| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8220252-ocr-99 | Dependent | FOXA | — | 15000 | 1001 | Fox Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-98 | Dependent | — | — | 15000 | 1001 | Catalent, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-97 | Dependent | WBD | — | 15000 | 1001 | Warner Bros Discovery Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-96 | Dependent | RVTY | — | 15000 | 1001 | Revvity Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-95 | Dependent | VICI | — | 15000 | 1001 | Vici Properties Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-94 | Dependent | HSIC | — | 15000 | 1001 | Henry Schein Inc Common Stock | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-93 | Dependent | NEM | — | 15000 | 1001 | Newmont Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-92 | Dependent | EA | — | 15000 | 1001 | Electronic Arts CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-91 | Dependent | STT | — | 15000 | 1001 | State Street Corporation (New) CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-90 | Dependent | DD | — | 15000 | 1001 | Dupont De Nemours Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-9 | Dependent | — | — | 15000 | 1001 | MC Donalds Corp CMN | Stock | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-89 | Dependent | HPE | — | 15000 | 1001 | Hewlett Packard Enterprise Co CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-88 | Dependent | — | — | 15000 | 1001 | The Bank of NY Mellon Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-87 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-86 | Dependent | VTRS | — | 15000 | 1001 | Viatris Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-85 | Dependent | PPG | — | 15000 | 1001 | PPG Industries, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-84 | Dependent | EQR | — | 15000 | 1001 | Equity Residential CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-83 | Dependent | BWA | — | 15000 | 1001 | BorgWarner Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-82 | Dependent | REG | — | 15000 | 1001 | Regency Centers Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-81 | Dependent | — | — | 15000 | 1001 | Brown Forman Corp CL B CMN Class B | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-80 | Dependent | ROP | — | 15000 | 1001 | Roper Technologies Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-8 | Dependent | TXN | — | 15000 | 1001 | Texas Instruments Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-15 | buy | 15 |
| house-8220252-ocr-79 | Dependent | CVS | — | 15000 | 1001 | CVS Health Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-78 | Dependent | O | — | 15000 | 1001 | Realty Income Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-77 | Dependent | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-76 | Dependent | PH | — | 15000 | 1001 | Parker-Hannifin Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-75 | Dependent | — | — | 15000 | 1001 | Aon Public Limited Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-74 | Dependent | ENPH | — | 15000 | 1001 | Enphase Energy, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-73 | Dependent | PHM | — | 15000 | 1001 | Pultegroup Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-72 | Dependent | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-71 | Dependent | MKTX | — | 15000 | 1001 | MarketAxess Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-70 | Dependent | HUM | — | 15000 | 1001 | Humana Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-7 | Dependent | SBAC | — | 15000 | 1001 | SBA Communications Corporation CMN | Stock | $1,001 - $15,000 | 2024-04-16 | buy | 14 |
| house-8220252-ocr-69 | Dependent | TRV | — | 15000 | 1001 | The Travelers Companies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-68 | Dependent | ABT | — | 15000 | 1001 | Abbott Laboratories CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-67 | Dependent | — | — | 15000 | 1001 | Crown Castle Intl Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-66 | Dependent | LEN | — | 15000 | 1001 | Lennar Corporation CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-65 | Dependent | FISV | — | 15000 | 1001 | Fiserv, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-64 | Dependent | PFG | — | 15000 | 1001 | Principal Financial Group, Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-63 | Dependent | LULU | — | 15000 | 1001 | Lululemon Athletica Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-62 | Dependent | GPC | — | 15000 | 1001 | Genuine Parts Co. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-61 | Dependent | — | — | 15000 | 1001 | Westinghouse Air Brake Technol CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-60 | Dependent | AFL | — | 15000 | 1001 | Aflac Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-6 | Dependent | SYY | — | 15000 | 1001 | Sysco Corporation CMN | Stock | $1,001 - $15,000 | 2024-04-04 | buy | 22 |
| house-8220252-ocr-59 | Dependent | HPQ | — | 15000 | 1001 | HP Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-58 | Dependent | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-57 | Dependent | UDR | — | 15000 | 1001 | UDR Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-56 | Dependent | CARR | — | 15000 | 1001 | Carrier Global Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-55 | Dependent | WMT | — | 15000 | 1001 | Walmart Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-54 | Dependent | KMB | — | 15000 | 1001 | Kimberly-Clark Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-53 | Dependent | — | — | 15000 | 1001 | AmerisourceBergen Corporation 2.7% 03/15/2031 USD | Bond | $1,001 - $15,000 | 2024-04-02 | buy | 24 |
| house-8220252-ocr-52 | Dependent | ADI | — | 15000 | 1001 | Analog Devices, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-51 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Aon North America, Inc. 5.3% 03/01/2031 | Bond | $1,001 - $15,000 | 2024-04-02 | buy | 24 |
