KeyVex › Disclosures › Congressional trades

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Rohit Khanna (House) disclosed 278 transactions

· Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

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

2025-06-23 · sellLowes Companies Inc CMN — $15,001 - $50,000
2025-06-23 · sellS&P Global Inc. CMN — $15,001 - $50,000
2025-06-23 · sellApple Inc. CMN — $15,001 - $50,000
2025-06-23 · sellJohnson & Johnson CMN — $15,001 - $50,000
2025-06-23 · buyWells Fargo & Company CMN — $1,001 - $15,000
2025-06-23 · buyPool Corp CMN — $1,001 - $15,000
2025-06-23 · buyWalt Disney Company (The) CMN — $1,001 - $15,000
2025-06-23 · buyGarmin Ltd CMN — $1,001 - $15,000
2025-06-23 · buyBristol-Myers Squibb Company CMN — $1,001 - $15,000
2025-06-23 · buyNasdaq Inc. CMN — $1,001 - $15,000
2025-06-02 · buyBank of America Corporation Hybrid Perpetual — $1,001 - $15,000
2025-06-23 · buyMohawk Industries Inc Common Stock — $1,001 - $15,000
2025-06-23 · buyGlobal Payments Inc. CMN — $1,001 - $15,000
2025-06-23 · buyCorning Incorporated CMN — $1,001 - $15,000
2025-06-23 · buyEPAM Systems, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyWorkday, Inc. CMN Class A — $1,001 - $15,000
2025-06-23 · buyIntuit Inc CMN — $1,001 - $15,000
2025-06-23 · buyPrologis Inc CMN — $1,001 - $15,000
2025-06-23 · buyMarriott International, Inc CMN Class A — $1,001 - $15,000
2025-06-23 · buyVeralto Corporation CMN — $1,001 - $15,000
2025-06-23 · buyApplied Materials Inc CMN — $1,001 - $15,000
2025-06-06 · buyEli Lilly & Co CMN — $1,001 - $15,000
2025-06-23 · buyT. Rowe Price Group, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyPublic Storage CMN — $1,001 - $15,000
2025-06-23 · buyCadence Design Systems Inc CMN — $1,001 - $15,000
2025-06-23 · buySysco Corporation CMN — $1,001 - $15,000
2025-06-23 · buyHP Inc. CMN — $1,001 - $15,000
2025-06-23 · buyEstee Lauder Cos Inc CL-A CMN Class A — $1,001 - $15,000
2025-06-23 · buyHealthpeak OP, LLC CMN — $1,001 - $15,000
2025-06-23 · buyMicrosoft Corporation CMN — $1,001 - $15,000
2025-06-23 · buyPrudential Financial Inc CMN — $1,001 - $15,000
2025-06-23 · buyMetlife, Inc. CMN — $1,001 - $15,000
2025-06-25 · buyGeneral Mills Inc CMN — $1,001 - $15,000
2025-06-23 · buyThe Home Depot, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyT-Mobile US, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyAnalog Devices, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyYum Brands, Inc. CMN — $1,001 - $15,000
2025-06-23 · buyCaterpillar Inc (Delaware) CMN — $1,001 - $15,000
2025-06-23 · buyNorthern Trust Corp CMN — $1,001 - $15,000
2025-06-23 · buyAlphabet Inc. CMN Class A — $1,001 - $15,000
2025-06-23 · buyNorfolk Southern Corp CMN — $1,001 - $15,000
2025-06-23 · buyCHARTER COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2025-06-23 · buyAMERICAN EXPRESS CO. CMN — $1,001 - $15,000
2025-06-20 · buyAccenture PLC CMN Class A — $1,001 - $15,000
2025-06-23 · buyCOINBASE GLOBAL, INC. CMN CLASS A — $1,001 - $15,000
2025-06-23 · buyBLACKROCK FUNDING, INC. CMN — $1,001 - $15,000
2025-06-23 · buyILLINOIS TOOL WORKS CMN — $1,001 - $15,000
2025-06-23 · buyTHERMO FISHER SCIENTIFIC INC CMN — $1,001 - $15,000
2025-06-23 · buyACCENTURE PLC CMN CLASS A — $1,001 - $15,000
2025-06-23 · buyNIKE CLASS-B CMN CLASS B — $1,001 - $15,000
2025-06-23 · buyVERTEX PHARMACEUTICALS INCORPO CMN — $1,001 - $15,000
2025-06-23 · buyLINDE PLC CMN — $1,001 - $15,000
2025-06-23 · buyMOODY'S CORPORATION CMN — $1,001 - $15,000
2025-06-23 · buyMERCK & CO., INC. CMN — $15,001 - $50,000
2025-06-06 · buyAmazon.com Inc CMN — $1,001 - $15,000
2025-06-23 · buyTJX COMPANIES INC (NEW) CMN — $15,001 - $50,000
2025-06-23 · buyUNITEDHEALTH GROUP INCORPORATE CMN — $15,001 - $50,000
2025-06-23 · buyPEPSICO, INC. CMN — $15,001 - $50,000
2025-06-23 · buyBERKSHIRE HATHAWAY INC. CLASS B — $15,001 - $50,000
2025-06-30 · buyBOFA FINANCE LLC LINKED TO S&P 500 INDEX — $100,001 - $250,000
…218 more transactions: every one is in the complete record on this filing's page

The complete record

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

partyDemocrat
stateCA
officeKhanna, Rohit (Representative)
ptr id8221176
chamberhouse
report urlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8221176.pdf
bioguide idK000389
data sourceHOUSE_CLERK_PTR
member lastKhanna
member nameRohit Khanna
member firstRohit
state districtCA17
disclosure date2025-07-09
extraction methodvision_ocr

Each transaction (278)

idownertickercommentamount maxamount minasset nameasset typeamount rangetransaction datetransaction typereporting lag days
