UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED
MANAGEMENT INVESTMENT COMPANIES
Investment Company Act file number 811-21448
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Pioneer Tax Advantaged Balanced Trust
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(Exact name of registrant as specified in charter)
60 State Street Boston, MA 02109
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(Address of principal executive offices)
Dorothy Bourassa
60 State Street
Boston, MA 02109
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(Name and address of agent for service)
Registrant's telephone number, including area code: (617) 742-7825
Date of fiscal year end: November 30
Date of reporting period: July 1, 2004 to June 30, 2005
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the
registrant has duly caused this report to be signed on its behalf by the
undersigned, thereunto duly authorized.
(Registrant) Pioneer Tax Advantaged Balanced Trust
By (Signature and Title) /s/ John F. Cogan, Jr.
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John F. Cogan, Jr., Chairman and President
Date August 23, 2005
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========================= TAX ADVANTAGE BALANCE TRUST ==========================
ALTRIA GROUP, INC.
Ticker: MO Security ID: 02209S103
Meeting Date: APR 28, 2005 Meeting Type: Annual
Record Date: MAR 7, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Elizabeth E. Bailey For For Management
1.2 Elect Director Harold Brown For For Management
1.3 Elect Director Mathis Cabiallavetta For For Management
1.4 Elect Director Louis C. Camilleri For For Management
1.5 Elect Director J. Dudley Fishburn For For Management
1.6 Elect Director Robert E. R. Huntley For For Management
1.7 Elect Director Thomas W. Jones For Withhold Management
1.8 Elect Director George Munoz For For Management
1.9 Elect Director Lucio A. Noto For For Management
1.10 Elect Director John S. Reed For For Management
1.11 Elect Director Carlos Slim Helu For For Management
1.12 Elect Director Stephen M. Wolf For For Management
2 Approve Omnibus Stock Plan For For Management
3 Amend Non-Employee Director Stock Option For For Management
Plan
4 Ratify Auditors For For Management
5 Eliminate Animal Testing Against Against Shareholder
6 Product Warnings for Pregnant Women Against Abstain Shareholder
7 Cease Use of Light and Ultra Light in Against Against Shareholder
Cigarette Marketing
8 Apply Fire Safety Standards for Against Against Shareholder
Cigarettes
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AMEREN CORPORATION
Ticker: AEE Security ID: 023608102
Meeting Date: APR 26, 2005 Meeting Type: Annual
Record Date: MAR 4, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Susan S. Elliott For For Management
1.2 Elect Director Gayle P.W. Jackson For For Management
1.3 Elect Director James C. Johnson For For Management
1.4 Elect Director Richard A. Liddy For For Management
1.5 Elect Director Gordon R. Lohman For For Management
1.6 Elect Director Richard A. Lumpkin For For Management
1.7 Elect Director Paul L. Miller, Jr. For For Management
1.8 Elect Director Charles W. Mueller For For Management
1.9 Elect Director Douglas R. Oberhelman For For Management
1.10 Elect Director Gary L. Rainwater For For Management
1.11 Elect Director Harvey Saligman For For Management
1.12 Elect Director Patrick T. Stokes For For Management
2 Ratify Auditors For For Management
3 Report on Risks of Nuclear Waste Storage Against Against Shareholder
4 Require Independent Director To Serve As Against Against Shareholder
Chairman Of The Board
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AT&T CORP.
Ticker: T Security ID: 001957505
Meeting Date: JUN 30, 2005 Meeting Type: Annual
Record Date: MAY 27, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Merger Agreement For For Management
2 Adjourn Meeting For For Management
3.1 Elect Director William F. Aldinger For For Management
3.2 Elect Director Kenneth T. Derr For For Management
3.3 Elect Director D.W. Dorman For For Management
3.4 Elect Director M.K. Eickhoff-Smith For For Management
3.5 Elect Director H.L. Henkel For For Management
3.6 Elect Director F.C. Herringer For For Management
3.7 Elect Director Jon C. Madonna For For Management
3.8 Elect Director Donald F. McHenry For For Management
3.9 Elect Director Tony L. White For For Management
4 Ratify Auditors For For Management
5 Limit Awards to Executives Against Against Shareholder
6 Performance- Based/Indexed Options Against For Shareholder
7 Report on Executive Compensation Against Against Shareholder
8 Redeem or Vote Poison Pill Against For Shareholder
9 Review Executive Compensation Against For Shareholder
10 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
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ATMOS ENERGY CORP.