| house-8220252-ocr-50 | Dependent | GEV | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | GE Vernova LLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-5 | Dependent | NKE | — | 15000 | 1001 | Nike Class-B CMN Class B | Stock | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-49 | Dependent | TFX | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Teleflex Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-48 | Dependent | BIIB | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Biogen Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-47 | Dependent | CSCO | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Cisco Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-46 | Dependent | MA | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Mastercard Incorporated CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-45 | Dependent | CHTR | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Charter Communications, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-44 | Dependent | SBUX | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Starbucks Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-43 | Dependent | BMY | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Bristol-Myers Squibb Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-42 | Dependent | TJX | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | TJX Companies Inc (New) CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-41 | Dependent | — | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | UnitedHealth Group Incorporate CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-40 | Dependent | ZTS | Ahuja Khanna Children Irrevocable Trust | 15000 | 1001 | Zoetis Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-4 | Dependent | MS | — | 15000 | 1001 | Morgan Stanley CMN | Stock | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-391 | Dependent | — | MURA Holdings; 2020 Trust FBO Rheena Children | 15000 | 1001 | Bristol-Myers Squibb Co Com | Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-390 | Dependent | — | MURA Holdings; Grandchildren Trust (Rheena Portion) | 15000 | 1001 | Bristol-Myers Squibb Co Com | Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-39 | Dependent | NKE | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Nike Class-B CMN Class B | Common Stock | $15,001 - $50,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-389 | Spouse | — | MURA Holdings; RA84 | 15000 | 1001 | Bristol-Myers Squibb Co Com | Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-388 | Dependent | — | — | 15000 | 1001 | OHIO ST FOR ISSUES DTD PRIOR GO 5.0000% 09/01/24 MS | Stock | $1,001 - $15,000 | 2024-04-15 | buy | 15 |
| house-8220252-ocr-387 | Dependent | — | — | 100000 | 50001 | ST MARYS OHIO CITY SCH DIST GO 5% 12/01/25 JD | Stock | $50,001 - $100,000 | 2024-04-01 | buy | 25 |
| house-8220252-ocr-386 | Dependent | — | — | 500000 | 250001 | Hedge Fund Select: ELT Associates LLC Commitment | Stock | $250,001 - $500,000 | 2024-04-01 | buy | 25 |
| house-8220252-ocr-385 | Spouse | SYK | — | 15000 | 1001 | STRYKER CORPORATION CMN | Stock | $1,001 - $15,000 | 2024-04-15 | sell | 15 |
| house-8220252-ocr-384 | Spouse | — | — | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2024-04-25 | sell | 7 |
| house-8220252-ocr-383 | Spouse | — | — | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-382 | Spouse | — | — | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2024-04-18 | sell | 12 |
| house-8220252-ocr-381 | Spouse | — | — | 15000 | 1001 | MARSH & MCLENNAN CO INC CMN | Stock | $1,001 - $15,000 | 2024-04-18 | sell | 12 |
| house-8220252-ocr-380 | Spouse | — | — | 15000 | 1001 | FISERV INC 5.45% 03/02/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-38 | Dependent | PM | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | Philip Morris Intl Inc CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-379 | Spouse | MLM | — | 15000 | 1001 | MARTIN MARIETTA MATERIALS, INC CMN | Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-378 | Spouse | — | — | 15000 | 1001 | NUTRIEN LTD. 5.95% 11/07/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-377 | Spouse | DIS | — | 15000 | 1001 | WALT DISNEY COMPANY (THE) 2.65% 01/13/2031 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-376 | Spouse | — | — | 15000 | 1001 | AIR LEASE CORP 3.375% 07/01/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-375 | Spouse | — | — | 15000 | 1001 | DUKE ENERGY FLORIDA, LLC 2.5% 12/01/2029 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-374 | Spouse | — | — | 15000 | 1001 | NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-373 | Spouse | — | — | 15000 | 1001 | NEXTERA ENERGY CAPITAL HOLDING 2.75% 11/01/2029 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-372 | Spouse | — | — | 15000 | 1001 | AIR PRODUCTS & CHEMICALS 4.75% 02/08/2031 | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-371 | Spouse | — | — | 15000 | 1001 | MITSUBISHI UFJ FINANCIAL GROUP 4.05% 09/11/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-370 | Spouse | NFLX | — | 15000 | 1001 | NETFLIX, INC. 5.875% 11/15/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-37 | Dependent | JPM | Ahuja Khanna Children Irrevocable Trust | 50000 | 15001 | JPMorgan Chase & Co CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-369 | Spouse | — | — | 15000 | 1001 | NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-368 | Spouse | — | — | 15000 | 1001 | DOLLAR GENERAL CORPORATION 4.15% 11/01/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-367 | Spouse | — | — | 15000 | 1001 | REALTY INCOME CORP 3.1% 12/15/2029 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-366 | Spouse | — | — | 15000 | 1001 | ERP OPERATING LP 2.85% 11/01/2026 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-365 | Spouse | — | — | 15000 | 1001 | THE BANK OF NOVA SCOTIA 4.5% 