Rohit Khanna (House) disclosed 517 transactions

2023-07-11 · 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.

2023-06-02 · sell	ALPHABET INC. CMN CLASS C — $1,001 - $15,000
2023-06-30 · buy	MOHAWK INDUSTRIES INC COMMON STOCK — $1,001 - $15,000
2023-06-21 · buy	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500 — $50,001 - $100,000
2023-06-07 · buy	SOCIETE GENERALE LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-06-05 · buy	CITIGROUP INC. LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-06-14 · buy	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-06-12 · buy	TORONTO DOMINION BANK LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-06-22 · buy	BNP PARIBAS LINKED TO S&P 500 INDEX — $50,001 - $100,000
2023-06-02 · sell	MC DONALDS CORP CMN — $1,001 - $15,000
2023-06-22 · sell	STRYKER CORPORATION CMN — $1,001 - $15,000
2023-06-21 · buy	The Bank of Nova Scotia Linked to S&P 500 Index — $50,001 - $100,000
2023-06-02 · sell	NVIDIA CORPORATION CMN — $1,001 - $15,000
2023-06-30 · sell	Microsoft Corporation CMN — $1,001 - $15,000
2023-06-02 · sell	Morgan Stanley CMN — $1,001 - $15,000
2023-06-28 · sell	Stryker Corporation CMN — $1,001 - $15,000
2023-06-02 · sell	Caterpillar Inc (Delaware) CMN — $1,001 - $15,000
2023-06-02 · sell	Marvell Technology, Inc. CMN — $1,001 - $15,000
2023-06-22 · sell	Microsoft Corporation CMN — $1,001 - $15,000
2023-06-09 · sell	Enbridge Inc. Hybrid 01/15/2083 USD — $1,001 - $15,000
2023-06-02 · sell	Microsoft Corporation CMN — $1,001 - $15,000
2023-06-27 · sell	iShares Russell 1000 Value — $1,000,001 - $5,000,000
2023-06-13 · buy	Citigroup Inc. Linked to Basket of Indices — $50,001 - $100,000
2023-06-02 · buy	Call/MRVL Flex Euro PM 47 EXP 06/02/2023 — $1,001 - $15,000
2023-06-02 · buy	Call/LLY Flex Euro PM @ 400 EXP 06/02/2023 — $1,001 - $15,000
2023-06-02 · buy	Call/NVDA Flex Euro PM 315 EXP 06/02/2023 — $1,001 - $15,000
2023-06-22 · buy	Target Corporation CMN — $1,001 - $15,000
2023-06-08 · buy	M&T Bank Corporation Hybrid Perpetual USD — $1,001 - $15,000
2023-06-06 · buy	Allstate Corporation (The) PFD USD1.8438(7.38%) Series J — $1,001 - $15,000
2023-06-06 · buy	PNC Financial Services Group, Hybrid Perpetual — $1,001 - $15,000
2023-06-12 · buy	Charles Schwab Corporation (TH Hybrid Perpetual USD — $1,001 - $15,000
2023-06-29 · buy	Laboratory Corporation of America CMN — $1,001 - $15,000
2023-06-23 · buy	Target Corporation CMN — $1,001 - $15,000
2023-06-07 · buy	Societe Generale Linked to S&P 500 Index — $100,001 - $250,000
2023-06-09 · buy	Huntington Bancshares Incorpor Hybrid Perpetual USD — $1,001 - $15,000
2023-06-09 · buy	Partnerre Finance B LLC Hybrid 10/01/2050 USD — $1,001 - $15,000
2023-06-23 · buy	Ally Financial Inc. Hybrid Perpetual USD — $1,001 - $15,000
2023-06-06 · buy	Charles Schwab Corporation (The) Hybrid Perpetual USD — $1,001 - $15,000
2023-06-07 · buy	PNC Financial Services Group, Hybrid Perpetual USD — $1,001 - $15,000
2023-06-09 · buy	Nextera Energy Capital Holding Hybrid 05/01/2079 USD — $1,001 - $15,000
2023-06-13 · buy	Southern Company (The) Hybrid 01/15/2051 USD — $1,001 - $15,000
2023-06-02 · buy	Cisco Systems, Inc. CMN — $1,001 - $15,000
2023-06-07 · buy	Dominion Energy, Inc. Hybrid Perpetual USD — $1,001 - $15,000
2023-06-07 · buy	Bank of America Corporation Hybrid Perpetual USD — $1,001 - $15,000
2023-06-12 · buy	Toronto Dominion Bank Linked to S&P 500 Index — $100,001 - $250,000
2023-06-14 · buy	Hartford Financial Srvcs Group CMN — $1,001 - $15,000
2023-06-07 · buy	U.S. Bancorp Hybrid Perpetual USD — $1,001 - $15,000
2023-06-22 · buy	Target Corporation CMN — $1,001 - $15,000
2023-06-06 · buy	Regions Financial Corporation Hybrid Perpetual USD — $1,001 - $15,000
2023-06-08 · buy	Edison International Hybrid Perpetual USD — $1,001 - $15,000
2023-06-08 · buy	CMS Energy Corporation Hybrid 06/01/2050 USD — $1,001 - $15,000
2023-06-07 · buy	Hybrid Perpetual USD — $1,001 - $15,000
2023-06-02 · buy	Common Stock — $1,001 - $15,000
2023-06-13 · buy	Zoetis Inc — $1,001 - $15,000
2023-06-13 · sell	Broadcom Inc Com — $15,001 - $50,000
2023-06-01 · sell	Broadcom Inc Com — $1,001 - $15,000
2023-06-13 · buy	Zoetis Inc — $1,001 - $15,000
2023-06-13 · sell	Broadcom Inc Com — $50,001 - $100,000
2023-06-01 · sell	Broadcom Inc Com — $1,001 - $15,000
2023-06-13 · buy	Zoetis Inc — $1,001 - $15,000
2023-06-13 · sell	Broadcom Inc Com — $50,001 - $100,000
…	457 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	8219826
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219826.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2023-07-11
extraction method	vision_ocr

Each transaction (517)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8219826-ocr-99	Dependent	GOOGL	Partial Transaction	15000	1001	ALPHABET INC. CMN CLASS C	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-98	Dependent	MHK	Ahuja Grandchildren's Education Trust	15000	1001	MOHAWK INDUSTRIES INC COMMON STOCK	Stock	$1,001 - $15,000	2023-06-30	buy	7
house-8219826-ocr-97	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	CAPPED BUFFERED ENHANCED PARTICIPATION LINKED TO S&P 500	Stock	$50,001 - $100,000	2023-06-21	buy	14
house-8219826-ocr-96	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-07	buy	24
house-8219826-ocr-95	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-05	buy	26
house-8219826-ocr-94	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-14	buy	19
house-8219826-ocr-93	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	TORONTO DOMINION BANK LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-12	buy	21
house-8219826-ocr-92	Dependent	—	Ahuja Grandchildren's Education Trust	100000	50001	BNP PARIBAS LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-22	buy	13
house-8219826-ocr-91	Dependent	—	—	15000	1001	MC DONALDS CORP CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-90	Dependent	SYK	—	15000	1001	STRYKER CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-22	sell	13
house-8219826-ocr-9	Dependent	—	—	100000	50001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-06-21	buy	14
house-8219826-ocr-89	Dependent	NVDA	Partial Transaction	15000	1001	NVIDIA CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-88	Dependent	MSFT	Capital Gains Earned	15000	1001	Microsoft Corporation CMN	Stock	$1,001 - $15,000	2023-06-30	sell	7
house-8219826-ocr-87	Dependent	MS	—	15000	1001	Morgan Stanley CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-86	Dependent	SYK	Capital Gains Earned	15000	1001	Stryker Corporation CMN	Stock	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-85	Dependent	CAT	—	15000	1001	Caterpillar Inc (Delaware) CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-84	Dependent	MRVL	—	15000	1001	Marvell Technology, Inc. CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-83	Dependent	MSFT	Capital Gains Earned	15000	1001	Microsoft Corporation CMN	Stock	$1,001 - $15,000	2023-06-22	sell	13
house-8219826-ocr-82	Dependent	—	—	15000	1001	Enbridge Inc. Hybrid 01/15/2083 USD	Stock	$1,001 - $15,000	2023-06-09	sell	22
house-8219826-ocr-81	Dependent	MSFT	Capital Gains Earned	15000	1001	Microsoft Corporation CMN	Stock	$1,001 - $15,000	2023-06-02	sell	27
house-8219826-ocr-80	Dependent	—	Capital Gains Earned	5000000	1000001	iShares Russell 1000 Value	Stock	$1,000,001 - $5,000,000	2023-06-27	sell	10
house-8219826-ocr-8	Dependent	—	—	100000	50001	Citigroup Inc. Linked to Basket of Indices	Stock	$50,001 - $100,000	2023-06-13	buy	20
house-8219826-ocr-79	Dependent	—	—	15000	1001	Call/MRVL Flex Euro PM 47 EXP 06/02/2023	Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-78	Dependent	—	—	15000	1001	Call/LLY Flex Euro PM @ 400 EXP 06/02/2023	Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-77	Dependent	—	—	15000	1001	Call/NVDA Flex Euro PM 315 EXP 06/02/2023	Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-76	Dependent	TGT	—	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-75	Dependent	—	—	15000	1001	M&T Bank Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-08	buy	23
