| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8220127-ocr-99 | Dependent | EFX | — | 15000 | 1001 | Equifax Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-98 | Dependent | HPE | — | 15000 | 1001 | Hewlett Packard Enterprise Co CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-97 | Dependent | CL | — | 15000 | 1001 | Colgate-Palmolive Co CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-96 | Dependent | MU | — | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-95 | Dependent | — | — | 15000 | 1001 | Hartford Financial Srvcs Group CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-94 | Dependent | MO | — | 15000 | 1001 | Altria Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-93 | Dependent | — | — | 15000 | 1001 | Brown Forman Corp CL B CMN Class B | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-92 | Dependent | NDSN | — | 15000 | 1001 | Nordson Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-91 | Dependent | PKG | — | 15000 | 1001 | Packaging Corp of America Common Stock | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-90 | Dependent | — | — | 15000 | 1001 | Kellanova CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-9 | Dependent | UBER | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | UBER TECHNOLOGIES, INC. CMN | Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-89 | Dependent | BRO | — | 15000 | 1001 | Brown & Brown, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-88 | Dependent | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-87 | Dependent | AZO | — | 15000 | 1001 | AUTOZONE, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-86 | Dependent | STZ | — | 15000 | 1001 | CONSTELLATION BRANDS INC CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-85 | Dependent | AAPL | — | 15000 | 1001 | APPLE INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-84 | Dependent | CAH | — | 15000 | 1001 | CARDINAL HEALTH, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-83 | Dependent | IR | — | 15000 | 1001 | INGERSOLL RAND INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-82 | Dependent | TMO | — | 15000 | 1001 | THERMO FISHER SCIENTIFIC INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-81 | Dependent | ROST | — | 15000 | 1001 | ROSS STORES, INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-80 | Dependent | URI | — | 15000 | 1001 | UNITED RENTALS, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-8 | Dependent | V | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | VISA INC. CMN CLASS A | Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-79 | Dependent | HLT | — | 15000 | 1001 | HILTON WORLDWIDE HOLDINGS INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-78 | Dependent | ALGN | — | 15000 | 1001 | ALIGN TECHNOLOGY, INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-77 | Dependent | HCA | — | 15000 | 1001 | HCA HEALTHCARE, INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-76 | Dependent | SNA | — | 15000 | 1001 | SNAP-ON INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-75 | Dependent | F | — | 15000 | 1001 | FORD MOTOR COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-74 | Dependent | — | — | 15000 | 1001 | FLEETCOR TECHNOLOGIES, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-73 | Dependent | PM | — | 15000 | 1001 | PHILIP MORRIS INTL INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-72 | Dependent | AVY | — | 15000 | 1001 | AVERY DENNISON CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-71 | Dependent | CME | — | 15000 | 1001 | CME GROUP INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-70 | Dependent | GOOGL | — | 15000 | 1001 | Alphabet Inc. CMN Class A | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-7 | Dependent | BAC | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | BANK OF AMERICA CORP CMN | Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-69 | Dependent | BR | — | 15000 | 1001 | Broadridge Financial Solutions Inc CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-68 | Dependent | ROK | — | 15000 | 1001 | Rockwell Automation Inc CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-67 | Dependent | PANW | — | 15000 | 1001 | Palo Alto Networks Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-66 | Dependent | SYK | — | 15000 | 1001 | Stryker Corporation CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-65 | Dependent | ICE | — | 15000 | 1001 | Intercontinental Exchange Inc CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-64 | Dependent | AVGO | — | 15000 | 1001 | Broadcom Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-63 | Dependent | HUBB | — | 15000 | 1001 | Hubbell Incorporated CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-62 | Dependent | — | — | 15000 | 1001 | ANSYS, Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-61 | Dependent | BSX | — | 15000 | 1001 | Boston Scientific Corp. Common Stock | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-60 | Dependent | BRK-B | — | 15000 | 1001 | Berkshire Hathaway Inc. Class B | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-6 | Dependent | GM | Ahuja Grandchildren's Education Trust | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Stock | $1,001 - $15,000 | 2024-01-29 | sell | 5 |
