Rohit Khanna (House) disclosed 299 transactions

2025-08-07 · 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.

2025-07-14 · buy	Toronto Dominion Bank Linked to S&P 500 Index — $100,001 - $250,000
2025-07-02 · buy	Barclays Bank PLC Linked to S&P 500 Index — $100,001 - $250,000
2025-07-07 · buy	JPMorgan Chase & Co. Linked to S&P 500 Index — $100,001 - $250,000
2025-07-09 · buy	The Bank of Nova Scotia Linked to S&P 500 Index — $100,001 - $250,000
2025-07-16 · buy	BNP Paribas Linked to S&P 500 Index — $50,001 - $100,000
2025-07-24 · buy	JPMorgan Chase & Co. Linked to S&P 500 Index — $50,001 - $100,000
2025-07-17 · buy	Bank of Montreal Linked to S&P 500 Index — $15,001 - $50,000
2025-07-25 · buy	Johnson & Johnson CMN — $15,001 - $50,000
2025-07-25 · buy	Apple Inc. CMN — $15,001 - $50,000
2025-07-25 · buy	Adobe Inc CMN — $15,001 - $50,000
2025-07-24 · buy	COLGATE-PALMOLIVE CO CMN — $1,001 - $15,000
2025-07-25 · buy	Marsh & McLennan Co Inc CMN — $15,001 - $50,000
2025-07-25 · buy	The Procter & Gamble Company CMN — $15,001 - $50,000
2025-07-25 · buy	Humana Inc. CMN — $1,001 - $15,000
2025-07-25 · buy	S&P Global Inc. CMN — $1,001 - $15,000
2025-07-25 · buy	Aflac Incorporated CMN — $1,001 - $15,000
2025-07-25 · buy	Blackstone Group Inc/The CMN — $1,001 - $15,000
2025-07-25 · buy	Comcast Corporation CMN Class A Voting — $1,001 - $15,000
2025-07-25 · buy	Lowes Companies Inc CMN — $1,001 - $15,000
2025-07-25 · buy	Apollo Global Management Inc CMN — $1,001 - $15,000
2025-07-25 · buy	Erie Indemnity Company CL-A CMN Class A — $1,001 - $15,000
2025-07-08 · buy	WASTE MANAGEMENT INC CMN — $1,001 - $15,000
2025-07-25 · buy	Centene Corporation CMN — $1,001 - $15,000
2025-07-25 · buy	Constellation Brands Inc CMN Class A — $1,001 - $15,000
2025-07-25 · buy	Cognizant Technology Solutions Corp Class A — $1,001 - $15,000
2025-07-26 · buy	Lennar Corporation CMN Class A — $1,001 - $15,000
2025-07-25 · buy	Sherwin-Williams Co CMN — $1,001 - $15,000
2025-07-25 · buy	TRADE DESK, INC. (THE) CMN — $1,001 - $15,000
2025-07-25 · buy	ALEXANDRIA REAL ESTATE EQUITIES, INC. — $1,001 - $15,000
2025-07-25 · buy	COPART, INC. CMN — $1,001 - $15,000
2025-07-25 · buy	TARGET CORPORATION CMN — $1,001 - $15,000
2025-07-25 · buy	DATADOG, INC. CMN CLASS A — $1,001 - $15,000
2025-07-08 · buy	BERKSHIRE HATHAWAY INC. CLASS B — $1,001 - $15,000
2025-07-25 · buy	OTIS WORLDWIDE CORPORATION CMN — $1,001 - $15,000
2025-07-25 · buy	GARTNER, INC. CMN — $1,001 - $15,000
2025-07-25 · buy	IRON MOUNTAIN INCORPORATED CMN — $1,001 - $15,000
2025-07-25 · buy	INTL FLAVORS & FRAGRANCE CMN — $1,001 - $15,000
2025-07-25 · buy	GLOBAL PAYMENTS INC. CMN — $1,001 - $15,000
2025-07-25 · buy	MODERNA, INC. CMN — $1,001 - $15,000
2025-07-25 · buy	COOPER COS INC/THE CMN — $1,001 - $15,000
2025-07-25 · buy	CARMAX, INC. CMN — $1,001 - $15,000
2025-07-25 · buy	OLD DOMINION FREIGHT LINE, INC CMN — $1,001 - $15,000
2025-07-25 · buy	THE KRAFT HEINZ CO CMN — $1,001 - $15,000
2025-07-24 · buy	GENERAL MILLS INC CMN — $1,001 - $15,000
2025-07-25 · buy	THE CAMPBELL'S COMPANY CMN — $1,001 - $15,000
2025-07-25 · buy	UDR INC CMN — $1,001 - $15,000
2025-07-25 · buy	HEALTHPEAK OP, LLC CMN — $1,001 - $15,000
2025-07-25 · buy	MID-AMERICA ARE CMNTYS INC CMN — $1,001 - $15,000
2025-07-09 · sell	Ferguson Enterprises Inc CMN — $1,001 - $15,000
2025-07-09 · sell	Texas Instruments Inc. CMN — $1,001 - $15,000
2025-07-08 · sell	Target Corporation CMN — $1,001 - $15,000
2025-07-08 · sell	Nasdaq Inc. CMN — $1,001 - $15,000
2025-07-15 · sell	Pinterest Inc CMN Class A — $1,001 - $15,000
2025-07-08 · buy	Berkshire Hathaway Inc. Class B — $1,001 - $15,000
2025-07-02 · buy	ELI LILLY & CO CMN — $1,001 - $15,000
2025-07-30 · buy	Thermo Fisher Scientific Inc CMN — $1,001 - $15,000
2025-07-09 · buy	Zimmer Biomet Holdings Inc — $1,001 - $15,000
2025-07-08 · buy	Colgate-Palmolive Co CMN — $1,001 - $15,000
2025-07-10 · buy	Tenable Holdings, Inc. CMN — $1,001 - $15,000
2025-07-01 · buy	Tenable Holdings, Inc. CMN — $1,001 - $15,000
…	239 more transactions: every one is in the complete record on this filing's page

The complete record

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