Ticker: ATO Security ID: 049560105
Meeting Date: FEB 9, 2005 Meeting Type: Annual
Record Date: DEC 15, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Travis W. Bain, III For For Management
1.2 Elect Director Dan Busbee For For Management
1.3 Elect Director Richard K. Gordon For For Management
1.4 Elect Director Gene C. Koonce For For Management
1.5 Elect Director Nancy K. Quinn For For Management
2 Increase Authorized Common Stock For For Management
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BASSETT FURNITURE INDUSTRIES, INC.
Ticker: BSET Security ID: 070203104
Meeting Date: FEB 22, 2005 Meeting Type: Annual
Record Date: JAN 12, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Peter W. Brown, M.D. For For Management
1.2 Elect Director Paul Fulton For For Management
1.3 Elect Director Howard H. Haworth For For Management
1.4 Elect Director George W. Henderson,III For For Management
1.5 Elect Director Dale C. Pond For For Management
1.6 Elect Director Robert H. Spilman, Jr. For For Management
1.7 Elect Director David A. Stonecipher For For Management
1.8 Elect Director William C. Wampler, Jr. For For Management
1.9 Elect Director William C. Warden, Jr. For For Management
2 Approve Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
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BRISTOL-MYERS SQUIBB CO.
Ticker: BMY Security ID: 110122108
Meeting Date: MAY 3, 2005 Meeting Type: Annual
Record Date: MAR 7, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director V.D. Coffman For For Management
1.2 Elect Director J.M. Cornelius For For Management
1.3 Elect Director P.R. Dolan For For Management
1.4 Elect Director E.V. Futter For For Management
1.5 Elect Director L.V. Gershtner, Jr. For For Management
1.6 Elect Director L. Johansson For For Management
1.7 Elect Director L.W. Sullivan For For Management
2 Ratify Auditors For For Management
3 Amend Articles to Eliminate Certain For For Management
Supermajority Vote Requirements
4 Report on Political Contributions Against Against Shareholder
5 Report on Operational Impact of HIV/AIDS, Against Against Shareholder
TB, and Malaria Pandemic
6 Eliminate Animal Testing Against Against Shareholder
7 Separate Chairman and CEO Positions Against For Shareholder
8 Proposal Regarding Restatement Situations Against Against Shareholder
9 Limit/Prohibit Awards to Executives Against For Shareholder
10 Require a Majority Vote for the Election Against For Shareholder
of Directors
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CHEVRON CORP
Ticker: CVX Security ID: 166764100
Meeting Date: APR 27, 2005 Meeting Type: Annual
Record Date: MAR 1, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Samuel H. Armacost For For Management
1.2 Elect Director Robert E. Denham For For Management
1.3 Elect Director Robert J. Eaton For For Management
1.4 Elect Director Sam Ginn For For Management
1.5 Elect Director Carla Anderson Hills For For Management
1.6 Elect Director Franklyn G. Jenifer For For Management
1.7 Elect Director Sam Nunn For For Management
1.8 Elect Director David J. O'Reilly For For Management
1.9 Elect Director Peter J. Robertson For For Management
1.10 Elect Director Charles R. Shoemate For For Management
1.11 Elect Director Ronald D. Sugar For For Management
1.12 Elect Director Carl Ware For For Management
2 Ratify Auditors For For Management
3 Limit Executive Compensation Against Against Shareholder
4 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
5 Expense Stock Options Against For Shareholder
6 Eliminate Animal Testing Against Against Shareholder
7 Report on Drilling in Protected Areas Against Abstain Shareholder
8 Report on Remediation Programs in Ecuador Against Abstain Shareholder
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CONAGRA FOODS INC.