house-8221176-ocr-99DependentLOW2030 Trust FBO Khanna Children5000015001Lowes Companies Inc CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-98DependentSPGI2030 Trust FBO Khanna Children5000015001S&P Global Inc. CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-97DependentAAPL2020 Trust FBO Khanna Children5000015001Apple Inc. CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-96DependentJNJ2020 Trust FBO Khanna Children5000015001Johnson & Johnson CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-95DependentWFC2020 Trust FBO Khanna Children150001001Wells Fargo & Company CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-94DependentPOOL2020 Trust FBO Khanna Children150001001Pool Corp CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-93DependentDIS2020 Trust FBO Khanna Children150001001Walt Disney Company (The) CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-92DependentGRMN2020 Trust FBO Khanna Children150001001Garmin Ltd CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-91DependentBMY2020 Trust FBO Khanna Children150001001Bristol-Myers Squibb Company CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-90DependentNDAQ2020 Trust FBO Khanna Children150001001Nasdaq Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-9Dependent——150001001Bank of America Corporation Hybrid PerpetualStock$1,001 - $15,0002025-06-02buy27
house-8221176-ocr-89DependentMHK2020 Trust FBO Khanna Children150001001Mohawk Industries Inc Common StockCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-88DependentGPN2020 Trust FBO Khanna Children150001001Global Payments Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-87DependentGLW2020 Trust FBO Khanna Children150001001Corning Incorporated CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-86DependentEPAM2020 Trust FBO Khanna Children150001001EPAM Systems, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-85DependentWDAY2020 Trust FBO Khanna Children150001001Workday, Inc. CMN Class ACommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-84DependentINTU2020 Trust FBO Khanna Children150001001Intuit Inc CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-83DependentPLD2020 Trust FBO Khanna Children150001001Prologis Inc CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-82DependentMAR2020 Trust FBO Khanna Children150001001Marriott International, Inc CMN Class ACommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-81DependentVLTO2020 Trust FBO Khanna Children150001001Veralto Corporation CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-80DependentAMAT2020 Trust FBO Khanna Children150001001Applied Materials Inc CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-8DependentLLY—150001001Eli Lilly & Co CMNStock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-79DependentTROW2020 Trust FBO Khanna Children150001001T. Rowe Price Group, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-78DependentPSA2020 Trust FBO Khanna Children150001001Public Storage CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-77DependentCDNS2020 Trust FBO Khanna Children150001001Cadence Design Systems Inc CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-76DependentSYY2020 Trust FBO Khanna Children150001001Sysco Corporation CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-75DependentHPQ2020 Trust FBO Khanna Children150001001HP Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-74DependentEL2020 Trust FBO Khanna Children150001001Estee Lauder Cos Inc CL-A CMN Class ACommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-73Dependent—2020 Trust FBO Khanna Children150001001Healthpeak OP, LLC CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-72DependentMSFT2020 Trust FBO Khanna Children150001001Microsoft Corporation CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-71DependentPRU2020 Trust FBO Khanna Children150001001Prudential Financial Inc CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-70DependentMET2020 Trust FBO Khanna Children150001001Metlife, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-7DependentGIS—150001001General Mills Inc CMNStock$1,001 - $15,0002025-06-25buy10
house-8221176-ocr-69DependentHD2020 Trust FBO Khanna Children150001001The Home Depot, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-68DependentTMUS2020 Trust FBO Khanna Children150001001T-Mobile US, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-67DependentADI2020 Trust FBO Khanna Children150001001Analog Devices, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-66DependentYUM2020 Trust FBO Khanna Children150001001Yum Brands, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-65DependentCAT2020 Trust FBO Khanna Children150001001Caterpillar Inc (Delaware) CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-64DependentNTRS2020 Trust FBO Khanna Children150001001Northern Trust Corp CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-63DependentGOOGL2020 Trust FBO Khanna Children150001001Alphabet Inc. CMN Class ACommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-62DependentNSC2020 Trust FBO Khanna Children150001001Norfolk Southern Corp CMNCommon Stock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-61DependentCHTR2020 