| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-8221176-ocr-99 | Dependent | LOW | 2030 Trust FBO Khanna Children | 50000 | 15001 | Lowes Companies Inc CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-98 | Dependent | SPGI | 2030 Trust FBO Khanna Children | 50000 | 15001 | S&P Global Inc. CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-97 | Dependent | AAPL | 2020 Trust FBO Khanna Children | 50000 | 15001 | Apple Inc. CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-96 | Dependent | JNJ | 2020 Trust FBO Khanna Children | 50000 | 15001 | Johnson & Johnson CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-95 | Dependent | WFC | 2020 Trust FBO Khanna Children | 15000 | 1001 | Wells Fargo & Company CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-94 | Dependent | POOL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Pool Corp CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-93 | Dependent | DIS | 2020 Trust FBO Khanna Children | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-92 | Dependent | GRMN | 2020 Trust FBO Khanna Children | 15000 | 1001 | Garmin Ltd CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-91 | Dependent | BMY | 2020 Trust FBO Khanna Children | 15000 | 1001 | Bristol-Myers Squibb Company CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-90 | Dependent | NDAQ | 2020 Trust FBO Khanna Children | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-9 | Dependent | — | — | 15000 | 1001 | Bank of America Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-06-02 | buy | 27 |
| house-8221176-ocr-89 | Dependent | MHK | 2020 Trust FBO Khanna Children | 15000 | 1001 | Mohawk Industries Inc Common Stock | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-88 | Dependent | GPN | 2020 Trust FBO Khanna Children | 15000 | 1001 | Global Payments Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-87 | Dependent | GLW | 2020 Trust FBO Khanna Children | 15000 | 1001 | Corning Incorporated CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-86 | Dependent | EPAM | 2020 Trust FBO Khanna Children | 15000 | 1001 | EPAM Systems, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-85 | Dependent | WDAY | 2020 Trust FBO Khanna Children | 15000 | 1001 | Workday, Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-84 | Dependent | INTU | 2020 Trust FBO Khanna Children | 15000 | 1001 | Intuit Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-83 | Dependent | PLD | 2020 Trust FBO Khanna Children | 15000 | 1001 | Prologis Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-82 | Dependent | MAR | 2020 Trust FBO Khanna Children | 15000 | 1001 | Marriott International, Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-81 | Dependent | VLTO | 2020 Trust FBO Khanna Children | 15000 | 1001 | Veralto Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-80 | Dependent | AMAT | 2020 Trust FBO Khanna Children | 15000 | 1001 | Applied Materials Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-8 | Dependent | LLY | — | 15000 | 1001 | Eli Lilly & Co CMN | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-79 | Dependent | TROW | 2020 Trust FBO Khanna Children | 15000 | 1001 | T. Rowe Price Group, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-78 | Dependent | PSA | 2020 Trust FBO Khanna Children | 15000 | 1001 | Public Storage CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-77 | Dependent | CDNS | 2020 Trust FBO Khanna Children | 15000 | 1001 | Cadence Design Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-76 | Dependent | SYY | 2020 Trust FBO Khanna Children | 15000 | 1001 | Sysco Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-75 | Dependent | HPQ | 2020 Trust FBO Khanna Children | 15000 | 1001 | HP Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-74 | Dependent | EL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Estee Lauder Cos Inc CL-A CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-73 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Healthpeak OP, LLC CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-72 | Dependent | MSFT | 2020 Trust FBO Khanna Children | 15000 | 1001 | Microsoft Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-71 | Dependent | PRU | 2020 Trust FBO Khanna Children | 15000 | 1001 | Prudential Financial Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-70 | Dependent | MET | 2020 Trust FBO Khanna Children | 15000 | 1001 | Metlife, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-7 | Dependent | GIS | — | 15000 | 1001 | General Mills Inc CMN | Stock | $1,001 - $15,000 | 2025-06-25 | buy | 10 |