Ticker: CAG Security ID: 205887102
Meeting Date: SEP 23, 2004 Meeting Type: Annual
Record Date: JUL 26, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Mogens C. Bay For For Management
1.2 Elect Director Stephen G. Butler For For Management
1.3 Elect Director Alice B. Hayes For For Management
1.4 Elect Director W.G. Jurgensen For For Management
1.5 Elect Director Carl E. Reichardt For For Management
2 Ratify Auditors For For Management
3 Approve Executive Incentive Bonus Plan For For Management
4 Limit Awards to Executives Against Against Shareholder
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CONSOLIDATED EDISON, INC.
Ticker: ED Security ID: 209115104
Meeting Date: MAY 16, 2005 Meeting Type: Annual
Record Date: MAR 28, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Vincent A. Calarco For For Management
1.2 Elect Director George Campbell, Jr. For For Management
1.3 Elect Director Gordon J. Davis For For Management
1.4 Elect Director Michael J. Del Giudice For For Management
1.5 Elect Director Joan S. Freilich For For Management
1.6 Elect Director Ellen V. Futter For For Management
1.7 Elect Director Sally Hernandez For For Management
1.8 Elect Director Peter W. Likins For For Management
1.9 Elect Director Eugene R. McGrath For For Management
1.10 Elect Director Frederic V. Salerno For For Management
1.11 Elect Director Stephen R. Volk For For Management
2 Ratify Auditors For For Management
3 Report on Executive Compensation Against Against Shareholder
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DUKE ENERGY CORP.
Ticker: DUK Security ID: 264399106
Meeting Date: MAY 12, 2005 Meeting Type: Annual
Record Date: MAR 14, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Roger Agnelli For For Management
1.2 Elect Director G. Alex Bernhardt, Sr. For For Management
1.3 Elect Director Dennis R. Hendrix For For Management
1.4 Elect Director A. Max Lennon For For Management
2 Declassify the Board of Directors For For Management
3 Ratify Auditors For For Management
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EASTMAN CHEMICAL CO.
Ticker: EMN Security ID: 277432100
Meeting Date: MAY 5, 2005 Meeting Type: Annual
Record Date: MAR 15, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael P. Connors For For Management
1.2 Elect Director J. Brian Ferguson For For Management
1.3 Elect Director Donald W. Griffin For For Management
2 Ratify Auditors For For Management
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EMPIRE DISTRICT ELECTRIC CO. (THE)
Ticker: EDE Security ID: 291641108
Meeting Date: APR 28, 2005 Meeting Type: Annual
Record Date: MAR 1, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Kenneth R. Allen For For Management
1.2 Elect Director William L. Gipson For For Management
1.3 Elect Director Bill D. Helton For For Management
2 Amend Qualified Employee Stock Purchase For For Management
Plan
3 Approve Omnibus Stock Plan For For Management
4 Amend Non-Employee Director Stock Option For For Management
Plan
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FIRSTMERIT CORP.
Ticker: FMER Security ID: 337915102
Meeting Date: APR 20, 2005 Meeting Type: Annual
Record Date: FEB 21, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Karen S. Belden For For Management
1.2 Elect Director R. Cary Blair For For Management
1.3 Elect Director Robert W. Briggs For For Management
1.4 Elect Director Clifford J. Isroff For For Management
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FREEPORT-MCMORAN COPPER & GOLD INC.
Ticker: FCX Security ID: 35671D857
Meeting Date: MAY 5, 2005 Meeting Type: Annual
Record Date: MAR 9, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert J. Allison, Jr. For For Management
1.2 Elect Director Robert A. Day For For Management
1.3 Elect Director H. Devon Graham, Jr. For For Management
1.4 Elect Director Bobby Lee Lackey For For Management
1.5 Elect Director Gabrielle K. McDonald For For Management
1.6 Elect Director James R. Moffet For For Management
1.7 Elect Director B.M. Rankin, Jr. For For Management
1.8 Elect Director J. Stapleton Roy For For Management
1.9 Elect Director J. Taylor Wharton For For Management
2 Ratify Auditors For For Management
3 Approve Executive Incentive Bonus Plan For For Management
4 Require a Majority Vote for the Election Against For Shareholder
of Directors
5 Review Payment Policy to Indonesian Against Against Shareholder
Military
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GENERAL MOTORS CORP.