12/16/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-364 | Spouse | — | — | 15000 | 1001 | PNC FINANCIAL SERVICES 1.15% 08/13/2026 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-363 | Spouse | — | — | 15000 | 1001 | AMERICAN EXPRESS COMPANY 5.85% 11/05/2027 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-362 | Spouse | — | — | 15000 | 1001 | BANK OF AMERICA CORPORATION HYBRID 12/20/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-361 | Spouse | — | — | 15000 | 1001 | BANK OF NEW YORK MELLON CORPORATION HYBRID 04/26/2027 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-360 | Spouse | — | — | 15000 | 1001 | MORGAN STANLEY HYBRID 12/10/2026 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-36 | Dependent | GLW | — | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-359 | Spouse | — | — | 15000 | 1001 | JPMORGAN CHASE & CO. HYBRID 11/19/2026 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-358 | Spouse | — | — | 15000 | 1001 | CITIGROUP INC. HYBRID 07/24/2028 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-357 | Spouse | — | — | 15000 | 1001 | Global Payments Inc. 3.2% 08/15/2029 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-356 | Spouse | — | — | 15000 | 1001 | Broadcom Inc. 3.15% 11/15/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-355 | Spouse | — | — | 15000 | 1001 | Toronto-Dominion Bank 1.25% 12/13/2024 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-354 | Spouse | — | — | 15000 | 1001 | American Tower Corp 1.3% 09/15/2025 USD | Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-353 | Spouse | — | — | 50000 | 15001 | General Motors Finl Co 4.3% 04/06/2029 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-352 | Spouse | — | — | 50000 | 15001 | Amgen Inc. 5.15% 03/02/2028 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-351 | Spouse | NDAQ | — | 50000 | 15001 | Nasdaq, Inc. 5.35% 06/28/2028 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-350 | Spouse | — | — | 50000 | 15001 | eBay Inc. 3.6% 06/05/2027 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-35 | Dependent | GM | — | 15000 | 1001 | General Motors Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-19 | sell | 11 |
| house-8220252-ocr-349 | Spouse | — | — | 50000 | 15001 | Baxter International Inc 2.272% 12/01/2028 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-348 | Spouse | VZ | — | 50000 | 15001 | Verizon Communications, Inc. 4.016% 12/03/2029 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-347 | Spouse | — | — | 50000 | 15001 | AON Corp/AON Global Hold 2.85% 05/28/2027 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-346 | Spouse | — | — | 50000 | 15001 | Crown Castle Intl Corp 1.35% 07/15/2025 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-345 | Spouse | — | — | 50000 | 15001 | Truist Financial Corp MTN 1.2% 08/05/2025 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-344 | Spouse | — | — | 50000 | 15001 | Ohio ST SPL Oblig Rev 5.0000% 02/01/30 FA | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-343 | Spouse | — | — | 50000 | 15001 | US Bancorp MTN 3.95% 11/17/2025 USD | Stock | $15,001 - $50,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-342 | Spouse | — | — | 15000 | 1001 | JPMorgan Chase & Co. Hybrid Perpetual | Stock | $1,001 - $15,000 | 2024-04-15 | buy | 15 |
| house-8220252-ocr-341 | Spouse | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-16 | buy | 14 |
| house-8220252-ocr-340 | Spouse | ABT | Ritu Ahuja 1995 Trust | 15000 | 1001 | Abbott Laboratories CMN | Common Stock | $1,001 - $15,000 | 2024-04-18 | buy | 12 |
| house-8220252-ocr-34 | Dependent | MU | Ahuja Grandchildren's Education Trust; Partial Transaction | 15000 | 1001 | Micron Technology Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-05 | sell | 21 |
| house-8220252-ocr-339 | Spouse | SBUX | Ritu Ahuja 1995 Trust | 15000 | 1001 | Starbucks Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-18 | buy | 12 |
| house-8220252-ocr-338 | Spouse | SBUX | Ritu Ahuja 1995 Trust | 15000 | 1001 | Starbucks Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-24 | buy | 8 |
| house-8220252-ocr-337 | Spouse | SBUX | Ritu Ahuja 1995 Trust | 15000 | 1001 | Starbucks Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-19 | buy | 11 |
| house-8220252-ocr-336 | Spouse | SBUX | Ritu Ahuja 1995 Trust | 15000 | 1001 | Starbucks Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-25 | buy | 7 |
| house-8220252-ocr-335 | Spouse | SBAC | Ritu Ahuja 1995 Trust | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-16 | buy | 14 |
| house-8220252-ocr-334 | Spouse | TXN | Ritu Ahuja 1995 Trust | 15000 | 1001 | Texas Instruments Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-15 | buy | 15 |
| house-8220252-ocr-333 | Spouse | SYY | Ritu Ahuja 1995 Trust | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-04 | buy | 22 |
| house-8220252-ocr-332 | Spouse | LNC | — | 15000 | 1001 | Lincoln Natl. Corp. Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-331 | Spouse | — | — | 15000 | 1001 | Dollar Tree Stores, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-330 | Spouse | UBER | — | 15000 | 1001 | Uber Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-33 | Dependent | NDAQ | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-02 | buy | 24 |
| house-8220252-ocr-329 | Spouse | URI | — | 15000 | 1001 | United Rentals, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-328 | Spouse | — | — | 15000 | 1001 | Sanofi Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2024-04-12 | sell | 16 |