Trust FBO Khanne Children150001001CHARTER COMMUNICATIONS, INC. CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-60DependentAXP2020 Trust FBO Khanne Children150001001AMERICAN EXPRESS CO. CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-6DependentACN—150001001Accenture PLC CMN Class AStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-59DependentCOIN2020 Trust FBO Khanne Children150001001COINBASE GLOBAL, INC. CMN CLASS AStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-58Dependent—2020 Trust FBO Khanne Children150001001BLACKROCK FUNDING, INC. CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-57DependentITW2020 Trust FBO Khanne Children150001001ILLINOIS TOOL WORKS CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-56DependentTMO2020 Trust FBO Khanne Children150001001THERMO FISHER SCIENTIFIC INC CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-55DependentACN2020 Trust FBO Khanne Children150001001ACCENTURE PLC CMN CLASS AStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-54DependentNKE2020 Trust FBO Khanne Children150001001NIKE CLASS-B CMN CLASS BStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-53Dependent—2020 Trust FBO Khanne Children150001001VERTEX PHARMACEUTICALS INCORPO CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-52DependentLIN2020 Trust FBO Khanne Children150001001LINDE PLC CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-51Dependent—2020 Trust FBO Khanne Children150001001MOODY'S CORPORATION CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-50DependentMRK2020 Trust FBO Khanne Children5000015001MERCK & CO., INC. CMNStock$15,001 - $50,0002025-06-23buy12
house-8221176-ocr-5DependentAMZN—150001001Amazon.com Inc CMNStock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-49DependentTJX2020 Trust FBO Khanne Children5000015001TJX COMPANIES INC (NEW) CMNStock$15,001 - $50,0002025-06-23buy12
house-8221176-ocr-48Dependent—2020 Trust FBO Khanne Children5000015001UNITEDHEALTH GROUP INCORPORATE CMNStock$15,001 - $50,0002025-06-23buy12
house-8221176-ocr-47DependentPEP2020 Trust FBO Khanne Children5000015001PEPSICO, INC. CMNStock$15,001 - $50,0002025-06-23buy12
house-8221176-ocr-46DependentBRK-B2020 Trust FBO Khanne Children5000015001BERKSHIRE HATHAWAY INC. CLASS BStock$15,001 - $50,0002025-06-23buy12
house-8221176-ocr-45Dependent—2020 Trust FBO Khanne Children250000100001BOFA FINANCE LLC LINKED TO S&P 500 INDEXStock$100,001 - $250,0002025-06-30buy7
house-8221176-ocr-44DependentMUPartial Sale150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002025-06-17sell16
house-8221176-ocr-43DependentMUPartial Sale150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002025-06-24sell11
house-8221176-ocr-42DependentMUPartial Sale150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002025-06-25sell10
house-8221176-ocr-41DependentZBH—150001001Zimmer Biomet Holdings IncStock$1,001 - $15,0002025-08-10buy24
house-8221176-ocr-40Dependent—Ahuja Grandchildren's Education Trust5000015001Toronto Dominion Bank Linked to S&P 500 IndexStock$15,001 - $50,0002025-06-26buy9
house-8221176-ocr-4DependentROK—5000015001Rockwell Automation Inc CMNStock$15,001 - $50,0002025-06-06buy23
house-8221176-ocr-39Dependent——150001001MEDTRONIC PUBLIC LIMITED COMPANY CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-38DependentKEY—150001001KEYCORP CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-37DependentFERG—150001001FERGUSON ENTERPRISES INC CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-36DependentAIG—150001001AMERICAN INTL GROUP, INC. CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-35DependentLH—150001001LABCORP HOLDINGS INC CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-34DependentBAC—150001001BANK OF AMERICA CORP CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-33DependentMS—150001001MORGAN STANLEY CMNStock$1,001 - $15,0002025-06-06sell23
house-8221176-ocr-32DependentTXN—150001001TEXAS INSTRUMENTS INC. CMNStock$1,001 - $15,0002025-06-27sell8
house-8221176-ocr-31DependentAXP—150001001AMERICAN EXPRESS CO. CMNStock$1,001 - $15,0002025-06-06sell23
house-8221176-ocr-30DependentXYL—5000015001XYLEM INC. CMNStock$15,001 - $50,0002025-06-06sell23
house-8221176-ocr-3DependentAPD—5000015001Air Products & Chemicals Inc CMNStock$15,001 - $50,0002025-06-06buy23
house-8221176-ocr-29DependentLIN—5000015001LINDE PLC CMNStock$15,001 - $50,0002025-06-06sell23
house-8221176-ocr-28Dependent——150001001CALL/JPM FLEX EURO PM @ 250 EXP 06/06/2025Stock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-278Dependent—2020 Trust FBO Khanna Children250000100001Franklin Cnty Ohio Hosp Rev Rev Bds 01.750000% 12/01/2028 Ohio Health Corp Doctors OhioHealth Corp Ser. 1998BBond$100,001 - $250,0002025-06-30buy7
house-8221176-ocr-277Dependent—2020 Trust FBO Khanna Children5000015001Indiana Fin Auth Health Svs Rev Bds 01.750000% 08/01/2048 Franciscan Alliance Inc F/K/A Sisters of St Francis Hlth SvcsBond$15,001 - $50,0002025-06-30buy7