party	Democrat
state	CA
office	Khanna, Rohit (Representative)
ptr id	9115671
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/9115671.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2025-08-07
extraction method	vision_ocr

Each transaction (299)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-9115671-ocr-99	Dependent	—	—	250000	100001	Toronto Dominion Bank Linked to S&P 500 Index	Stock	$100,001 - $250,000	2025-07-14	buy	18
house-9115671-ocr-98	Dependent	—	—	250000	100001	Barclays Bank PLC Linked to S&P 500 Index	Stock	$100,001 - $250,000	2025-07-02	buy	26
house-9115671-ocr-97	Dependent	—	—	250000	100001	JPMorgan Chase & Co. Linked to S&P 500 Index	Stock	$100,001 - $250,000	2025-07-07	buy	23
house-9115671-ocr-96	Dependent	—	—	250000	100001	The Bank of Nova Scotia Linked to S&P 500 Index	Stock	$100,001 - $250,000	2025-07-09	buy	21
house-9115671-ocr-95	Dependent	—	—	100000	50001	BNP Paribas Linked to S&P 500 Index	Stock	$50,001 - $100,000	2025-07-16	buy	16
house-9115671-ocr-94	Dependent	—	—	100000	50001	JPMorgan Chase & Co. Linked to S&P 500 Index	Stock	$50,001 - $100,000	2025-07-24	buy	10
house-9115671-ocr-93	Dependent	—	—	50000	15001	Bank of Montreal Linked to S&P 500 Index	Stock	$15,001 - $50,000	2025-07-17	buy	15
house-9115671-ocr-92	Dependent	JNJ	—	50000	15001	Johnson & Johnson CMN	Common Stock	$15,001 - $50,000	2025-07-25	buy	9
house-9115671-ocr-91	Dependent	AAPL	—	50000	15001	Apple Inc. CMN	Common Stock	$15,001 - $50,000	2025-07-25	buy	9
house-9115671-ocr-90	Dependent	ADBE	—	50000	15001	Adobe Inc CMN	Common Stock	$15,001 - $50,000	2025-07-25	buy	9
house-9115671-ocr-9	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2025-07-24	buy	10
house-9115671-ocr-89	Dependent	—	—	50000	15001	Marsh & McLennan Co Inc CMN	Common Stock	$15,001 - $50,000	2025-07-25	buy	9
house-9115671-ocr-88	Dependent	PG	—	50000	15001	The Procter & Gamble Company CMN	Common Stock	$15,001 - $50,000	2025-07-25	buy	9
house-9115671-ocr-87	Dependent	HUM	—	15000	1001	Humana Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-86	Dependent	SPGI	—	15000	1001	S&P Global Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-85	Dependent	AFL	—	15000	1001	Aflac Incorporated CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-84	Dependent	BX	—	15000	1001	Blackstone Group Inc/The CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-83	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-82	Dependent	LOW	—	15000	1001	Lowes Companies Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-81	Dependent	APO	—	15000	1001	Apollo Global Management Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-80	Dependent	ERIE	—	15000	1001	Erie Indemnity Company CL-A CMN Class A	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-8	Dependent	WM	—	15000	1001	WASTE MANAGEMENT INC CMN	Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-79	Dependent	CNC	—	15000	1001	Centene Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-78	Dependent	STZ	—	15000	1001	Constellation Brands Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-77	Dependent	CTSH	—	15000	1001	Cognizant Technology Solutions Corp Class A	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-76	Dependent	LEN	—	15000	1001	Lennar Corporation CMN Class A	Common Stock	$1,001 - $15,000	2025-07-26	buy	8
house-9115671-ocr-75	Dependent	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-74	Dependent	TTD	—	15000	1001	TRADE DESK, INC. (THE) CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-73	Dependent	ARE	—	15000	1001	ALEXANDRIA REAL ESTATE EQUITIES, INC.	