Rohit Khanna (House) disclosed 660 transactions

2023-06-12 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

2023-05-01 · buy	Ohio ST Mental Health Cap Facs Rev 5.0000% 06/01/27 JD — $15,001 - $50,000
2023-05-15 · buy	The Bank of Nova Scotia Linked to S&P 500 Index — $15,001 - $50,000
2023-05-10 · buy	Societe Generale Linked to S&P 500 Index — $15,001 - $50,000
2023-05-08 · buy	Royal Bank of Canada Linked to S&P 500 Index — $15,001 - $50,000
2023-05-03 · buy	Morgan Stanley Finance LLC Linked to S&P 500 Index — $15,001 - $50,000
2023-05-01 · buy	BNP Paribas Linked to S&P 500 Index — $15,001 - $50,000
2023-05-25 · buy	BNP Paribas Linked to S&P 500 Index — $15,001 - $50,000
2023-05-24 · buy	Capped Buffered Enhanced Participation Linked to S&P 500 Index — $15,001 - $50,000
2023-05-23 · buy	Microsoft Corporation CMN — $15,001 - $50,000
2023-05-23 · buy	Apple Inc. CMN — $50,001 - $100,000
2023-05-31 · buy	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-05-31 · buy	Citigroup Inc. Linked to S&P 500 Index — $50,001 - $100,000
2023-05-23 · sell	Urban Outfitters Inc CMN — $1,001 - $15,000
2023-05-10 · sell	Abbott Laboratories CMN — $1,001 - $15,000
2023-05-18 · sell	Urban Outfitters Inc CMN — $1,001 - $15,000
2023-05-10 · sell	Amazon.com Inc CMN — $1,001 - $15,000
2023-05-30 · sell	Alphabet Inc. CMN Class C — $1,001 - $15,000
2023-05-23 · buy	ISHARES RUSSELL 1000 VALUE — $1,001 - $15,000
2023-05-23 · buy	ISHARES RUSSELL 1000 GROWTH ETF — $250,001 - $500,000
2023-05-31 · buy	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX — $15,001 - $50,000
2023-05-30 · buy	HSBC BANK PLC LINKED TO S&P 500 INDEX — $15,001 - $50,000
2023-05-25 · buy	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-05-18 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-19 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-04 · buy	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-18 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-19 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-05 · sell	APTIV PLC CMN — $1,001 - $15,000
2023-05-03 · sell	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-05 · buy	GENERAL ELECTRIC COMPANY CMN — $1,001 - $15,000
2023-05-18 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-31 · buy	EMERA INCORPORATED HYBRID 06/15/2076 USD — $1,001 - $15,000
2023-05-24 · buy	BNP PARIBAS LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-05-05 · sell	COMMON STOCK — $1,001 - $15,000
2023-05-05 · sell	NEXTERA ENERGY, INC. CMN — $1,001 - $15,000
2023-05-31 · buy	DUKE ENERGY CORPORATION HYBRID PERPETUAL USD — $1,001 - $15,000
2023-05-31 · buy	United States Treas Bill Zero CPN — $250,001 - $500,000
2023-05-05 · sell	ALPHABET INC. CMN CLASS A — $1,001 - $15,000
2023-05-31 · sell	The Merger Fund Cl I — $500,001 - $1,000,000
2023-05-31 · buy	United States Treas Bill Zero CPN — $250,001 - $500,000
2023-05-31 · sell	The Merger Fund Cl I — $500,001 - $1,000,000
2023-05-31 · buy	United States Treas Bill Zero CPN — $250,001 - $500,000
2023-05-31 · sell	The Merger Fund Cl I — $500,001 - $1,000,000
2023-05-18 · buy	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-18 · sell	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-04 · buy	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-19 · sell	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-19 · sell	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-01 · sell	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-03 · sell	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-18 · sell	TAKE TWO INTERACTIVE SOFTWARE INC — $1,001 - $15,000
2023-05-01 · sell	WEYERHAEUSER COMPANY CMN — $1,001 - $15,000
2023-05-10 · sell	AMAZON.COM INC CMN — $1,001 - $15,000
2023-05-10 · sell	ABBOTT LABORATORIES CMN — $1,001 - $15,000
2023-05-31 · buy	DOMINION ENERGY, INC. HYBRID PERPETUAL USD — $1,001 - $15,000
2023-05-10 · sell	N V R INC CMN — $1,001 - $15,000
2023-05-31 · buy	EMERA INCORPORATED HYBRID 06/15/2076 USD — $1,001 - $15,000
2023-05-31 · buy	CMS ENERGY CORPORATION HYBRID 06/01/2050 USD — $1,001 - $15,000
2023-05-31 · sell	Energy Transfer Operating LP FRN 11/01/2066 USD Ser B — $1,001 - $15,000
2023-05-10 · sell	ABBOTT LABORATORIES CMN — $1,001 - $15,000
…	600 more transactions: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Democrat
state	CA
office	Khanna, Rohit (Representative)
ptr id	8219783
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219783.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2023-06-12
extraction method	vision_ocr

Each transaction (660)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8219783-ocr-99	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Ohio ST Mental Health Cap Facs Rev 5.0000% 06/01/27 JD	Bond	$15,001 - $50,000	2023-05-01	buy	30
house-8219783-ocr-98	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	The Bank of Nova Scotia Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-15	buy	20
house-8219783-ocr-97	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Societe Generale Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-10	buy	23
house-8219783-ocr-96	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Royal Bank of Canada Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-08	buy	25
house-8219783-ocr-95	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-03	buy	28
house-8219783-ocr-94	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	BNP Paribas Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-01	buy	30
house-8219783-ocr-93	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	BNP Paribas Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-25	buy	12
house-8219783-ocr-92	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Capped Buffered Enhanced Participation Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-24	buy	13
house-8219783-ocr-91	Dependent	MSFT	Ahuja Khanna Children Irrevocable Trust	50000	15001	Microsoft Corporation CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-90	Dependent	AAPL	Ahuja Khanna Children Irrevocable Trust	100000	50001	Apple Inc. CMN	Stock	$50,001 - $100,000	2023-05-23	buy	14
house-8219783-ocr-9	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-31	buy	8
house-8219783-ocr-89	Dependent	—	Ahuja Khanna Children Irrevocable Trust	100000	50001	Citigroup Inc. Linked to S&P 500 Index	Structured Product	$50,001 - $100,000	2023-05-31	buy	8
house-8219783-ocr-88	Dependent	URBN	—	15000	1001	Urban Outfitters Inc CMN	Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-87	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-86	Dependent	URBN	—	15000	1001	Urban Outfitters Inc CMN	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-85	Dependent	AMZN	—	15000	1001	Amazon.com Inc CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-84	Dependent	GOOGL	—	15000	1001	Alphabet Inc. CMN Class C	Stock	$1,001 - $15,000	2023-05-30	sell	9
house-8219783-ocr-83	Dependent	—	Abufa Grandchildren's Education Trust	15000	1001	ISHARES RUSSELL 1000 VALUE	ETF	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-82	Dependent	—	Abufa Grandchildren's Education Trust	500000	250001	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$250,001 - $500,000	2023-05-23	buy	14
house-8219783-ocr-81	Dependent	—	Abufa Grandchildren's Education Trust	50000	15001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Structured Product	$15,001 - $50,000	2023-05-31	buy	8
house-8219783-ocr-80	Dependent	—	Abufa Grandchildren's Education Trust	50000	15001	HSBC BANK PLC LINKED TO S&P 500 INDEX	Structured Product	$15,001 - $50,000	2023-05-30	buy	9
house-8219783-ocr-8	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-25	buy	12
house-8219783-ocr-79	Dependent	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	buy	17
house-8219783-ocr-78	Dependent	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-77	Dependent	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-76	Dependent	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	buy	17
house-8219783-ocr-75	Dependent	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-74	Dependent	APTV	—	15000	1001	APTIV PLC CMN	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-73	Dependent	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-03	sell	28
house-8219783-ocr-72	Dependent	GE	—	15000	1001	GENERAL ELECTRIC COMPANY CMN	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-71	Dependent	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	buy	17
house-8219783-ocr-70	Dependent	—	—	15000	1001	EMERA INCORPORATED HYBRID 06/15/2076 USD	Bond	$1,001 - $15,000	2023-05-31	buy	8
house-8219783-ocr-7	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-24	buy	13
house-8219783-ocr-69	Dependent	—	—	15000	1001	COMMON STOCK	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-68	Dependent	NEE	—	15000	1001	NEXTERA ENERGY, INC. CMN	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-67	Dependent	—	—	15000	1001	DUKE ENERGY CORPORATION HYBRID PERPETUAL USD	Bond	$1,001 - $15,000	2023-05-31	buy	8
house-8219783-ocr-660	Dependent	—	MURA Holdings 2020 Trust FBO Khanna Children	500000	250001	United States Treas Bill Zero CPN	Stock	$250,001 - $500,000	2023-05-31	buy	8
house-8219783-ocr-66	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-659	Dependent	—	MURA Holdings 2020 Trust FBO Khanna Children	1000000	500001	The Merger Fund Cl I	Stock	$500,001 - $1,000,000	2023-05-31	sell	8
house-8219783-ocr-658	Dependent	—	MURA Holdings Grandchildren Trust (Khanna Portion)	500000	250001	United States Treas Bill Zero CPN	Stock	$250,001 - $500,000	2023-05-31	buy	8