| house-8221176-ocr-69 | Dependent | HD | 2020 Trust FBO Khanna Children | 15000 | 1001 | The Home Depot, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-68 | Dependent | TMUS | 2020 Trust FBO Khanna Children | 15000 | 1001 | T-Mobile US, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-67 | Dependent | ADI | 2020 Trust FBO Khanna Children | 15000 | 1001 | Analog Devices, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-66 | Dependent | YUM | 2020 Trust FBO Khanna Children | 15000 | 1001 | Yum Brands, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-65 | Dependent | CAT | 2020 Trust FBO Khanna Children | 15000 | 1001 | Caterpillar Inc (Delaware) CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-64 | Dependent | NTRS | 2020 Trust FBO Khanna Children | 15000 | 1001 | Northern Trust Corp CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-63 | Dependent | GOOGL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Alphabet Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-62 | Dependent | NSC | 2020 Trust FBO Khanna Children | 15000 | 1001 | Norfolk Southern Corp CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-61 | Dependent | CHTR | 2020 Trust FBO Khanne Children | 15000 | 1001 | CHARTER COMMUNICATIONS, INC. CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-60 | Dependent | AXP | 2020 Trust FBO Khanne Children | 15000 | 1001 | AMERICAN EXPRESS CO. CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-6 | Dependent | ACN | — | 15000 | 1001 | Accenture PLC CMN Class A | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-59 | Dependent | COIN | 2020 Trust FBO Khanne Children | 15000 | 1001 | COINBASE GLOBAL, INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-58 | Dependent | — | 2020 Trust FBO Khanne Children | 15000 | 1001 | BLACKROCK FUNDING, INC. CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-57 | Dependent | ITW | 2020 Trust FBO Khanne Children | 15000 | 1001 | ILLINOIS TOOL WORKS CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-56 | Dependent | TMO | 2020 Trust FBO Khanne Children | 15000 | 1001 | THERMO FISHER SCIENTIFIC INC CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-55 | Dependent | ACN | 2020 Trust FBO Khanne Children | 15000 | 1001 | ACCENTURE PLC CMN CLASS A | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-54 | Dependent | NKE | 2020 Trust FBO Khanne Children | 15000 | 1001 | NIKE CLASS-B CMN CLASS B | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-53 | Dependent | — | 2020 Trust FBO Khanne Children | 15000 | 1001 | VERTEX PHARMACEUTICALS INCORPO CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-52 | Dependent | LIN | 2020 Trust FBO Khanne Children | 15000 | 1001 | LINDE PLC CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-51 | Dependent | — | 2020 Trust FBO Khanne Children | 15000 | 1001 | MOODY'S CORPORATION CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-50 | Dependent | MRK | 2020 Trust FBO Khanne Children | 50000 | 15001 | MERCK & CO., INC. CMN | Stock | $15,001 - $50,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-5 | Dependent | AMZN | — | 15000 | 1001 | Amazon.com Inc CMN | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-49 | Dependent | TJX | 2020 Trust FBO Khanne Children | 50000 | 15001 | TJX COMPANIES INC (NEW) CMN | Stock | $15,001 - $50,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-48 | Dependent | — | 2020 Trust FBO Khanne Children | 50000 | 15001 | UNITEDHEALTH GROUP INCORPORATE CMN | Stock | $15,001 - $50,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-47 | Dependent | PEP | 2020 Trust FBO Khanne Children | 50000 | 15001 | PEPSICO, INC. CMN | Stock | $15,001 - $50,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-46 | Dependent | BRK-B | 2020 Trust FBO Khanne Children | 50000 | 15001 | BERKSHIRE HATHAWAY INC. CLASS B | Stock | $15,001 - $50,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-45 | Dependent | — | 2020 Trust FBO Khanne Children | 250000 | 100001 | BOFA FINANCE LLC LINKED TO S&P 500 INDEX | Stock | $100,001 - $250,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-44 | Dependent | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-17 | sell | 16 |
| house-8221176-ocr-43 | Dependent | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-24 | sell | 11 |
| house-8221176-ocr-42 | Dependent | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-25 | sell | 10 |
| house-8221176-ocr-41 | Dependent | ZBH | — | 15000 | 1001 | Zimmer Biomet Holdings Inc | Stock | $1,001 - $15,000 | 2025-08-10 | buy | 24 |
| house-8221176-ocr-40 | Dependent | — | Ahuja Grandchildren's Education Trust | 50000 | 15001 | Toronto Dominion Bank Linked to S&P 500 Index | Stock | $15,001 - $50,000 | 2025-06-26 | buy | 9 |
| house-8221176-ocr-4 | Dependent | ROK | — | 50000 | 15001 | Rockwell Automation Inc CMN | Stock | $15,001 - $50,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-39 | Dependent | — | — | 15000 | 1001 | MEDTRONIC PUBLIC LIMITED COMPANY CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-38 | Dependent | KEY | — | 15000 | 1001 | KEYCORP CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-37 | Dependent | FERG | — | 15000 | 1001 | FERGUSON ENTERPRISES INC CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-36 | Dependent | AIG | — | 15000 | 1001 | AMERICAN INTL GROUP, INC. CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-35 | Dependent | LH | — | 15000 | 1001 | LABCORP HOLDINGS INC CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-34 | Dependent | BAC | — | 15000 | 1001 | BANK OF AMERICA CORP CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-33 | Dependent | MS | — | 15000 | 1001 | MORGAN STANLEY CMN | Stock | $1,001 - $15,000 | 2025-06-06 | sell | 23 |