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-72	Dependent	CPRT	—	15000	1001	COPART, INC. CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-71	Dependent	TGT	—	15000	1001	TARGET CORPORATION CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-70	Dependent	DDOG	—	15000	1001	DATADOG, INC. CMN CLASS A	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-7	Dependent	BRK-B	—	15000	1001	BERKSHIRE HATHAWAY INC. CLASS B	Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-69	Dependent	OTIS	—	15000	1001	OTIS WORLDWIDE CORPORATION CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-68	Dependent	IT	—	15000	1001	GARTNER, INC. CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-67	Dependent	IRM	—	15000	1001	IRON MOUNTAIN INCORPORATED CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-66	Dependent	IFF	—	15000	1001	INTL FLAVORS & FRAGRANCE CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-65	Dependent	GPN	—	15000	1001	GLOBAL PAYMENTS INC. CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-64	Dependent	MRNA	—	15000	1001	MODERNA, INC. CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-63	Dependent	COO	—	15000	1001	COOPER COS INC/THE CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-62	Dependent	KMX	—	15000	1001	CARMAX, INC. CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-61	Dependent	ODFL	—	15000	1001	OLD DOMINION FREIGHT LINE, INC CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-60	Dependent	KHC	—	15000	1001	THE KRAFT HEINZ CO CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-6	Dependent	GIS	—	15000	1001	GENERAL MILLS INC CMN	Stock	$1,001 - $15,000	2025-07-24	buy	10
house-9115671-ocr-59	Dependent	CPB	—	15000	1001	THE CAMPBELL'S COMPANY CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-58	Dependent	UDR	—	15000	1001	UDR INC CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-57	Dependent	—	—	15000	1001	HEALTHPEAK OP, LLC CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-56	Dependent	—	—	15000	1001	MID-AMERICA ARE CMNTYS INC CMN	CMN	$1,001 - $15,000	2025-07-25	buy	9
house-9115671-ocr-55	Dependent	FERG	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	Ferguson Enterprises Inc CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-54	Dependent	TXN	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-53	Dependent	TGT	Ahuja Grandchildren's Education Trust	15000	1001	Target Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-52	Dependent	NDAQ	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	Nasdaq Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-51	Dependent	PINS	Ahuja Grandchildren's Education Trust; Partial Sale	15000	1001	Pinterest Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-07-15	sell	17
house-9115671-ocr-50	Dependent	BRK-B	Ahuja Grandchildren's Education Trust	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-5	Dependent	LLY	—	15000	1001	ELI LILLY & CO CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-49	Dependent	TMO	Ahuja Grandchildren's Education Trust	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-07-30	buy	6
house-9115671-ocr-48	Dependent	ZBH	Ahuja Grandchildren's Education Trust	15000	1001	Zimmer Biomet Holdings Inc	Common Stock	$1,001 - $15,000	2025-07-09	buy	21
house-9115671-ocr-47	Dependent	CL	Ahuja Grandchildren's Education Trust	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-46	Dependent	TENB	Ahuja Grandchildren's Education Trust	15000	1001	Tenable Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-10	buy	20
house-9115671-ocr-45	Dependent	TENB	Ahuja Grandchildren's Education Trust	15000	1001	Tenable Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-44	Dependent	UCTT	Ahuja Grandchildren's Education Trust	15000	1001	Ultra Clean Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-30	buy	6
house-9115671-ocr-43	Dependent	—	—	50000	15001	MC DONALDS CORP CMN	Common Stock	$15,001 - $50,000	2025-07-02	sell	26
house-9115671-ocr-42	Dependent	AAPL	—	50000	15001	APPLE INC. CMN	Common Stock	$15,001 - $50,000	2025-07-02	sell	26
house-9115671-ocr-41	Dependent	GEV	—	15000	1001	GE VERNOVA LLC CMN	Common Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-40	Dependent	AXP	—	15000	1001	AMERICAN EXPRESS CO. CMN	Common Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-4	Dependent	—	—	15000	1001	LINCOLN NATIONAL CORPORATION HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2025-07-03	buy	25