| house-8220252-ocr-327 | Spouse | AMT | — | 15000 | 1001 | American Tower Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-326 | Spouse | LULU | — | 15000 | 1001 | Lululemon Athletica Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-325 | Spouse | EPAM | — | 15000 | 1001 | EPAM Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-324 | Spouse | LW | — | 15000 | 1001 | Lamb Weston Holdings, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-323 | Spouse | ISRG | — | 15000 | 1001 | Intuitive Surgical, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-322 | Spouse | WST | — | 15000 | 1001 | West Pharmaceutical Services Inc | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-321 | Spouse | INCY | — | 15000 | 1001 | Incyte Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-320 | Spouse | RHI | — | 15000 | 1001 | Robert Half Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-32 | Dependent | SYK | Partial Transaction | 15000 | 1001 | Stryker Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-15 | sell | 15 |
| house-8220252-ocr-319 | Spouse | MNST | — | 15000 | 1001 | Monster Beverage Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-318 | Spouse | NVDA | — | 15000 | 1001 | Nvidia Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-317 | Spouse | CCL | — | 15000 | 1001 | Carnival Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-316 | Spouse | JBL | — | 15000 | 1001 | Jabil Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-315 | Spouse | APTV | — | 15000 | 1001 | Aptiv PLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-314 | Spouse | CPRT | — | 15000 | 1001 | Copart, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-313 | Spouse | CLX | — | 15000 | 1001 | Clorox Co (The) (Delaware) CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-312 | Spouse | KVUE | — | 15000 | 1001 | Kenvue Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-311 | Spouse | LRCX | — | 15000 | 1001 | LAM Research Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-310 | Spouse | EFX | — | 15000 | 1001 | Equifax Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-31 | Dependent | — | — | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-18 | sell | 12 |
| house-8220252-ocr-309 | Spouse | WYNN | — | 15000 | 1001 | Wynn Resorts, Limited CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-308 | Spouse | WMT | — | 15000 | 1001 | Walmart Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-307 | Spouse | NXPI | — | 15000 | 1001 | NXP Semiconductors N.V. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-306 | Spouse | CZR | — | 15000 | 1001 | Caesars Entertainment Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-305 | Spouse | PCAR | — | 15000 | 1001 | Paccar Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-304 | Spouse | PPG | — | 15000 | 1001 | PPG Industries, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-303 | Spouse | HSY | — | 15000 | 1001 | The Hershey Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-302 | Spouse | EXPE | — | 15000 | 1001 | Expedia Group Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-301 | Spouse | MAR | — | 15000 | 1001 | Marriott International, Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-300 | Spouse | ABNB | Partial Transaction | 15000 | 1001 | Airbnb, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-30 | Dependent | PH | Partial Transaction | 15000 | 1001 | Parker-Hannifin Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-10 | sell | 18 |
| house-8220252-ocr-3 | Dependent | DHR | — | 50000 | 15001 | Danaher Corporation CMN | Stock | $15,001 - $50,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-299 | Spouse | DHR | Partial Transaction | 15000 | 1001 | Danaher Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-298 | Spouse | SWK | Exchange | 15000 | 1001 | Stanley Black & Decker, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-297 | Spouse | PH | Partial Transaction | 15000 | 1001 | Parker-Hannifin Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-296 | Spouse | GLW | Partial Transaction | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-295 | Spouse | FICO | — | 15000 | 1001 | Fair Isaac Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-294 | Spouse | GLW | Partial Transaction | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-16 | sell | 14 |
| house-8220252-ocr-293 | Spouse | GLW | Partial Transaction | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2024-04-25 | sell | 7 |
| house-8220252-ocr-292 | Spouse | EA | — | 15000 | 1001 | Electronic Arts CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-291 | Spouse | — | — | 15000 | 1001 | J B Hunt Trans SVCS Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-290 | Spouse | ON | — | 15000 | 1001 | ON Semiconductor Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-29 | Dependent | — | Partial Transaction | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-289 | Spouse | LLY | — | 15000 | 1001 | Eli Lilly & Co CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-288 | Spouse | POOL | — | 15000 | 1001 | Pool Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-287 | Spouse | PM | — | 15000 | 1001 | Philip Morris Intl Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-286 | Spouse | FTNT | — | 15000 | 1001 | Fortinet, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-285 | Spouse | — | — | 15000 | 1001 | D.R. Horton, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-284 | Spouse | MSCI | — | 15000 | 1001 | MSCI Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-283 | Spouse | MU | — | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-11 | sell | 17 |
| house-8220252-ocr-282 | Spouse | — | — | 15000 | 1001 | Becton, Dickinson and Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-281 | Spouse | TXN | — | 15000 | 1001 | Texas Instruments Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-280 | Spouse | ABBV | — | 15000 | 1001 | AbbVie Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-28 | Dependent | — | Partial Transaction | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-18 | sell | 12 |