house-8219783-ocr-657	Dependent	—	MURA Holdings Grandchildren Trust (Khanna Portion)	1000000	500001	The Merger Fund Cl I	Stock	$500,001 - $1,000,000	2023-05-31	sell	8
house-8219783-ocr-656	Spouse	—	MURA Holdings	500000	250001	United States Treas Bill Zero CPN	Stock	$250,001 - $500,000	2023-05-31	buy	8
house-8219783-ocr-655	Spouse	—	MURA Holdings	1000000	500001	The Merger Fund Cl I	Stock	$500,001 - $1,000,000	2023-05-31	sell	8
house-8219783-ocr-654	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	buy	17
house-8219783-ocr-653	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-652	Spouse	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-651	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-650	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-65	Dependent	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-01	sell	30
house-8219783-ocr-649	Spouse	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-03	sell	28
house-8219783-ocr-648	Spouse	TTWO	—	15000	1001	TAKE TWO INTERACTIVE SOFTWARE INC	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-647	Spouse	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-01	sell	30
house-8219783-ocr-646	Spouse	AMZN	—	15000	1001	AMAZON.COM INC CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-645	Spouse	ABT	—	15000	1001	ABBOTT LABORATORIES CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-644	Spouse	D	—	15000	1001	DOMINION ENERGY, INC. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2023-05-31	buy	8
house-8219783-ocr-643	Spouse	—	—	15000	1001	N V R INC CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-642	Spouse	—	—	15000	1001	EMERA INCORPORATED HYBRID 06/15/2076 USD	Stock	$1,001 - $15,000	2023-05-31	buy	8
house-8219783-ocr-641	Spouse	—	—	15000	1001	CMS ENERGY CORPORATION HYBRID 06/01/2050 USD	Stock	$1,001 - $15,000	2023-05-31	buy	8
house-8219783-ocr-640	Spouse	—	—	15000	1001	Energy Transfer Operating LP FRN 11/01/2066 USD Ser B	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-64	Dependent	ABT	—	15000	1001	ABBOTT LABORATORIES CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-639	Spouse	—	—	15000	1001	Duke Energy Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-638	Spouse	—	—	15000	1001	Sempra Energy Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-637	Spouse	CNP	—	15000	1001	Centerpoint Energy, Inc Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-636	Spouse	—	—	15000	1001	Enbridge Inc. Hybrid 01/15/2083 USD	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-635	Spouse	—	—	15000	1001	Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-02	buy	29
house-8219783-ocr-634	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-633	Spouse	PH	—	15000	1001	Parker-Hannifin Corp. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-632	Spouse	GM	—	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-631	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-630	Spouse	ALL	—	15000	1001	Allstate Corporation (The) PFD 7.3750 Series J BEO	Stock	$1,001 - $15,000	2023-05-15	buy	20
house-8219783-ocr-63	Dependent	AMZN	—	15000	1001	AMAZON.COM INC CMN	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-629	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-628	Spouse	HUM	—	15000	1001	Humana Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-627	Spouse	KKR	—	15000	1001	KKR & Co. Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-626	Spouse	LEA	—	15000	1001	Lear Corporation CMN	Stock	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-625	Spouse	—	—	15000	1001	Huntington Bancshares Incorpor Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-624	Spouse	TXN	—	15000	1001	Texas Instruments Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-623	Spouse	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-622	Spouse	—	—	15000	1001	Charles Schwab Corporation (TH Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-621	Spouse	—	—	15000	1001	Paramount Global Hybrid 03/30/2062 USD	Stock	$1,001 - $15,000	2023-05-08	buy	25
house-8219783-ocr-620	Spouse	—	—	15000	1001	Air Lease Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-62	Dependent	NVDA	—	15000	1001	NVIDIA CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-619	Spouse	—	—	15000	1001	M&T Bank Corporation Hybrid Perpetual	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-618	Spouse	AIG	—	15000	1001	American Intl Group, Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-617	Spouse	PRU	—	15000	1001	Prudential Financial, Inc. Hybrid 05/15/2045 USD	Stock	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-616	Spouse	—	—	15000	1001	Bank of New York Mellon Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-615	Spouse	—	—	15000	1001	Emera Incorporated Hybrid 06/15/2076 USD	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-614	Spouse	—	—	15000	1001	Edison International Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-613	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Duke Energy Corporation Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-612	Spouse	CNP	Ritu Ahuja 1995 Trust	15000	1001	Centerpoint Energy, Inc Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-611	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-610	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Bank of New York Mellon Corp Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-08	buy	25
house-8219783-ocr-61	Dependent	—	—	15000	1001	N V R INC CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-609	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Citigroup Inc. Hybrid Perpetual	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-608	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Truist Financial Corporation Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-02	buy	29
house-8219783-ocr-607	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	U.S. Bancorp MTN 1.375% 07/22/2030 USD	Bond	$1,001 - $15,000	2023-05-16	buy	19
house-8219783-ocr-606	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Bond	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-605	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	Philip Morris International In 1.75% 11/01/2030 USD	Bond	$15,001 - $50,000	2023-05-16	buy	19
house-8219783-ocr-604	Spouse	—	Ritu Ahuja 1995 Trust	100000	50001	Olentangy Loc Sch Dist Ohio GO 4% 12/01/26-CA JD	Municipal Bond	$50,001 - $100,000	2023-05-04	buy	27
house-8219783-ocr-603	Spouse	ZION	—	15000	1001	Zions Bancorp CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-602	Spouse	HHH	—	15000	1001	The Howard Hughes Corp CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-601	Spouse	DOW	—	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-600	Spouse	—	—	15000	1001	Catalent, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-60	Dependent	DHR	—	15000	1001	DANAHER CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-6	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-10	buy	23
house-8219783-ocr-599	Spouse	IEX	—	15000	1001	IDEX Corporation Common Stock	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-598	Spouse	KMB	—	15000	1001	Kimberly-Clark Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-597	Spouse	AA	—	15000	1001	Alcoa Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-596	Spouse	JBHT	—	15000	1001	J B Hunt Trans Svcs Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-595	Spouse	PINS	—	15000	1001	Pinterest Inc CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-594	Spouse	EXPE	—	15000	1001	Expedia Group Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-593	Spouse	PSA	—	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-592	Spouse	CSX	—	15000	1001	CSX Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-591	Spouse	ADP	—	15000	1001	Automatic Data Processing Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-590	Spouse	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-59	Dependent	—	—	500000	250001	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$250,001 - $500,000	2023-05-23	buy	14
house-8219783-ocr-589	Spouse	NUE	—	15000	1001	Nucor Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-588	Spouse	WST	—	15000	1001	West Pharmaceutical Services Inc	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-587	Spouse	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-586	Spouse	SLG	—	15000	1001	SL GREEN REALTY CORP. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-585	Spouse	OLPX	—	15000	1001	OLAPLEX HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-584	Spouse	FCX	—	15000	1001	FREEPORT-MCMORAN INC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-583	Spouse	LYB	—	15000	1001	LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-582	Spouse	—	—	15000	1001	SYNOVUS FINANCIAL CORP CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-581	Spouse	GPN	—	15000	1001	GLOBAL PAYMENTS INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-580	Spouse	—	—	15000	1001	CINCINNATI FINANCIAL CRP CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-58	Dependent	—	@ 147.5 EXP 05/05/2023	15000	1001	CALL/PG FLEX EURO PM @ 147.5 EXP 05/05/2023	Option	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-579	Spouse	—	—	15000	1001	SEALED AIR CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-578	Spouse	LUMN	—	15000	1001	LUMEN TECHNOLOGIES INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-577	Spouse	ESS	—	15000	1001	ESSEX PROPERTY TRUST INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-576	Spouse	OGN	—	15000	1001	ORGANON & CO CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-575	Spouse	—	—	15000	1001	COUSINS PROPERTIES INCORPORATE CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-574	Spouse	STLD	—	15000	1001	STEEL DYNAMICS, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-573	Spouse	CDNS	—	15000	1001	CADENCE DESIGN SYSTEMS INC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-572	Spouse	SYY	—	15000	1001	SYSCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-571	Spouse	MRNA	—	15000	1001	MODERNA, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-570	Spouse	O	—	15000	1001	REALTY INCOME CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-57	Dependent	—	—	15000	1001	Call/MSFT Flex Euro PM 285 Exp 05/05/2023	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-569	Spouse	—	—	15000	1001	INTL.FLAVORS & FRAGRANCE CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-568	Spouse	NKE	—	15000	1001	NIKE CLASS-B CMN CLASS B	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-567	Spouse	YUM	—	15000	1001	YUM BRANDS, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-566	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-565	Spouse	JAZZ	—	15000	1001	JAZZ PHARMACEUTICALS PLC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-564	Spouse	MSCI	—	15000	1001	MSCI INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-563	Spouse	COST	—	15000	1001	COSTCO WHOLESALE CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-562	Spouse	GM	—	15000	1001	GENERAL MOTORS COMPANY CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-561	Spouse	EBAY	—	15000	1001	EBAY INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-560	Spouse	—	—	15000	1001	Northeast WIS Technical GO 4% 04/01/24 AO	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-56	Dependent	—	—	15000	1001	Call/LLY Flex Euro PM @ 350 Exp 05/05/2023	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-559	Spouse	—	—	15000	1001	Fort Bend Tex INDPT SCH DIST GO 4% 08/15/23 FA	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-558	Spouse	—	—	15000	1001	Morehead ST Univ KY GEN RCPTS REV 5% 10/01/23 AO	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-557	Spouse	—	—	15000	1001	Norfolk VA GO 5% 10/01/23 AO	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-556	Spouse	—	—	15000	1001	McGregor Tex DB 5% 08/15/23 FA	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-555	Spouse	—	—	15000	1001	State of Wisconsin REV 4.0000% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-554	Spouse	—	—	15000	1001	Washington GO 5.0000% 08/01/23 FA	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-553	Spouse	—	—	15000	1001	Fort Worth Tex GO 5% 03/01/24 MS	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-552	Spouse	—	—	15000	1001	St Louis MO ARPT REV REV 5% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-551	Spouse	—	—	15000	1001	Florida ST TPK Auth TPK REV REV 5% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-550	Spouse	—	—	15000	1001	Manassas VA GO 5% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-55	Dependent	—	—	15000	1001	Morgan Stanley PFD USD1.6250(6.50%) Series P	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-549	Spouse	—	—	15000	1001	Bexar CNTY Tex DB 5.0000% 06/15/30 JD	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-548	Spouse	—	—	15000	1001	Kentucky Infrastructure Auth REV 5% 02/01/24 FA	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-547	Spouse	—	—	15000	1001	Murfreesboro TENN GO 5% 06/01/23 JD	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-546	Spouse	—	—	15000	1001	Baltimore MD PROJ REV REV 5.0000% 07/01/26-CA JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-545	Spouse	—	—	15000	1001	King CNTY Wash GO 5% 12/01/23 JD	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-544	Spouse	—	—	15000	1001	West Virginia ST GO 5% 12/01/23 JD	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-543	Spouse	—	—	15000	1001	Graphic Packaging HLDGCO CMN	Stock	$1,001 - $15,000	2023-05-17	sell	18
house-8219783-ocr-542	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-541	Spouse	FOXA	—	15000	1001	Fox Corporation CMN Class B	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-540	Spouse	URBN	—	15000	1001	Urban Outfitters INC CMN	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-54	Dependent	ODFL	—	15000	1001	Old Dominion Freight Line, Inc CMN	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-539	Spouse	DLR	—	15000	1001	Digital Realty Trust, Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-538	Spouse	ESS	—	15000	1001	Essex Property Trust INC CMN	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-537	Spouse	—	—	15000	1001	Estee Lauder COS INC CL-A CMN Class A	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-536	Spouse	CB	—	15000	1001	Chubb Limited CMN	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-535	Spouse	LKQ	—	15000	1001	LKQ Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-534	Spouse	JNJ	—	15000	1001	Johnson & Johnson CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-533	Spouse	T	—	15000	1001	AT&T Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-532	Spouse	MA	—	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-531	Spouse	LBTYA	—	15000	1001	Liberty Global, PLC. CMN Class C	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-530	Spouse	VTRS	—	15000	1001	Viatris Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-53	Dependent	LEA	—	15000	1001	Lear Corporation CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-529	Spouse	URBN	—	15000	1001	Urban Outfitters Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-528	Spouse	VTR	—	15000	1001	Ventas, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-527	Spouse	URBN	—	15000	1001	Urban Outfitters Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-526	Spouse	DLR	—	15000	1001	Digital Realty Trust, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-525	Spouse	LYB	—	15000	1001	Lyondellbasell Industries N.V. CMN Class A	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-524	Spouse	AXP	—	15000	1001	American Express Co. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-523	Spouse	—	—	15000	1001	T. Rowe Price Group, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-522	Spouse	—	—	15000	1001	Elanco Animal Health Incorpora CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-521	Spouse	WMT	—	15000	1001	Walmart Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-520	Spouse	RMD	—	15000	1001	ResMed Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-52	Dependent	UNP	—	15000	1001	Union Pacific Corp. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-519	Spouse	HRL	—	15000	1001	Hormel Foods Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-518	Spouse	MRK	—	15000	1001	Merck & Co., Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-517	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Common Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-516	Spouse	STT	—	15000	1001	State Street Corporation (New) CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-515	Spouse	UDR	—	15000	1001	UDR Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-514	Spouse	C	—	15000	1001	Citigroup Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-513	Spouse	ICE	—	15000	1001	Intercontinental Exchange Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-512	Spouse	WM	—	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-511	Spouse	KEY	—	15000	1001	Keycorp CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-510	Spouse	—	—	15000	1001	Maryland State Department Rev 5.0000% 09/01/23 MS	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-51	Dependent	—	—	15000	1001	AT&T Inc. PFD USD1.2500(5.00%) Series A	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-509	Spouse	—	—	15000	1001	Mesa Ariz Util Sys Rev Rev 4.0000% 07/01/23 JJ	Municipal Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-508	Spouse	BAX	—	15000	1001	Baxter International Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-507	Spouse	—	—	15000	1001	Clark Cnty Nev WTR Reclamation DB 5.0000% 07/01/23 JJ	Bond	$1,001 - $15,000	2023-05-24	buy	13
house-8219783-ocr-506	Spouse	WY	—	15000	1001	Weyerhaeuser Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-505	Spouse	—	—	15000	1001	D.R. Horton, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-504	Spouse	URBN	—	15000	1001	Urban Outfitters Inc CMN	Stock	$1,001 - $15,000	2023-05-22	sell	15
house-8219783-ocr-503	Spouse	VICI	—	15000	1001	VICI Properties Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-502	Spouse	V	—	15000	1001	Visa Inc. CMN Class A	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-501	Spouse	SPG	—	15000	1001	Simon Property Group Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-500	Spouse	CTVA	—	15000	1001	Corteva, Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-50	Dependent	HUM	—	15000	1001	Humana Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-5	Dependent	NVDA	M&R Trust Partnership	15000	1001	Nvidia Corporation	Stock	$1,001 - $15,000	2023-05-31	sell	8