Ticker: GM Security ID: 370442105
Meeting Date: JUN 7, 2005 Meeting Type: Annual
Record Date: APR 8, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Percy N. Barnevik For For Management
1.2 Elect Director Erskine B. Bowles For For Management
1.3 Elect Director John H. Bryan For For Management
1.4 Elect Director Armando M. Codina For For Management
1.5 Elect Director George M.C. Fisher For For Management
1.6 Elect Director Karen Katen For For Management
1.7 Elect Director Kent Kresa For For Management
1.8 Elect Director Ellen J. Kullman For For Management
1.9 Elect Director Philip A. Laskawy For For Management
1.10 Elect Director E. Stanley O'Neal For For Management
1.11 Elect Director Eckhard Pfeiffer For For Management
1.12 Elect Director G. Richard Wagoner, Jr. For For Management
2 Ratify Auditors For For Management
3 Prohibit Awards to Executives Against Against Shareholder
4 Provide for Cumulative Voting Against For Shareholder
5 Report on Greenhouse Gas Emissions Against Abstain Shareholder
6 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
7 Adopt Simple Majority Vote Requirement Against Against Shareholder
for All Issues
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GREAT PLAINS ENERGY, INC.
Ticker: GXP Security ID: 391164100
Meeting Date: MAY 3, 2005 Meeting Type: Annual
Record Date: FEB 25, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David L. Bodde For For Management
1.2 Elect Director Michael J. Chesser For For Management
1.3 Elect Director William H. Downey For For Management
1.4 Elect Director Mark A. Ernst For For Management
1.5 Elect Director Randall C. Ferguson, Jr. For For Management
1.6 Elect Director William K. Hall For For Management
1.7 Elect Director Luis A. Jimenez For For Management
1.8 Elect Director James A. Mitchell For For Management
1.9 Elect Director William C. Nelson For For Management
1.10 Elect Director Linda H. Talbott For For Management
1.11 Elect Director Robert H. West For For Management
2 Ratify Auditors For For Management
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KERR-MCGEE CORP.
Ticker: KMG Security ID: 492386107
Meeting Date: JUN 7, 2005 Meeting Type: Annual
Record Date: MAR 11, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director William F. Wallace For For Management
1.2 Elect Director Ian L. White-Thomson For For Management
2 Ratify Auditors For For Management
3 Approve Omnibus Stock Plan For For Management
4 Increase Authorized Common Stock For For Management
5 Establish Office of the Board of Against Against Shareholder
Directors
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KEYCORP
Ticker: KEY Security ID: 493267108
Meeting Date: MAY 5, 2005 Meeting Type: Annual
Record Date: MAR 8, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Edward P. Campbell For For Management
1.2 Elect Director H. James Dallas For For Management
1.3 Elect Director Charles R. Hogan For For Management
1.4 Elect Director Lauralee E. Martin For For Management
1.5 Elect Director Bill R. Sanford For For Management
2 Ratify Auditors For For Management
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KEYSPAN CORPORATION
Ticker: KSE Security ID: 49337W100
Meeting Date: MAY 20, 2005 Meeting Type: Annual
Record Date: MAR 22, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert b. Catell For For Management
1.2 Elect Director Andrea S. Christensen For For Management
1.3 Elect Director Robert J. Fani For For Management
1.4 Elect Director Alan H. Fishman For For Management
1.5 Elect Director James R. Jones For For Management
1.6 Elect Director James L. Larocca For For Management
1.7 Elect Director Gloria C. Larson For For Management
1.8 Elect Director Stephen W. McKessy For For Management
1.9 Elect Director Edward D. Miller For For Management
1.10 Elect Director Vikki L. Pryor For For Management
2 Ratify Auditors For For Management
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KIMBALL INTERNATIONAL, INC.