| house-8220252-ocr-279 | Spouse | AVGO | — | 15000 | 1001 | Broadcom Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-278 | Spouse | ORCL | — | 15000 | 1001 | Oracle Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-277 | Spouse | SPGI | — | 15000 | 1001 | S&P Global Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-276 | Spouse | ADSK | — | 15000 | 1001 | Autodesk, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-275 | Spouse | AMAT | — | 15000 | 1001 | Applied Materials Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-274 | Spouse | BAC | — | 15000 | 1001 | Bank of America Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-02 | sell | 24 |
| house-8220252-ocr-273 | Spouse | GLW | — | 50000 | 15001 | Corning Incorporated CMN | Common Stock | $15,001 - $50,000 | 2024-04-29 | sell | 5 |
| house-8220252-ocr-272 | Spouse | CARR | — | 50000 | 15001 | Carrier Global Corporation CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-271 | Spouse | CHTR | — | 50000 | 15001 | Charter Communications, Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-270 | Spouse | GM | — | 50000 | 15001 | General Motors Company CMN | Stock | $15,001 - $50,000 | 2024-04-19 | sell | 11 |
| house-8220252-ocr-27 | Dependent | — | Partial Transaction | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-25 | sell | 7 |
| house-8220252-ocr-269 | Spouse | BKNG | — | 50000 | 15001 | Booking Holdings Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-268 | Spouse | UPS | — | 50000 | 15001 | United Parcel Service, Inc. Class B Common Stock | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-267 | Spouse | CRM | — | 50000 | 15001 | Salesforce Inc CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-266 | Spouse | — | — | 50000 | 15001 | MC Donalds Corp CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-265 | Spouse | COST | — | 50000 | 15001 | Costco Wholesale Corporation CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-264 | Spouse | NKE | — | 50000 | 15001 | Nike Class-B CMN Class B | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-263 | Spouse | CSCO | — | 50000 | 15001 | Cisco Systems, Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-262 | Spouse | ADBE | — | 50000 | 15001 | Adobe Inc CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-261 | Spouse | HD | — | 50000 | 15001 | The Home Depot, Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-260 | Spouse | CCI | — | 50000 | 15001 | Crown Castle INTL Corp CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-26 | Dependent | LIN | Partial Transaction | 15000 | 1001 | Linde PLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-05 | sell | 21 |
| house-8220252-ocr-259 | Spouse | JNJ | — | 50000 | 15001 | Johnson & Johnson CMN | Stock | $15,001 - $50,000 | 2024-04-23 | sell | 9 |
| house-8220252-ocr-258 | Spouse | — | — | 15000 | 1001 | PUT/XSP @ 490 EXP | Stock | $1,001 - $15,000 | 2024-04-29 | sell | 5 |
| house-8220252-ocr-257 | Spouse | — | — | 15000 | 1001 | PUT/XSP @ 500 EXP | Stock | $1,001 - $15,000 | 2024-04-02 | sell | 24 |
| house-8220252-ocr-256 | Spouse | — | — | 15000 | 1001 | PUT/XSP @ 495 EXP | Stock | $1,001 - $15,000 | 2024-04-15 | sell | 15 |
| house-8220252-ocr-255 | Spouse | — | — | 15000 | 1001 | Call/SHEL Flex Euro PM 68 EXP 04/12/2024 | Option | $1,001 - $15,000 | 2024-04-12 | buy | 16 |
| house-8220252-ocr-254 | Spouse | — | — | 15000 | 1001 | Call/AZN Flex Euro PM @ 65 EXP 04/12/2024 | Option | $1,001 - $15,000 | 2024-04-12 | buy | 16 |
| house-8220252-ocr-253 | Spouse | — | — | 15000 | 1001 | Call/ING Flex Euro PM @ 14 EXP 04/12/2024 | Option | $1,001 - $15,000 | 2024-04-12 | buy | 16 |
| house-8220252-ocr-252 | Spouse | ADP | — | 15000 | 1001 | Automatic Data Processing Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-251 | Spouse | NDAQ | — | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-10 | buy | 18 |
| house-8220252-ocr-250 | Spouse | NDAQ | — | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-09 | buy | 19 |
| house-8220252-ocr-25 | Dependent | MLM | Partial Transaction | 15000 | 1001 | Martin Marietta Materials Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-249 | Spouse | PANW | — | 15000 | 1001 | Palo Alto Networks Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-248 | Spouse | PSA | — | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-247 | Spouse | — | — | 15000 | 1001 | BP P.L.C. Sponsored ADR CMN | Common Stock | $1,001 - $15,000 | 2024-04-12 | buy | 16 |
| house-8220252-ocr-246 | Spouse | ROK | — | 15000 | 1001 | Rockwell Automation Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-245 | Spouse | ULTA | — | 15000 | 1001 | Ulta Beauty Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-244 | Spouse | CDNS | — | 15000 | 1001 | Cadence Design Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-243 | Spouse | TJX | — | 15000 | 1001 | TJX Companies Inc (New) CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-242 | Spouse | PAYX | — | 15000 | 1001 | Paychex, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-241 | Spouse | CSGP | — | 15000 | 1001 | CoStar Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-240 | Spouse | TTWO | — | 15000 | 1001 | Take Two Interactive Software Inc | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-24 | Dependent | APTV | — | 50000 | 15001 | Aptiv PLC CMN | Common Stock | $15,001 - $50,000 | 2024-04-05 | sell | 21 |
| house-8220252-ocr-239 | Spouse | MRNA | — | 15000 | 1001 | Moderna, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-238 | Spouse | UAL | — | 15000 | 1001 | United Airlines Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-237 | Spouse | TEL | — | 15000 | 1001 | TE Connectivity Ltd CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-236 | Spouse | ODFL | — | 15000 | 1001 | Old Dominion Freight Line, Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-235 | Spouse | TPR | — | 15000 | 1001 | Tapestry, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-234 | Spouse | LVS | — | 15000 | 1001 | Las Vegas Sands Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-233 | Spouse | CTVA | — | 15000 | 1001 | Corteva, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-232 | Spouse | DD | — | 15000 | 1001 | DuPont de Nemours Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-231 | Spouse | — | — | 15000 | 1001 | Dayforce Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-230 | Spouse | FTV | — | 15000 | 1001 | Fortive Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-23 | Dependent | LLY | Partial Transaction | 50000 | 15001 | Eli Lilly & Co CMN | Common Stock | $15,001 - $50,000 | 2024-04-05 | sell | 21 |