house-8219826-ocr-74	Dependent	ALL	—	15000	1001	Allstate Corporation (The) PFD USD1.8438(7.38%) Series J	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-73	Dependent	PNC	—	15000	1001	PNC Financial Services Group, Hybrid Perpetual	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-72	Dependent	—	—	15000	1001	Charles Schwab Corporation (TH Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-71	Dependent	—	—	15000	1001	Laboratory Corporation of America CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-70	Dependent	TGT	—	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-7	Dependent	—	—	250000	100001	Societe Generale Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-07	buy	24
house-8219826-ocr-69	Dependent	—	—	15000	1001	Huntington Bancshares Incorpor Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-68	Dependent	—	—	15000	1001	Partnerre Finance B LLC Hybrid 10/01/2050 USD	Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-67	Dependent	—	—	15000	1001	Ally Financial Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-66	Dependent	—	—	15000	1001	Charles Schwab Corporation (The) Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-65	Dependent	PNC	—	15000	1001	PNC Financial Services Group, Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-64	Dependent	—	—	15000	1001	Nextera Energy Capital Holding Hybrid 05/01/2079 USD	Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-63	Dependent	SO	—	15000	1001	Southern Company (The) Hybrid 01/15/2051 USD	Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-62	Dependent	CSCO	—	15000	1001	Cisco Systems, Inc. CMN	Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-61	Dependent	D	—	15000	1001	Dominion Energy, Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-60	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-6	Dependent	—	—	250000	100001	Toronto Dominion Bank Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-12	buy	21
house-8219826-ocr-59	Dependent	—	—	15000	1001	Hartford Financial Srvcs Group CMN	Stock	$1,001 - $15,000	2023-06-14	buy	19
house-8219826-ocr-58	Dependent	—	—	15000	1001	U.S. Bancorp Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-57	Dependent	TGT	—	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-56	Dependent	—	—	15000	1001	Regions Financial Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-55	Dependent	—	—	15000	1001	Edison International Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-08	buy	23
house-8219826-ocr-54	Dependent	—	—	15000	1001	CMS Energy Corporation Hybrid 06/01/2050 USD	Hybrid	$1,001 - $15,000	2023-06-08	buy	23
house-8219826-ocr-53	Dependent	—	—	15000	1001	Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-52	Dependent	—	—	15000	1001	Common Stock	Common Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-517	Dependent	ZTS	MUBA Holdings; 2020 Trust FBO Spouse Children	15000	1001	Zoetis Inc	Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-516	Dependent	—	MUBA Holdings; 2020 Trust FBO Spouse Children	50000	15001	Broadcom Inc Com	Stock	$15,001 - $50,000	2023-06-13	sell	20
house-8219826-ocr-515	Dependent	—	MUBA Holdings; 2020 Trust FBO Spouse Children	15000	1001	Broadcom Inc Com	Stock	$1,001 - $15,000	2023-06-01	sell	28
house-8219826-ocr-514	Dependent	ZTS	MUBA Holdings; Grandchildren Trust (Spouse Portion)	15000	1001	Zoetis Inc	Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-513	Dependent	—	MUBA Holdings; Grandchildren Trust (Spouse Portion)	100000	50001	Broadcom Inc Com	Stock	$50,001 - $100,000	2023-06-13	sell	20
house-8219826-ocr-512	Dependent	—	MUBA Holdings; Grandchildren Trust (Spouse Portion)	15000	1001	Broadcom Inc Com	Stock	$1,001 - $15,000	2023-06-01	sell	28
house-8219826-ocr-511	Spouse	ZTS	MUBA Holdings	15000	1001	Zoetis Inc	Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-510	Spouse	—	MUBA Holdings; Capital Gains Exceed $200	100000	50001	Broadcom Inc Com	Stock	$50,001 - $100,000	2023-06-13	sell	20
house-8219826-ocr-51	Dependent	—	—	15000	1001	Huntington Bancshares Incorpor Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-509	Spouse	—	MUBA Holdings; Capital Gains Exceed $200	15000	1001	Broadcom Inc Com	Stock	$1,001 - $15,000	2023-06-01	sell	28
house-8219826-ocr-508	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid MTN 10/24/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-507	Dependent	—	—	15000	1001	3M Company 2.875% 10/15/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-506	Dependent	MO	—	15000	1001	Altria Group, Inc. 2.625% 09/16/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-505	Dependent	—	—	15000	1001	Crown Castle Intl Corp 3.65% 09/01/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-504	Dependent	—	—	15000	1001	Alexandria Real Estate Equitie 3.45% 04/30/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-503	Dependent	SPG	—	15000	1001	Simon Property Group, L.P. 3.5% 09/01/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-502	Dependent	—	—	15000	1001	Canadian Imperial Bank 3.1% 04/02/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-501	Dependent	—	—	15000	1001	Nutrien Ltd. 4.9% 03/27/2028	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-500	Dependent	—	—	15000	1001	Dow Chemical Company (The) 4.8% 11/30/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-50	Dependent	NEE	—	15000	1001	NextEra Energy, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-02	buy	27
house-8219826-ocr-5	Dependent	—	—	250000	100001	Canadian Imperial Bank of Comm Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-14	buy	19
house-8219826-ocr-499	Dependent	—	—	15000	1001	General Motors Finl Co 4.3% 04/06/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-498	Dependent	—	—	15000	1001	State Street Corporation 3.3% 12/16/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-497	Dependent	—	—	15000	1001	Canadian Imperial Bank of Comm 1.0% 10/18/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-496	Dependent	AIG	—	15000	1001	American International Group, 2.5% 06/30/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-495	Dependent	—	—	15000	1001	BANK OF NEW YORK MELLON CORPORATION HYBRID MTN 02/07/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-494	Dependent	—	—	15000	1001	MARATHON PETROLEUM CORPORATION 5.125% 12/15/2026	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-493	Dependent	—	—	15000	1001	PIONEER NATURAL RESOURCES COMP 5.1% 03/29/2026	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-492	Dependent	—	—	15000	1001	NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-491	Dependent	—	—	15000	1001	BANK OF AMERICA CORPORATION HYBRID MTN 09/25/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-490	Dependent	—	—	15000	1001	CENTERPOINT ENERGY RES 1.75% 10/01/2030 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-49	Dependent	—	—	15000	1001	Markel Corporation Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-489	Dependent	—	—	15000	1001	TOTAL SYSTEM SERVICES IN 4.8% 04/01/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-488	Dependent	—	—	15000	1001	FOX CORPORATION 4.709% 01/25/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-487	Dependent	—	—	15000	1001	MORGAN STANLEY HYBRID 04/20/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-486	Dependent	—	—	15000	1001	NASDAQ INC 3.85% 06/30/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-485	Dependent	—	—	15000	1001	STATE STREET CORPORATION HYBRID 11/18/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-484	Dependent	—	—	15000	1001	BANK OF MONTREAL MTN 1.25% 09/15/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-483	Dependent	—	—	15000	1001	THE BANK OF NEW YORK MELLON CO MTN 2.45% 08/17/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-482	Dependent	—	—	15000	1001	SIMON PROPERTY GROUP