Ticker: KBALB Security ID: 494274103
Meeting Date: OCT 19, 2004 Meeting Type: Annual
Record Date: AUG 16, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Dr. Jack R. Wentworth For For Management
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KNAPE & VOGT MANUFACTURING CO.
Ticker: KNAP Security ID: 498782101
Meeting Date: OCT 15, 2004 Meeting Type: Annual
Record Date: AUG 27, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Christopher Norman For Withhold Management
1.2 Elect Director Thomas A. Hilborn For For Management
1.3 Elect Director Robert J. Knape For For Management
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LANCE, INC.
Ticker: LNCE Security ID: 514606102
Meeting Date: APR 21, 2005 Meeting Type: Annual
Record Date: MAR 1, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Barbara R. Allen For For Management
1.2 Elect Director W.J. Prezzano For For Management
1.3 Elect Director Robert V. Sisk For For Management
2 Approve Nonqualified Employee Stock For For Management
Purchase Plan
3 Ratify Auditors For For Management
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LOEWS CORP.
Ticker: CG Security ID: 540424207
Meeting Date: MAY 10, 2005 Meeting Type: Annual
Record Date: MAR 14, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Joseph L. Bower For For Management
1.2 Elect Director John Brademas For For Management
1.3 Elect Director Charles M. Diker For For Management
1.4 Elect Director Paul J. Fribourg For For Management
1.5 Elect Director Walter L. Harris For For Management
1.6 Elect Director Philip A. Laskawy For For Management
1.7 Elect Director Gloria R. Scott For For Management
1.8 Elect Director Andrew H. Tisch For For Management
1.9 Elect Director James S. Tisch For For Management
1.10 Elect Director Jonathan M. Tisch For For Management
1.11 Elect Director Preston R. Tisch For For Management
2 Ratify Auditors For For Management
3 Amend Stock Option Plan For For Management
4 Amend Executive Incentive Bonus Plan For For Management
5 Provide for Cumulative Voting Against For Shareholder
6 Report on Political Contributions Against Against Shareholder
7 Support Legislation and Make Public Against Against Shareholder
Statements on Environmental Tobacco Smoke
8 Apply Fire Safety Standards for Against Against Shareholder
Cigarettes
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LYONDELL CHEMICAL CO.
Ticker: LYO Security ID: 552078107
Meeting Date: MAY 5, 2005 Meeting Type: Annual
Record Date: MAR 10, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Carol A. Anderson For For Management
1.2 Elect Director Dr. William T. Butler For For Management
1.3 Elect Director Stephen I. Chazen For For Management
1.4 Elect Director Worley H. Clark, Jr. For For Management
1.5 Elect Director Travis Engen For For Management
1.6 Elect Director Stephen F. Hinchliffe, For For Management
Jr.
1.7 Elect Director Danny W. Huff For For Management
1.8 Elect Director Dr. Ray R. Irani For Withhold Management
1.9 Elect Director David J. Lesar For For Management
1.10 Elect Director David J.P. Meachin For For Management
1.11 Elect Director Dan F. Smith For For Management
1.12 Elect Director Dr. William R. Spivey For For Management
2 Ratify Auditors For For Management
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LYONDELL CHEMICAL CO.
Ticker: LYO Security ID: 552078107
Meeting Date: NOV 30, 2004 Meeting Type: Special
Record Date: OCT 14, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Merger Agreement For For Management
2 Increase Authorized Common Stock For For Management
3 Amend Omnibus Stock Plan For For Management
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MERCK & CO., INC.