| house-8220127-ocr-59 | Dependent | FAST | — | 15000 | 1001 | Fastenal Company CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-58 | Dependent | LIN | — | 15000 | 1001 | Linde PLC CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-57 | Dependent | DOV | — | 15000 | 1001 | Dover Corporation CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-56 | Dependent | AMAT | — | 15000 | 1001 | Applied Materials Inc CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-55 | Dependent | VMC | — | 15000 | 1001 | Vulcan Materials Co CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-54 | Dependent | REGN | — | 15000 | 1001 | Regeneron Pharmaceutical Inc CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-53 | Dependent | KEYS | — | 15000 | 1001 | Keysight Technologies, Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-52 | Dependent | PNC | — | 15000 | 1001 | PNC Financial Services Group, CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-51 | Dependent | — | — | 15000 | 1001 | D.R. Horton, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-50 | Dependent | ORCL | — | 15000 | 1001 | Oracle Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-5 | Dependent | BAX | Ahuja Grandchildren's Education Trust | 15000 | 1001 | BAXTER INTERNATIONAL INC CMN | Stock | $1,001 - $15,000 | 2024-01-08 | sell | 20 |
| house-8220127-ocr-49 | Dependent | ADP | — | 15000 | 1001 | Automatic Data Processing Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-48 | Dependent | DOW | — | 15000 | 1001 | Dow Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-47 | Dependent | ULTA | — | 15000 | 1001 | Ulta Beauty Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-46 | Dependent | — | — | 15000 | 1001 | Juniper Networks, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-45 | Dependent | MSFT | — | 15000 | 1001 | Microsoft Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-44 | Dependent | MCHP | — | 15000 | 1001 | Microchip Technology Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-43 | Dependent | KR | — | 15000 | 1001 | Kroger Company CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-42 | Dependent | YUM | — | 15000 | 1001 | Yum Brands, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-41 | Dependent | OTIS | — | 15000 | 1001 | Otis Worldwide Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-40 | Dependent | PLD | — | 15000 | 1001 | Prologis Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-4 | Dependent | MSFT | Ahuja Grandchildren's Education Trust | 15000 | 1001 | MICROSOFT CORPORATION CMN | Stock | $1,001 - $15,000 | 2024-01-31 | sell | 3 |
| house-8220127-ocr-39 | Dependent | FFIV | — | 15000 | 1001 | F5 Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-38 | Dependent | MNST | — | 15000 | 1001 | Monster Beverage Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-37 | Dependent | DE | — | 15000 | 1001 | Deere & Company CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-369 | Dependent | — | — | 15000 | 1001 | MONMOUTH CNTY N J IMPT AUTH REV 5% 07/15/24 JJ | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-368 | Dependent | — | — | 15000 | 1001 | UNIVERSITY CINCINNATI OHIO GEN REV 5% 06/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-367 | Dependent | — | — | 15000 | 1001 | PERRYSBURG OHIO EXMP VLG SCH GO 4% 12/01/30 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-366 | Dependent | — | — | 15000 | 1001 | MILFORD OHIO EXMP VLG SCH DIST GO 4% 12/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-18 | buy | 12 |
| house-8220127-ocr-365 | Dependent | — | — | 15000 | 1001 | CONNECTICUT ST GO 5% 04/15/24 AO | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-364 | Dependent | — | — | 15000 | 1001 | FRANKLIN CNTY OHIO CONVENTION REV 5.0000% 12/01/31-CA JD | Municipal Bond | $1,001 - $15,000 | 2024-01-18 | buy | 12 |
| house-8220127-ocr-363 | Dependent | — | — | 15000 | 1001 | CINCINNATI OHIO WTR SYS REV REV 5% 12/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-362 | Dependent | — | — | 15000 | 1001 | NORTHEAST OH REG SEWER DIST REV 5.0000% 11/15/30-CA MN | Municipal Bond | $1,001 - $15,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-361 | Dependent | — | — | 15000 | 1001 | UNIVERSITY CINCINNATI OHIO GEN REV 5% 06/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-360 | Dependent | — | — | 15000 | 1001 | SALT RIVER PROJ AGRCLTR IMPVMT REV 5.0000% 01/01/25 JJ | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-36 | Dependent | AXP | — | 15000 | 1001 | American Express Co. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-359 | Dependent | — | — | 15000 | 1001 | BCKYE VY OH LOC SC DST DEL CTY GO 5.0000% 12/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-18 | buy | 12 |
| house-8220127-ocr-358 | Dependent | — | — | 15000 | 1001 | ADAMS 12 FIVE STAR SCHS COLO GO 5.0000% 12/15/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-357 | Dependent | — | — | 15000 | 1001 | CINCINNATI OHIO WTR SYS REV REV 5% 12/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-356 | Dependent | — | — | 15000 | 1001 | OHIO ST PARKS & REC CAP FACS REV 5% 12/01/24 JD | Municipal Bond | $1,001 - $15,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-355 | Dependent | — | — | 15000 | 1001 | JACKSONVILLE FLA SPL REV REV 5% 10/01/24 AO | Municipal Bond | $1,001 - $15,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-354 | Dependent | — | — | 15000 | 1001 | TALLAHASSEE FLA CONS UTIL SYS REV 5% 10/01/24 AO | Municipal Bond | $1,001 - $15,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-353 | Dependent | — | — | 15000 | 1001 | OHIO ST GO 5% 08/01/24 FA | Municipal Bond | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-352 | Dependent | — | — | 50000 | 15001 | R I HEALTH & EDL BLDG CORP HIG REV 5% 06/01/28 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-351 | Dependent | — | — | 50000 | 15001 | COLUMBUS OHIO CITY SCH DIST GO 5% 12/01/25 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-350 | Dependent | — | — | 50000 | 15001 | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-35 | Dependent | ABNB | — | 15000 | 1001 | Airbnb, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-349 | Dependent | — | — | 50000 | 15001 | OHIO ST GO 5% 08/01/24 FA | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-348 | Dependent | — | — | 50000 | 15001 | CUYAHOGA CNTY OHIO ECONOMIC REV 4% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-347 | Dependent | — | — | 50000 | 15001 | NEW MEXICO FIN AUTH REV REV 5% 06/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-18 | buy | 12 |