| house-8220252-ocr-229 | Spouse | VRSK | — | 15000 | 1001 | Verisk Analytics, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-228 | Spouse | — | — | 15000 | 1001 | Juniper Networks, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-227 | Spouse | MGM | — | 15000 | 1001 | MGM Resorts International CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-226 | Spouse | FSLR | — | 15000 | 1001 | First Solar, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-225 | Spouse | BBY | — | 15000 | 1001 | Best Buy Co Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-224 | Spouse | KMX | — | 15000 | 1001 | CarMax, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-223 | Spouse | VICI | — | 15000 | 1001 | VICI Properties Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-222 | Spouse | KR | — | 15000 | 1001 | Kroger Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-221 | Spouse | ENPH | — | 15000 | 1001 | ENPHASE ENERGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-220 | Spouse | BAC | — | 15000 | 1001 | BANK OF AMERICA CORP CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-22 | Dependent | — | — | 100000 | 50001 | GE Aerospace CMN | Common Stock | $50,001 - $100,000 | 2024-04-05 | sell | 21 |
| house-8220252-ocr-219 | Spouse | GIS | — | 15000 | 1001 | GENERAL MILLS INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-218 | Spouse | WELL | — | 15000 | 1001 | WELLTOWER, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-217 | Spouse | NDAQ | — | 15000 | 1001 | NASDAQ INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-216 | Spouse | VRSN | — | 15000 | 1001 | VERISIGN, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-215 | Spouse | VLTO | — | 15000 | 1001 | VERALTO CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-214 | Spouse | LOW | — | 15000 | 1001 | LOWES COMPANIES INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-213 | Spouse | MMM | — | 15000 | 1001 | 3M COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-212 | Spouse | APD | — | 15000 | 1001 | AIR PRODUCTS & CHEMICALS INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-211 | Spouse | LEN | — | 15000 | 1001 | LENNAR CORPORATION CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-210 | Spouse | EXR | — | 15000 | 1001 | EXTRA SPACE STORAGE INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-21 | Dependent | — | Capital Gains Exceed $200; Partial Transaction | 500000 | 250001 | iShares Russell 1000 Value | Fund | $250,001 - $500,000 | 2024-04-09 | sell | 19 |
| house-8220252-ocr-209 | Spouse | MCHP | — | 15000 | 1001 | MICROCHIP TECHNOLOGY INCORPORA CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-208 | Spouse | PLD | — | 15000 | 1001 | PROLOGIS INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-207 | Spouse | PAYC | — | 15000 | 1001 | PAYCOM SOFTWARE, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-206 | Spouse | GOOGL | — | 15000 | 1001 | ALPHABET INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-205 | Spouse | IQV | — | 15000 | 1001 | IQVIA HOLDINGS INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-204 | Spouse | QCOM | — | 15000 | 1001 | Qualcomm Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-203 | Spouse | BIIB | — | 15000 | 1001 | Biogen Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-202 | Spouse | GPC | — | 15000 | 1001 | Genuine Parts Co. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-201 | Spouse | HUM | — | 15000 | 1001 | Humana Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-200 | Spouse | SNPS | — | 15000 | 1001 | Synopsys Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-20 | Dependent | — | — | 15000 | 1001 | Call/JPM Flex Euro PM @ 182.5 EXP 04/05/2024 | Option | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-2 | Dependent | GEV | — | 50000 | 15001 | GE Vernova LLC CMN | Stock | $15,001 - $50,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-199 | Spouse | ZTS | — | 15000 | 1001 | Zoetis Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-198 | Spouse | NEM | — | 15000 | 1001 | Newmont Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-197 | Spouse | NDAQ | — | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-11 | buy | 17 |
| house-8220252-ocr-196 | Spouse | NDAQ | — | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-02 | buy | 24 |
| house-8220252-ocr-195 | Spouse | NVR | — | 15000 | 1001 | NVR Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-194 | Spouse | TYL | — | 15000 | 1001 | Tyler Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-193 | Spouse | ECL | — | 15000 | 1001 | Ecolab Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-192 | Spouse | NDAQ | — | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-25 | buy | 7 |
| house-8220252-ocr-191 | Spouse | ADI | — | 15000 | 1001 | Analog Devices, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-190 | Spouse | — | — | 15000 | 1001 | ANSYS, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-19 | Dependent | — | — | 15000 | 1001 | Call/GE Flex Euro PM @ 150 EXP 04/05/2024 | Option | $1,001 - $15,000 | 2024-04-01 | buy | 25 |