Ticker: MRK Security ID: 589331107
Meeting Date: APR 26, 2005 Meeting Type: Annual
Record Date: FEB 25, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Rochelle B. Lazarus For For Management
1.2 Elect Director William G. Bowen For For Management
1.3 Elect Director Raymond V. Gilmartin For For Management
1.4 Elect Director Thomas E. Shenk For For Management
1.5 Elect Director Anne M. Tatlock For For Management
1.6 Elect Director Samuel O. Thier For For Management
1.7 Elect Director Wendell P. Weeks For For Management
1.8 Elect Director Peter C. Wendell For For Management
2 Ratify Auditors For For Management
3 Prohibit Awards to Executives Against Against Shareholder
4 Limit Executive Compensation Against Against Shareholder
5 Eliminate Animal Testing Against Against Shareholder
6 Separate Chairman and CEO Positions Against For Shareholder
7 Report on Product Availability in Canada Against Abstain Shareholder
8 Report on Political Contributions Against Abstain Shareholder
9 Report on Operational Impact of HIV/AIDS, Against Abstain Shareholder
TB, and Malaria Pandemic
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MONARCH CEMENT CO. (THE)
Ticker: MCEM Security ID: 609031109
Meeting Date: APR 13, 2005 Meeting Type: Annual
Record Date: FEB 14, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David L. Deffner For For Management
1.2 Elect Director Gayle C. Mcmillen For For Management
1.3 Elect Director Richard N. Nixon For Withhold Management
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NATIONAL CITY CORP.
Ticker: NCC Security ID: 635405103
Meeting Date: APR 26, 2005 Meeting Type: Annual
Record Date: MAR 4, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Jon E. Barfield For For Management
1.2 Elect Director James S. Broadhurst For For Management
1.3 Elect Director Christopher M. Connor For For Management
1.4 Elect Director David A. Daberko For For Management
1.5 Elect Director Joseph T. Gorman For For Management
1.6 Elect Director Bernadine P. Healy For For Management
1.7 Elect Director S. Craig Lindner For For Management
1.8 Elect Director Paul A. Ormond For For Management
1.9 Elect Director Robert A. Paul For For Management
1.10 Elect Director Gerald L. Shaheen For For Management
1.11 Elect Director Jerry Sue Thornton For For Management
1.12 Elect Director Morry Weiss For For Management
2 Ratify Auditor For For Management
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NSTAR
Ticker: NST Security ID: 67019E107
Meeting Date: APR 28, 2005 Meeting Type: Annual
Record Date: MAR 7, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Charles K. Gifford For For Management
1.2 Elect Director Paul A. La Camera For For Management
1.3 Elect Director Sherry H. Penney For For Management
1.4 Elect Director William C. Van Faasen For For Management
2 Ratify Auditors For For Management
3 Increase Authorized Common Stock For For Management
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PG&E CORP.
Ticker: PCG Security ID: 69331C108
Meeting Date: APR 20, 2005 Meeting Type: Annual
Record Date: FEB 22, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David R. Andrews For For Management
1.2 Elect Director Leslie S. Biller For For Management
1.3 Elect Director David A. Coulter For Withhold Management
1.4 Elect Director C. Lee Cox For For Management
1.5 Elect Director Peter A. Darbee For For Management
1.6 Elect Director Robert D. Glynn, Jr For For Management
1.7 Elect Director Mary S. Metz For For Management
1.8 Elect Director Barbara L. Rambo For For Management
1.9 Elect Director Barry Lawson Williams For For Management
2 Ratify Auditors For For Management
3 Approve Omnibus Stock Plan For For Management
4 Expense Stock Options Against For Shareholder
5 Adopt Policy on Nuclear Waste Storage Against Against Shareholder
6 Amend Terms of Existing Poison Pill Against Against Shareholder
7 Performance- Based/Indexed Options Against For Shareholder
8 Allow Vote on Golden Parachutes Against For Shareholder
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PPG INDUSTRIES, INC.
Ticker: PPG Security ID: 693506107
Meeting Date: APR 21, 2005 Meeting Type: Annual
Record Date: FEB 22, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michele J. Hooper For For Management
1.2 Elect Director Raymond W. Leboeuf For For Management
1.3 Elect Director Robert Mehrabian For For Management
2 Ratify Auditors For For Management
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R. R. DONNELLEY & SONS CO.
