Virtus Investment Partners, Inc. 2025-2026 Proxy Voting Records

Description as filed by funds: Election of Directors: George R. Aylward

Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: George R. Aylward”): 5,244,294 for, 54,980 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,905,642 for, 924 withheld, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

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”): 5,233,722 for, 65,552 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,905,646 for, 920 withheld, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 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”): 5,073,832 for, 225,442 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,863,272 for, 43,293 withheld, 1 abstained, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

Description as filed by funds: Election of Directors: Paul G. Greig

Virtus Investment Partners, Inc.’s own tally for this item (“Elect Director: Paul G. Greig”): 5,211,916 for, 87,358 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,889,436 for, 17,130 withheld, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 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”): 5,115,550 for, 183,724 withheld, per its Form 8-K filed May 20, 2026 (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 2027 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 74 asset managers below reported 2,870,191 for, 36,375 withheld, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 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”): 4,717,106 for, 582,168 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 89% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,564,123 for, 342,440 withheld, 3 abstained, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 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”): 5,241,604 for, 57,670 withheld, per its Form 8-K filed May 20, 2026 (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 2027 Annual Meeting of Shareholders or until their respective successors are duly elected and qualified, or their earlier resignation or removal, as follows:”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 2,905,646 for, 920 withheld, 4,553 not voted.

Showing the 25 largest of 74 asset managers. See all 74 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”): 5,171,978 for, 94,981 against — passed, per its Form 8-K filed May 20, 2026 (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: 98% 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 74 managers: 2,905,641 for, 926 against, 4,553 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 216 managers: 2,470,952 for, 33,075 against, 7 abstained. 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, 2026.

Virtus Investment Partners, Inc.’s own tally for this item (“2. Ratification of Appointment of Independent Registered Public Accounting Firm”): 5,803,726 for, 100,590 against — passed, per its Form 8-K filed May 20, 2026 (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, 2026.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 72 asset managers below reported 2,891,357 for, 9,129 against.

Showing the 25 largest of 72 asset managers. See all 72 in the interactive database.