house-8219783-ocr-499	Spouse	NEM	—	15000	1001	Newmont Corp CMN	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-498	Spouse	LEA	—	15000	1001	Lear Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-497	Spouse	GPN	—	15000	1001	Global Payments Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-496	Spouse	APD	—	15000	1001	Air Products & Chemicals Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-495	Spouse	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-494	Spouse	AVY	—	15000	1001	Avery Dennison Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-493	Spouse	—	—	15000	1001	Medtronic Public Limited Compa CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-492	Spouse	—	—	15000	1001	McCormick & Co Non VTG SHRS CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-491	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-490	Spouse	ETSY	—	15000	1001	Etsy, Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-49	Dependent	SYK	—	15000	1001	Stryker Corporation CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-489	Spouse	HPE	—	15000	1001	Hewlett Packard Enterprise Co CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-488	Spouse	—	—	50000	15001	Tyson Foods Inc CL-A CMN Class A	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-487	Spouse	AVB	—	50000	15001	AvalonBay Communities Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-486	Spouse	UNP	—	50000	15001	Union Pacific Corp. CMN	Stock	$15,001 - $50,000	2023-05-19	sell	16
house-8219783-ocr-485	Spouse	MSI	—	50000	15001	Motorola Solutions Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-484	Spouse	—	—	50000	15001	Becton, Dickinson and Company CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-483	Spouse	—	—	50000	15001	Activision Blizzard, Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-482	Spouse	APTV	—	50000	15001	APTIV PLC CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-481	Spouse	PSA	—	15000	1001	Public Storage CMN	Stock	$1,001 - $15,000	2023-05-19	sell	16
house-8219783-ocr-480	Spouse	HUM	—	50000	15001	Humana Inc. CMN	Stock	$15,001 - $50,000	2023-05-19	sell	16
house-8219783-ocr-48	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-479	Spouse	CB	—	50000	15001	Chubb Limited CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-478	Spouse	ZTS	—	50000	15001	Zoetis Inc. CMN Class A	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-477	Spouse	MTB	—	50000	15001	M&T Bank Corporation CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-476	Spouse	TMO	—	50000	15001	Thermo Fisher Scientific Inc CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-475	Spouse	URBN	—	50000	15001	Urban Outfitters Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-474	Spouse	NVDA	—	50000	15001	Nvidia Corporation CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-473	Spouse	TMO	—	50000	15001	Thermo Fisher Scientific Inc CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-472	Spouse	MDLZ	—	50000	15001	Mondelez International, Inc. CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-471	Spouse	—	—	50000	15001	The Bank of NY Mellon Corp CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-470	Spouse	MO	—	50000	15001	Altria Group, Inc. CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-47	Dependent	—	—	15000	1001	Capital One Financial Corporat Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-469	Spouse	—	—	50000	15001	Avantor Funding, Inc. CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-468	Spouse	F	—	50000	15001	Ford Motor Company CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-467	Spouse	TXN	—	50000	15001	Texas Instruments Inc. CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-466	Spouse	PLD	—	50000	15001	Prologis Inc CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-465	Spouse	UNP	—	50000	15001	Union Pacific Corp. CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-464	Spouse	TGT	—	50000	15001	Target Corporation CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-463	Spouse	FISV	—	50000	15001	Fiserv, Inc. CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-462	Spouse	LIN	—	50000	15001	Linde PLC CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-461	Spouse	GM	—	50000	15001	General Motors Company CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-460	Spouse	QCOM	—	50000	15001	Qualcomm Inc CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-46	Dependent	PH	—	15000	1001	Parker-Hannifin Corp. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-459	Spouse	VZ	—	50000	15001	Verizon Communications, Inc. CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-458	Spouse	—	—	50000	15001	MC Donalds Corp CMN	Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-457	Spouse	URBN	—	50000	15001	Urban Outfitters Inc CMN	Stock	$15,001 - $50,000	2023-05-16	sell	19
house-8219783-ocr-456	Spouse	UPS	—	50000	15001	United Parcel Service, Inc. Class B Common Stock	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-455	Spouse	—	—	50000	15001	Walgreens Boots Alliance, Inc. CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-454	Spouse	GLW	—	50000	15001	Corning Incorporated CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-453	Spouse	ABT	—	50000	15001	Abbott Laboratories CMN	Common Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-452	Spouse	—	—	50000	15001	Sensata Technologies Holding P CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-451	Spouse	AMGN	—	50000	15001	Amgen Inc. CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-450	Spouse	MS	—	50000	15001	Morgan Stanley CMN	Common Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-45	Dependent	GM	—	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-449	Spouse	—	—	50000	15001	Carter's, Inc. CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-448	Spouse	META	—	50000	15001	Meta Platforms Inc-Class A CMN Class A	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-447	Spouse	DIS	—	50000	15001	Walt Disney Company (The) CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-446	Spouse	—	—	50000	15001	Common Stock	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-445	Spouse	MHK	—	50000	15001	Mohawk Industries Inc Common Stock	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-444	Spouse	—	—	50000	15001	Intl. Flavors & Fragrance CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-443	Spouse	PYPL	—	50000	15001	PayPal Holdings, Inc. CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-442	Spouse	DD	—	50000	15001	DuPont de Nemours Inc CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-441	Spouse	DHR	—	50000	15001	Danaher Corporation CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-440	Spouse	—	—	50000	15001	Elanco Animal Health Incorpora CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-44	Dependent	BAC	—	15000	1001	Bank of America Corp CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-439	Spouse	SPY	—	50000	15001	SPDR S&P 500 ETF Trust	ETF	$15,001 - $50,000	2023-05-01	buy	30
house-8219783-ocr-438	Spouse	—	—	50000	15001	Lions Gate Entertainment Corp. CMN Class B	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-437	Spouse	—	—	50000	15001	Graphic Packaging HLDGCO CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-436	Spouse	BAC	—	50000	15001	Bank of America Corp CMN	Common Stock	$15,001 - $50,000	2023-05-19	sell	16
house-8219783-ocr-435	Spouse	SSNC	—	50000	15001	SS&C Technologies Holdings, Inc CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-434	Spouse	—	—	50000	15001	UnitedHealth Group Incorporate CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-433	Spouse	AXTA	—	50000	15001	Axalta Coating Systems Ltd. CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-432	Spouse	RF	—	50000	15001	Regions Financial Corporation CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-431	Spouse	MU	—	50000	15001	Micron Technology, Inc. CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-430	Spouse	BAC	—	50000	15001	Bank of America Corp CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-43	Dependent	KKR	—	15000	1001	KKR & Co. Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-429	Spouse	BRK-B	—	50000	15001	Berkshire Hathaway Inc. Class B	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-428	Spouse	KO	—	50000	15001	Coca-Cola Company (The) CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-427	Spouse	GOOGL	—	50000	15001	Alphabet Inc. CMN Class C	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-426	Spouse	GOOGL	—	100000	50001	Alphabet Inc. CMN Class A	Common Stock	$50,001 - $100,000	2023-05-23	sell	14
house-8219783-ocr-425	Spouse	JNJ	—	100000	50001	Johnson & Johnson CMN	Common Stock	$50,001 - $100,000	2023-05-23	sell	14
house-8219783-ocr-424	Spouse	HD	—	100000	50001	The Home Depot, Inc. CMN	Common Stock	$50,001 - $100,000	2023-05-23	sell	14
house-8219783-ocr-423	Spouse	SPY	—	100000	50001	SPDR S&P 500 ETF Trust	ETF	$50,001 - $100,000	2023-05-08	sell	25
house-8219783-ocr-422	Spouse	SPY	—	100000	50001	SPDR S&P 500 ETF Trust	ETF	$50,001 - $100,000	2023-05-03	sell	28
house-8219783-ocr-421	Spouse	SPY	—	100000	50001	SPDR S&P 500 ETF Trust	ETF	$50,001 - $100,000	2023-05-10	sell	23
house-8219783-ocr-420	Spouse	AAPL	—	250000	100001	Apple Inc. CMN	Common Stock	$100,001 - $250,000	2023-05-23	sell	14
house-8219783-ocr-42	Dependent	TXN	—	15000	1001	Texas Instruments Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-419	Spouse	MSFT	—	250000	100001	Microsoft Corporation CMN	Common Stock	$100,001 - $250,000	2023-05-23	sell	14
house-8219783-ocr-418	Spouse	SPY	—	1000000	500001	SPDR S&P 500 ETF Trust	ETF	$500,001 - $1,000,000	2023-05-23	sell	14
house-8219783-ocr-417	Spouse	XSP	—	15000	1001	Put/XSP @ 387 Exp 07/31/2023	Option	$1,001 - $15,000	2023-05-11	sell	22
house-8219783-ocr-416	Spouse	XSP	—	15000	1001	Put/XSP @ 397 Exp 08/18/2023	Option	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-415	Spouse	XSP	—	15000	1001	Put/XSP @ 384 Exp 07/21/2023	Option	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-414	Spouse	—	—	15000	1001	Call/NVS Flex Euro PM @ 92 Exp 05/12/2023	Option	$1,001 - $15,000	2023-05-12	buy	21