house-9115671-ocr-39	Dependent	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-38	Dependent	CAT	—	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-37	Dependent	RRX	—	15000	1001	REGAL REXNORD CORP CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-36	Dependent	AMT	—	15000	1001	AMERICAN TOWER CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-35	Dependent	MSFT	—	15000	1001	MICROSOFT CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-34	Dependent	DHR	—	15000	1001	DANAHER CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-33	Dependent	FERG	—	15000	1001	FERGUSON ENTERPRISES INC CMN	Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-32	Dependent	FERG	—	15000	1001	FERGUSON ENTERPRISES INC CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-31	Dependent	LULU	—	15000	1001	LULULEMON ATHLETICA INC. CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-30	Dependent	CAT	—	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Stock	$1,001 - $15,000	2025-07-24	sell	10
house-9115671-ocr-3	Dependent	—	—	15000	1001	BANK OF AMERICA CORPORATION HYBRID PERPETUAL	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-299	Dependent	—	ARECO / 2020 Trust FBO Khanna Children	50000	15001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$15,001 - $50,000	2025-07-29	buy	7
house-9115671-ocr-298	Dependent	—	ARECO / 2020 Trust FBO Khanna Children	1000000	500001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$500,001 - $1,000,000	2025-07-21	buy	13
house-9115671-ocr-297	Dependent	—	ARECO / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$1,001 - $15,000	2025-07-29	buy	7
house-9115671-ocr-296	Dependent	—	ARECO / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	250000	100001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$100,001 - $250,000	2025-07-21	buy	13
house-9115671-ocr-295	Dependent	—	MURA Holdings / 2020 Trust FBO Khanna Children	15000	1001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-294	Dependent	—	MURA Holdings / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-293	Spouse	—	MURA Holdings / Ritu Ahuja 1994 Trust	15000	1001	VANGUARD SPECIALIZED FUNDS DIV APP ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-292	Dependent	—	ARECO / 2020 Trust FBO Khanna Children	50000	15001	Vanguard Specialized Funds Div App ETF	Stock	$15,001 - $50,000	2025-07-29	buy	7
house-9115671-ocr-291	Dependent	—	ARECO / 2020 Trust FBO Khanna Children	1000000	500001	Vanguard Specialized Funds Div App ETF	Stock	$500,001 - $1,000,000	2025-07-21	buy	13
house-9115671-ocr-290	Dependent	—	ARECO / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Vanguard Specialized Funds Div App ETF	Stock	$1,001 - $15,000	2025-07-29	buy	7
house-9115671-ocr-29	Dependent	KEY	—	15000	1001	KEYCORP CMN	Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-289	Dependent	—	ARECO / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	250000	100001	Vanguard Specialized Funds Div App ETF	Stock	$100,001 - $250,000	2025-07-21	buy	13
house-9115671-ocr-288	Dependent	—	MURA Holdings / 2020 Trust FBO Khanna Children	15000	1001	Vanguard Specialized Funds Div App ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-287	Dependent	—	MURA Holdings / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Vanguard Specialized Funds Div App ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-286	Spouse	—	MURA Holdings / Ritu Ahuja 1994 Trust	15000	1001	Vanguard Specialized Funds Div App ETF	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-285	Dependent	—	—	100000	50001	OHIO ST WTR DEV AUTH POLLUTION REV 5% 12/01/25 JD	Municipal Bond	$50,001 - $100,000	2025-07-01	buy	27
house-9115671-ocr-284	Dependent	—	—	50000	15001	OHIO ST GO 5.0000% 09/01/25 MS	Municipal Bond	$15,001 - $50,000	2025-07-02	buy	26
house-9115671-ocr-283	Dependent	—	—	50000	15001	GRANDVIEW HEIGHTS OHIO CITY SC GO 4% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2025-07-07	buy	23
house-9115671-ocr-282	Dependent	—	—	50000	15001	OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-07-10	buy	20
house-9115671-ocr-281	Dependent	—	—	50000	15001	COLORADO SPRINGS COLO UTILS REV 5% 11/15/25 MN	Municipal Bond	$15,001 - $50,000	2025-07-10	buy	20
house-9115671-ocr-280	Dependent	—	—	50000	15001	MC KINNEY TEX INDPT SCH DIST GO 5% 02/15/26 FA	Municipal Bond	$15,001 - $50,000	2025-07-10	buy	20
house-9115671-ocr-28	Dependent	KMX	—	15000	1001	CARMAX, INC. CMN	Stock	$1,001 - $15,000	2025-07-10	sell	20
house-9115671-ocr-279	Dependent	—	—	50000	15001	OHIO ST UNIV GEN RCPTS REV 5% 12/01/25 JD	Municipal Bond	$15,001 - $50,000	2025-07-02	buy	26