| house-8220127-ocr-346 | Dependent | — | — | 50000 | 15001 | WASHOE CNTY NEV SALES TAX REV REV 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-345 | Dependent | — | — | 50000 | 15001 | TEXAS TRANSN COMMN ST HWY FD REV 5% 10/01/24 AO | Municipal Bond | $15,001 - $50,000 | 2024-01-26 | buy | 6 |
| house-8220127-ocr-344 | Dependent | — | — | 50000 | 15001 | OHIO ST UNIV GEN RCPTS REV 4% 06/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-343 | Dependent | — | — | 50000 | 15001 | OHIO ST GO 5% 06/15/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-342 | Dependent | — | — | 50000 | 15001 | OHIO STATE DB 5% 05/01/26 MN | Municipal Bond | $15,001 - $50,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-341 | Dependent | — | — | 50000 | 15001 | COLERAIN TWP OHIO GO 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-340 | Dependent | — | — | 50000 | 15001 | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-34 | Dependent | ABBV | — | 15000 | 1001 | ABBVIE INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-339 | Dependent | — | — | 50000 | 15001 | OHIO ST WTR DEV AUTH REV REV 5.5000% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-338 | Dependent | — | — | 50000 | 15001 | OHIO STATE GO 5% 09/15/24 MS | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-337 | Dependent | — | — | 50000 | 15001 | OHIO ST GO 5% 09/15/24 MS | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-336 | Dependent | — | — | 50000 | 15001 | INDIAN HILL OHIO EXMP VLG SCH GO 5.0000% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-335 | Dependent | — | — | 50000 | 15001 | LAKEWOOD OHIO CITY SCH DIST GO 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-334 | Dependent | — | — | 50000 | 15001 | OHIO STATE DB 5% 05/01/26 MN | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-333 | Dependent | — | — | 50000 | 15001 | WESTLAKE OHIO SPL OBLIG REV REV 5% 12/01/27-CA JD | Municipal Bond | $15,001 - $50,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-332 | Dependent | — | — | 50000 | 15001 | OHIO ST FOR ISSUES DTD PRIOR GO 5.0000% 09/01/24 MS | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-331 | Dependent | — | — | 50000 | 15001 | VERMONT ST GO 5% 08/15/24 FA | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-330 | Dependent | — | — | 50000 | 15001 | OHIO ST GO 5% 08/01/24 FA | Municipal Bond | $15,001 - $50,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-33 | Dependent | PG | — | 15000 | 1001 | PROCTER & GAMBLE COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-329 | Dependent | — | — | 100000 | 50001 | MARICOPA CNTY ARIZ UNI SCH GO 4% 07/01/24 JJ | Municipal Bond | $50,001 - $100,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-328 | Dependent | — | — | 100000 | 50001 | MARICOPA CNTY ARIZ SPL HEALTH GO 5% 07/01/24 JJ | Municipal Bond | $50,001 - $100,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-327 | Dependent | — | — | 100000 | 50001 | DAYTON OHIO CITY SCH DIST GO 5.0000% 11/01/24 MN | Municipal Bond | $50,001 - $100,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-326 | Dependent | — | — | 100000 | 50001 | COLUMBUS OHIO GO 5% 04/01/24 AO | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-325 | Dependent | — | — | 100000 | 50001 | NORTHEAST OHIO REGL SWR DIST REV 5% 11/15/32 MN | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-324 | Dependent | — | — | 100000 | 50001 | NORTHEAST OHIO REGL SWR DIST REV 5% 11/15/39 MN | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-323 | Dependent | — | — | 100000 | 50001 | OHIO ST WTR DEV AUTH WTR REV 5% 12/01/24 JD | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-322 | Dependent | — | — | 100000 | 50001 | OHIO ST GO 5% 09/15/24 MS | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-321 | Dependent | — | — | 100000 | 50001 | CUYAHOGA CNTY OHIO ECONOMIC REV 6% 12/01/24 JD | Municipal Bond | $50,001 - $100,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-320 | Dependent | — | — | 100000 | 50001 | LEWISVILLE TEX INDPT SCH DIST GO 5% 08/15/24 FA | Municipal Bond | $50,001 - $100,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-32 | Dependent | C | — | 15000 | 1001 | CITIGROUP INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-319 | Dependent | — | — | 50000 | 15001 | COLUMBUS, OHIO (CITY OF) GO 5.0000% 07/01/24 JJ | Municipal Bond | $15,001 - $50,000 | 2024-01-17 | buy | 13 |
| house-8220127-ocr-318 | Dependent | — | — | 50000 | 15001 | DU PAGE CNTY ILL CMNTY HIGH GO 4% 01/01/25 JJ | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-317 | Dependent | — | — | 50000 | 15001 | OHIO ST WTR DEV AUTH REV REV 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-316 | Dependent | — | — | 50000 | 15001 | CLEVELAND OHIO WTR REV REV 5% 01/01/25 JJ | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-315 | Dependent | — | — | 50000 | 15001 | PIERCE CNTY WASH SCH DIST NO GO 5% 12/01/31 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-314 | Dependent | — | — | 50000 | 15001 | WESTERVILLE OHIO CITY SCH DIST GO 5.0000% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-313 | Dependent | — | — | 50000 | 15001 | CINCINNATI OHIO CITY SCH DIST GO 5.2500% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-312 | Dependent | — | — | 50000 | 15001 | CINCINNATI OHIO WTR SYS REV REV 5% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-311 | Dependent | — | — | 50000 | 15001 | STATE OF OHIO GEN OBLIGATION GO 5.0000% 11/01/24 MN | Municipal Bond | $15,001 - $50,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-310 | Dependent | — | — | 50000 | 15001 | OHIO STATE GO 5.0000% 10/01/24 AO | Municipal Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-31 | Dependent | BKNG | — | 15000 | 1001 | BOOKING HOLDINGS INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-309 | Dependent | — | — | 50000 | 15001 | ROUTT CNTY COLO SCH DIST NO GO 4% 12/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-308 | Dependent | — | — | 50000 | 15001 | UNIVERSITY CINCINNATI OHIO GEN REV 5.0000% 06/01/24 JD | Municipal Bond | $15,001 - $50,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-307 | Dependent | — | — | 250000 | 100001 | HARRISONBURG VA GO 5% 07/15/24 JJ | Municipal Bond | $100,001 - $250,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-306 | Dependent | — | — | 250000 | 100001 | VA COMWLTH TRANSN BRD TRANSN REV 5% 05/15/24 MN | Municipal Bond | $100,001 - $250,000 | 2024-01-25 | buy | 7 |