house-8219783-ocr-413	Spouse	—	—	15000	1001	Call/SNY Flex Euro PM @ 50 Exp 05/12/2023	Option	$1,001 - $15,000	2023-05-12	buy	21
house-8219783-ocr-412	Spouse	—	—	15000	1001	Call/NVO Flex Euro PM @ 157.5 Exp 05/12/2023	Option	$1,001 - $15,000	2023-05-12	buy	21
house-8219783-ocr-411	Spouse	—	—	15000	1001	ING Groep N.V. Spons ADR Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2023-05-12	buy	21
house-8219783-ocr-410	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-41	Dependent	—	—	15000	1001	Fifth Third Bancorp Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-409	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-408	Spouse	—	—	15000	1001	Sanofi Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2023-05-12	buy	21
house-8219783-ocr-407	Spouse	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-406	Spouse	—	—	15000	1001	Charles Riv Labs Intl Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-405	Spouse	ALB	—	15000	1001	Albemarle Corp CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-404	Spouse	AAP	—	15000	1001	Advance Auto Parts, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-403	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-22	buy	15
house-8219783-ocr-402	Spouse	LNC	—	15000	1001	Lincoln Natl. Corp. Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-401	Spouse	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-400	Spouse	ADP	—	15000	1001	Automatic Data Processing Inc CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-40	Dependent	—	—	15000	1001	Bank of New York Mellon Corpor Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-4	Dependent	NVDA	M&R Trust Partnership	15000	1001	Nvidia Corporation	Stock	$1,001 - $15,000	2023-05-25	sell	12
house-8219783-ocr-399	Spouse	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-398	Spouse	COF	—	15000	1001	Capital One Financial Corp CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-397	Spouse	INCY	—	15000	1001	Incyte Corporation CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-396	Spouse	—	—	15000	1001	Kellogg Company CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-395	Spouse	DVA	—	15000	1001	Davita Inc CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-394	Spouse	WHR	—	15000	1001	Whirlpool Corp. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-393	Spouse	CBRE	—	15000	1001	CBRE Group, Inc. CMN Class A	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-392	Spouse	BBWI	—	15000	1001	Bath & Body Works, Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-391	Spouse	CF	—	15000	1001	CF Industries Holdings, Inc. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-390	Spouse	SHW	—	15000	1001	Sherwin-Williams Co CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-39	Dependent	—	—	15000	1001	Comerica Incorporated Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-389	Spouse	MOS	—	15000	1001	Mosaic Company (The) CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-388	Spouse	SYF	—	15000	1001	Synchrony Financial CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-387	Spouse	SBAC	—	15000	1001	SBA Communications Corporation CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-386	Spouse	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-385	Spouse	KIM	—	15000	1001	Kimco Realty Corporation CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-384	Spouse	IP	—	15000	1001	International Paper Co. CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-383	Spouse	HBAN	—	15000	1001	Huntington Bancshares Incorpor CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-382	Spouse	ALL	—	15000	1001	Allstate Corporation Common Stock	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-381	Spouse	IQV	—	15000	1001	Iqvia Holdings Inc CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-380	Spouse	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-38	Dependent	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-379	Spouse	—	—	15000	1001	Northeast WIS Technical GO 4% 04/01/24 AO	Stock	$1,001 - $15,000	2023-05-03	buy	28
house-8219783-ocr-378	Spouse	—	—	15000	1001	Norfolk VA GO 5% 10/01/23 AO	Stock	$1,001 - $15,000	2023-05-01	buy	30
house-8219783-ocr-377	Spouse	—	—	15000	1001	Kentucky Infrastructure Auth Rev 5% 02/01/24 FA	Stock	$1,001 - $15,000	2023-05-03	buy	28
house-8219783-ocr-376	Spouse	—	—	15000	1001	West Virginia ST GO 5% 12/01/23 JD	Stock	$1,001 - $15,000	2023-05-03	buy	28
house-8219783-ocr-375	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Stock	$1,001 - $15,000	2023-05-09	buy	24
house-8219783-ocr-374	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Stock	$1,001 - $15,000	2023-05-18	buy	17
house-8219783-ocr-373	Spouse	LOW	—	15000	1001	Lowes Companies Inc CMN	Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-372	Spouse	IBM	—	15000	1001	INTL BUSINESS MACHINES CORP CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-371	Spouse	TSLA	—	15000	1001	TESLA, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-370	Spouse	PRU	—	15000	1001	PRUDENTIAL FINANCIAL INC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-37	Dependent	—	—	15000	1001	Emera Incorporated Hybrid 06/15/2076 USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-369	Spouse	—	—	15000	1001	COMERICA INCORPORATED CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-368	Spouse	CFG	—	15000	1001	CITIZENS FINANCIAL GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-367	Spouse	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-366	Spouse	ADM	—	15000	1001	ARCHER-DANIELS-MIDLAND COMPANY CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-365	Spouse	FIS	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-364	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-363	Spouse	DOC	—	15000	1001	HEALTHPEAK PROPERTIES INC CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-362	Spouse	SCHW	—	15000	1001	CHARLES SCHWAB CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-361	Spouse	—	—	15000	1001	WESTROCK COMPANY CMN	Common Stock	$1,001 - $15,000	2023-05-19	buy	16
house-8219783-ocr-360	Spouse	CCI	—	50000	15001	CROWN CASTLE INTL CORP CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-36	Dependent	CVS	—	15000	1001	CVS Health Corp CMN	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-359	Spouse	ELV	—	50000	15001	ELEVANCE HEALTH INC CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-358	Spouse	PM	—	50000	15001	PHILIP MORRIS INTL INC CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-357	Spouse	STZ	—	50000	15001	CONSTELLATION BRANDS INC CMN CLASS A	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-356	Spouse	PNC	—	50000	15001	PNC FINANCIAL SERVICES GROUP, CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-355	Spouse	AMT	—	50000	15001	AMERICAN TOWER CORPORATION CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-354	Spouse	—	—	50000	15001	WESTROCK COMPANY CMN	Common Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-353	Spouse	CVS	—	50000	15001	CVS HEALTH CORP CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-352	Spouse	DIS	—	50000	15001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-351	Spouse	BMY	—	50000	15001	BRISTOL-MYERS SQUIBB COMPANY CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-350	Spouse	FITB	—	50000	15001	FIFTH THIRD BANCORP CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-35	Dependent	—	—	15000	1001	Duke Energy Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-349	Spouse	—	—	50000	15001	BOSTON PROPERTIES, INC. COMMON STOCK	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-348	Spouse	—	—	50000	15001	U.S. BANCORP CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-347	Spouse	—	—	50000	15001	BOSTON PROPERTIES, INC. COMMON STOCK	Common Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-346	Spouse	CI	—	50000	15001	CIGNA GROUP/THE CMN	Common Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-345	Spouse	MMM	Ritu Ahuja 1994 Trust	50000	15001	3M COMPANY CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-344	Spouse	AMZN	Ritu Ahuja 1994 Trust	50000	15001	AMAZON.COM INC CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-343	Spouse	ABBV	Ritu Ahuja 1994 Trust	50000	15001	ABBVIE INC CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-342	Spouse	—	Ritu Ahuja 1994 Trust	50000	15001	THE BANK OF NOVA SCOTIA LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-26	buy	11
house-8219783-ocr-341	Spouse	PFE	Ritu Ahuja 1994 Trust	50000	15001	PFIZER INC. CMN	Stock	$15,001 - $50,000	2023-05-19	buy	16
house-8219783-ocr-340	Spouse	—	Ritu Ahuja 1994 Trust	50000	15001	MORGAN STANLEY FINANCE LLC LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-17	buy	18
house-8219783-ocr-34	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-05-05	buy	26
house-8219783-ocr-339	Spouse	—	Ritu Ahuja 1994 Trust	50000	15001	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-05-09	buy	24
house-8219783-ocr-338	Spouse	—	Ritu Ahuja 1994 Trust	50000	15001	CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-02	buy	29
house-8219783-ocr-337	Spouse	—	Ritu Ahuja 1994 Trust	100000	50001	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-08	buy	25
house-8219783-ocr-336	Spouse	—	Ritu Ahuja 1994 Trust	100000	50001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-03	buy	28
house-8219783-ocr-335	Spouse	—	Ritu Ahuja 1994 Trust	100000	50001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-01	buy	30
house-8219783-ocr-334	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$100,001 - $250,000	2023-05-10	buy	23