house-9115671-ocr-278	Dependent	—	—	15000	1001	STATE OF OHIO REV 5% 02/01/26 FA	Municipal Bond	$1,001 - $15,000	2025-07-03	buy	25
house-9115671-ocr-277	Dependent	—	—	15000	1001	OHIO ST GO 4% 03/01/26 MS	Municipal Bond	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-276	Spouse	TXN	—	15000	1001	TEXAS INSTRUMENTS INC. CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-275	Spouse	FERG	—	15000	1001	FERGUSON ENTERPRISES INC CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-274	Spouse	KEY	—	15000	1001	KEYCORP CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-273	Spouse	TGT	—	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-272	Spouse	CAT	—	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-07-08	sell	22
house-9115671-ocr-271	Spouse	RRX	—	15000	1001	REGAL REXNORD CORP CMN	Common Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-270	Spouse	FERG	—	15000	1001	FERGUSON ENTERPRISES INC CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-27	Dependent	ACN	—	15000	1001	ACCENTURE PLC CMN CLASS A	Stock	$1,001 - $15,000	2025-07-02	sell	26
house-9115671-ocr-269	Spouse	CAT	—	15000	1001	CATERPILLAR INC (DELAWARE) CMN	Common Stock	$1,001 - $15,000	2025-07-24	sell	10
house-9115671-ocr-268	Spouse	KMX	—	15000	1001	CARMAX, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-10	sell	20
house-9115671-ocr-267	Spouse	LULU	—	15000	1001	LULULEMON ATHLETICA INC. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-266	Spouse	—	Ritu Ahuja 1995 Trust	100000	50001	Frisco TEX GO 5% 02/15/31 FA	Municipal Bond	$50,001 - $100,000	2025-07-10	buy	20
house-9115671-ocr-265	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	Ohio ST WTR Dev Auth WTR Rev 5% 06/01/32 JD	Municipal Bond	$15,001 - $50,000	2025-07-21	buy	13
house-9115671-ocr-264	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	Ohio ST WTR Dev Auth WTR Rev 5% 12/01/31 JD	Municipal Bond	$15,001 - $50,000	2025-07-10	buy	20
house-9115671-ocr-263	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	U.S. Treasury Note 4.875000% 11/30/2025 MN	Treasury Note	$15,001 - $50,000	2025-07-30	buy	6
house-9115671-ocr-262	Spouse	—	Ritu Ahuja 1995 Trust	50000	15001	Frisco TEX DB 5% 02/15/32 FA	Bond	$15,001 - $50,000	2025-07-10	buy	20
house-9115671-ocr-261	Spouse	TMO	Ritu Ahuja 1995 Trust	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-07-30	buy	6
house-9115671-ocr-260	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Rogers Communications In Hybrid 04/15/2055	Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-26	Dependent	—	—	15000	1001	CALL/NVDA FLEX EURO PM 135 EXP 07/03/2025	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-259	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Nisource Inc. Hybrid 03/31/2055 USD	Stock	$1,001 - $15,000	2025-07-09	buy	21
house-9115671-ocr-258	Spouse	CL	Ritu Ahuja 1995 Trust	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-257	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Bank of America Corporation Hybrid Perpetual	Stock	$1,001 - $15,000	2025-07-21	buy	13
house-9115671-ocr-256	Spouse	BRK-B	Ritu Ahuja 1995 Trust	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-255	Spouse	WM	Ritu Ahuja 1995 Trust	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-254	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Charles Schwab Corporation (TH Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-07-03	buy	25
house-9115671-ocr-253	Spouse	CL	Ritu Ahuja 1995 Trust	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2025-07-24	buy	10
house-9115671-ocr-252	Spouse	—	Ritu Ahuja 1995 Trust	15000	1001	Lincoln National Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-07-03	buy	25
house-9115671-ocr-251	Spouse	PNC	Ritu Ahuja 1995 Trust	15000	1001	PNC Financial Services Group, Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-07-18	buy	14
house-9115671-ocr-250	Spouse	GIS	Ritu Ahuja 1995 Trust	15000	1001	General Mills Inc CMN	Common Stock	$1,001 - $15,000	2025-07-24	buy	10