LP 3.375% 06/15/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-481	Dependent	—	—	15000	1001	SABINE PASS LIQUEFACTION, LLC 5.0% 03/15/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-480	Dependent	—	—	15000	1001	CITIGROUP INC 4.125% 07/25/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-48	Dependent	—	—	15000	1001	Emera Incorporated Hybrid 06/15/2076 USD	Hybrid	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-479	Dependent	TD	—	15000	1001	TORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-478	Dependent	—	—	15000	1001	SANTANDER UK PLC 4.0% 03/13/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-477	Dependent	—	—	15000	1001	U.S. BANCORP MTN 3.0% 07/30/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-476	Dependent	—	—	15000	1001	FISERV INC 3.2% 07/01/2026 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-475	Dependent	—	—	15000	1001	SABINE PASS LIQUEFACTION, LLC 4.2% 03/15/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-474	Dependent	—	—	15000	1001	INGERSOLL-RAND LUXEMBOURG FINA 3.55% 11/01/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-473	Dependent	—	—	15000	1001	AIR LEASE CORP MTN 4.25% 02/01/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-472	Dependent	—	—	15000	1001	MITSUBISHI UFJ FIN GRP 3.741% 03/07/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-471	Dependent	—	—	15000	1001	MITSUBISHI UFJ FINANCIAL GROUP 3.287% 07/25/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-470	Dependent	TCPA	—	15000	1001	TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-47	Dependent	VOD	—	15000	1001	Vodafone Group Public Limited Hybrid 04/04/2079 USD	Hybrid	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-469	Dependent	—	—	15000	1001	BELL CANADA 0.75% 03/17/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-468	Dependent	—	—	15000	1001	CITIGROUP INC. HYBRID 06/09/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-467	Dependent	AMP	—	15000	1001	AMERIPRISE FINANCIAL, INC. 3.7% 10/15/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-466	Dependent	CLX	—	15000	1001	CLOROX COMPANY (THE) 4.4% 05/01/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-465	Dependent	—	—	15000	1001	REALTY INCOME CORP 4.625% 11/01/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-464	Dependent	—	—	15000	1001	BROADCOM INC. 5.0% 04/15/2030 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-463	Dependent	—	—	15000	1001	ROYAL BANK OF CANADA MTN 4.9% 01/12/2028	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-462	Dependent	HD	—	15000	1001	HOME DEPOT, INC. (THE) 2.7% 04/15/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-461	Dependent	—	—	15000	1001	EVERGY INC 2.45% 09/15/2024 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-460	Dependent	—	—	15000	1001	NORTHERN TRUST CORPORATION 3.95% 10/30/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-46	Dependent	—	—	15000	1001	Truist Financial Corporation Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-459	Dependent	—	—	15000	1001	HYBRID 04/22/2027 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-458	Dependent	—	—	15000	1001	US BANCORP HYBRID 02/01/2029	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-457	Dependent	—	—	15000	1001	SOUTHERN POWER COMPANY 4.15% 12/01/2025 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-456	Dependent	—	—	15000	1001	INTEL CORPORATION 5.125% 02/10/2030	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-455	Dependent	—	—	15000	1001	AMERICAN TOWER CORP 3.95% 03/15/2029 USD	Bond	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-454	Dependent	—	—	50000	15001	FISERV INC 3.45% 03/02/2028	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-453	Dependent	—	—	50000	15001	BAXTER INTERNATIONAL INC 1.915% 02/01/2027 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-452	Dependent	PNC	—	50000	15001	PNC FINANCIAL SERVICES GROUP, HYBRID 12/02/2028 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-451	Dependent	—	—	50000	15001	BANK OF MONTREAL HYBRID MTN 01/22/2027 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-450	Dependent	—	—	50000	15001	REALTY INCOME CORP 3.95% 08/15/2027 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-45	Dependent	MET	—	15000	1001	MetLife, Inc. Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-449	Dependent	—	—	50000	15001	AUTONATION INC 4.75% 06/01/2030 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-448	Dependent	—	—	50000	15001	ORACLE CORPORATION 4.65% 05/06/2030	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-447	Dependent	—	—	50000	15001	ENERGY TRANSFER OPERATING LP 5.25% 04/15/2029 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-446	Dependent	—	—	50000	15001	HYBRID 04/23/2029 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-445	Dependent	—	—	50000	15001	MPLX LP 2.65% 08/15/2030 USD	Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-444	Dependent	ROP	M & R TP Primary	50000	15001	Roper Technologies, Inc. 2.0% 06/30/2030 USD	Bond/Note	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-443	Dependent	—	M & R TP Primary	100000	50001	Worthington Ohio GO 5% 12/01/25 JD	Municipal Bond	$50,001 - $100,000	2023-06-28	sell	9
house-8219826-ocr-442	Dependent	—	M & R TP Primary	50000	15001	Ohio ST GO 5% 09/15/26 MS	Municipal Bond	$15,001 - $50,000	2023-06-28	sell	9
house-8219826-ocr-441	Dependent	—	M & R TP Primary	100000	50001	Ohio ST TPK COMMN TPK REV REV 5.2500% 02/15/27 FA	Municipal Bond	$50,001 - $100,000	2023-06-28	sell	9
house-8219826-ocr-440	Dependent	—	M & R TP Primary	100000	50001	Olentangy LOC SCH DIST Ohio GO 4% 12/01/26-CA JD	Municipal Bond	$50,001 - $100,000	2023-06-28	sell	9
house-8219826-ocr-44	Dependent	PNC	—	15000	1001	PNC Financial Services Group, Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-439	Dependent	—	M & R TP Primary	100000	50001	Ohio ST TPK COMMN TPK REV REV 5% 02/15/30 FA	Municipal Bond	$50,001 - $100,000	2023-06-28	sell	9
house-8219826-ocr-438	Dependent	—	M & R TP Primary	50000	15001	ERP Operating LP 2.85% 11/01/2026 USD	Bond/Note	$15,001 - $50,000	2023-06-15	buy	18
house-8219826-ocr-437	Dependent	—	M & R TP Primary	50000	15001	Truist Financial Corporation Hybrid MTN 10/28/2026 USD	Bond/Note	$15,001 - $50,000	2023-06-15	buy	18
house-8219826-ocr-436	Dependent	—	M & R TP Primary	100000	50001	Ohio ST TPK COMMN TPK REV REV 5% 02/15/30 FA	Municipal Bond	$50,001 - $100,000	2023-06-05	buy	26
house-8219826-ocr-435	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-22	sell	13
house-8219826-ocr-434	Spouse	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-30	sell	7
house-8219826-ocr-433	Spouse	SYK	—	15000	1001	Stryker Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-28	sell	9
house-8219826-ocr-432	Spouse	MSFT	—	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-22	sell	13
house-8219826-ocr-431	Spouse	—	—	15000	1001	BP Capital Markets P.L.C. Hybrid Perpetual USD	Bond/Note	$1,001 - $15,000	2023-06-06	sell	25
house-8219826-ocr-430	Spouse	—	—	15000	1001	TransCanada Trust Hybrid 08/15/2076 USD	Bond/Note	$1,001 - $15,000	2023-06-06	sell	25
house-8219826-ocr-43	Dependent	—	—	15000	1001	Truist Financial Corporation Hybrid Perpetual	Hybrid	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-429	Spouse	—	—	15000	1001	Laboratory Corporation of America CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-428	Spouse	TGT	—	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-427	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-426	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-425	Spouse	—	—	15000	1001	U.S. BANCORP HYBRID PERPETUAL USD	Bond	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-424	Spouse	—	—	15000	1001	HARTFORD FINANCIAL SRVCS GROUP CMN	Stock	$1,001 - $15,000	2023-06-14	buy	19
house-8219826-ocr-423	Spouse	ALL	—	15000	1001	ALLSTATE CORPORATION (THE) PFD USD1.8438(7.38%) SERIES J	Preferred Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-422	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-14	buy	19