house-8219783-ocr-333	Spouse	—	Ritu Ahuja 1994 Trust	100000	50001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-30	buy	9
house-8219783-ocr-332	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$100,001 - $250,000	2023-05-31	buy	8
house-8219783-ocr-331	Spouse	AMT	—	15000	1001	AMERICAN TOWER CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-330	Spouse	—	—	15000	1001	VF CORP CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-33	Dependent	—	—	15000	1001	Wells Fargo & Company PFD 6.6250 Class A Series R	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-329	Spouse	FIS	—	15000	1001	FIDELITY NATL INFO SVCS INC CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-328	Spouse	INTU	—	15000	1001	INTUIT INC CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-327	Spouse	SNAP	—	15000	1001	SNAP INC. CMN CLASS A	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-326	Spouse	PYPL	—	15000	1001	PAYPAL HOLDINGS, INC. CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-325	Spouse	MTCH	—	15000	1001	MATCH GROUP, INC. CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-324	Spouse	NKE	—	15000	1001	NIKE CLASS-B CMN CLASS B	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-323	Spouse	AMZN	—	15000	1001	AMAZON.COM INC CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-322	Spouse	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-321	Spouse	V	—	15000	1001	VISA INC. CMN CLASS A	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-320	Spouse	NFLX	—	15000	1001	NETFLIX, INC. CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-32	Dependent	AIG	—	15000	1001	American Intl Group, Inc. CMN	Stock	$1,001 - $15,000	2023-05-10	buy	23
house-8219783-ocr-319	Spouse	EL	—	15000	1001	Estee Lauder Cos Inc CL-A CMN Class A	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-318	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-317	Spouse	ILMN	—	15000	1001	Illumina, Inc CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-316	Spouse	ALGN	—	15000	1001	Align Technology, Inc CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-315	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-314	Spouse	EQIX	—	15000	1001	Equinix, Inc. REIT	REIT	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-313	Spouse	META	—	15000	1001	Meta Platforms Inc-Class A CMN Class A	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-312	Spouse	DHR	—	15000	1001	Danaher Corporation CMN	Stock	$1,001 - $15,000	2023-05-04	sell	27
house-8219783-ocr-311	Spouse	SPGI	—	50000	15001	S&P Global Inc. CMN	Stock	$15,001 - $50,000	2023-05-04	sell	27
house-8219783-ocr-310	Spouse	CMG	—	50000	15001	Chipotle Mexican Grill, Inc. CMN	Stock	$15,001 - $50,000	2023-05-04	sell	27
house-8219783-ocr-31	Dependent	—	—	15000	1001	Morgan Stanley PFD USD1.7813(7.13%) Series E	Stock	$1,001 - $15,000	2023-05-26	buy	11
house-8219783-ocr-309	Spouse	MSFT	—	50000	15001	Microsoft Corporation CMN	Stock	$15,001 - $50,000	2023-05-04	sell	27
house-8219783-ocr-308	Spouse	—	—	50000	15001	Vanguard Specialized Portfolio Vanguard Dividend Appreciation	Stock	$15,001 - $50,000	2023-05-04	sell	27
house-8219783-ocr-307	Spouse	—	—	100000	50001	GS Enhanced Income Fund Class P	Stock	$50,001 - $100,000	2023-05-04	sell	27
house-8219783-ocr-306	Spouse	—	—	250000	100001	GS Clean Energy Income Fund Class P	Stock	$100,001 - $250,000	2023-05-04	sell	27
house-8219783-ocr-305	Spouse	—	—	250000	100001	iShares Russell 2000 ETF	ETF	$100,001 - $250,000	2023-05-23	sell	14
house-8219783-ocr-304	Spouse	—	—	50000	15001	BNP Paribas Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-05-30	buy	9
house-8219783-ocr-303	Spouse	—	—	100000	50001	Societe Generale Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-10	buy	23
house-8219783-ocr-302	Spouse	—	—	100000	50001	BNP Paribas Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-25	buy	12
house-8219783-ocr-301	Spouse	—	—	100000	50001	Capped Buffered Enhanced Participation Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-24	buy	13
house-8219783-ocr-300	Spouse	—	—	100000	50001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-08	buy	25
house-8219783-ocr-30	Dependent	PG	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	PROCTER & GAMBLE COMPANY (THE) CMN	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-3	Dependent	MRVL	M&R Trust Partnership	15000	1001	Marvell Technology Group Ltd	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-299	Spouse	—	—	100000	50001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-03	buy	28
house-8219783-ocr-298	Spouse	—	—	100000	50001	BNP Paribas Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-01	buy	30
house-8219783-ocr-297	Spouse	—	—	100000	50001	Societe Generale Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-10	buy	23
house-8219783-ocr-296	Spouse	—	—	100000	50001	Capped Buffered Enhanced Participation Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-25	buy	12
house-8219783-ocr-295	Spouse	—	—	100000	50001	BNP Paribas Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-24	buy	13
house-8219783-ocr-294	Spouse	—	—	100000	50001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-08	buy	25
house-8219783-ocr-293	Spouse	—	—	100000	50001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-04	buy	27
house-8219783-ocr-292	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-31	buy	8
house-8219783-ocr-291	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	Citigroup Inc. Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-05-03	buy	28
house-8219783-ocr-290	Spouse	—	Ritu Ahuja Declaration of Trust	250000	100001	Citigroup Inc. Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-05-31	buy	8
house-8219783-ocr-29	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	MORGAN STANLEY PFD USD1.7188(6.88%) SERIES F	Stock	$1,001 - $15,000	2023-05-26	sell	11
house-8219783-ocr-289	Dependent	SNA	—	15000	1001	Snap-On Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-288	Dependent	ZBRA	—	15000	1001	Zebra Technologies Inc CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-287	Dependent	ALGN	—	15000	1001	Align Technology, Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-286	Dependent	—	—	15000	1001	VF Corp CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-285	Dependent	IR	—	15000	1001	Ingersoll Rand Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-284	Dependent	—	—	15000	1001	Catalent, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-283	Dependent	GLW	—	15000	1001	Corning Incorporated CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-282	Dependent	IP	—	15000	1001	International Paper Co. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-281	Dependent	VEEV	—	15000	1001	Veeva Systems Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-280	Dependent	TPR	—	15000	1001	Tapestry, Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-28	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	BANK OF AMERICA CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2023-05-26	sell	11
house-8219783-ocr-279	Dependent	BRKR	—	15000	1001	Bruker Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-278	Dependent	IBKR	—	15000	1001	Interactive Brokers Group, Inc CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-277	Dependent	ARES	—	15000	1001	Ares Management Corporation CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-276	Dependent	XYL	—	15000	1001	Xylem Inc. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-275	Dependent	PODD	—	15000	1001	Insulet Corporation CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-274	Dependent	VMC	—	15000	1001	Vulcan Materials Co CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-273	Dependent	PWR	—	15000	1001	Quanta Services Inc CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-272	Dependent	TSN	—	15000	1001	Tyson Foods Inc CL-A CMN Class A	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-271	Dependent	PYPL	—	15000	1001	PAYPAL HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-270	Dependent	UNP	—	15000	1001	UNION PACIFIC CORP. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-27	Dependent	MSFT	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	MICROSOFT CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-05	sell	26
house-8219783-ocr-269	Dependent	AMP	—	15000	1001	AMERIPRISE FINANCIAL, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-268	Dependent	AJG	—	15000	1001	ARTHUR J GALLAGHER & CO CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-267	Dependent	CTVA	—	15000	1001	CORTEVA, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-266	Dependent	RMD	—	15000	1001	RESMED INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-265	Dependent	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-264	Dependent	CVS	—	15000	1001	CVS HEALTH CORP CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-263	Dependent	HUM	—	15000	1001	HUMANA INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-262	Dependent	PGR	—	15000	1001	THE PROGRESSIVE CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-261	Dependent	DHR	—	15000	1001	DANAHER CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-260	Dependent	QCOM	—	15000	1001	QUALCOMM INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-26	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-24	sell	13
house-8219783-ocr-259	Dependent	ADP	—	15000	1001	AUTOMATIC DATA PROCESSING INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	sell	14
house-8219783-ocr-258	Dependent	MSI	—	50000	15001	MOTOROLA SOLUTIONS INC CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-257	Dependent	A	—	50000	15001	AGILENT TECHNOLOGIES, INC. CMN	Common Stock	$15,001 - $50,000	2023-05-23	sell	14