house-8221176-ocr-276Dependent—Monte and Usha Ahuja 2020 Irrev Trust FBO Grandchildren150001001Franklin Cnty Ohio Hosp Rev Rev Bds 01.750000% 12/01/2028 Ohio Health Corp Doctors OhioHealth Corp Ser. 1998BBond$1,001 - $15,0002025-06-30buy7
house-8221176-ocr-275Dependent—Monte and Usha Ahuja 2020 Irrev Trust FBO Grandchildren150001001Indiana Fin Auth Health Svs Rev Bds 01.750000% 08/01/2048 Franciscan Alliance Inc F/K/A Sisters of St Francis Hlth SvcsBond$1,001 - $15,0002025-06-30buy7
house-8221176-ocr-274DependentUNH2020 Trust FBO Khanna Children150001001UnitedHealth Group IncStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-273DependentPG2020 Trust FBO Khanna Children150001001Procter and Gamble Co ComStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-272DependentPEP2020 Trust FBO Khanna Children150001001PepsiCo IncStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-271Dependent—2020 Trust FBO Khanna Children150001001Merck & Co. Inc ComStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-270Dependent—2020 Trust FBO Khanna Children150001001Johnson & Johnson ComStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-27Dependent——150001001CALL/MS FLEX EURO PM @ 122 EXP 06/06/2025Stock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-269DependentHD2020 Trust FBO Khanna Children150001001Home Depot IncStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-268Dependent—2020 Trust FBO Khanna Children150001001Berkshire Hathaway Inc Com USD0.0033 Class BStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-267Dependent—2020 Trust FBO Khanna Children10000050001Harris Cnty Tex Cultural Ed Facs Fin 02.000000% 10/01/2045 Corp Rev Hosp Bds Texas Childrens Hosp 3-Month Window VrdbBond$50,001 - $100,0002025-06-30buy7
house-8221176-ocr-266DependentCVX—150001001Chevron Corp New ComStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-265DependentVZ—150001001Verizon Communications IncStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-264DependentUNH—150001001UnitedHealth Group IncStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-263DependentTMO—150001001Thermo Fisher Scientific IncStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-262DependentPG—150001001Procter and Gamble Co ComStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-261DependentPFE—150001001Pfizer IncStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-260DependentPEP—150001001Pepsico IncStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-26Dependent——150001001CALL/NVDA FLEX EURO PM 126 EXP 06/06/2025Stock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-259Dependent——150001001NVR Inc Com USD0.01Stock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-258Dependent——150001001Merck & Co. Inc ComStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-257Dependent——150001001Lowes Companies Inc Com USD0.50Stock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-256Dependent——150001001Johnson & Johnson ComStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-255DependentHD—150001001Home Depot IncStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-254DependentCNC—150001001Centene CorpStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-253Dependent——150001001The Cigna Group ComStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-252Dependent——150001001Berkshire Hathaway Inc Com USD0.0033 Class BStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-251Dependent——250000100001Harris Cnty Tex Cultural Ed Facs Fin 61.000000% 10/01/2045 Corp Rev Hosp Bds Texas Childrens Hosp 7-Month Window VRDbStock$100,001 - $250,0002025-06-30buy7
house-8221176-ocr-250SpouseVZ—150001001VERIZON COMMUNICATIONS INCStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-25Dependent——150001001CALL/MSFT FLEX EURO PM 420 EXP 06/06/2025Stock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-249SpouseUNH—150001001UNITEDHEALTH GROUP INCStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-248SpouseTMO—150001001THERMO FISHER SCIENTIFIC INCStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-247SpousePG—150001001PROCTER AND GAMBLE CO COMStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-246SpousePFE—150001001PFIZER INCStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-245SpousePEP—150001001PEPSICO INCStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-244Spouse——150001001NVR INC COM USD0.01Stock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-243Spouse——150001001MERCK & CO. INC COMStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-242Spouse——150001001LOWES COMPANIES INC COM USD0.50Stock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-241Spouse——150001001JOHNSON & JOHNSON COMStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-240SpouseHD—150001001HOME DEPOT INCStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-24Dependent——150001001CALL/GEV FLEX EURO PM @ 395 EXP 06/06/2025Stock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-239SpouseCNC—150001001CENTENE CORPStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-238Spouse——150001001THE CHINA GROUP COMStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-237Spouse——150001001BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BStock$1,001 - $15,0002025-06-20sell13