house-8219826-ocr-421	Spouse	D	—	15000	1001	DOMINION ENERGY, INC. HYBRID PERPETUAL USD	Bond	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-420	Spouse	—	—	15000	1001	MORGAN STANLEY PFD USD1.7813(7.13%) SERIES E	Preferred Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-42	Dependent	—	—	15000	1001	Duke Energy Corporation Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-419	Spouse	—	—	15000	1001	HP INC. 2.2% 06/17/2025 USD	Bond	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-418	Spouse	TD	—	15000	1001	TORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 USD	Bond	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-417	Spouse	—	—	50000	15001	INTERCONTINENTALEXCHANGE 3.75% 09/21/2028 USD	Bond	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-416	Spouse	—	—	50000	15001	NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD	Bond	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-415	Spouse	—	—	50000	15001	CANADIAN IMPERIAL BANK OF COMM 0.95% 10/23/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-414	Spouse	—	—	50000	15001	NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD	Bond	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-413	Spouse	BNS	—	50000	15001	BANK OF NOVA SCOTIA (THE) 1.3% 09/15/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-412	Spouse	—	—	50000	15001	BROADCOM INC. 3.15% 11/15/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-411	Spouse	NFLX	—	50000	15001	NETFLIX, INC. 5.875% 11/15/2028 USD	Bond	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-410	Spouse	—	—	50000	15001	AMERICAN TOWER CORP 1.3% 09/15/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-41	Dependent	PRU	—	15000	1001	Prudential Financial, Inc. Hybrid 05/15/2045 USD	Hybrid	$1,001 - $15,000	2023-06-28	buy	9
house-8219826-ocr-409	Spouse	—	—	50000	15001	GLOBAL PAYMENTS INC. 3.2% 08/15/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-408	Spouse	—	—	50000	15001	PNC FINANCIAL SERVICES 1.15% 08/13/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-407	Spouse	—	—	50000	15001	US BANCORP MTN 3.95% 11/17/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-406	Spouse	—	—	50000	15001	NUTRIEN LTD. 5.95% 11/07/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-405	Spouse	—	—	50000	15001	DELL INT LLC / EMC CORP 4.9% 10/01/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-404	Spouse	—	—	50000	15001	XCEL ENERGY INC 2.6% 12/01/2029 USD	Bond	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-403	Spouse	—	—	50000	15001	GENERAL MOTORS FINL CO 4.3% 04/06/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-402	Spouse	—	—	50000	15001	AIR LEASE CORP 3.375% 07/01/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-401	Spouse	—	—	50000	15001	DUKE ENERGY FLORIDA, LLC 2.5% 12/01/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-400	Spouse	—	—	50000	15001	HUMANA INC. 3.125% 08/15/2029 USD	Bond	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-40	Dependent	CNP	—	15000	1001	Centerpoint Energy, Inc Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-4	Dependent	—	—	250000	100001	Citigroup Inc. Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-05	buy	26
house-8219826-ocr-399	Spouse	—	—	50000	15001	CROWN CASTLE INTL CORP 1.35% 07/15/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-398	Spouse	—	—	50000	15001	DOLLAR GENERAL CORPORATION 4.15% 11/01/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-397	Spouse	—	—	50000	15001	BAXTER INTERNATIONAL INC 2.272% 12/01/2028 USD	Bond	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-396	Spouse	—	—	50000	15001	REALTY INCOME CORP 3.1% 12/15/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-395	Spouse	—	—	50000	15001	ERP OPERATING LP 2.85% 11/01/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-394	Spouse	—	—	50000	15001	TRUIST FINANCIAL CORP MTN 1.2% 08/05/2025 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-393	Spouse	VZ	Ritu Ahuja 1895 Trust	50000	15001	Verizon Communications, Inc. 4.016% 12/03/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-392	Spouse	—	Ritu Ahuja 1895 Trust	50000	15001	Nextera Energy Capital Holding 2.75% 11/01/2029 USD	Bond	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-391	Spouse	—	Ritu Ahuja 1895 Trust	50000	15001	Hybrid 11/19/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-390	Spouse	—	Ritu Ahuja 1895 Trust	50000	15001	Bank of America Corporation Hybrid 12/20/2028 USD	Bond	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-39	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual USD	Hybrid	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-389	Spouse	—	Ritu Ahuja 1895 Trust	50000	15001	Morgan Stanley Hybrid 12/10/2026 USD	Bond	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-388	Spouse	—	Ritu Ahuja 1895 Trust	100000	50001	Ohio ST GO 5% 05/01/99 MN	Municipal Bond	$50,001 - $100,000	2023-06-21	buy	14
house-8219826-ocr-387	Spouse	WCN	—	15000	1001	Waste Connections, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-386	Spouse	—	Partial Transaction	50000	15001	Tempur Sealy International Inc CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-385	Spouse	—	Partial Transaction	15000	1001	Marsh & McLennan Co Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-384	Spouse	BIO	—	15000	1001	Bio-Rad Laboratories, Inc CMN Class A	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-383	Spouse	DKS	Partial Transaction	15000	1001	Dicks Sporting Goods Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-382	Spouse	AAP	—	15000	1001	Advance Auto Parts, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-381	Spouse	GPK	Partial Transaction	15000	1001	Graphic Packaging Holdco CMN	Common Stock	$1,001 - $15,000	2023-06-07	sell	24
house-8219826-ocr-380	Spouse	—	Partial Transaction	15000	1001	D.R. Horton, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-38	Dependent	PRU	—	15000	1001	Prudential Financial, Inc. Hybrid 09/01/2052 USD	Hybrid	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-379	Spouse	COTY	Partial Transaction	15000	1001	Coty, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-378	Spouse	KHC	—	15000	1001	The Kraft Heinz Co CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-377	Spouse	DEI	Partial Transaction	15000	1001	Douglas Emmett, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-376	Spouse	—	—	15000	1001	ABB LTD SPONSORED ADR CMN	CMN	$1,001 - $15,000	2023-06-09	sell	22
house-8219826-ocr-375	Spouse	XYL	—	15000	1001	XYLEM INC. CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-374	Spouse	DVA	—	15000	1001	DAVITA INC CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-373	Spouse	ARE	—	15000	1001	ALEXANDRIA REAL ESTATE EQUITIES, INC.	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-372	Spouse	URBN	—	15000	1001	URBAN OUTFITTERS INC CMN	CMN	$1,001 - $15,000	2023-06-01	sell	28