house-8219783-ocr-256	Dependent	SYY	—	15000	1001	SYSCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-255	Dependent	MOH	—	15000	1001	MOLINA HEALTHCARE, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-254	Dependent	ODFL	—	15000	1001	OLD DOMINION FREIGHT LINE, INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-253	Dependent	CDW	—	15000	1001	CDW CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-252	Dependent	PNC	—	15000	1001	PNC FINANCIAL SERVICES GROUP, 2.55% 01/22/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-251	Dependent	DXCM	—	15000	1001	DEXCOM, INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-250	Dependent	—	—	15000	1001	MARSH & MCLENNAN CO INC CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-25	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	TORONTO DOMINION BANK LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-22	sell	15
house-8219783-ocr-249	Dependent	NXPI	—	15000	1001	NXP SEMICONDUCTORS N.V. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-248	Dependent	SPGI	—	15000	1001	S&P GLOBAL INC. CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-247	Dependent	—	—	15000	1001	BUNGE LIMITED ORD CMN	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-246	Dependent	APH	—	15000	1001	AMPHENOL CORP CL-A (NEW) CMN CLASS A	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-245	Dependent	CBRE	—	15000	1001	CBRE GROUP, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-244	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid 04/23/2029 USD	Bond	$1,001 - $15,000	2023-05-16	buy	19
house-8219783-ocr-243	Dependent	WELL	—	15000	1001	Welltower Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-242	Dependent	TER	—	15000	1001	Teradyne Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-241	Dependent	UAL	—	15000	1001	United Airlines Holdings Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-240	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-24	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-17	sell	18
house-8219783-ocr-239	Dependent	GEHC	—	15000	1001	GE Healthcare Technologies Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-238	Dependent	AIG	—	15000	1001	American Intl Group, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-237	Dependent	FIS	—	15000	1001	Fidelity Natl Info Svcs Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-236	Dependent	ADSK	—	15000	1001	Autodesk, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-235	Dependent	ORCL	—	15000	1001	Oracle Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-234	Dependent	—	—	15000	1001	Westrock Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-233	Dependent	DAL	—	15000	1001	Delta Air Lines, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-232	Dependent	SYF	—	15000	1001	Synchrony Financial CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-231	Dependent	FSLR	—	15000	1001	First Solar, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-230	Dependent	—	—	15000	1001	Paramount Global CMN Class B	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-23	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-15	sell	20
house-8219783-ocr-229	Dependent	—	—	15000	1001	Steris Public Limited Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-228	Dependent	—	—	15000	1001	Philip Morris International 5.125% 02/15/2030	Bond	$1,001 - $15,000	2023-05-16	buy	19
house-8219783-ocr-227	Dependent	—	—	15000	1001	W.R. Berkley Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-226	Dependent	CF	—	15000	1001	CF Industries Holdings, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-225	Dependent	IVZ	—	15000	1001	Invesco Ltd. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-224	Dependent	TTWO	—	15000	1001	Take Two Interactive Software Inc	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-223	Dependent	AAL	—	15000	1001	American Airlines Group Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-222	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-221	Dependent	LYV	—	15000	1001	Live Nation Entertainment Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-220	Dependent	CSX	—	15000	1001	CSX Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-22	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-10	sell	23
house-8219783-ocr-219	Dependent	OTIS	—	15000	1001	Otis Worldwide Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-218	Dependent	CDNS	—	15000	1001	Cadence Design Systems Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-217	Dependent	MRNA	—	15000	1001	Moderna, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-216	Dependent	TECH	—	15000	1001	Bio-Techne Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-215	Dependent	FCX	—	15000	1001	Freeport-McMoran Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-214	Dependent	KDP	—	15000	1001	Keurig Dr Pepper Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-213	Dependent	BWA	—	15000	1001	BorgWarner Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-212	Dependent	HAS	—	15000	1001	Hasbro, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-211	Dependent	RSG	—	15000	1001	Republic Services Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-210	Dependent	—	—	15000	1001	Allegion Public Limited Compan CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-21	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-08	sell	25
house-8219783-ocr-209	Dependent	VRSK	—	15000	1001	Verisk Analytics, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-208	Dependent	FFIV	—	15000	1001	F5 Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-207	Dependent	IDXX	—	15000	1001	IDEXX Laboratories CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-206	Dependent	COST	—	15000	1001	Costco Wholesale Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-205	Dependent	NOW	—	15000	1001	ServiceNow Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-204	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid MTN 10/22/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-203	Dependent	BKNG	—	15000	1001	Booking Holdings Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-202	Dependent	EPAM	—	15000	1001	EPAM Systems, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-201	Dependent	WAT	—	15000	1001	Waters Corporation Common Stock	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-200	Dependent	DLR	—	15000	1001	Digital Realty Trust, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-20	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	15000	1001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2023-05-03	sell	28
house-8219783-ocr-2	Dependent	NVDA	M&R Trust Partnership	15000	1001	Nvidia Corporation	Stock	$1,001 - $15,000	2023-05-18	sell	17
house-8219783-ocr-199	Dependent	—	—	15000	1001	Fox Corp 3.5% 04/08/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-198	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid 03/20/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-197	Dependent	PAYC	—	15000	1001	Paycom Software, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-196	Dependent	LRCX	—	15000	1001	LAM Research Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-195	Dependent	PSA	—	15000	1001	Public Storage CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-194	Dependent	ACN	—	15000	1001	Accenture PLC CMN Class A	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-193	Dependent	SEDG	—	15000	1001	Solaredge Technologies, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-192	Dependent	TGT	—	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-191	Dependent	WBD	—	15000	1001	Warner Bros Discovery Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-190	Dependent	—	—	15000	1001	DISCOVER FINANCIAL SERVICES CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-19	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	TORONTO DOMINION BANK LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-31	buy	8
house-8219783-ocr-189	Dependent	—	—	15000	1001	DOLLAR TREE STORES, INC. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-188	Dependent	—	—	15000	1001	MOODY'S CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-187	Dependent	KEYS	—	15000	1001	KEYSIGHT TECHNOLOGIES, INC. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-186	Dependent	EMR	—	15000	1001	EMERSON ELECTRIC CO. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-185	Dependent	CE	—	15000	1001	CELANESE CORPORATION COMMON STOCK	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-184	Dependent	ENPH	—	15000	1001	ENPHASE ENERGY, INC. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-183	Dependent	NKE	—	15000	1001	NIKE CLASS-B CMN CLASS B	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-182	Dependent	—	—	15000	1001	EDWARDS LIFESCIENCES CORPORATI CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-181	Dependent	WST	—	15000	1001	WEST PHARMACEUTICAL SERVICES INC	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-180	Dependent	—	—	15000	1001	CITIGROUP INC. HYBRID 11/05/2030 USD	Stock	$1,001 - $15,000	2023-05-16	buy	19
house-8219783-ocr-18	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-09	buy	24