| house-8221176-ocr-32 | Dependent | TXN | — | 15000 | 1001 | TEXAS INSTRUMENTS INC. CMN | Stock | $1,001 - $15,000 | 2025-06-27 | sell | 8 |
| house-8221176-ocr-31 | Dependent | AXP | — | 15000 | 1001 | AMERICAN EXPRESS CO. CMN | Stock | $1,001 - $15,000 | 2025-06-06 | sell | 23 |
| house-8221176-ocr-30 | Dependent | XYL | — | 50000 | 15001 | XYLEM INC. CMN | Stock | $15,001 - $50,000 | 2025-06-06 | sell | 23 |
| house-8221176-ocr-3 | Dependent | APD | — | 50000 | 15001 | Air Products & Chemicals Inc CMN | Stock | $15,001 - $50,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-29 | Dependent | LIN | — | 50000 | 15001 | LINDE PLC CMN | Stock | $15,001 - $50,000 | 2025-06-06 | sell | 23 |
| house-8221176-ocr-28 | Dependent | — | — | 15000 | 1001 | CALL/JPM FLEX EURO PM @ 250 EXP 06/06/2025 | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-278 | Dependent | — | 2020 Trust FBO Khanna Children | 250000 | 100001 | Franklin Cnty Ohio Hosp Rev Rev Bds 01.750000% 12/01/2028 Ohio Health Corp Doctors OhioHealth Corp Ser. 1998B | Bond | $100,001 - $250,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-277 | Dependent | — | 2020 Trust FBO Khanna Children | 50000 | 15001 | Indiana Fin Auth Health Svs Rev Bds 01.750000% 08/01/2048 Franciscan Alliance Inc F/K/A Sisters of St Francis Hlth Svcs | Bond | $15,001 - $50,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-276 | Dependent | — | Monte and Usha Ahuja 2020 Irrev Trust FBO Grandchildren | 15000 | 1001 | Franklin Cnty Ohio Hosp Rev Rev Bds 01.750000% 12/01/2028 Ohio Health Corp Doctors OhioHealth Corp Ser. 1998B | Bond | $1,001 - $15,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-275 | Dependent | — | Monte and Usha Ahuja 2020 Irrev Trust FBO Grandchildren | 15000 | 1001 | Indiana Fin Auth Health Svs Rev Bds 01.750000% 08/01/2048 Franciscan Alliance Inc F/K/A Sisters of St Francis Hlth Svcs | Bond | $1,001 - $15,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-274 | Dependent | UNH | 2020 Trust FBO Khanna Children | 15000 | 1001 | UnitedHealth Group Inc | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-273 | Dependent | PG | 2020 Trust FBO Khanna Children | 15000 | 1001 | Procter and Gamble Co Com | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-272 | Dependent | PEP | 2020 Trust FBO Khanna Children | 15000 | 1001 | PepsiCo Inc | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-271 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Merck & Co. Inc Com | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-270 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Johnson & Johnson Com | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-27 | Dependent | — | — | 15000 | 1001 | CALL/MS FLEX EURO PM @ 122 EXP 06/06/2025 | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-269 | Dependent | HD | 2020 Trust FBO Khanna Children | 15000 | 1001 | Home Depot Inc | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-268 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Berkshire Hathaway Inc Com USD0.0033 Class B | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-267 | Dependent | — | 2020 Trust FBO Khanna Children | 100000 | 50001 | Harris Cnty Tex Cultural Ed Facs Fin 02.000000% 10/01/2045 Corp Rev Hosp Bds Texas Childrens Hosp 3-Month Window Vrdb | Bond | $50,001 - $100,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-266 | Dependent | CVX | — | 15000 | 1001 | Chevron Corp New Com | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-265 | Dependent | VZ | — | 15000 | 1001 | Verizon Communications Inc | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-264 | Dependent | UNH | — | 15000 | 1001 | UnitedHealth Group Inc | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-263 | Dependent | TMO | — | 15000 | 1001 | Thermo Fisher Scientific Inc | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-262 | Dependent | PG | — | 15000 | 1001 | Procter and Gamble Co Com | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-261 | Dependent | PFE | — | 15000 | 1001 | Pfizer Inc | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-260 | Dependent | PEP | — | 15000 | 1001 | Pepsico Inc | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-26 | Dependent | — | — | 15000 | 1001 | CALL/NVDA FLEX EURO PM 126 EXP 06/06/2025 | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-259 | Dependent | — | — | 15000 | 1001 | NVR Inc Com USD0.01 | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-258 | Dependent | — | — | 15000 | 1001 | Merck & Co. Inc Com | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-257 | Dependent | — | — | 15000 | 1001 | Lowes Companies Inc Com USD0.50 | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-256 | Dependent | — | — | 15000 | 1001 | Johnson & Johnson Com | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-255 | Dependent | HD | — | 15000 | 1001 | Home Depot Inc | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-254 | Dependent | CNC | — | 15000 | 1001 | Centene Corp | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-253 | Dependent | — | — | 15000 | 1001 | The Cigna Group Com | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-252 | Dependent | — | — | 15000 | 1001 | Berkshire Hathaway Inc Com USD0.0033 Class B | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-251 | Dependent | — | — | 250000 | 100001 | Harris Cnty Tex Cultural Ed Facs Fin 61.000000% 10/01/2045 Corp Rev Hosp Bds Texas Childrens Hosp 7-Month Window VRDb | Stock | $100,001 - $250,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-250 | Spouse | VZ | — | 15000 | 1001 | VERIZON COMMUNICATIONS INC | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-25 | Dependent | — | — | 15000 | 1001 | CALL/MSFT FLEX EURO PM 420 EXP 06/06/2025 | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-249 | Spouse | UNH | — | 15000 | 1001 | UNITEDHEALTH GROUP INC | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-248 | Spouse | TMO | — | 15000 | 1001 | THERMO FISHER SCIENTIFIC INC | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-247 | Spouse | PG | — | 15000 | 1001 | PROCTER AND GAMBLE CO COM | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-246 | Spouse | PFE | — | 15000 | 1001 | PFIZER INC | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-245 | Spouse | PEP | — | 15000 | 1001 | PEPSICO INC | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-244 | Spouse | — | — | 15000 | 1001 | NVR INC COM USD0.01 | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-243 | Spouse | — | — | 15000 | 1001 | MERCK & CO. INC COM | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-242 | Spouse | — | — | 15000 | 1001 | LOWES COMPANIES INC COM USD0.50 | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-241 | Spouse | — | — | 15000 | 1001 | JOHNSON & JOHNSON COM | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-240 | Spouse | HD | — | 15000 | 1001 | HOME DEPOT INC | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-24 | Dependent | — | — | 15000 | 1001 | CALL/GEV FLEX EURO PM @ 395 EXP 06/06/2025 | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-239 | Spouse | CNC | — | 15000 | 1001 | CENTENE CORP | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-238 | Spouse | — | — | 15000 | 1001 | THE CHINA GROUP COM | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-237 | Spouse | — | — | 15000 | 1001 | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Stock | $1,001 - $15,000 | 2025-06-20 | sell | 13 |
| house-8221176-ocr-236 | Spouse | — | — | 250000 | 100001 | HARRIS CNTY TEX CULTURAL ED FACS FIN 02.000000% 10/01/2045 CORP REV HOSP BDS TEXAS CHILDRENS HOSP 7-MONTH WINDOW VRDB | Stock | $100,001 - $250,000 | 2025-06-30 | buy | 7 |
| house-8221176-ocr-235 | Dependent | AVGO | — | 15000 | 1001 | Broadcom Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-234 | Dependent | — | — | 15000 | 1001 | Ohio ST SPL Oblig Rev 5.0000% 04/01/26 AO | Bond | $1,001 - $15,000 | 2025-06-17 | buy | 16 |
| house-8221176-ocr-233 | Dependent | — | — | 15000 | 1001 | Ohio ST WTR Dev Auth WTR Rev 5% 06/01/26 JD | Bond | $1,001 - $15,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-232 | Dependent | CDNS | — | 15000 | 1001 | Cadence Design Systems Inc CMN | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-231 | Dependent | — | — | 15000 | 1001 | Cincinnati Ohio DB 5% 12/01/25 JD | Bond | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-230 | Dependent | NVDA | — | 15000 | 1001 | Nvidia Corporation CMN | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-23 | Dependent | — | — | 15000 | 1001 | U.S. BANCORP HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-229 | Dependent | CEG | — | 15000 | 1001 | Constellation Energy Corp CMN | Stock | $1,001 - $15,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-228 | Dependent | AEE | — | 15000 | 1001 | Ameren Corporation CMN | Stock | $1,001 - $15,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-227 | Dependent | PPL | — | 15000 | 1001 | PPL Corporation CMN | Stock | $1,001 - $15,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-226 | Dependent | — | — | 50000 | 15001 | Ohio ST WTR Dev Auth Rev Rev 5% 06/01/26-CA JD | Bond | $15,001 - $50,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-225 | Dependent | CAT | — | 50000 | 15001 | Caterpillar Inc (Delaware) CMN | Stock | $15,001 - $50,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-224 | Dependent | VRT | — | 50000 | 15001 | Vertiv Holdings LLC CMN | Stock | $15,001 - $50,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-223 | Dependent | — | — | 50000 | 15001 | Cincinnati Ohio City SCH Dist GO 5.2500% 12/01/25 JD | Bond | $15,001 - $50,000 | 2025-06-03 | buy | 26 |
| house-8221176-ocr-222 | Dependent | MIR | — | 100000 | 50001 | Mirion Technologies Inc CMN | Stock | $50,001 - $100,000 | 2025-06-27 | buy | 8 |