house-8219826-ocr-371	Spouse	MGM	—	15000	1001	MGM RESORTS INTERNATIONAL CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-370	Spouse	ILMN	—	15000	1001	ILLUMINA, INC CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-37	Dependent	—	—	15000	1001	Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-369	Spouse	FTV	—	15000	1001	FORTIVE CORPORATION CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-368	Spouse	DG	—	15000	1001	DOLLAR GENERAL CORPORATION CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-367	Spouse	ARES	—	15000	1001	ARES MANAGEMENT CORPORATION CMN CLASS A	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-366	Spouse	CFG	—	15000	1001	CITIZENS FINANCIAL GROUP, INC. CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-365	Spouse	MRNA	—	15000	1001	MODERNA, INC. CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-364	Spouse	HSY	—	15000	1001	THE HERSHEY COMPANY CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-363	Spouse	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-362	Spouse	DLTR	—	15000	1001	DOLLAR TREE STORES, INC. CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-361	Spouse	TDY	—	15000	1001	TELEDYNE TECHNOLOGIES INCORPOR CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-360	Spouse	NVDA	—	15000	1001	NVIDIA CORPORATION CMN	CMN	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-36	Dependent	—	—	15000	1001	Wells Fargo & Company Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-359	Spouse	MNST	—	15000	1001	MONSTER BEVERAGE CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-358	Spouse	—	—	15000	1001	MOODY'S CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-357	Spouse	DOC	—	15000	1001	HEALTHPEAK PROPERTIES INC CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-356	Spouse	RMD	—	15000	1001	RESMED INC. CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-355	Spouse	PWR	—	15000	1001	QUANTA SERVICES INC CMN	Common Stock	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-354	Spouse	MDLZ	—	50000	15001	MONDELEZ INTERNATIONAL, INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-353	Spouse	ROK	—	50000	15001	ROCKWELL AUTOMATION INC CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-352	Spouse	IT	—	50000	15001	GARTNER, INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-351	Spouse	SNPS	—	50000	15001	SYNOPSYS INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-350	Spouse	HLT	—	50000	15001	HILTON WORLDWIDE HOLDINGS INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-35	Dependent	TGT	—	15000	1001	Target Corporation CMN	Stock	$1,001 - $15,000	2023-06-14	buy	19
house-8219826-ocr-349	Spouse	—	—	50000	15001	WESTROCK COMPANY CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-348	Spouse	ANET	—	50000	15001	ARISTA NETWORKS, INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-347	Spouse	MMM	—	50000	15001	3M COMPANY CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-346	Spouse	VRSK	—	50000	15001	VERISK ANALYTICS, INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-345	Spouse	DIS	—	50000	15001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-344	Spouse	A	—	50000	15001	AGILENT TECHNOLOGIES, INC. CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-343	Spouse	PGR	—	50000	15001	THE PROGRESSIVE CORPORATION CMN	Common Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-342	Spouse	BWA	—	50000	15001	BorgWarner Inc. CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-341	Spouse	ODFL	—	50000	15001	Old Dominion Freight Line, Inc CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-340	Spouse	TEL	—	50000	15001	TE Connectivity Ltd CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-34	Dependent	—	—	15000	1001	American Express Company Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-339	Spouse	CVS	—	50000	15001	CVS Health Corp CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-338	Spouse	NDAQ	—	50000	15001	Nasdaq Inc. CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-337	Spouse	AJG	—	50000	15001	Arthur J Gallagher & Co CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-336	Spouse	CPRT	—	50000	15001	Copart Inc CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-335	Spouse	BLK	—	50000	15001	BlackRock, Inc. CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-334	Spouse	TXN	—	50000	15001	Texas Instruments Inc. CMN	Stock	$15,001 - $50,000	2023-06-29	sell	8
house-8219826-ocr-333	Spouse	ABBV	—	100000	50001	AbbVie Inc CMN	Stock	$50,001 - $100,000	2023-06-29	sell	8
house-8219826-ocr-332	Spouse	WFC	—	100000	50001	Wells Fargo & Co (New) CMN	Stock	$50,001 - $100,000	2023-06-29	sell	8
house-8219826-ocr-331	Spouse	SBUX	—	100000	50001	Starbucks Corp. CMN	Stock	$50,001 - $100,000	2023-06-29	sell	8
house-8219826-ocr-330	Spouse	MRK	—	100000	50001	Merck & Co., Inc. CMN	Stock	$50,001 - $100,000	2023-06-29	sell	8
house-8219826-ocr-33	Dependent	—	—	15000	1001	PNC Financial SVS Group Inc Hybrid Perpetual	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-329	Spouse	ISRG	—	250000	100001	Intuitive Surgical, Inc. CMN	Stock	$100,001 - $250,000	2023-06-29	sell	8
house-8219826-ocr-328	Spouse	XSP	—	15000	1001	PUT/XSP @ 419 EXP 08/04/2023	Option	$1,001 - $15,000	2023-06-15	sell	18
house-8219826-ocr-327	Spouse	XSP	—	15000	1001	PUT/XSP @ 400 EXP 07/14/2023	Option	$1,001 - $15,000	2023-06-01	sell	28
house-8219826-ocr-326	Spouse	XSP	—	15000	1001	PUT/XSP @ 407 EXP 08/18/2023	Option	$1,001 - $15,000	2023-06-08	sell	23
house-8219826-ocr-325	Spouse	XSP	—	15000	1001	PUT/XSP @ 418 EXP 09/15/2023	Option	$1,001 - $15,000	2023-06-29	sell	8
house-8219826-ocr-324	Spouse	XSP	—	15000	1001	PUT/XSP @ 415 EXP 08/31/2023	Option	$1,001 - $15,000	2023-06-22	sell	13
house-8219826-ocr-323	Spouse	—	—	15000	1001	AVANTOR FUNDING, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-15	buy	18
house-8219826-ocr-322	Spouse	BAC	—	15000	1001	BANK OF AMERICA CORP CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-321	Spouse	VRTX	—	15000	1001	VERTEX PHARMACEUTICALS INCORPO CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-320	Spouse	—	—	15000	1001	BNP PARIBAS SPONSORED ADR CMN	Common Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-32	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual	Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-319	Spouse	SYY	—	15000	1001	SYSCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-318	Spouse	KDP	—	15000	1001	KEURIG DR PEPPER INC CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-317	Spouse	CAH	—	15000	1001	CARDINAL HEALTH, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-316	Spouse	—	—	15000	1001	WALGREENS BOOTS ALLIANCE, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-315	Spouse	GEN	—	15000	1001	GEN DIGITAL INC CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-314	Spouse	TSN	—	15000	1001	TYSON FOODS INC CL-A CMN CLASS A	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-313	Spouse	—	—	15000	1001	AMERISOURCEBERGEN CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-312	Spouse	CAG	—	15000	1001	CONAGRA BRANDS INC CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-311	Spouse	DXC	—	15000	1001	DXC TECHNOLOGY COMPANY CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-310	Spouse	ROL	—	15000	1001	ROLLINS INC. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-31	Dependent	BNS	—	15000	1001	Bank of Nova Scotia (The) Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-309	Spouse	L	—	15000	1001	LOEWS CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-308	Spouse	GLW	—	15000	1001	Corning Incorporated CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-307	Spouse	OGN	—	15000	1001	Organon & Co CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-306	Spouse	—	—	15000	1001	Campbell Soup Co CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-305	Spouse	CINF	—	15000	1001	Cincinnati Financial CRP CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-304	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-28	buy	9
house-8219826-ocr-303	Spouse	—	—	15000	1001	Kellogg Company CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-302	Spouse	SPG	—	15000	1001	Simon Property Group Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-301	Spouse	—	—	15000	1001	Brown Forman Corp CL B CMN Class B	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-300	Spouse	—	—	15000	1001	Avantor Funding, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-30	Dependent	CFG	—	15000	1001	Citizens Financial Group, Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-08	buy	23
house-8219826-ocr-3	Dependent	CMG	—	15000	1001	CHIPOTLE MEXICAN GRILL INC COM	Stock	$1,001 - $15,000	2023-06-15	sell	18