house-9115671-ocr-25	Dependent	—	—	15000	1001	CALL/MSFT FLEX EURO PM 470 EXP 07/03/2025	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-249	Spouse	TXN	Ritu Ahuja 1995 Trust	15000	1001	Texas Instruments Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-23	buy	11
house-9115671-ocr-248	Spouse	IP	Ritu Ahuja 1995 Trust	15000	1001	International Paper Co. CMN	Common Stock	$1,001 - $15,000	2025-07-31	buy	5
house-9115671-ocr-247	Spouse	GIS	Ritu Ahuja 1995 Trust	15000	1001	General Mills Inc CMN	Common Stock	$1,001 - $15,000	2025-07-10	buy	20
house-9115671-ocr-246	Spouse	CHTR	—	50000	15001	Charter Communications, Inc. CMN	Common Stock	$15,001 - $50,000	2025-07-01	sell	27
house-9115671-ocr-245	Spouse	SPGI	—	50000	15001	S&P Global Inc. CMN	Common Stock	$15,001 - $50,000	2025-07-01	sell	27
house-9115671-ocr-244	Spouse	—	—	50000	15001	Mid-America APT CMNTYs Inc CMN	Common Stock	$15,001 - $50,000	2025-07-01	sell	27
house-9115671-ocr-243	Spouse	LOW	—	15000	1001	Lowes Companies Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-242	Spouse	JNJ	—	15000	1001	Johnson & Johnson CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-241	Spouse	REGN	—	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-240	Spouse	CBRE	—	15000	1001	CBRE Group, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-24	Dependent	—	—	15000	1001	CALL/AXP FLEX EURO PM @ 305 EXP 07/03/2025	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-239	Spouse	KMB	—	15000	1001	Kimberly-Clark Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-238	Spouse	STZ	—	15000	1001	Constellation Brands Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-237	Spouse	SYF	—	15000	1001	Synchrony Financial CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-236	Spouse	LULU	—	15000	1001	Lululemon Athletica Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-235	Spouse	—	—	15000	1001	Kimco Realty OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-234	Spouse	PGR	—	15000	1001	The Progressive Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-233	Spouse	ROST	—	15000	1001	Ross Stores, Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-232	Spouse	IFF	—	15000	1001	INTL FLAVORS & FRAGRANCE CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-231	Spouse	HPQ	—	15000	1001	HP INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-230	Spouse	CCL	—	15000	1001	CARNIVAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-23	Dependent	—	—	15000	1001	CALL/GEV FLEX EURO PM @ 475 EXP 07/03/2025	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-229	Spouse	EXPE	—	15000	1001	EXPEDIA GROUP INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-228	Spouse	DOW	—	15000	1001	DOW INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-227	Spouse	WAT	—	15000	1001	WATERS CORPORATION COMMON STOCK	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-226	Spouse	SBAC	—	15000	1001	SBA COMMUNICATIONS CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-225	Spouse	WM	—	15000	1001	WASTE MANAGEMENT INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-224	Spouse	KVUE	—	15000	1001	KENVUE INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-223	Spouse	CPAY	—	15000	1001	CORPAY INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-222	Spouse	VTR	—	15000	1001	VENTAS, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-221	Spouse	MOH	—	15000	1001	MOLINA HEALTHCARE, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-220	Spouse	AVB	—	15000	1001	AVALONBAY COMMUNITIES INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-22	Dependent	—	—	15000	1001	CALL/JPM FLEX EURO PM @ 275 EXP 07/03/2025	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-219	Spouse	ACN	—	15000	1001	ACCENTURE PLC CMN CLASS A	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-218	Spouse	LYB	—	15000	1001	LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-217	Spouse	LKQ	—	15000	1001	LKQ CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-216	Spouse	—	—	15000	1001	MCCORMICK & CO NON VTG SHRS CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-215	Spouse	UDR	—	15000	1001	UDR INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-214	Spouse	VICI	—	15000	1001	VICI PROPERTIES INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-213	Spouse	OMC	—	15000	1001	OMNICOM GROUP CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-212	Spouse	GPC	Partial Sale	15000	1001	GENUINE PARTS CO. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-211	Spouse	ACGL	—	15000	1001	ARCH CAPITAL GROUP LTD. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-210	Spouse	DPZ	—	15000	1001	DOMINO'S PIZZA, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-21	Dependent	—	—	15000	1001	THE BANK OF NOVA SCOTIA LINKED TO BASKET OF INDICES	Stock	$1,001 - $15,000	2025-07-29	buy	7