| house-8220252-ocr-189 | Spouse | GEV | — | 15000 | 1001 | GE Vernova LLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-188 | Spouse | TMO | — | 15000 | 1001 | Thermo Fisher Scientific Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-187 | Spouse | MA | Ritu Ahuja 1994 Trust | 15000 | 1001 | Mastercard Incorporated CMN Class A | Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-186 | Spouse | MSFT | Ritu Ahuja 1994 Trust | 15000 | 1001 | Microsoft Corporation CMN | Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-185 | Spouse | PFE | Ritu Ahuja 1994 Trust | 15000 | 1001 | Pfizer Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-184 | Spouse | CMG | Ritu Ahuja 1994 Trust | 15000 | 1001 | Chipotle Mexican Grill, Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-183 | Spouse | AZO | Ritu Ahuja 1994 Trust | 15000 | 1001 | AutoZone, Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-182 | Spouse | EQIX | Ritu Ahuja 1994 Trust | 50000 | 15001 | Equinix, Inc. REIT | REIT | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-181 | Spouse | FDX | Ritu Ahuja 1994 Trust | 50000 | 15001 | FedEx Corporation CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-180 | Spouse | MS | Ritu Ahuja 1994 Trust | 50000 | 15001 | Morgan Stanley CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-18 | Dependent | TXN | — | 15000 | 1001 | Texas Instruments Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-19 | buy | 11 |
| house-8220252-ocr-179 | Spouse | AAPL | Ritu Ahuja 1994 Trust | 50000 | 15001 | Apple Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-178 | Spouse | TSLA | Ritu Ahuja 1994 Trust | 50000 | 15001 | Tesla, Inc. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-177 | Spouse | SBUX | Ritu Ahuja 1994 Trust | 50000 | 15001 | Starbucks Corp. CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-176 | Spouse | INTC | Ritu Ahuja 1994 Trust | 50000 | 15001 | Intel Corporation CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-175 | Spouse | — | Ritu Ahuja 1994 Trust | 50000 | 15001 | Lions Gate Entertainment Corp. CMN Class B | Stock | $15,001 - $50,000 | 2024-04-03 | buy | 23 |
| house-8220252-ocr-174 | Spouse | NOW | Ritu Ahuja 1994 Trust | 50000 | 15001 | ServiceNow Inc CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-173 | Spouse | CMCSA | Ritu Ahuja 1994 Trust | 50000 | 15001 | Comcast Corporation CMN Class A Voting | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-172 | Spouse | PG | Ritu Ahuja 1994 Trust | 50000 | 15001 | Procter & Gamble Company (THE) CMN | Stock | $15,001 - $50,000 | 2024-04-23 | buy | 9 |
| house-8220252-ocr-171 | Spouse | — | — | 50000 | 15001 | Florida ST BRD ED PUB ED DB 5% 06/01/31 JD | Municipal Bond | $15,001 - $50,000 | 2024-04-24 | buy | 8 |
| house-8220252-ocr-170 | Dependent | ELS | — | 15000 | 1001 | EQUITY LIFESTYLE PROPERTIES, I CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-17 | Dependent | KEY | — | 15000 | 1001 | Keycorp CMN | Stock | $1,001 - $15,000 | 2024-04-15 | buy | 15 |
| house-8220252-ocr-169 | Dependent | CTSH | — | 15000 | 1001 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-168 | Dependent | VTR | — | 15000 | 1001 | VENTAS, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-167 | Dependent | APTV | — | 15000 | 1001 | APTIV PLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-166 | Dependent | LYB | — | 15000 | 1001 | LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-165 | Dependent | — | — | 15000 | 1001 | STERIS PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-164 | Dependent | — | — | 15000 | 1001 | SEALED AIR CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-163 | Dependent | RHI | — | 15000 | 1001 | ROBERT HALF INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-162 | Dependent | WM | — | 15000 | 1001 | WASTE MANAGEMENT INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-161 | Dependent | — | — | 15000 | 1001 | DAYFORCE INC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-160 | Dependent | — | — | 15000 | 1001 | KIMCO REALTY OP, LLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-16 | Dependent | ABT | — | 15000 | 1001 | Abbott Laboratories CMN | Stock | $1,001 - $15,000 | 2024-04-18 | buy | 12 |
| house-8220252-ocr-159 | Dependent | TECH | — | 15000 | 1001 | BIO-TECHNE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-158 | Dependent | EFX | — | 15000 | 1001 | EQUIFAX INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-157 | Dependent | — | — | 15000 | 1001 | VF CORP CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-156 | Dependent | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-155 | Dependent | ALL | — | 15000 | 1001 | ALLSTATE CORPORATION COMMON STOCK | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-154 | Dependent | INCY | — | 15000 | 1001 | INCYTE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-153 | Dependent | ROST | — | 15000 | 1001 | Ross Stores, Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-152 | Dependent | ANET | — | 15000 | 1001 | Arista Networks, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-151 | Dependent | VRSN | — | 15000 | 1001 | VeriSign, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-150 | Dependent | ADM | — | 15000 | 1001 | Archer-Daniels-Midland Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-15 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Stock | $1,001 - $15,000 | 2024-04-16 | buy | 14 |
| house-8220252-ocr-149 | Dependent | DE | — | 15000 | 1001 | Deere & Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-148 | Dependent | HSY | — | 15000 | 1001 | The Hershey Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-147 | Dependent | AAPL | — | 15000 | 1001 | Apple Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-146 | Dependent | KVUE | — | 15000 | 1001 | Kenvue Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-145 | Dependent | MNST | — | 15000 | 1001 | Monster Beverage Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-144 | Dependent | — | — | 15000 | 1001 | Ansys, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-143 | Dependent | VNO | — | 15000 | 1001 | Vornado Realty Trust CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-142 | Dependent | FDX | — | 15000 | 1001 | FedEx Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-141 | Dependent | ULTA | — | 15000 | 1001 | Ulta Beauty Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-140 | Dependent | LKQ | — | 15000 | 1001 | LKQ Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-14 | Dependent | SBUX | — | 15000 | 1001 | Starbucks Corp. CMN | Stock | $1,001 - $15,000 | 2024-04-25 | buy | 7 |