house-8219826-ocr-299	Spouse	HSIC	—	15000	1001	Henry Schein Inc Common Stock	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-298	Spouse	KEYS	—	15000	1001	Keysight Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-297	Spouse	TMUS	—	15000	1001	T-Mobile US, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-296	Spouse	CI	—	15000	1001	Cigna Group/The CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-295	Spouse	MCK	—	15000	1001	McKesson Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-294	Spouse	PSA	—	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-293	Spouse	ELV	—	15000	1001	Elevance Health Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-292	Spouse	ACN	—	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-291	Spouse	NGG	—	15000	1001	NATIONAL GRID PLC SPONSORED ADR CMN	Stock	$1,001 - $15,000	2023-06-09	buy	22
house-8219826-ocr-290	Spouse	MHK	—	15000	1001	MOHAWK INDUSTRIES INC COMMON STOCK	Stock	$1,001 - $15,000	2023-06-30	buy	7
house-8219826-ocr-29	Dependent	—	—	15000	1001	Truist Financial Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-289	Spouse	BAX	—	15000	1001	BAXTER INTERNATIONAL INC CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-288	Spouse	—	—	15000	1001	AVANTOR FUNDING, INC. CMN	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-287	Spouse	DGX	—	15000	1001	QUEST DIAGNOSTICS INCORPORATED CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-286	Spouse	INCY	—	15000	1001	INCYTE CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-285	Spouse	CTVA	—	15000	1001	CORTEVA, INC. CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-284	Spouse	—	—	15000	1001	THE BANK OF NY MELLON CORP CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-283	Spouse	HRL	—	15000	1001	HORMEL FOODS CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-282	Spouse	—	—	15000	1001	W.R. BERKLEY CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-281	Spouse	T	—	15000	1001	AT&T INC. CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-280	Spouse	PM	—	15000	1001	PHILIP MORRIS INTL INC CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-28	Dependent	VOYA	—	15000	1001	Voya Financial, Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-20	buy	15
house-8219826-ocr-279	Spouse	WAT	—	15000	1001	WATERS CORPORATION COMMON STOCK	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-278	Spouse	MSI	—	15000	1001	MOTOROLA SOLUTIONS INC CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-277	Spouse	APD	—	15000	1001	AIR PRODUCTS & CHEMICALS INC CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-276	Spouse	BRK-B	—	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-275	Spouse	NSC	—	15000	1001	NORFOLK SOUTHERN CORP CMN	Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-274	Spouse	COST	—	15000	1001	Costco Wholesale Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-273	Spouse	CME	—	15000	1001	CME Group Inc. CMN Class A	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-272	Spouse	VICI	—	15000	1001	VICI Properties Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-271	Spouse	LIN	—	15000	1001	Linde PLC CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-270	Spouse	MO	—	15000	1001	Altria Group, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-27	Dependent	—	—	15000	1001	Bank of New York Mellon Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-20	buy	15
house-8219826-ocr-269	Spouse	AMCR	—	15000	1001	Amcor PLC CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-268	Spouse	GIS	—	15000	1001	General Mills Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-267	Spouse	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-266	Spouse	MS	—	15000	1001	Morgan Stanley CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-265	Spouse	VZ	—	15000	1001	Verizon Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-264	Spouse	O	—	15000	1001	Realty Income Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-263	Spouse	TRV	—	15000	1001	The Travelers Companies, Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-262	Spouse	—	—	15000	1001	Common Stock	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-261	Spouse	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-260	Spouse	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-26	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-259	Spouse	UNH	—	15000	1001	UnitedHealth Group Incorporated CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-258	Spouse	RSG	—	15000	1001	Republic Services Inc CMN	Common Stock	$1,001 - $15,000	2023-06-29	buy	8
house-8219826-ocr-257	Spouse	BMY	—	50000	15001	Bristol-Myers Squibb Company CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-256	Spouse	ADP	—	50000	15001	Automatic Data Processing Inc CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-255	Spouse	C	—	50000	15001	Citigroup Inc. CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-254	Spouse	CB	—	50000	15001	Chubb Limited CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-253	Spouse	ROP	—	50000	15001	Roper Technologies Inc CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-252	Spouse	UPS	—	50000	15001	United Parcel Service, Inc. Class B Common Stock	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-251	Spouse	—	—	50000	15001	Becton, Dickinson and Company CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-250	Spouse	WM	—	50000	15001	Waste Management Inc CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-25	Dependent	—	—	15000	1001	Enbridge Inc. Hybrid 01/15/2083 USD	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-249	Spouse	AAPL	—	50000	15001	Apple Inc. CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-248	Spouse	UNP	—	50000	15001	Union Pacific Corp. CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-247	Spouse	KO	—	50000	15001	Coca-Cola Company (The) CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-246	Spouse	BAC	—	50000	15001	Bank of America Corp CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-245	Spouse	—	—	50000	15001	MC Donalds Corp CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-244	Spouse	MSFT	—	50000	15001	Microsoft Corporation CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-243	Spouse	HD	—	50000	15001	The Home Depot, Inc. CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-242	Spouse	IBM	—	50000	15001	Intl Business Machines Corp CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-241	Spouse	ABT	—	50000	15001	Abbott Laboratories CMN	Common Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-240	Spouse	DHR	—	50000	15001	Danaher Corporation CMN	Stock	$15,001 - $50,000	2023-06-29	buy	8
house-8219826-ocr-24	Dependent	—	—	15000	1001	Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-13	buy	20
house-8219826-ocr-239	Spouse	AMGN	—	100000	50001	Amgen Inc. CMN	Stock	$50,001 - $100,000	2023-06-29	buy	8
house-8219826-ocr-238	Spouse	JNJ	—	100000	50001	Johnson & Johnson CMN	Stock	$50,001 - $100,000	2023-06-29	buy	8
house-8219826-ocr-237	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	Societe Generale Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-07	buy	24
house-8219826-ocr-236	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-16	buy	17
house-8219826-ocr-235	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-12	buy	21
house-8219826-ocr-234	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-05	buy	26
house-8219826-ocr-233	Spouse	—	Ritu Ahuja 1994 Trust	250000	100001	HSBC Bank PLC Linked to S&P 500 Index	Stock	$100,001 - $250,000	2023-06-22	buy	13
house-8219826-ocr-232	Spouse	—	—	15000	1001	Capped Buffered Enhanced Participation Linked to S&P 500	Stock	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-231	Spouse	—	—	50000	15001	Anne Arundel CNTY MD GO 5% 04/01/30 AO	Stock	$15,001 - $50,000	2023-06-20	buy	15
house-8219826-ocr-230	Spouse	—	—	50000	15001	Citigroup Inc. Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-23	Dependent	—	—	15000	1001	Charles Schwab Corporation (TH Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-229	Spouse	—	—	50000	15001	Ohio ST WTR DEV AUTH WTR REV 5% 12/01/30 JD	Stock	$15,001 - $50,000	2023-06-20	buy	15
house-8219826-ocr-228	Spouse	—	—	50000	15001	Capped Buffered Enhanced Participation Linked to S&P 500	Stock	$15,001 - $50,000	2023-06-02	buy	27