house-8221176-ocr-236Spouse——250000100001HARRIS CNTY TEX CULTURAL ED FACS FIN 02.000000% 10/01/2045 CORP REV HOSP BDS TEXAS CHILDRENS HOSP 7-MONTH WINDOW VRDBStock$100,001 - $250,0002025-06-30buy7
house-8221176-ocr-235DependentAVGO—150001001Broadcom Inc. CMNStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-234Dependent——150001001Ohio ST SPL Oblig Rev 5.0000% 04/01/26 AOBond$1,001 - $15,0002025-06-17buy16
house-8221176-ocr-233Dependent——150001001Ohio ST WTR Dev Auth WTR Rev 5% 06/01/26 JDBond$1,001 - $15,0002025-06-27buy8
house-8221176-ocr-232DependentCDNS—150001001Cadence Design Systems Inc CMNStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-231Dependent——150001001Cincinnati Ohio DB 5% 12/01/25 JDBond$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-230DependentNVDA—150001001Nvidia Corporation CMNStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-23Dependent——150001001U.S. BANCORP HYBRID PERPETUAL USDStock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-229DependentCEG—150001001Constellation Energy Corp CMNStock$1,001 - $15,0002025-06-27buy8
house-8221176-ocr-228DependentAEE—150001001Ameren Corporation CMNStock$1,001 - $15,0002025-06-27buy8
house-8221176-ocr-227DependentPPL—150001001PPL Corporation CMNStock$1,001 - $15,0002025-06-27buy8
house-8221176-ocr-226Dependent——5000015001Ohio ST WTR Dev Auth Rev Rev 5% 06/01/26-CA JDBond$15,001 - $50,0002025-06-18buy15
house-8221176-ocr-225DependentCAT—5000015001Caterpillar Inc (Delaware) CMNStock$15,001 - $50,0002025-06-27buy8
house-8221176-ocr-224DependentVRT—5000015001Vertiv Holdings LLC CMNStock$15,001 - $50,0002025-06-27buy8
house-8221176-ocr-223Dependent——5000015001Cincinnati Ohio City SCH Dist GO 5.2500% 12/01/25 JDBond$15,001 - $50,0002025-06-03buy26
house-8221176-ocr-222DependentMIR—10000050001Mirion Technologies Inc CMNStock$50,001 - $100,0002025-06-27buy8
house-8221176-ocr-221Dependent——10000050001Ohio ST GO 5% 03/01/26 MSBond$50,001 - $100,0002025-06-03buy26
house-8221176-ocr-220Dependent——250000100001Ohio ST SPL Oblig Rev 5.0000% 06/01/26 JDBond$100,001 - $250,0002025-06-03buy26
house-8221176-ocr-22DependentPNC—150001001PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-219Spouse—Ritu Ahuja 1995 Trust150001001State Street Corporation Hybrid Perpetual USDStock$1,001 - $15,0002025-06-05buy24
house-8221176-ocr-218SpouseSORitu Ahuja 1995 Trust150001001Southern Company (The) Hybrid 03/15/2055Stock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-217SpouseGISRitu Ahuja 1995 Trust150001001General Mills Inc CMNStock$1,001 - $15,0002025-06-25buy10
house-8221176-ocr-216Spouse—Ritu Ahuja 1995 Trust150001001Charles Schwab Corporation (TH Hybrid Perpetual USDStock$1,001 - $15,0002025-06-02buy27
house-8221176-ocr-215Spouse—Ritu Ahuja 1995 Trust150001001PNC Financial Services Group Hybrid Perpetual USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-214Spouse—Ritu Ahuja 1995 Trust150001001Truist Financial Corporation Hybrid Perpetual USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-213Spouse—Ritu Ahuja 1995 Trust150001001Bank of America Corporation Hybrid PerpetualStock$1,001 - $15,0002025-06-04buy25
house-8221176-ocr-212Spouse—Ritu Ahuja 1995 Trust150001001Wells Fargo & Company Hybrid Perpetual USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-211SpouseACNRitu Ahuja 1995 Trust150001001Accenture PLC CMN Class AStock$1,001 - $15,0002025-06-20buy13
house-8221176-ocr-210Spouse—Ritu Ahuja 1995 Trust150001001Nextera Energy Capital Holding Hybrid 08/15/2055Stock$1,001 - $15,0002025-06-04buy25
house-8221176-ocr-21Dependent——150001001TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-209Spouse—Ritu Ahuja 1995 Trust150001001Bank of America Corporation Hybrid PerpetualStock$1,001 - $15,0002025-06-02buy27
house-8221176-ocr-208Spouse—Ritu Ahuja 1995 Trust150001001U.S. Bancorp Hybrid Perpetual USDStock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-207SpouseBAXRitu Ahuja 1994 Trust150001001BAXTER INTERNATIONAL INC. CMNCommon Stock$1,001 - $15,0002025-06-16sell17
house-8221176-ocr-206SpouseMURitu Ahuja 1994 Trust150001001MICRON TECHNOLOGY, INC. CMNCommon Stock$1,001 - $15,0002025-06-17sell16
house-8221176-ocr-205SpouseSTRZRitu Ahuja 1994 Trust150001001STARZ ENTERTAINMENT CORP CMNCommon Stock$1,001 - $15,0002025-06-26sell9
house-8221176-ocr-204SpouseMURitu Ahuja 1994 Trust150001001MICRON TECHNOLOGY, INC. CMNCommon Stock$1,001 - $15,0002025-06-24sell11
house-8221176-ocr-203SpouseMURitu Ahuja 1994 Trust150001001MICRON TECHNOLOGY, INC. CMNCommon Stock$1,001 - $15,0002025-06-25sell10