Ticker: RRD Security ID: 257867101
Meeting Date: MAY 26, 2005 Meeting Type: Annual
Record Date: APR 1, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Judith H. Hamilton For For Management
1.2 Elect Director Michael T. Riordan For For Management
1.3 Elect Director Bide L. Thomas For For Management
2 Ratify Auditors For For Management
3 Limit Executive Compensation Against Against Shareholder
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REGENCY CENTERS CORP.
Ticker: REG Security ID: 758849202
Meeting Date: SEP 10, 2004 Meeting Type: Special
Record Date: JUL 29, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1 Preferred Proposal to Increase Authorized For For Management
Preferred Stock
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REGIONS FINANCIAL CORP.
Ticker: RF Security ID: 7591EP100
Meeting Date: MAY 19, 2005 Meeting Type: Annual
Record Date: MAR 24, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Allen B. Morgan, Jr. For For Management
1.2 Elect Director Jorge M. Perez For For Management
1.3 Elect Director Spence L. Wilson For For Management
1.4 Elect Director Harry W. Witt For For Management
2 Approve Executive Incentive Bonus Plan For For Management
3 Ratify Auditors For For Management
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REYNOLDS AMERICAN INC
Ticker: RAI Security ID: 76182K105
Meeting Date: JUL 28, 2004 Meeting Type: Special
Record Date: JUN 16, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Merger Agreement For For Management
2 Adjourn Meeting For For Management
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REYNOLDS AMERICAN INC
Ticker: RAI Security ID: 761713106
Meeting Date: MAY 6, 2005 Meeting Type: Annual
Record Date: MAR 8, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Betsy S. Atkins For For Management
1.2 Elect Director E.V. (Rick) Goings For For Management
1.3 Elect Director Nana Mensah For For Management
1.4 Elect Director Robert S. (Steve) Miller, For For Management
Jr.
2 Amend Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
4 Phase Out Sale of Conventional Cigarettes Against Against Shareholder
5 Adopt Policy on Internet Advertising Against Against Shareholder
6 Apply Fire Safety Standards for Against Against Shareholder
Cigarettes
--------------------------------------------------------------------------------
SBC COMMUNICATIONS INC.
Ticker: SBC Security ID: 78387G103
Meeting Date: APR 29, 2005 Meeting Type: Annual
Record Date: MAR 1, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Gilbert F. Amelio For For Management
1.2 Elect Director August A. Busch III For For Management
1.3 Elect Director Martin K. Eby, Jr. For For Management
1.4 Elect Director James A. Henderson For For Management
1.5 Elect Director Charles F. Knight For For Management
1.6 Elect Director Lynn M. Martin For For Management
1.7 Elect Director John B. McCoy For For Management
1.8 Elect Director Mary S. Metz For For Management
1.9 Elect Director Toni Rembe For For Management
1.10 Elect Director S. Donley Ritchey For For Management
1.11 Elect Director Joyce M. Roche For For Management
1.12 Elect Director Laura D'Andrea Tyson For For Management
1.13 Elect Director Patricia P. Upton For For Management
1.14 Elect Director Edward E. Whitacre, Jr For For Management
2 Ratify Auditors For For Management
3 Approve Nonqualified Employee Stock For For Management
Purchase Plan
4 Report on Political Contributions Against Against Shareholder
5 Report on Executive Compensation Against Against Shareholder
6 Performance- Based/Indexed Options Against Against Shareholder
7 Adopt Simple Majority Vote Against For Shareholder
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SERVICEMASTER COMPANY, THE
Ticker: SVM Security ID: 81760N109
Meeting Date: MAY 6, 2005 Meeting Type: Annual
Record Date: MAR 9, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Roberto R. Herencia For For Management
1.2 Elect Director Louis J. Giuliano For For Management
1.3 Elect Director Betty Jane Hess For For Management
1.4 Elect Director Jonathan P. Ward For For Management
1.5 Elect Director Eileen A. Kamerick For For Management
1.6 Elect Director Coleman H. Peterson For For Management
2 Amend Articles For For Management
3 Ratify Auditors For For Management
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SOUTHERN CALIFORNIA EDISON CO.