| house-8221176-ocr-221 | Dependent | — | — | 100000 | 50001 | Ohio ST GO 5% 03/01/26 MS | Bond | $50,001 - $100,000 | 2025-06-03 | buy | 26 |
| house-8221176-ocr-220 | Dependent | — | — | 250000 | 100001 | Ohio ST SPL Oblig Rev 5.0000% 06/01/26 JD | Bond | $100,001 - $250,000 | 2025-06-03 | buy | 26 |
| house-8221176-ocr-22 | Dependent | PNC | — | 15000 | 1001 | PNC FINANCIAL SERVICES GROUP, HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-219 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | State Street Corporation Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-05 | buy | 24 |
| house-8221176-ocr-218 | Spouse | SO | Ritu Ahuja 1995 Trust | 15000 | 1001 | Southern Company (The) Hybrid 03/15/2055 | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-217 | Spouse | GIS | Ritu Ahuja 1995 Trust | 15000 | 1001 | General Mills Inc CMN | Stock | $1,001 - $15,000 | 2025-06-25 | buy | 10 |
| house-8221176-ocr-216 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Charles Schwab Corporation (TH Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-02 | buy | 27 |
| house-8221176-ocr-215 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | PNC Financial Services Group Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-214 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Truist Financial Corporation Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-213 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Bank of America Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-06-04 | buy | 25 |
| house-8221176-ocr-212 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Wells Fargo & Company Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-211 | Spouse | ACN | Ritu Ahuja 1995 Trust | 15000 | 1001 | Accenture PLC CMN Class A | Stock | $1,001 - $15,000 | 2025-06-20 | buy | 13 |
| house-8221176-ocr-210 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Nextera Energy Capital Holding Hybrid 08/15/2055 | Stock | $1,001 - $15,000 | 2025-06-04 | buy | 25 |
| house-8221176-ocr-21 | Dependent | — | — | 15000 | 1001 | TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-209 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Bank of America Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-06-02 | buy | 27 |
| house-8221176-ocr-208 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | U.S. Bancorp Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-207 | Spouse | BAX | Ritu Ahuja 1994 Trust | 15000 | 1001 | BAXTER INTERNATIONAL INC. CMN | Common Stock | $1,001 - $15,000 | 2025-06-16 | sell | 17 |
| house-8221176-ocr-206 | Spouse | MU | Ritu Ahuja 1994 Trust | 15000 | 1001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-06-17 | sell | 16 |
| house-8221176-ocr-205 | Spouse | STRZ | Ritu Ahuja 1994 Trust | 15000 | 1001 | STARZ ENTERTAINMENT CORP CMN | Common Stock | $1,001 - $15,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-204 | Spouse | MU | Ritu Ahuja 1994 Trust | 15000 | 1001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-06-24 | sell | 11 |
| house-8221176-ocr-203 | Spouse | MU | Ritu Ahuja 1994 Trust | 15000 | 1001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-06-25 | sell | 10 |
| house-8221176-ocr-202 | Spouse | EA | Ritu Ahuja 1994 Trust | 15000 | 1001 | ELECTRONIC ARTS CMN | Common Stock | $1,001 - $15,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-201 | Spouse | AXTA | Ritu Ahuja 1994 Trust | 50000 | 15001 | AXALTA COATING SYSTEMS LTD. CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-200 | Spouse | ST | Ritu Ahuja 1994 Trust | 50000 | 15001 | SENSATA TECHNOLOGIES HOLDING P CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-20 | Dependent | MET | — | 15000 | 1001 | METLIFE, INC. HYBRID 03/15/2055 | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-2 | Dependent | — | — | 100000 | 50001 | JPMorgan Chase & Co. Linked to S&P 500 Index | Stock | $50,001 - $100,000 | 2025-06-26 | buy | 9 |
| house-8221176-ocr-199 | Spouse | BAX | Ritu Ahuja 1994 Trust | 50000 | 15001 | BAXTER INTERNATIONAL INC. CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-198 | Spouse | — | Ritu Ahuja 1994 Trust | 50000 | 15001 | LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN | Common Stock | $15,001 - $50,000 | 2025-06-13 | sell | 18 |
| house-8221176-ocr-197 | Spouse | — | Ritu Ahuja 1994 Trust | 50000 | 15001 | TOPGOLF CALLAWAY BRANDS CORP CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-196 | Spouse | SSNC | Rita Abuja 1994 Trust | 50000 | 15001 | SS&C TECHNOLOGIES HOLDINGS, IN CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-195 | Spouse | TFC | Rita Abuja 1994 Trust | 50000 | 15001 | TRUIST FINANCIAL CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-194 | Spouse | TGT | Rita Abuja 1994 Trust | 50000 | 15001 | TARGET CORPORATION CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-193 | Spouse | TENB | Rita Abuja 1994 Trust | 50000 | 15001 | TENABLE HOLDINGS, INC CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-192 | Spouse | UCTT | Rita Abuja 1994 Trust | 50000 | 15001 | ULTRA CLEAN HOLDINGS, INC. CMN | Common Stock | $15,001 - $50,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-191 | Spouse | LION | Rita Abuja 1994 Trust | 100000 | 50001 | LIONSGATE STUDIOS CORP CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | buy | 9 |