house-9115671-ocr-209	Spouse	TAP	—	15000	1001	MOLSON COORS BEVERAGE CO CMN CLASS B	Common Stock	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-208	Spouse	XSP	—	15000	1001	PUT/XSP @ 585 EXP 09/19/2025	Option	$1,001 - $15,000	2025-07-16	sell	16
house-9115671-ocr-207	Spouse	XSP	—	15000	1001	PUT/XSP @ 610 EXP 10/17/2025	Option	$1,001 - $15,000	2025-07-28	sell	8
house-9115671-ocr-206	Spouse	XSP	—	15000	1001	PUT/XSP @ 595 EXP 08/08/2025	Option	$1,001 - $15,000	2025-07-01	sell	27
house-9115671-ocr-205	Spouse	XSP	—	15000	1001	PUT/XSP @ 599 EXP 08/22/2025	Option	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-204	Spouse	XSP	—	15000	1001	PUT/XSP @ 600 EXP 09/30/2025	Option	$1,001 - $15,000	2025-07-22	sell	12
house-9115671-ocr-203	Spouse	XSP	—	15000	1001	PUT/XSP @ 600 EXP 09/30/2025	Option	$1,001 - $15,000	2025-07-28	sell	8
house-9115671-ocr-202	Spouse	XSP	—	15000	1001	PUT/XSP @ 589 EXP 09/19/2025	Option	$1,001 - $15,000	2025-07-21	sell	13
house-9115671-ocr-201	Spouse	—	—	15000	1001	CALL/TSM FLEX EURO PM @ 210 EXP 07/11/2025	Option	$1,001 - $15,000	2025-07-11	buy	19
house-9115671-ocr-200	Spouse	—	—	15000	1001	CALL/ING FLEX EURO PM @ 22 EXP 07/11/2025	Option	$1,001 - $15,000	2025-07-11	buy	19
house-9115671-ocr-20	Dependent	—	—	15000	1001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2025-07-17	buy	15
house-9115671-ocr-2	Dependent	IP	—	15000	1001	INTERNATIONAL PAPER CO. CMN	Stock	$1,001 - $15,000	2025-07-31	buy	5
house-9115671-ocr-199	Spouse	—	—	250000	100001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$100,001 - $250,000	2025-07-17	buy	15
house-9115671-ocr-198	Spouse	—	—	250000	100001	CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX	Stock	$100,001 - $250,000	2025-07-31	buy	5
house-9115671-ocr-197	Spouse	—	—	100000	50001	TORONTO DOMINION BANK LINKED TO BASKET OF INDICES	Stock	$50,001 - $100,000	2025-07-29	buy	7
house-9115671-ocr-196	Spouse	—	—	50000	15001	UNITEDHEALTH GROUP INCORPORATE CMN	Common Stock	$15,001 - $50,000	2025-07-01	buy	27
house-9115671-ocr-195	Spouse	PEP	—	50000	15001	PEPSICO, INC. CMN	Common Stock	$15,001 - $50,000	2025-07-01	buy	27
house-9115671-ocr-194	Spouse	TJX	—	15000	1001	TJX COMPANIES INC (NEW) CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-193	Spouse	DIS	—	15000	1001	WALT DISNEY COMPANY (THE) CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-192	Spouse	DHR	—	15000	1001	Danaher Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-191	Spouse	PSA	—	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-190	Spouse	NKE	—	15000	1001	Nike Class-B CMN Class B	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-19	Dependent	CMG	—	50000	15001	CHIPOTLE MEXICAN GRILL, INC. CMN	Stock	$15,001 - $50,000	2025-07-02	buy	26
house-9115671-ocr-189	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-188	Spouse	MS	—	15000	1001	Morgan Stanley CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-187	Spouse	EQIX	—	15000	1001	Equinix, Inc. REIT	REIT	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-186	Spouse	FISV	—	15000	1001	Fiserv, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-185	Spouse	SHW	—	15000	1001	Sherwin-Williams Co CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-184	Spouse	PLD	—	15000	1001	Prologis Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-183	Spouse	PANW	—	15000	1001	Palo Alto Networks Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-182	Spouse	BAC	—	15000	1001	Bank of America Corp CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-181	Spouse	ABBV	—	15000	1001	AbbVie Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-180	Spouse	—	—	15000	1001	Moody's Corporation CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-18	Dependent	—	—	50000	15001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2025-07-24	buy	10