| house-8220127-ocr-305 | Dependent | — | — | 250000 | 100001 | GEORGIA ST GO 5% 07/01/24 JJ | Municipal Bond | $100,001 - $250,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-304 | Dependent | — | — | 250000 | 100001 | AU*TH HEALTH SYS REV 5.2500% 01/15/45-CA JJ | Municipal Bond | $100,001 - $250,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-303 | Dependent | — | — | 250000 | 100001 | NORTHEAST OHIO REGL SWR DIST REV 5% 11/15/44 MN | Municipal Bond | $100,001 - $250,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-302 | Dependent | — | — | 250000 | 100001 | AL FED AID HWY FINANCE AUTH REV 5.0000% 09/01/24 MS | Municipal Bond | $100,001 - $250,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-301 | Dependent | — | M & R TP Primary | 500000 | 250001 | Hedge Fund Select: ELT Associates LLC Commitment | Stock | $250,001 - $500,000 | 2024-01-01 | buy | 25 |
| house-8220127-ocr-300 | Spouse | TFC | — | 15000 | 1001 | Truist Financial Corporation CMN | Stock | $1,001 - $15,000 | 2024-01-31 | sell | 3 |
| house-8220127-ocr-30 | Dependent | EMR | — | 15000 | 1001 | EMERSON ELECTRIC CO. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-3 | Dependent | — | Ahuja Grandchildren's Education Trust | 15000 | 1001 | CARTER'S, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-17 | sell | 13 |
| house-8220127-ocr-299 | Spouse | GOOGL | Capital Gains Exceed $200 | 15000 | 1001 | Alphabet Inc. CMN Class A | Stock | $1,001 - $15,000 | 2024-01-24 | sell | 8 |
| house-8220127-ocr-298 | Spouse | KKR | Capital Gains Exceed $200 | 15000 | 1001 | KKR & Co. Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-25 | sell | 7 |
| house-8220127-ocr-297 | Spouse | MSFT | Capital Gains Exceed $200 | 15000 | 1001 | Microsoft Corporation CMN | Stock | $1,001 - $15,000 | 2024-01-31 | sell | 3 |
| house-8220127-ocr-296 | Spouse | SYK | — | 15000 | 1001 | Stryker Corporation CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-295 | Spouse | DE | — | 15000 | 1001 | Deere & Company CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-294 | Spouse | — | — | 15000 | 1001 | Becton, Dickinson and Company CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-293 | Spouse | — | — | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-292 | Spouse | TXN | — | 15000 | 1001 | Texas Instruments Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-291 | Spouse | KEY | — | 15000 | 1001 | Keycorp CMN | Stock | $1,001 - $15,000 | 2024-01-31 | buy | 3 |
| house-8220127-ocr-290 | Spouse | KEY | — | 15000 | 1001 | Keycorp CMN | Stock | $1,001 - $15,000 | 2024-01-31 | buy | 3 |
| house-8220127-ocr-29 | Dependent | MRK | — | 15000 | 1001 | MERCK & CO., INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-289 | Spouse | BWA | — | 15000 | 1001 | Borgwarner Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-288 | Spouse | PEP | — | 15000 | 1001 | Pepsico, Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-287 | Spouse | KMX | — | 15000 | 1001 | Carmax, Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-03 | buy | 23 |
| house-8220127-ocr-286 | Spouse | PFE | — | 15000 | 1001 | Pfizer Inc. CMN | Stock | $1,001 - $15,000 | 2024-01-31 | buy | 3 |
| house-8220127-ocr-285 | Spouse | — | — | 15000 | 1001 | State Street Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2024-01-24 | buy | 8 |
| house-8220127-ocr-284 | Spouse | STZ | — | 15000 | 1001 | CONSTELLATION BRANDS, INC. 2.25% 08/01/2031 USD | Bond | $1,001 - $15,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-283 | Spouse | — | — | 50000 | 15001 | CIGNA CORP 2.375% 03/15/2031 USD | Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-282 | Spouse | — | — | 50000 | 15001 | WESTPAC BANKING CORPORATION 2.15% 06/03/2031 USD | Bond | $15,001 - $50,000 | 2024-01-16 | buy | 14 |
| house-8220127-ocr-281 | Spouse | DT | — | 15000 | 1001 | DYNATRACE HOLDINGS LLC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-280 | Spouse | — | — | 15000 | 1001 | BERRY GLOBAL GROUP INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-28 | Dependent | APH | — | 15000 | 1001 | AMPHENOL CORP CL-A (NEW) CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-279 | Spouse | — | — | 15000 | 1001 | ING GROEP N.V. SPONS ADR SPONSORED ADR CMN | Common Stock | $1,001 - $15,000 | 2024-01-12 | sell | 16 |
| house-8220127-ocr-278 | Spouse | WYNN | — | 15000 | 1001 | WYNN RESORTS, LIMITED CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-277 | Spouse | VTR | — | 15000 | 1001 | VENTAS, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-276 | Spouse | GWRE | — | 15000 | 1001 | GUIDEWIRE SOFTWARE INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-275 | Spouse | PH | — | 15000 | 1001 | PARKER-HANNIFIN CORP. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-274 | Spouse | CC | — | 15000 | 1001 | CHEMOURS COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-273 | Spouse | AVGO | Partial | 15000 | 1001 | BROADCOM INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-272 | Spouse | LOW | — | 15000 | 1001 | LOWES COMPANIES INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-271 | Spouse | U | — | 15000 | 1001 | UNITY SOFTWARE INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-270 | Spouse | — | — | 15000 | 1001 | BP P.L.C. SPONSORED ADR CMN | Common Stock | $1,001 - $15,000 | 2024-01-12 | sell | 16 |