house-8221176-ocr-202SpouseEARitu Ahuja 1994 Trust150001001ELECTRONIC ARTS CMNCommon Stock$1,001 - $15,0002025-06-26sell9
house-8221176-ocr-201SpouseAXTARitu Ahuja 1994 Trust5000015001AXALTA COATING SYSTEMS LTD. CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-200SpouseSTRitu Ahuja 1994 Trust5000015001SENSATA TECHNOLOGIES HOLDING P CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-20DependentMET—150001001METLIFE, INC. HYBRID 03/15/2055Stock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-2Dependent——10000050001JPMorgan Chase & Co. Linked to S&P 500 IndexStock$50,001 - $100,0002025-06-26buy9
house-8221176-ocr-199SpouseBAXRitu Ahuja 1994 Trust5000015001BAXTER INTERNATIONAL INC. CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-198Spouse—Ritu Ahuja 1994 Trust5000015001LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMNCommon Stock$15,001 - $50,0002025-06-13sell18
house-8221176-ocr-197Spouse—Ritu Ahuja 1994 Trust5000015001TOPGOLF CALLAWAY BRANDS CORP CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-196SpouseSSNCRita Abuja 1994 Trust5000015001SS&C TECHNOLOGIES HOLDINGS, IN CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-195SpouseTFCRita Abuja 1994 Trust5000015001TRUIST FINANCIAL CORPORATION CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-194SpouseTGTRita Abuja 1994 Trust5000015001TARGET CORPORATION CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-193SpouseTENBRita Abuja 1994 Trust5000015001TENABLE HOLDINGS, INC CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-192SpouseUCTTRita Abuja 1994 Trust5000015001ULTRA CLEAN HOLDINGS, INC. CMNCommon Stock$15,001 - $50,0002025-06-26sell9
house-8221176-ocr-191SpouseLIONRita Abuja 1994 Trust10000050001LIONSGATE STUDIOS CORP CMNCommon Stock$50,001 - $100,0002025-06-26buy9
house-8221176-ocr-190SpouseGPKRita Abuja 1994 Trust10000050001GRAPHIC PACKAGING HLDGCO CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-19Dependent——150001001ROGERS COMMUNICATIONS IN HYBRID 04/15/2055Stock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-189Spouse—Rita Abuja 1994 Trust10000050001HOLOGIC INCORPORATED CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-188SpouseZBHRita Abuja 1994 Trust10000050001ZIMMER BIOMET HOLDINGS INCCommon Stock$50,001 - $100,0002025-06-26buy9
house-8221176-ocr-187SpouseBRK-BRita Abuja 1994 Trust10000050001BERKSHIRE HATHAWAY INC. CLASS BCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-186SpousePENNRita Abuja 1994 Trust10000050001PENN ENTERTAINMENT INC CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-185SpouseGOOGLRita Abuja 1994 Trust10000050001ALPHABET INC. CMN CLASS CCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-184SpouseNDAQRita Abuja 1994 Trust10000050001NASDAQ INC. CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-183SpouseMURita Abuja 1994 Trust10000050001MICRON TECHNOLOGY, INC. CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-182SpouseBACRita Abuja 1994 Trust10000050001BANK OF AMERICA CORP CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-181SpouseVYXRita Abuja 1994 Trust10000050001NCR VOYIX CORP CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-180SpousePINSRita Abuja 1994 Trust10000050001PINTEREST INC CMN CLASS ACommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-18DependentNVDA—150001001NVIDIA CORPORATION CMNStock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-179SpouseELANRita Abuja 1994 Trust10000050001ELANCO ANIMAL HEALTH INCORPORA CMNCommon Stock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-178SpouseDIS—10000050001Walt Disney Company (The) CMNStock$50,001 - $100,0002025-06-26sell9
house-8221176-ocr-177SpouseXSP—150001001PUT/XSP @ 575 EXP 07/25/2025Stock$1,001 - $15,0002025-06-09sell22
house-8221176-ocr-176SpouseXSP—150001001PUT/XSP @ 575 EXP 08/29/2025Stock$1,001 - $15,0002025-06-24sell11
house-8221176-ocr-175Spouse——150001001CALL/TSM Flex Euro PM @ 187.5 EXP 06/13/2025Stock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-174Spouse——150001001GS FS TRSY Solutions MM Fund Mutual FundStock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-173Spouse——150001001GS FS TRSY Solutions MM Fund Mutual FundStock$1,001 - $15,0002025-06-10buy21
house-8221176-ocr-172SpouseTAK—150001001Takeda Pharmaceutical Co Ltd Sponsored ADR CMNStock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-171SpouseGPK—150001001Graphic Packaging HLDGCO CMNStock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-170SpouseTENB—150001001Tenable Holdings, Inc CMNStock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-17Dependent——150001001Wells Fargo & Company Hybrid Perpetual USDStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-169SpouseGPK—150001001Graphic Packaging HLDGCO CMNStock$1,001 - $15,0002025-06-18buy15
house-8221176-ocr-168Spouse——150001001GS FS TRSY Solutions MM Fund Mutual FundStock$1,001 - $15,0002025-06-25buy10