house-8219826-ocr-227	Spouse	—	—	50000	15001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-226	Spouse	—	—	100000	50001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-06-12	buy	21
house-8219826-ocr-225	Spouse	—	—	100000	50001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-06-05	buy	26
house-8219826-ocr-224	Spouse	—	—	100000	50001	Societe Generale Linked to S&P 500 Index	Stock	$50,001 - $100,000	2023-06-07	buy	24
house-8219826-ocr-223	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-14	buy	19
house-8219826-ocr-222	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	TORONTO DOMINION BANK LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-12	buy	21
house-8219826-ocr-221	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	CITIGROUP INC. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-05	buy	26
house-8219826-ocr-220	Spouse	—	Ritu Ahuja Declaration of Trust	100000	50001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2023-06-07	buy	24
house-8219826-ocr-22	Dependent	—	—	15000	1001	Wells Fargo & Company Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-12	buy	21
house-8219826-ocr-219	Dependent	—	—	15000	1001	YANDEX N.V. CMN	Common Stock	$1,001 - $15,000	2023-06-15	sell	18
house-8219826-ocr-218	Dependent	TDOC	—	15000	1001	TELADOC HEALTH INC CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-217	Dependent	APTV	Partial Sale	15000	1001	APTIV PLC CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-216	Dependent	WBD	Partial Sale	15000	1001	WARNER BROS DISCOVERY INC CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-215	Dependent	KRC	—	15000	1001	KILROY REALTY CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-214	Dependent	FSLR	—	15000	1001	FIRST SOLAR, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-213	Dependent	CBRE	—	15000	1001	CBRE GROUP, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-212	Dependent	TECH	—	15000	1001	BIO-TECHNE CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-211	Dependent	—	—	15000	1001	WESTROCK COMPANY CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-210	Dependent	KDP	—	15000	1001	KEURIG DR PEPPER INC CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-21	Dependent	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual	Stock	$1,001 - $15,000	2023-06-07	buy	24
house-8219826-ocr-209	Dependent	CMG	Partial Sale	15000	1001	CHIPOTLE MEXICAN GRILL, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-208	Dependent	HAS	—	15000	1001	HASBRO, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-207	Dependent	FFIV	—	15000	1001	F5 INC CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-206	Dependent	EPAM	—	15000	1001	EPAM SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-205	Dependent	SEDG	—	15000	1001	SOLAREDGE TECHNOLOGIES, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-204	Dependent	WAT	—	15000	1001	WATERS CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-203	Dependent	BKNG	—	15000	1001	BOOKING HOLDINGS INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-202	Dependent	DLTR	—	15000	1001	DOLLAR TREE STORES, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-201	Dependent	VICI	—	15000	1001	VICI PROPERTIES INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-200	Dependent	ENPH	—	15000	1001	ENPHASE ENERGY, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-20	Dependent	—	—	15000	1001	Bank of America Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2023-06-06	buy	25
house-8219826-ocr-2	Dependent	MPWR	—	15000	1001	MONOLITHIC PWR SYSTEMS INC	Stock	$1,001 - $15,000	2023-06-15	sell	18
house-8219826-ocr-199	Dependent	MO	—	15000	1001	ALTRIA GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-198	Dependent	ARE	—	15000	1001	ALEXANDRIA REAL ESTATE EQUITIES, INC.	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-197	Dependent	ADM	—	15000	1001	ARCHER-DANIELS-MIDLAND COMPANY CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-196	Dependent	TROW	—	15000	1001	T. ROWE PRICE GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-195	Dependent	EL	—	15000	1001	ESTEE LAUDER COS INC CL-A CMN CLASS A	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-194	Dependent	GOOGL	—	15000	1001	ALPHABET INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-193	Dependent	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-192	Dependent	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-191	Dependent	—	—	15000	1001	WALGREENS BOOTS ALLIANCE, INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-190	Dependent	C	—	15000	1001	CITIGROUP INC. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-19	Dependent	—	—	50000	15001	Citigroup Inc. Hybrid Perpetual	Stock	$15,001 - $50,000	2023-06-20	buy	15
house-8219826-ocr-189	Dependent	CTAS	—	15000	1001	Cintas Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-188	Dependent	—	—	15000	1001	Kellogg Company CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-187	Dependent	NEM	—	15000	1001	Newmont Corp CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-186	Dependent	FTV	—	15000	1001	Fortive Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-185	Dependent	RVTY	—	15000	1001	Revvity Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-184	Dependent	ILMN	—	15000	1001	Illumina, Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-183	Dependent	DG	—	15000	1001	Dollar General Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-182	Dependent	MTD	—	15000	1001	Mettler-Toledo Intl CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-181	Dependent	PAYX	—	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-180	Dependent	ICE	—	15000	1001	Intercontinental Exchange Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-18	Dependent	—	—	50000	15001	Hybrid Perpetual USD	Stock	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-179	Dependent	MU	—	15000	1001	Micron Technology, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-178	Dependent	CPRT	—	15000	1001	Copart Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-177	Dependent	NWSA	—	15000	1001	News Corporation CMN Class A	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-176	Dependent	—	—	15000	1001	Trane Technologies Public Limi CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-175	Dependent	ETSY	—	15000	1001	Etsy, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-174	Dependent	—	—	15000	1001	U.S. Bancorp CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-173	Dependent	BMY	—	15000	1001	Bristol-Myers Squibb Company CMN	Common Stock	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-172	Dependent	ABBV	Partial Sale	15000	1001	AbbVie Inc CMN	CMN	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-171	Dependent	MELI	Partial Sale	15000	1001	MercadoLibre, Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-170	Dependent	T	—	15000	1001	AT&T Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-17	Dependent	—	—	50000	15001	Royal Bank of Canada Linked to Basket of Indices	Stock	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-169	Dependent	TMUS	Partial Sale	15000	1001	T-Mobile US, Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-168	Dependent	SNPS	Partial Sale	15000	1001	Synopsys Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	sell	11
house-8219826-ocr-167	Dependent	BLK	Partial Sale	50000	15001	Blackrock, Inc. CMN	CMN	$15,001 - $50,000	2023-06-26	sell	11
house-8219826-ocr-166	Dependent	ISRG	Partial Sale	50000	15001	Intuitive Surgical, Inc. CMN	CMN	$15,001 - $50,000	2023-06-26	sell	11
house-8219826-ocr-165	Dependent	INTU	Partial Sale	50000	15001	Intuit Inc CMN	CMN	$15,001 - $50,000	2023-06-26	sell	11