| house-8220127-ocr-27 | Dependent | MDLZ | — | 15000 | 1001 | MONDELEZ INTERNATIONAL, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-269 | Spouse | GM | Partial | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-26 | sell | 6 |
| house-8220127-ocr-268 | Spouse | MOS | — | 15000 | 1001 | MOSAIC COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-267 | Spouse | EXEL | — | 15000 | 1001 | EXELIXIS, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-266 | Spouse | GM | — | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Stock | $1,001 - $15,000 | 2024-01-12 | sell | 16 |
| house-8220127-ocr-265 | Spouse | NVDA | — | 15000 | 1001 | NVIDIA CORPORATION CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-264 | Spouse | PAYC | — | 15000 | 1001 | PAYCOM SOFTWARE, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-263 | Spouse | ELAN | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Stock | $1,001 - $15,000 | 2024-01-12 | sell | 16 |
| house-8220127-ocr-262 | Spouse | JBL | — | 15000 | 1001 | JABIL INC CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-261 | Spouse | MO | — | 15000 | 1001 | ALTRIA GROUP, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-260 | Spouse | GM | — | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Stock | $1,001 - $15,000 | 2024-01-29 | sell | 5 |
| house-8220127-ocr-26 | Dependent | KMB | — | 15000 | 1001 | KIMBERLY-CLARK CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-259 | Spouse | GM | — | 15000 | 1001 | GENERAL MOTORS COMPANY CMN | Stock | $1,001 - $15,000 | 2024-01-19 | sell | 11 |
| house-8220127-ocr-258 | Spouse | LVS | — | 15000 | 1001 | LAS VEGAS SANDS CORP. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-257 | Spouse | — | — | 15000 | 1001 | CARTER'S, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-17 | sell | 13 |
| house-8220127-ocr-256 | Spouse | — | — | 15000 | 1001 | CARTER'S, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-17 | sell | 13 |
| house-8220127-ocr-255 | Spouse | — | — | 15000 | 1001 | CARTER'S, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-25 | sell | 7 |
| house-8220127-ocr-254 | Spouse | — | — | 15000 | 1001 | CARTEB'S, INC. CMN | Stock | $1,001 - $15,000 | 2024-01-24 | sell | 8 |
| house-8220127-ocr-253 | Spouse | ELAN | — | 15000 | 1001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Stock | $1,001 - $15,000 | 2024-01-09 | sell | 19 |
| house-8220127-ocr-252 | Spouse | ZTS | — | 15000 | 1001 | ZOETIS INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-251 | Spouse | BAX | — | 15000 | 1001 | BAXTER INTERNATIONAL INC CMN | Stock | $1,001 - $15,000 | 2024-01-08 | sell | 20 |
| house-8220127-ocr-250 | Spouse | DASH | — | 15000 | 1001 | DOORDASH INC CMN CLASS A | Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-25 | Dependent | FTV | — | 15000 | 1001 | FORTIVE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-249 | Spouse | — | — | 15000 | 1001 | Ansys, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-248 | Spouse | WELL | — | 15000 | 1001 | Welltower, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-247 | Spouse | POOL | — | 15000 | 1001 | Pool Corp CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-246 | Spouse | — | — | 15000 | 1001 | Aon Public Limited Company CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-245 | Spouse | — | — | 15000 | 1001 | Carter's, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-16 | sell | 14 |
| house-8220127-ocr-244 | Spouse | MAR | — | 15000 | 1001 | Marriott International, Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-243 | Spouse | LEN | — | 50000 | 15001 | Lennar Corporation CMN Class A | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-242 | Spouse | AJG | — | 50000 | 15001 | Arthur J Gallagher & Co CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-241 | Spouse | GM | — | 50000 | 15001 | General Motors Company CMN | Common Stock | $15,001 - $50,000 | 2024-01-30 | sell | 4 |
| house-8220127-ocr-240 | Spouse | DD | — | 50000 | 15001 | DuPont de Nemours Inc CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-24 | Dependent | ITW | — | 15000 | 1001 | ILLINOIS TOOL WORKS CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-239 | Spouse | ADBE | — | 50000 | 15001 | Adobe Inc CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-238 | Spouse | AMAT | — | 50000 | 15001 | Applied Materials Inc CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-237 | Spouse | NKE | — | 50000 | 15001 | Nike Class-B CMN Class B | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-236 | Spouse | PEP | — | 50000 | 15001 | Pepsico, Inc. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-235 | Spouse | SPGI | — | 100000 | 50001 | S&P Global Inc. CMN | Common Stock | $50,001 - $100,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-234 | Spouse | CSCO | — | 100000 | 50001 | Cisco Systems, Inc. CMN | Common Stock | $50,001 - $100,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-233 | Spouse | GOOGL | — | 250000 | 100001 | Alphabet Inc. CMN Class A | Common Stock | $100,001 - $250,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-232 | Spouse | MA | — | 250000 | 100001 | Mastercard Incorporated CMN Class A | Common Stock | $100,001 - $250,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-231 | Spouse | — | — | 15000 | 1001 | PUT/XSP @ 461 EXP 02/29/2024 | Option | $1,001 - $15,000 | 2024-01-09 | sell | 19 |