Ticker: Security ID: 842400400
Meeting Date: MAY 19, 2005 Meeting Type: Annual
Record Date: MAR 21, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John E. Bryson For For Management
1.2 Elect Director France A. Cordova For For Management
1.3 Elect Director Alan J. Fohrer For For Management
1.4 Elect Director Bradford M. Freeman For For Management
1.5 Elect Director Bruce Karatz For For Management
1.6 Elect Director Luis G. Nogales For For Management
1.7 Elect Director Ronald L. Olson For For Management
1.8 Elect Director James M. Rosser For For Management
1.9 Elect Director Richard T. Schlosberg, For For Management
III
1.10 Elect Director Robert H. Smith For For Management
1.11 Elect Director Thomas C. Sutton For For Management
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SOUTHERN COMPANY
Ticker: SO Security ID: 842587107
Meeting Date: MAY 25, 2005 Meeting Type: Annual
Record Date: MAR 28, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Daniel P. Amos For For Management
1.2 Elect Director Dorrit J. Bern For For Management
1.3 Elect Director Francis S. Blake For For Management
1.4 Elect Director Thomas F. Chapman For For Management
1.5 Elect Director Bruce S. Gordon For For Management
1.6 Elect Director Donald M. James For For Management
1.7 Elect Director Zack T. Pate For For Management
1.8 Elect Director J. Neal Purcell For For Management
1.9 Elect Director David M. Ratcliffe For For Management
1.10 Elect Director Gerald J. St. Pe For For Management
2 Ratify Auditors For For Management
3 Report on Political Contributions Against Against Shareholder
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TRUSTCO BANK CORP NY
Ticker: TRST Security ID: 898349105
Meeting Date: MAY 9, 2005 Meeting Type: Annual
Record Date: MAR 23, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Anthony J. Marinello, For For Management
M.D., Ph.D.
1.2 Elect Director William D. Powers For For Management
2 Ratify Auditors For For Management
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TUPPERWARE CORP.
Ticker: TUP Security ID: 899896104
Meeting Date: MAY 11, 2005 Meeting Type: Annual
Record Date: MAR 14, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Catherine A. Bertini For For Management
1.2 Elect Director Clifford J. Grum For For Management
1.3 Elect Director Angel R. Martinez For For Management
1.4 Elect Director Robert J. Murray For For Management
2 Ratify Auditors For For Management
3 Amend Non-Employee Director Stock Option For For Management
Plan
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UST INC.
Ticker: UST Security ID: 902911106
Meeting Date: MAY 3, 2005 Meeting Type: Annual
Record Date: MAR 9, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John D. Barr For For Management
1.2 Elect Director Ronald J. Rossi For For Management
2 Approve Omnibus Stock Plan For For Management
3 Ratify Auditors For For Management
4 Adopt Policy on Internet Advertising Against Against Shareholder
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WACHOVIA PREFERRED FUNDING CORP
Ticker: Security ID: 92977V206
Meeting Date: NOV 5, 2004 Meeting Type: Annual
Record Date: SEP 30, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director James E. Alward For For Management
1.2 Elect Director Joel J. Griffin For For Management
1.3 Elect Director Charles F. Jones For For Management
1.4 Elect Director G. Kennedy Thompson For For Management
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WASHINGTON MUTUAL, INC
Ticker: WM Security ID: 939322103
Meeting Date: APR 19, 2005 Meeting Type: Annual
Record Date: FEB 28, 2005
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Phillip D. Matthews For For Management
1.2 Elect Director Mary E. Pugh For For Management
1.3 Elect Director William G. Reed, Jr. For For Management
1.4 Elect Director James H. Stever For For Management
2 Ratify Auditors For For Management
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WORTHINGTON INDUSTRIES INC.
Ticker: WOR Security ID: 981811102
Meeting Date: SEP 30, 2004 Meeting Type: Annual
Record Date: AUG 5, 2004
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John R. Kasich For For Management
1.2 Elect Director John P. McConnell For For Management
1.3 Elect Director Mary Fackler Schiavo For For Management
2 Ratify Auditors For For Management