, 0 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Peter L. Bain

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Peter L. Bain”): 5,419,055 for, 36,216 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,387,220 for, 2,883 withheld, 0 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Susan S. Fleming

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Susan S. Fleming”): 4,894,451 for, 560,820 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 90% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,351,040 for, 39,061 withheld, 1 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: Timothy A. Holt

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: Timothy A. Holt”): 5,197,288 for, 257,983 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,360,495 for, 29,607 withheld, 1 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: Election of Directors: W. Howard Morris

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“Elect Director: W. Howard Morris”): 5,417,067 for, 38,204 withheld, per its Form 8-K filed May 14, 2025 (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.

Reported outcome: Elected, in the filing’s own words: “Shareholders elected each of the nominees for directors to hold office until the 2026 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99.2% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 81 asset managers below reported 3,389,923 for, 180 withheld, 0 abstained, 5,278 not voted.

Showing the 25 largest of 81 asset managers. See all 81 in the interactive database.

Description as filed by funds: To approve, in a non-binding vote, named executive officer compensation.

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“3. Advisory Vote on Executive Compensation”): 5,021,063 for, 412,858 against — passed, per its Form 8-K filed May 14, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Shareholders approved, on an advisory basis, the compensation paid to the Company's named executive officers.”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports, all 81 managers: 3,219,356 for, 170,567 against, 180 abstained, 5,278 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 224 managers: 2,324,180 for, 281,468 against, 29 unknown. Showing the 25 largest; see all in the interactive database.

Description as filed by funds: To ratify the appointment of Deloitte & Touche LLP to serve as our independent registered public accounting firm for the fiscal year ending December 31, 2025.

VIRTUS INVESTMENT PARTNERS INC.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 5,821,458 for, 205,347 against — passed, per its Form 8-K filed May 14, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Shareholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2025.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 77 asset managers below reported 3,352,931 for, 32,849 against, 180 abstained.

Showing the 25 largest of 77 asset managers. See all 77 in the interactive database.