| house-8221176-ocr-190 | Spouse | GPK | Rita Abuja 1994 Trust | 100000 | 50001 | GRAPHIC PACKAGING HLDGCO CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-19 | Dependent | — | — | 15000 | 1001 | ROGERS COMMUNICATIONS IN HYBRID 04/15/2055 | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-189 | Spouse | — | Rita Abuja 1994 Trust | 100000 | 50001 | HOLOGIC INCORPORATED CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-188 | Spouse | ZBH | Rita Abuja 1994 Trust | 100000 | 50001 | ZIMMER BIOMET HOLDINGS INC | Common Stock | $50,001 - $100,000 | 2025-06-26 | buy | 9 |
| house-8221176-ocr-187 | Spouse | BRK-B | Rita Abuja 1994 Trust | 100000 | 50001 | BERKSHIRE HATHAWAY INC. CLASS B | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-186 | Spouse | PENN | Rita Abuja 1994 Trust | 100000 | 50001 | PENN ENTERTAINMENT INC CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-185 | Spouse | GOOGL | Rita Abuja 1994 Trust | 100000 | 50001 | ALPHABET INC. CMN CLASS C | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-184 | Spouse | NDAQ | Rita Abuja 1994 Trust | 100000 | 50001 | NASDAQ INC. CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-183 | Spouse | MU | Rita Abuja 1994 Trust | 100000 | 50001 | MICRON TECHNOLOGY, INC. CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-182 | Spouse | BAC | Rita Abuja 1994 Trust | 100000 | 50001 | BANK OF AMERICA CORP CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-181 | Spouse | VYX | Rita Abuja 1994 Trust | 100000 | 50001 | NCR VOYIX CORP CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-180 | Spouse | PINS | Rita Abuja 1994 Trust | 100000 | 50001 | PINTEREST INC CMN CLASS A | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-18 | Dependent | NVDA | — | 15000 | 1001 | NVIDIA CORPORATION CMN | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-179 | Spouse | ELAN | Rita Abuja 1994 Trust | 100000 | 50001 | ELANCO ANIMAL HEALTH INCORPORA CMN | Common Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-178 | Spouse | DIS | — | 100000 | 50001 | Walt Disney Company (The) CMN | Stock | $50,001 - $100,000 | 2025-06-26 | sell | 9 |
| house-8221176-ocr-177 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 575 EXP 07/25/2025 | Stock | $1,001 - $15,000 | 2025-06-09 | sell | 22 |
| house-8221176-ocr-176 | Spouse | XSP | — | 15000 | 1001 | PUT/XSP @ 575 EXP 08/29/2025 | Stock | $1,001 - $15,000 | 2025-06-24 | sell | 11 |
| house-8221176-ocr-175 | Spouse | — | — | 15000 | 1001 | CALL/TSM Flex Euro PM @ 187.5 EXP 06/13/2025 | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-174 | Spouse | — | — | 15000 | 1001 | GS FS TRSY Solutions MM Fund Mutual Fund | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-173 | Spouse | — | — | 15000 | 1001 | GS FS TRSY Solutions MM Fund Mutual Fund | Stock | $1,001 - $15,000 | 2025-06-10 | buy | 21 |
| house-8221176-ocr-172 | Spouse | TAK | — | 15000 | 1001 | Takeda Pharmaceutical Co Ltd Sponsored ADR CMN | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-171 | Spouse | GPK | — | 15000 | 1001 | Graphic Packaging HLDGCO CMN | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-170 | Spouse | TENB | — | 15000 | 1001 | Tenable Holdings, Inc CMN | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-17 | Dependent | — | — | 15000 | 1001 | Wells Fargo & Company Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-169 | Spouse | GPK | — | 15000 | 1001 | Graphic Packaging HLDGCO CMN | Stock | $1,001 - $15,000 | 2025-06-18 | buy | 15 |
| house-8221176-ocr-168 | Spouse | — | — | 15000 | 1001 | GS FS TRSY Solutions MM Fund Mutual Fund | Stock | $1,001 - $15,000 | 2025-06-25 | buy | 10 |
| house-8221176-ocr-167 | Spouse | — | — | 15000 | 1001 | GS FS TRSY Solutions MM Fund Mutual Fund | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-166 | Spouse | GPK | — | 15000 | 1001 | Graphic Packaging HLDGCO CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-165 | Spouse | — | — | 15000 | 1001 | GS FS TRSY Solutions MM Fund Mutual Fund | Stock | $1,001 - $15,000 | 2025-06-17 | buy | 16 |
| house-8221176-ocr-164 | Spouse | ZBH | — | 15000 | 1001 | Zimmer Biomet Holdings Inc | Stock | $1,001 - $15,000 | 2025-06-10 | buy | 21 |
| house-8221176-ocr-163 | Spouse | ZBH | — | 15000 | 1001 | Zimmer Biomet Holdings Inc | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-162 | Spouse | — | Ritu Ahuja 1894 Trust | 50000 | 15001 | Siemens Aktiengesellschaft Sponsored ADR CMN | Stock | $15,001 - $50,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-161 | Spouse | BAX | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Baxter International Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-16 | sell | 17 |