house-8221176-ocr-167Spouse——150001001GS FS TRSY Solutions MM Fund Mutual FundStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-166SpouseGPK—150001001Graphic Packaging HLDGCO CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-165Spouse——150001001GS FS TRSY Solutions MM Fund Mutual FundStock$1,001 - $15,0002025-06-17buy16
house-8221176-ocr-164SpouseZBH—150001001Zimmer Biomet Holdings IncStock$1,001 - $15,0002025-06-10buy21
house-8221176-ocr-163SpouseZBH—150001001Zimmer Biomet Holdings IncStock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-162Spouse—Ritu Ahuja 1894 Trust5000015001Siemens Aktiengesellschaft Sponsored ADR CMNStock$15,001 - $50,0002025-06-13buy18
house-8221176-ocr-161SpouseBAXRitu Ahuja Declaration of Trust150001001Baxter International Inc. CMNStock$1,001 - $15,0002025-06-16sell17
house-8221176-ocr-160SpouseGOOGLRitu Ahuja Declaration of Trust150001001Alphabet Inc. CMN Class CStock$1,001 - $15,0002025-06-10sell21
house-8221176-ocr-16Dependent——150001001Bank of New York Mellon Corporation Hybrid PerpetualStock$1,001 - $15,0002025-06-13buy18
house-8221176-ocr-159SpouseBAXRitu Ahuja Declaration of Trust150001001Baxter International Inc. CMNStock$1,001 - $15,0002025-06-10sell21
house-8221176-ocr-158SpouseMURitu Ahuja Declaration of Trust150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002025-06-24sell11
house-8221176-ocr-157SpouseNDAQRitu Ahuja Declaration of Trust150001001Nasdaq Inc. CMNStock$1,001 - $15,0002025-06-10sell21
house-8221176-ocr-156SpouseMURitu Ahuja Declaration of Trust150001001Micron Technology, Inc. CMNStock$1,001 - $15,0002025-06-25sell10
house-8221176-ocr-155SpouseBACRitu Ahuja Declaration of Trust150001001Bank of America Corp CMNStock$1,001 - $15,0002025-06-10sell21
house-8221176-ocr-154SpouseVYXRitu Ahuja Declaration of Trust5000015001NCR Voyix Corp CMNStock$15,001 - $50,0002025-06-10sell21
house-8221176-ocr-153SpouseMURitu Ahuja Declaration of Trust5000015001Micron Technology, Inc. CMNStock$15,001 - $50,0002025-06-10sell21
house-8221176-ocr-152SpousePINSRitu Ahuja Declaration of Trust5000015001Pinterest Inc CMN Class AStock$15,001 - $50,0002025-06-10sell21
house-8221176-ocr-151SpouseELANRitu Ahuja Declaration of Trust5000015001Elanco Animal Health Incorpora CMNStock$15,001 - $50,0002025-06-10sell21
house-8221176-ocr-150SpouseDISRitu Ahuja Declaration of Trust5000015001Walt Disney Company (The) CMNStock$15,001 - $50,0002025-06-10sell21
house-8221176-ocr-15Dependent——150001001Charles Schwab Corporation (TH Hybrid Perpetual USDStock$1,001 - $15,0002025-06-02buy27
house-8221176-ocr-149SpouseGPKRitu Ahuja Declaration of Trust150001001Graphic Packaging Hldgco CMNStock$1,001 - $15,0002025-06-23buy12
house-8221176-ocr-148SpouseZBHRitu Ahuja Declaration of Trust150001001Zimmer Biomet Holdings IncStock$1,001 - $15,0002025-06-16buy17
house-8221176-ocr-147Spouse—Ritu Ahuja Declaration of Trust10000050001JPMorgan Chase & Co. Linked to S&P 500 IndexStock$50,001 - $100,0002025-06-26buy9
house-8221176-ocr-146Spouse—Ritu Ahuja Declaration of Trust10000050001Toronto Dominion Bank Linked to S&P 500 IndexStock$50,001 - $100,0002025-06-12buy19
house-8221176-ocr-145DependentSJM2020 Trust FBO Khanna Children150001001J. M. Smucker Company (The) CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-144DependentBAX2020 Trust FBO Khanna Children150001001Baxter International Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-143DependentKMX2020 Trust FBO Khanna Children150001001Carmax, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-142DependentLKQ2020 Trust FBO Khanna Children150001001LKQ Corporation CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-141DependentFTV2020 Trust FBO Khanna Children150001001Fortive Corporation CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-140Dependent—2020 Trust FBO Khanna Children150001001A.O. Smith Corp (DEL) CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-14Dependent——150001001Telus Corp Hybrid 10/15/2055Stock$1,001 - $15,0002025-06-24buy11
house-8221176-ocr-139DependentTYL2020 Trust FBO Khanna Children150001001Tyler Technologies, Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-138DependentCAG2020 Trust FBO Khanna Children150001001Conagra Brands Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-137Dependent—2020 Trust FBO Khanna Children150001001Mid-America APT CMNTYS Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-136DependentPANW2020 Trust FBO Khanna Children150001001Palo Alto Networks Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-135DependentINVH2020 Trust FBO Khanna Children150001001Invitation Homes Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-134DependentEQR2020 Trust FBO Khanna Children150001001Equity Residential CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-133Dependent—2020 Trust FBO Khanna Children150001001Kimco Realty OP, LLC CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-132DependentCPAY2020 Trust FBO Khanna Children150001001Corpay Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-131DependentPH2020 Trust FBO Khanna Children150001001Parker-Hannifin Corp. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-130DependentLEN2020 Trust FBO Khanna Children150001001Lennar Corporation CMN Class ACommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-13Dependent——150001001Bank of America Corporation Hybrid PerpetualStock$1,001 - $15,0002025-06-04buy25