house-8219783-ocr-179	Dependent	CRM	—	15000	1001	SALESFORCE INC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-178	Dependent	STZ	—	15000	1001	CONSTELLATION BRANDS INC CMN CLASS A	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-177	Dependent	LIN	—	15000	1001	LINDE PLC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-176	Dependent	NTRS	—	15000	1001	NORTHERN TRUST CORP CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-175	Dependent	TEL	—	15000	1001	TE CONNECTIVITY LTD CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-174	Dependent	ADBE	—	15000	1001	ADOBE INC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-173	Dependent	PLD	—	15000	1001	PROLOGIS INC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-172	Dependent	ADM	—	15000	1001	ARCHER-DANIELS-MIDLAND COMPANY CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-171	Dependent	—	—	15000	1001	MICROCHIP TECHNOLOGY INCORPORA CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-170	Dependent	CSGP	—	15000	1001	COSTAR GROUP, INC. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-17	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-02	buy	29
house-8219783-ocr-169	Dependent	—	—	15000	1001	CHARLES RIV LABS INTL INC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-168	Dependent	PFE	—	15000	1001	PFIZER INC. CMN	Stock	$1,001 - $15,000	2023-05-30	buy	9
house-8219783-ocr-167	Dependent	WY	—	15000	1001	WEYERHAEUSER COMPANY CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-166	Dependent	MAS	—	15000	1001	MASCO CORPORATION CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-165	Dependent	MET	—	15000	1001	METLIFE, INC. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-164	Dependent	—	—	15000	1001	INTL FLAVORS & FRAGRANCE CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-163	Dependent	EFX	—	15000	1001	Equifax Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-162	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-161	Dependent	—	—	15000	1001	MC Donalds Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-160	Dependent	—	—	15000	1001	MPLX LP 2.65% 08/15/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-16	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	MORGAN STANLEY FINANCE LLC LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-17	buy	18
house-8219783-ocr-159	Dependent	ALB	—	15000	1001	Albemarle Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-158	Dependent	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-157	Dependent	SHW	—	15000	1001	Sherwin-Williams Co CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-156	Dependent	ELV	—	15000	1001	Elevance Health Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-155	Dependent	APTV	—	15000	1001	Aptiv PLC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-154	Dependent	INTC	—	15000	1001	Intel Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-153	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-152	Dependent	ETN	—	15000	1001	Eaton Corp PLC CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-151	Dependent	CSCO	—	15000	1001	Cisco Systems, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-150	Dependent	RVTY	—	15000	1001	Revvity Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-15	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-05-31	buy	8
house-8219783-ocr-149	Dependent	RJF	—	15000	1001	Raymond James Financial, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-148	Dependent	PM	—	15000	1001	Philip Morris Intl Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-147	Dependent	MCK	—	15000	1001	McKesson Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-146	Dependent	MU	—	15000	1001	Micron Technology, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-145	Dependent	MMM	—	15000	1001	3M Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-144	Dependent	IQV	—	15000	1001	IQVIA Holdings Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-143	Dependent	DG	—	15000	1001	Dollar General Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-142	Dependent	NSC	—	15000	1001	Norfolk Southern Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-141	Dependent	KO	—	15000	1001	Coca-Cola Company (The) CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-140	Dependent	—	—	15000	1001	CVS Health Corporation 3.75% 04/01/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-14	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-05-30	buy	9
house-8219783-ocr-139	Dependent	—	—	15000	1001	Royalty Pharma PLC 2.2% 09/02/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-138	Dependent	—	—	15000	1001	Vertex Pharmaceuticals Incorpo CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-137	Dependent	MTD	—	15000	1001	Mettler-Toledo Intl CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-136	Dependent	MRK	—	15000	1001	Merck & Co., Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-135	Dependent	CB	—	15000	1001	Chubb Limited CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-134	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-133	Dependent	WM	—	15000	1001	Waste Management Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-132	Dependent	F	—	15000	1001	Ford Motor Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-131	Dependent	COF	—	15000	1001	Capital One Financial Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-130	Dependent	AVGO	—	15000	1001	Broadcom Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-13	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	50000	15001	THE BANK OF NOVA SCOTIA LINKED TO BASKET OF INDICES	Stock	$15,001 - $50,000	2023-05-26	buy	11
house-8219783-ocr-129	Dependent	LOW	—	15000	1001	Lowes Companies Inc CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-128	Dependent	KLAC	—	15000	1001	KLA Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-127	Dependent	PG	—	15000	1001	Procter & Gamble Company (The) CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-126	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-125	Dependent	AXP	—	15000	1001	American Express Co. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-124	Dependent	ROP	—	15000	1001	Roper Technologies, Inc. 2.0% 06/30/2030 USD	Bond	$1,001 - $15,000	2023-05-04	buy	27
house-8219783-ocr-123	Dependent	AMT	—	15000	1001	American Tower Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-122	Dependent	NVDA	—	15000	1001	Nvidia Corporation CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-121	Dependent	IBM	—	15000	1001	Intl Business Machines Corp CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-120	Dependent	BMY	—	15000	1001	Bristol-Myers Squibb Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-12	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-08	buy	25
house-8219783-ocr-119	Dependent	GM	—	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-118	Dependent	—	—	15000	1001	Ohio ST GO 5% 08/01/25 FA	Municipal Bond	$1,001 - $15,000	2023-05-09	buy	24
house-8219783-ocr-117	Dependent	PAYX	—	15000	1001	Paychex, Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-116	Dependent	CI	—	15000	1001	Cigna Group/The CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-115	Dependent	TSLA	—	15000	1001	Tesla, Inc. CMN	Stock	$1,001 - $15,000	2023-05-30	buy	9
house-8219783-ocr-114	Dependent	AMGN	—	15000	1001	Amgen Inc. CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-113	Dependent	MS	—	15000	1001	Morgan Stanley CMN	Stock	$1,001 - $15,000	2023-05-23	buy	14
house-8219783-ocr-112	Dependent	—	—	15000	1001	BNP Paribas Linked to S&P 500 Index	Structured Product	$1,001 - $15,000	2023-05-30	buy	9
house-8219783-ocr-111	Dependent	META	—	50000	15001	Meta Platforms Inc-Class A CMN Class A	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-110	Dependent	—	—	50000	15001	Cleveland Ohio GO 5% 12/01/24 JD	Municipal Bond	$15,001 - $50,000	2023-05-05	buy	26
house-8219783-ocr-11	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	MORGAN STANLEY FINANCE LLC LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-04	buy	27
house-8219783-ocr-109	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Charles Schwab Corporation CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-108	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Ohio ST SPL Oblig Rev 5.0000% 04/01/28-CA AO	Bond	$15,001 - $50,000	2023-05-04	buy	27
house-8219783-ocr-107	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	UnitedHealth Group Incorporate CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-106	Dependent	TMO	Ahuja Khanna Children Irrevocable Trust	50000	15001	Thermo Fisher Scientific Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-105	Dependent	BAC	Ahuja Khanna Children Irrevocable Trust	50000	15001	Bank of America Corp CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-104	Dependent	JNJ	Ahuja Khanna Children Irrevocable Trust	50000	15001	Johnson & Johnson CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-103	Dependent	AMZN	Ahuja Khanna Children Irrevocable Trust	50000	15001	Amazon.com Inc CMN	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-102	Dependent	GOOGL	Ahuja Khanna Children Irrevocable Trust	50000	15001	Alphabet Inc. CMN Class A	Stock	$15,001 - $50,000	2023-05-23	buy	14
house-8219783-ocr-101	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Canadian Imperial Bank of Comm Linked to S&P 500 Index	Structured Product	$15,001 - $50,000	2023-05-17	buy	18
house-8219783-ocr-100	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	Ohio ST GO 5% 09/15/26 MS	Bond	$15,001 - $50,000	2023-05-04	buy	27
house-8219783-ocr-10	Dependent	—	Monte and Usha Abeja 2010 Irrev Trust FBO Grandchildren	100000	50001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-05-03	buy	28
house-8219783-ocr-1	Dependent	—	M&R Trust Partnership	15000	1001	Atlassian Corporation CL A	Stock	$1,001 - $15,000	2023-05-05	buy	26

Original filing document