| house-8221176-ocr-160 | Spouse | GOOGL | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Alphabet Inc. CMN Class C | Stock | $1,001 - $15,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-16 | Dependent | — | — | 15000 | 1001 | Bank of New York Mellon Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-06-13 | buy | 18 |
| house-8221176-ocr-159 | Spouse | BAX | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Baxter International Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-158 | Spouse | MU | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-24 | sell | 11 |
| house-8221176-ocr-157 | Spouse | NDAQ | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Nasdaq Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-156 | Spouse | MU | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-25 | sell | 10 |
| house-8221176-ocr-155 | Spouse | BAC | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Bank of America Corp CMN | Stock | $1,001 - $15,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-154 | Spouse | VYX | Ritu Ahuja Declaration of Trust | 50000 | 15001 | NCR Voyix Corp CMN | Stock | $15,001 - $50,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-153 | Spouse | MU | Ritu Ahuja Declaration of Trust | 50000 | 15001 | Micron Technology, Inc. CMN | Stock | $15,001 - $50,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-152 | Spouse | PINS | Ritu Ahuja Declaration of Trust | 50000 | 15001 | Pinterest Inc CMN Class A | Stock | $15,001 - $50,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-151 | Spouse | ELAN | Ritu Ahuja Declaration of Trust | 50000 | 15001 | Elanco Animal Health Incorpora CMN | Stock | $15,001 - $50,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-150 | Spouse | DIS | Ritu Ahuja Declaration of Trust | 50000 | 15001 | Walt Disney Company (The) CMN | Stock | $15,001 - $50,000 | 2025-06-10 | sell | 21 |
| house-8221176-ocr-15 | Dependent | — | — | 15000 | 1001 | Charles Schwab Corporation (TH Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-06-02 | buy | 27 |
| house-8221176-ocr-149 | Spouse | GPK | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Graphic Packaging Hldgco CMN | Stock | $1,001 - $15,000 | 2025-06-23 | buy | 12 |
| house-8221176-ocr-148 | Spouse | ZBH | Ritu Ahuja Declaration of Trust | 15000 | 1001 | Zimmer Biomet Holdings Inc | Stock | $1,001 - $15,000 | 2025-06-16 | buy | 17 |
| house-8221176-ocr-147 | Spouse | — | Ritu Ahuja Declaration of Trust | 100000 | 50001 | JPMorgan Chase & Co. Linked to S&P 500 Index | Stock | $50,001 - $100,000 | 2025-06-26 | buy | 9 |
| house-8221176-ocr-146 | Spouse | — | Ritu Ahuja Declaration of Trust | 100000 | 50001 | Toronto Dominion Bank Linked to S&P 500 Index | Stock | $50,001 - $100,000 | 2025-06-12 | buy | 19 |
| house-8221176-ocr-145 | Dependent | SJM | 2020 Trust FBO Khanna Children | 15000 | 1001 | J. M. Smucker Company (The) CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-144 | Dependent | BAX | 2020 Trust FBO Khanna Children | 15000 | 1001 | Baxter International Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-143 | Dependent | KMX | 2020 Trust FBO Khanna Children | 15000 | 1001 | Carmax, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-142 | Dependent | LKQ | 2020 Trust FBO Khanna Children | 15000 | 1001 | LKQ Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-141 | Dependent | FTV | 2020 Trust FBO Khanna Children | 15000 | 1001 | Fortive Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-140 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | A.O. Smith Corp (DEL) CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-14 | Dependent | — | — | 15000 | 1001 | Telus Corp Hybrid 10/15/2055 | Stock | $1,001 - $15,000 | 2025-06-24 | buy | 11 |
| house-8221176-ocr-139 | Dependent | TYL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Tyler Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-138 | Dependent | CAG | 2020 Trust FBO Khanna Children | 15000 | 1001 | Conagra Brands Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-137 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Mid-America APT CMNTYS Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-136 | Dependent | PANW | 2020 Trust FBO Khanna Children | 15000 | 1001 | Palo Alto Networks Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-135 | Dependent | INVH | 2020 Trust FBO Khanna Children | 15000 | 1001 | Invitation Homes Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-134 | Dependent | EQR | 2020 Trust FBO Khanna Children | 15000 | 1001 | Equity Residential CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-133 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Kimco Realty OP, LLC CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-132 | Dependent | CPAY | 2020 Trust FBO Khanna Children | 15000 | 1001 | Corpay Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-131 | Dependent | PH | 2020 Trust FBO Khanna Children | 15000 | 1001 | Parker-Hannifin Corp. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-130 | Dependent | LEN | 2020 Trust FBO Khanna Children | 15000 | 1001 | Lennar Corporation CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-13 | Dependent | — | — | 15000 | 1001 | Bank of America Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-06-04 | buy | 25 |