| house-8220252-ocr-139 | Dependent | — | — | 15000 | 1001 | D.R. Horton, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-138 | Dependent | MTB | — | 15000 | 1001 | M&T Bank Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-137 | Dependent | VRSK | — | 15000 | 1001 | Verisk Analytics, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-136 | Dependent | KEYS | — | 15000 | 1001 | Keysight Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-135 | Dependent | L | — | 15000 | 1001 | Loews Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-134 | Dependent | ESS | — | 15000 | 1001 | Essex Property Trust Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-133 | Dependent | NTAP | — | 15000 | 1001 | NetApp, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-132 | Dependent | SNPS | — | 15000 | 1001 | Synopsys Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-131 | Dependent | — | — | 15000 | 1001 | Fidelity Natl Info Svcs Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-130 | Dependent | — | — | 15000 | 1001 | Medtronic Public Limited Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-13 | Dependent | SBUX | — | 15000 | 1001 | Starbucks Corp. CMN | Stock | $1,001 - $15,000 | 2024-04-19 | buy | 11 |
| house-8220252-ocr-129 | Dependent | TSLA | — | 15000 | 1001 | Tesla, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-128 | Dependent | — | — | 15000 | 1001 | Becton, Dickinson and Company CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-127 | Dependent | BKNG | — | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-126 | Dependent | EQIX | — | 15000 | 1001 | Equinix, Inc. REIT | REIT | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-125 | Dependent | ITW | — | 15000 | 1001 | Illinois Tool Works CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-124 | Dependent | AVB | — | 15000 | 1001 | AvalonBay Communities Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-123 | Dependent | PLD | — | 15000 | 1001 | Prologis Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-122 | Dependent | WFC | — | 15000 | 1001 | Wells Fargo & Co (New) CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-121 | Dependent | CNC | — | 15000 | 1001 | Centene Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-120 | Dependent | GILD | — | 15000 | 1001 | Gilead Sciences CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-12 | Dependent | SBUX | — | 15000 | 1001 | Starbucks Corp. CMN | Stock | $1,001 - $15,000 | 2024-04-18 | buy | 12 |
| house-8220252-ocr-119 | Dependent | — | Partial Transaction | 15000 | 1001 | MC Donalds Corp CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-118 | Dependent | CMCSA | Capital Gains Exceed $200 | 50000 | 15001 | Comcast Corporation CMN Class A Voting | Common Stock | $15,001 - $50,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-117 | Dependent | PFE | — | 50000 | 15001 | Pfizer Inc. CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-116 | Dependent | PRU | Capital Gains Exceed $200 | 50000 | 15001 | Prudential Financial Inc CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-115 | Dependent | HD | Capital Gains Exceed $200; Partial Transaction | 50000 | 15001 | The Home Depot, Inc. CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-114 | Dependent | JNJ | Capital Gains Exceed $200; Partial Transaction | 50000 | 15001 | Johnson & Johnson CMN | Common Stock | $15,001 - $50,000 | 2024-04-26 | sell | 6 |
| house-8220252-ocr-113 | Dependent | WST | — | 15000 | 1001 | West Pharmaceutical Services Inc | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-112 | Dependent | ODFL | — | 15000 | 1001 | Old Dominion Freight Line, Inc CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-111 | Dependent | EXR | — | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-110 | Dependent | ECL | — | 15000 | 1001 | Ecolab Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-11 | Dependent | UPS | — | 15000 | 1001 | United Parcel Service, Inc. Class B Common Stock | Stock | $1,001 - $15,000 | 2024-04-05 | buy | 21 |
| house-8220252-ocr-109 | Dependent | VLTO | — | 15000 | 1001 | Veralto Corporation CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-108 | Dependent | ARE | — | 15000 | 1001 | Alexandria Real Estate Equities, Inc. | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-107 | Dependent | WELL | — | 15000 | 1001 | Welltower, Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-106 | Dependent | MSCI | — | 15000 | 1001 | MSCI Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-105 | Dependent | MAR | — | 15000 | 1001 | Marriott International, Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-104 | Dependent | — | — | 15000 | 1001 | Healthpeak OP, LLC CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-103 | Dependent | INVH | — | 15000 | 1001 | Invitation Homes Inc. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-102 | Dependent | CPT | — | 15000 | 1001 | Camden Property Trust CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-101 | Dependent | LVS | — | 15000 | 1001 | Las Vegas Sands Corp. CMN | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-100 | Dependent | — | — | 15000 | 1001 | Paramount Global CMN Class B | Common Stock | $1,001 - $15,000 | 2024-04-26 | buy | 6 |
| house-8220252-ocr-10 | Dependent | SBUX | — | 15000 | 1001 | Starbucks Corp. CMN | Stock | $1,001 - $15,000 | 2024-04-24 | buy | 8 |
| house-8220252-ocr-1 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 1000000 | 500001 | Hedge Fund Select: ELT Associates LLC Commitment | Stock | $500,001 - $1,000,000 | 2024-04-01 | buy | 25 |