house-8219826-ocr-164	Dependent	SYY	—	15000	1001	Sysco Corporation CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-163	Dependent	—	—	15000	1001	ANSYS, Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-162	Dependent	ALGN	—	15000	1001	Align Technology, Inc CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-161	Dependent	MNST	—	15000	1001	Monster Beverage Corporation CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-160	Dependent	—	—	15000	1001	Morgan Stanley Hybrid MTN 01/24/2029 USD	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-16	Dependent	—	—	50000	15001	HSBC Bank PLC Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-22	buy	13
house-8219826-ocr-159	Dependent	IBM	—	15000	1001	Intl Business Machines Corp CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-158	Dependent	ADSK	—	15000	1001	Autodesk, Inc. CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-157	Dependent	—	—	15000	1001	Hologic Incorporated CMN	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-156	Dependent	TTWO	—	15000	1001	Take Two Interactive Software Inc	CMN	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-155	Dependent	FTNT	—	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-154	Dependent	INCY	—	15000	1001	Incyte Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-153	Dependent	CCI	—	15000	1001	Crown Castle Intl Corp CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-152	Dependent	NDAQ	—	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-151	Dependent	RF	—	15000	1001	Regions Financial Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-150	Dependent	LW	—	15000	1001	Lamb Weston Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-15	Dependent	—	—	50000	15001	Morgan Stanley Finance LLC Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-16	buy	17
house-8219826-ocr-149	Dependent	CTVA	—	15000	1001	Corteva, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-148	Dependent	KR	—	15000	1001	Kroger Company CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-147	Dependent	PYPL	—	15000	1001	PayPal Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-146	Dependent	O	—	15000	1001	Realty Income Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-145	Dependent	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-144	Dependent	NOW	—	15000	1001	ServiceNow Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-143	Dependent	PODD	—	15000	1001	Insulet Corporation CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-142	Dependent	ABT	—	15000	1001	Abbott Laboratories CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-141	Dependent	CME	—	15000	1001	CME Group Inc. CMN Class A	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-140	Dependent	PG	—	15000	1001	Procter & Gamble Company (The) CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-14	Dependent	—	—	50000	15001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-12	buy	21
house-8219826-ocr-139	Dependent	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-138	Dependent	MCK	—	15000	1001	MCKESSON CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-137	Dependent	—	—	15000	1001	ACTIVISION BLIZZARD, INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-136	Dependent	RMD	—	15000	1001	RESMED INC. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-135	Dependent	RSG	—	15000	1001	REPUBLIC SERVICES INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-134	Dependent	AMGN	—	15000	1001	AMGEN INC. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-133	Dependent	VRSK	—	15000	1001	VERISK ANALYTICS, INC. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-132	Dependent	AMZN	—	15000	1001	AMAZON.COM INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-131	Dependent	CDNS	—	15000	1001	CADENCE DESIGN SYSTEMS INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-130	Dependent	—	—	15000	1001	TRUIST FINANCIAL CORP MTN 1.2% 08/05/2025 USD	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-13	Dependent	—	—	50000	15001	Societe Generale Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-07	buy	24
house-8219826-ocr-129	Dependent	QCOM	—	15000	1001	QUALCOMM INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-128	Dependent	A	—	15000	1001	AGILENT TECHNOLOGIES, INC. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-127	Dependent	—	—	15000	1001	DOMINION ENERGY GAS HLDG 2.5% 11/15/2024 USD	Stock	$1,001 - $15,000	2023-06-23	buy	12
house-8219826-ocr-126	Dependent	COST	—	15000	1001	COSTCO WHOLESALE CORPORATION CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-125	Dependent	—	—	15000	1001	MARSH & MCLENNAN CO INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-124	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-123	Dependent	GIS	—	15000	1001	GENERAL MILLS INC CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-122	Dependent	HUM	—	15000	1001	HUMANA INC. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-121	Dependent	MRK	—	15000	1001	Merck & Co., Inc. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-120	Dependent	AMD	—	15000	1001	Advanced Micro Devices, Inc. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-12	Dependent	—	—	50000	15001	Royal Bank of Canada Linked to S&P 500 Index	Stock	$15,001 - $50,000	2023-06-05	buy	26
house-8219826-ocr-119	Dependent	EA	—	15000	1001	Electronic Arts CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-118	Dependent	ORCL	—	15000	1001	Oracle Corporation CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-117	Dependent	DIS	—	15000	1001	Walt Disney Company (The) CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-116	Dependent	MDLZ	—	15000	1001	Mondelez International, Inc. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-115	Dependent	MSFT	—	15000	1001	Microsoft Corporation CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-114	Dependent	PANW	—	15000	1001	Palo Alto Networks Inc. CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-113	Dependent	HSY	—	15000	1001	The Hershey Company CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-112	Dependent	CVS	—	15000	1001	CVS Health Corp CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-111	Dependent	ADP	—	15000	1001	Automatic Data Processing Inc CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-110	Dependent	PGR	—	15000	1001	The Progressive Corporation CMN	Stock	$1,001 - $15,000	2023-06-26	buy	11
house-8219826-ocr-11	Dependent	—	—	50000	15001	Capped Buffered Enhanced Participation Linked to Basket of	Stock	$15,001 - $50,000	2023-06-06	buy	25
house-8219826-ocr-109	Dependent	—	—	15000	1001	HSBC Bank PLC Linked to S&P 500 Index	Structured Product	$1,001 - $15,000	2023-06-22	buy	13
house-8219826-ocr-108	Dependent	—	—	15000	1001	Citigroup Inc. Linked to S&P 500 Index	Structured Product	$1,001 - $15,000	2023-06-16	buy	17
house-8219826-ocr-107	Dependent	—	—	50000	15001	Upper Arlington Ohio City Sch GO 5.0000% 12/01/48-CA JD	Municipal Bond	$15,001 - $50,000	2023-06-21	buy	14
house-8219826-ocr-106	Dependent	VZ	—	50000	15001	Verizon Communications, Inc. CMN	Stock	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-105	Dependent	DHR	—	50000	15001	Danaher Corporation CMN	Stock	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-104	Dependent	PFE	Ahuja Khanna Children Irrevocable Trust	50000	15001	PFIZER INC. CMN	Stock	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-103	Dependent	TSLA	Ahuja Khanna Children Irrevocable Trust	50000	15001	TESLA, INC. CMN	Stock	$15,001 - $50,000	2023-06-26	buy	11
house-8219826-ocr-102	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-06-12	buy	21
house-8219826-ocr-101	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	SOCIETE GENERALE LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-06-07	buy	24
house-8219826-ocr-100	Dependent	—	Ahuja Khanna Children Irrevocable Trust	50000	15001	ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2023-06-05	buy	26
house-8219826-ocr-10	Dependent	—	—	100000	50001	Capped Buffered Enhanced Participation Linked to S&P 500	Stock	$50,001 - $100,000	2023-06-02	buy	27
house-8219826-ocr-1	Dependent	ADBE	—	15000	1001	ADOBE INC	Stock	$1,001 - $15,000	2023-06-08	buy	23

Original filing document