| house-8221176-ocr-129 | Dependent | WAT | 2020 Trust FBO Khanna Children | 15000 | 1001 | Waters Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-128 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Kellanova CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-127 | Dependent | BR | 2020 Trust FBO Khanna Children | 15000 | 1001 | Broadridge Financial Solutions Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-126 | Dependent | LH | 2020 Trust FBO Khanna Children | 15000 | 1001 | Labcorp Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-125 | Dependent | SYF | 2020 Trust FBO Khanna Children | 15000 | 1001 | Synchrony Financial CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-124 | Dependent | GL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Globe Life Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-123 | Dependent | IFF | 2020 Trust FBO Khanna Children | 15000 | 1001 | Intl. Flavors & Fragrance CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-122 | Dependent | CNC | 2020 Trust FBO Khanna Children | 15000 | 1001 | Centene Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-121 | Dependent | LULU | 2020 Trust FBO Khanna Children | 15000 | 1001 | Lululemon Athletica Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-120 | Dependent | TGT | 2020 Trust FBO Khanna Children | 15000 | 1001 | Target Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-12 | Dependent | — | — | 15000 | 1001 | Nextera Energy Capital Holding Hybrid 08/15/2055 | Stock | $1,001 - $15,000 | 2025-06-04 | buy | 25 |
| house-8221176-ocr-119 | Dependent | COF | 2020 Trust FBO Khanna Children | 15000 | 1001 | Capital One Financial Corp CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-118 | Dependent | GPC | 2020 Trust FBO Khanna Children | 15000 | 1001 | Genuine Parts Co. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-117 | Dependent | PHM | 2020 Trust FBO Khanna Children | 15000 | 1001 | Pultegroup Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-116 | Dependent | KMB | 2020 Trust FBO Khanna Children | 15000 | 1001 | Kimberly-Clark Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-115 | Dependent | STZ | 2030 Trust FBO Khanna Children | 15000 | 1001 | Constellation Brands Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-114 | Dependent | UNP | 2030 Trust FBO Khanna Children | 15000 | 1001 | Union Pacific Corp. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-113 | Dependent | SHW | 2030 Trust FBO Khanna Children | 15000 | 1001 | Sherwin-Williams Co CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-112 | Dependent | STT | 2030 Trust FBO Khanna Children | 15000 | 1001 | State Street Corporation (New) CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-111 | Dependent | IR | 2030 Trust FBO Khanna Children | 15000 | 1001 | Ingersoll Rand Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-110 | Dependent | AFL | 2030 Trust FBO Khanna Children | 15000 | 1001 | Aflac Incorporated CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-11 | Dependent | DDOG | — | 15000 | 1001 | Datadog, Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-109 | Dependent | HUM | 2030 Trust FBO Khanna Children | 15000 | 1001 | Humana Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-108 | Dependent | NOW | 2030 Trust FBO Khanna Children | 15000 | 1001 | ServiceNow Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-107 | Dependent | — | 2030 Trust FBO Khanna Children | 15000 | 1001 | Marsh & McLennan Co Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-106 | Dependent | APO | 2030 Trust FBO Khanna Children | 15000 | 1001 | Apollo Global Management Inc CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-105 | Dependent | IBM | 2030 Trust FBO Khanna Children | 15000 | 1001 | Intl Business Machines Corp CMN | Common Stock | $1,001 - $15,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-104 | Dependent | CTSH | 2030 Trust FBO Khanna Children | 50000 | 15001 | Cognizant Technology Solutions Corp Class A | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-103 | Dependent | PG | 2030 Trust FBO Khanna Children | 50000 | 15001 | The Procter & Gamble Company CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-102 | Dependent | BX | 2030 Trust FBO Khanna Children | 50000 | 15001 | Blackstone Group Inc/The CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-101 | Dependent | CMCSA | 2030 Trust FBO Khanna Children | 50000 | 15001 | Comcast Corporation CMN Class A Voting | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-100 | Dependent | ADBE | 2030 Trust FBO Khanna Children | 50000 | 15001 | Adobe Inc CMN | Common Stock | $15,001 - $50,000 | 2025-06-23 | sell | 12 |
| house-8221176-ocr-10 | Dependent | AVGO | — | 15000 | 1001 | Broadcom Inc. CMN | Stock | $1,001 - $15,000 | 2025-06-06 | buy | 23 |
| house-8221176-ocr-1 | Dependent | — | — | 100000 | 50001 | Toronto Dominion Bank Linked to S&P 500 Index | Stock | $50,001 - $100,000 | 2025-06-12 | buy | 19 |