| house-8220127-ocr-230 | Spouse | — | — | 15000 | 1001 | CALL/SNY FLEX EURO PM @ 49 EXP 01/12/2024 | Option | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-23 | Dependent | CARR | — | 15000 | 1001 | CARRIER GLOBAL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-229 | Spouse | — | — | 15000 | 1001 | CALL/UBS FLEX EURO PM @ 26 EXP 01/12/2024 | Option | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-228 | Spouse | — | — | 15000 | 1001 | CALL/EWA FLEX EURO PM @ 22.5 EXP 01/12/2024 | Option | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-227 | Spouse | — | — | 15000 | 1001 | CALL/EWJ FLEX EURO PM @ 63 EXP 01/12/2024 | Option | $1,001 - $15,000 | 2024-01-12 | buy | 16 |
| house-8220127-ocr-226 | Spouse | — | — | 15000 | 1001 | ARCADIUM LITHIUM PLC CMN | Common Stock | $1,001 - $15,000 | 2024-01-11 | buy | 17 |
| house-8220127-ocr-225 | Spouse | EA | — | 15000 | 1001 | ELECTRONIC ARTS CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-224 | Spouse | META | — | 15000 | 1001 | META PLATFORMS INC-CLASS A CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-223 | Spouse | — | — | 15000 | 1001 | MOODY'S CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-222 | Spouse | AMP | — | 15000 | 1001 | AMERIPRISE FINANCIAL, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-221 | Spouse | BIIB | — | 15000 | 1001 | BIOGEN INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-220 | Spouse | PM | — | 15000 | 1001 | PHILIP MORRIS INTL INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-22 | Dependent | APD | — | 15000 | 1001 | AIR PRODUCTS & CHEMICALS INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-219 | Spouse | VRSN | — | 15000 | 1001 | VERISIGN, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-218 | Spouse | DIS | — | 15000 | 1001 | WALT DISNEY COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-217 | Spouse | ENPH | — | 15000 | 1001 | ENPHASE ENERGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-216 | Spouse | ON | — | 15000 | 1001 | ON SEMICONDUCTOR CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-215 | Spouse | NXPI | — | 15000 | 1001 | NXP SEMICONDUCTORS N.V. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-214 | Spouse | CPRT | — | 15000 | 1001 | COPART, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-213 | Spouse | TROW | — | 15000 | 1001 | T. ROWE PRICE GROUP, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-212 | Spouse | — | — | 15000 | 1001 | ROYAL CARIBBEAN GROUP ISIN: LR0008862868 | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-211 | Spouse | OTIS | — | 15000 | 1001 | OTIS WORLDWIDE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-210 | Spouse | MRNA | — | 15000 | 1001 | MODERNA, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-21 | Dependent | CMCSA | — | 15000 | 1001 | COMCAST CORPORATION CMN CLASS A VOTING | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-209 | Spouse | PANW | — | 15000 | 1001 | PALO ALTO NETWORKS INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-208 | Spouse | — | — | 15000 | 1001 | D.R. HORTON, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-207 | Spouse | ADSK | — | 15000 | 1001 | AUTODESK, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-206 | Spouse | LULU | — | 15000 | 1001 | LULULEMON ATHLETICA INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-205 | Spouse | EFX | — | 15000 | 1001 | EQUIFAX INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-204 | Spouse | KLAC | — | 15000 | 1001 | KLA CORP CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-203 | Spouse | CTAS | — | 15000 | 1001 | CINTAS CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-202 | Spouse | TEL | — | 15000 | 1001 | TE CONNECTIVITY LTD CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-201 | Spouse | PWR | — | 15000 | 1001 | QUANTA SERVICES INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-200 | Spouse | AME | — | 15000 | 1001 | AMETEK INC (NEW) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-20 | Dependent | MSI | — | 15000 | 1001 | MOTOROLA SOLUTIONS INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-2 | Dependent | PFE | Ahuja Grandchildren's Education Trust | 15000 | 1001 | PFIZER INC. CMN | Stock | $1,001 - $15,000 | 2024-01-31 | buy | 3 |
| house-8220127-ocr-199 | Spouse | ABNB | — | 15000 | 1001 | AIRBNB, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-198 | Spouse | ANET | — | 15000 | 1001 | ARISTA NETWORKS, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-197 | Spouse | MSCI | — | 15000 | 1001 | MSCI INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-196 | Spouse | LRCX | — | 15000 | 1001 | LAM RESEARCH CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-195 | Spouse | UPS | — | 15000 | 1001 | UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-194 | Spouse | FISV | — | 15000 | 1001 | FISERV, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-193 | Spouse | PYPL | — | 15000 | 1001 | PAYPAL HOLDINGS, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-192 | Spouse | COST | — | 15000 | 1001 | COSTCO WHOLESALE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-191 | Spouse | MSI | — | 15000 | 1001 | MOTOROLA SOLUTIONS INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-190 | Spouse | SNPS | — | 50000 | 15001 | SYNOPSYS INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-19 | Dependent | PCAR | — | 15000 | 1001 | PACCAR INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-189 | Spouse | CDNS | — | 50000 | 15001 | CADENCE DESIGN SYSTEMS INC CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-188 | Spouse | APD | — | 50000 | 15001 | AIR PRODUCTS & CHEMICALS INC CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-187 | Spouse | TXN | — | 50000 | 15001 | TEXAS INSTRUMENTS INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-186 | Spouse | ADI | — | 50000 | 15001 | ANALOG DEVICES, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-185 | Spouse | MS | — | 50000 | 15001 | MORGAN STANLEY CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-184 | Spouse | SBUX | — | 50000 | 15001 | STARBUCKS CORP. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-183 | Spouse | ISRG | — | 50000 | 15001 | INTUITIVE SURGICAL, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-182 | Spouse | UBER | — | 50000 | 15001 | UBER TECHNOLOGIES, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-181 | Spouse | MRK | — | 50000 | 15001 | MERCK & CO., INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-180 | Spouse | DHR | — | 50000 | 15001 | DANAHER CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-18 | Dependent | COST | — | 15000 | 1001 | COSTCO WHOLESALE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-179 | Spouse | AAPL | — | 50000 | 15001 | APPLE INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-178 | Spouse | ABBV | — | 50000 | 15001 | ABBVIE INC CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-177 | Spouse | CAT | Ritu Ahuja 1994 Trust | 50000 | 15001 | Caterpillar Inc (Delaware) CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-176 | Spouse | V | Ritu Ahuja 1994 Trust | 50000 | 15001 | Visa Inc. CMN Class A | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-175 | Spouse | HD | Ritu Ahuja 1994 Trust | 50000 | 15001 | The Home Depot, Inc. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-174 | Spouse | WMT | Ritu Ahuja 1994 Trust | 50000 | 15001 | Walmart Inc CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-173 | Spouse | INTU | Ritu Ahuja 1994 Trust | 50000 | 15001 | Intuit Inc CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-172 | Dependent | FND | — | 15000 | 1001 | Floor & Decor Holdings, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-171 | Dependent | FOXA | — | 15000 | 1001 | Fox Corporation CMN Class B | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-170 | Dependent | NKE | Partial Sale | 15000 | 1001 | Nike Class-B CMN Class B | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-17 | Dependent | AJG | — | 15000 | 1001 | ARTHUR J GALLAGHER & CO CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-169 | Dependent | CHTR | — | 15000 | 1001 | Charter Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-168 | Dependent | MRVL | — | 15000 | 1001 | Marvell Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-167 | Dependent | VRSN | — | 15000 | 1001 | Verisign, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-166 | Dependent | LVS | — | 15000 | 1001 | Las Vegas Sands Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-165 | Dependent | LBTYA | — | 15000 | 1001 | Liberty Global Ltd CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-164 | Dependent | TSLA | Partial Sale | 15000 | 1001 | Tesla, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-163 | Dependent | MPWR | — | 15000 | 1001 | Monolithic Power Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-162 | Dependent | IRM | — | 15000 | 1001 | Iron Mountain Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-161 | Dependent | WAB | — | 15000 | 1001 | Westinghouse Air Brake Technol CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-160 | Dependent | JBL | — | 15000 | 1001 | JABIL INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-16 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-159 | Dependent | BALL | — | 15000 | 1001 | BALL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-158 | Dependent | VTRS | — | 15000 | 1001 | VIATRIS INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-157 | Dependent | ABT | — | 15000 | 1001 | ABBOTT LABORATORIES CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-156 | Dependent | ADM | — | 15000 | 1001 | ARCHER-DANIELS-MIDLAND COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-155 | Dependent | STT | — | 15000 | 1001 | STATE STREET CORPORATION (NEW) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-154 | Dependent | CTSH | — | 15000 | 1001 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-153 | Dependent | SPOT | — | 15000 | 1001 | SPOTIFY TECHNOLOGY S.A. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-152 | Dependent | WTW | — | 15000 | 1001 | WILLIS TOWERS WATSON PLC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-151 | Dependent | ON | — | 15000 | 1001 | ON SEMICONDUCTOR CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-150 | Dependent | PPG | — | 15000 | 1001 | PPG INDUSTRIES, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-15 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | MC DONALDS CORP CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-149 | Dependent | AFL | — | 15000 | 1001 | AFLAC INCORPORATED CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-148 | Dependent | SBUX | — | 15000 | 1001 | STARBUCKS CORP. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-147 | Dependent | SPG | — | 15000 | 1001 | SIMON PROPERTY GROUP INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-146 | Dependent | ROP | — | 15000 | 1001 | ROPER TECHNOLOGIES INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-145 | Dependent | MSCI | — | 15000 | 1001 | MSCI INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-144 | Dependent | — | — | 15000 | 1001 | BECTON, DICKINSON AND COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-143 | Dependent | NFLX | — | 15000 | 1001 | NETFLIX, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-142 | Dependent | AME | — | 15000 | 1001 | AMETEK INC (NEW) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-141 | Dependent | — | — | 15000 | 1001 | SEAGATE TECHNOLOGY HOLDIN PLC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-140 | Dependent | MLM | — | 15000 | 1001 | MARTIN MARIETTA MATERIALS, INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-14 | Dependent | TXN | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | TEXAS INSTRUMENTS INC. CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-139 | Dependent | WFC | — | 15000 | 1001 | WELLS FARGO & CO (NEW) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-138 | Dependent | SNPS | — | 15000 | 1001 | SYNOPSYS INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-137 | Dependent | CHD | — | 15000 | 1001 | CHURCH & DWIGHT CO., INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-136 | Dependent | MAR | — | 15000 | 1001 | MARRIOTT INTERNATIONAL, INC CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-135 | Dependent | ECL | — | 15000 | 1001 | ECOLAB INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-134 | Dependent | TRV | — | 15000 | 1001 | THE TRAVELERS COMPANIES, INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-133 | Dependent | FISV | — | 15000 | 1001 | FISERV, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-132 | Dependent | ADI | — | 15000 | 1001 | ANALOG DEVICES, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-131 | Dependent | — | — | 15000 | 1001 | AON PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-130 | Dependent | LEN | — | 50000 | 15001 | LENNAR CORPORATION CMN CLASS A | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-13 | Dependent | JNJ | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | JOHNSON & JOHNSON CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-129 | Dependent | CSCO | — | 50000 | 15001 | CISCO SYSTEMS, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-128 | Dependent | TJX | — | 50000 | 15001 | TJX COMPANIES INC (NEW) CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-127 | Dependent | ZTS | — | 50000 | 15001 | ZOETIS INC. CMN CLASS A | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-126 | Dependent | CAT | — | 50000 | 15001 | CATERPILLAR INC (DELAWARE) CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-125 | Dependent | PFE | — | 50000 | 15001 | PFIZER INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-124 | Dependent | PH | Partial Sale | 50000 | 15001 | PARKER-HANNIFIN CORP. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-123 | Dependent | HD | Partial Sale | 50000 | 15001 | THE HOME DEPOT, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-122 | Dependent | MA | Partial Sale | 50000 | 15001 | MASTERCARD INCORPORATED CMN CLASS A | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-121 | Dependent | JPM | Partial Sale | 50000 | 15001 | JPMORGAN CHASE & CO CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-120 | Dependent | PEP | Partial Sale | 50000 | 15001 | PEPSICO, INC. CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-12 | Dependent | LOW | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | LOWES COMPANIES INC CMN | Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-119 | Dependent | WMT | Partial Sale | 50000 | 15001 | WALMART INC CMN | Common Stock | $15,001 - $50,000 | 2024-01-10 | sell | 18 |
| house-8220127-ocr-118 | Dependent | SHW | — | 15000 | 1001 | SHERWIN-WILLIAMS CO CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-117 | Dependent | DD | — | 15000 | 1001 | DUPONT DE NEMOURS INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-116 | Dependent | AMZN | — | 15000 | 1001 | AMAZON.COM INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-115 | Dependent | DIS | — | 15000 | 1001 | WALT DISNEY COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-114 | Dependent | ISRG | — | 15000 | 1001 | INTUITIVE SURGICAL, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-113 | Dependent | PWR | — | 15000 | 1001 | QUANTA SERVICES INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-112 | Dependent | EL | — | 15000 | 1001 | ESTEE LAUDER COS INC CL-A CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-111 | Dependent | COR | — | 15000 | 1001 | CENCORA INC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-110 | Dependent | SPGI | — | 15000 | 1001 | S&P GLOBAL INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-11 | Dependent | BMY | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | BRISTOL-MYERS SQUIBB COMPANY CMN | Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-109 | Dependent | — | — | 15000 | 1001 | STERIS PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-108 | Dependent | WELL | — | 15000 | 1001 | WELLTOWER, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-107 | Dependent | ACGL | — | 15000 | 1001 | ARCH CAPITAL GROUP LTD. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-106 | Dependent | FDS | — | 15000 | 1001 | FactSet Research Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-105 | Dependent | ENPH | — | 15000 | 1001 | Enphase Energy, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-104 | Dependent | — | — | 15000 | 1001 | Mccormick & Co Non VTG SHRS CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-103 | Dependent | WBD | — | 15000 | 1001 | Warner Bros Discovery Inc CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-102 | Dependent | IBM | — | 15000 | 1001 | Intl Business Machines Corp CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-101 | Dependent | ETN | — | 15000 | 1001 | Eaton Corp PLC CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-100 | Dependent | HPQ | — | 15000 | 1001 | HP Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-10 | Dependent | KO | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | COCA-COLA COMPANY (THE) CMN | Stock | $15,001 - $50,000 | 2024-01-10 | buy | 18 |
| house-8220127-ocr-1 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 1000000 | 500001 | Hedge Fund Select: ELT Associates LLC Commitment | Hedge Fund | $500,001 - $1,000,000 | 2024-01-01 | buy | 25 |