house-8221176-ocr-129DependentWAT2020 Trust FBO Khanna Children150001001Waters Corporation Common StockCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-128Dependent—2020 Trust FBO Khanna Children150001001Kellanova CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-127DependentBR2020 Trust FBO Khanna Children150001001Broadridge Financial Solutions Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-126DependentLH2020 Trust FBO Khanna Children150001001Labcorp Holdings Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-125DependentSYF2020 Trust FBO Khanna Children150001001Synchrony Financial CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-124DependentGL2020 Trust FBO Khanna Children150001001Globe Life Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-123DependentIFF2020 Trust FBO Khanna Children150001001Intl. Flavors & Fragrance CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-122DependentCNC2020 Trust FBO Khanna Children150001001Centene Corporation CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-121DependentLULU2020 Trust FBO Khanna Children150001001Lululemon Athletica Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-120DependentTGT2020 Trust FBO Khanna Children150001001Target Corporation CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-12Dependent——150001001Nextera Energy Capital Holding Hybrid 08/15/2055Stock$1,001 - $15,0002025-06-04buy25
house-8221176-ocr-119DependentCOF2020 Trust FBO Khanna Children150001001Capital One Financial Corp CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-118DependentGPC2020 Trust FBO Khanna Children150001001Genuine Parts Co. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-117DependentPHM2020 Trust FBO Khanna Children150001001Pultegroup Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-116DependentKMB2020 Trust FBO Khanna Children150001001Kimberly-Clark Corporation CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-115DependentSTZ2030 Trust FBO Khanna Children150001001Constellation Brands Inc CMN Class ACommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-114DependentUNP2030 Trust FBO Khanna Children150001001Union Pacific Corp. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-113DependentSHW2030 Trust FBO Khanna Children150001001Sherwin-Williams Co CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-112DependentSTT2030 Trust FBO Khanna Children150001001State Street Corporation (New) CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-111DependentIR2030 Trust FBO Khanna Children150001001Ingersoll Rand Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-110DependentAFL2030 Trust FBO Khanna Children150001001Aflac Incorporated CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-11DependentDDOG—150001001Datadog, Inc. CMN Class AStock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-109DependentHUM2030 Trust FBO Khanna Children150001001Humana Inc. CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-108DependentNOW2030 Trust FBO Khanna Children150001001ServiceNow Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-107Dependent—2030 Trust FBO Khanna Children150001001Marsh & McLennan Co Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-106DependentAPO2030 Trust FBO Khanna Children150001001Apollo Global Management Inc CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-105DependentIBM2030 Trust FBO Khanna Children150001001Intl Business Machines Corp CMNCommon Stock$1,001 - $15,0002025-06-23sell12
house-8221176-ocr-104DependentCTSH2030 Trust FBO Khanna Children5000015001Cognizant Technology Solutions Corp Class ACommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-103DependentPG2030 Trust FBO Khanna Children5000015001The Procter & Gamble Company CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-102DependentBX2030 Trust FBO Khanna Children5000015001Blackstone Group Inc/The CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-101DependentCMCSA2030 Trust FBO Khanna Children5000015001Comcast Corporation CMN Class A VotingCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-100DependentADBE2030 Trust FBO Khanna Children5000015001Adobe Inc CMNCommon Stock$15,001 - $50,0002025-06-23sell12
house-8221176-ocr-10DependentAVGO—150001001Broadcom Inc. CMNStock$1,001 - $15,0002025-06-06buy23
house-8221176-ocr-1Dependent——10000050001Toronto Dominion Bank Linked to S&P 500 IndexStock$50,001 - $100,0002025-06-12buy19

Original filing document