house-9115671-ocr-179	Spouse	EQR	—	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-178	Spouse	UNP	—	15000	1001	Union Pacific Corp. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-177	Spouse	—	—	15000	1001	Royal Caribbean Group ISIN: LR0008862868	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-176	Spouse	ADP	—	15000	1001	Automatic Data Processing Inc CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-175	Spouse	EMN	—	15000	1001	Eastman Chemical Company CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-174	Spouse	PFE	—	15000	1001	Pfizer Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-173	Spouse	CINF	—	15000	1001	Cincinnati Financial CRP CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-172	Spouse	—	—	15000	1001	HEALTHPEAK OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-171	Spouse	CAG	—	15000	1001	CONAGRA BRANDS INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-170	Spouse	KHC	—	15000	1001	THE KRAFT HEINZ CO CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-17	Dependent	—	—	15000	1001	BANK OF MONTREAL LINKED TO S&P 500 INDEX	Stock	$1,001 - $15,000	2025-07-31	buy	5
house-9115671-ocr-169	Spouse	CMG	—	15000	1001	CHIPOTLE MEXICAN GRILL, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-168	Spouse	CMCSA	—	15000	1001	COMCAST CORPORATION CMN CLASS A VOTING	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-167	Spouse	GPN	—	15000	1001	GLOBAL PAYMENTS INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-166	Spouse	MRK	—	15000	1001	MERCK & CO., INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-165	Spouse	FRT	—	15000	1001	FEDERAL REALTY INVESTMENT TRUS CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-164	Spouse	MET	—	15000	1001	METLIFE, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-163	Spouse	CPT	—	15000	1001	CAMDEN PROPERTY TRUST CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-162	Spouse	APD	—	15000	1001	AIR PRODUCTS & CHEMICALS INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-161	Spouse	BXP	—	15000	1001	BXP INC COMMON STOCK	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-160	Spouse	PG	—	15000	1001	THE PROCTER & GAMBLE COMPANY CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-16	Dependent	ROK	—	15000	1001	ROCKWELL AUTOMATION INC CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-159	Spouse	ABNB	—	15000	1001	AIRBNB, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-158	Spouse	NSC	—	15000	1001	NORFOLK SOUTHERN CORP CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-157	Spouse	EXR	—	15000	1001	EXTRA SPACE STORAGE INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-156	Spouse	MSFT	—	15000	1001	MICROSOFT CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-155	Spouse	MO	—	15000	1001	ALTRIA GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-154	Spouse	AAPL	—	15000	1001	APPLE INC. CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-153	Spouse	NOW	Ritu Ahuja 1994 Trust	15000	1001	SERVICENOW INC CMN	Common Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-152	Spouse	NDAQ	—	50000	15001	NASDAQ INC. CMN	Stock	$15,001 - $50,000	2025-07-08	sell	22
house-9115671-ocr-151	Spouse	ST	—	15000	1001	SENSATA TECHNOLOGIES HOLDING P CMN	Stock	$1,001 - $15,000	2025-07-09	sell	21
house-9115671-ocr-150	Spouse	NDAQ	—	15000	1001	NASDAQ INC. CMN	Stock	$1,001 - $15,000	2025-07-10	sell	20
house-9115671-ocr-15	Dependent	NVDA	—	15000	1001	NVIDIA CORPORATION CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-149	Spouse	PINS	—	15000	1001	PINTEREST INC CMN CLASS A	Stock	$1,001 - $15,000	2025-07-15	sell	17
house-9115671-ocr-148	Spouse	—	—	100000	50001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-07-24	buy	10
house-9115671-ocr-147	Spouse	—	—	100000	50001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$50,001 - $100,000	2025-07-17	buy	15
house-9115671-ocr-146	Spouse	—	—	50000	15001	JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX	Stock	$15,001 - $50,000	2025-07-17	buy	15
house-9115671-ocr-145	Spouse	—	—	50000	15001	CONROE TEX INDPT SCH DIST GO 5% 02/15/32 FA	Stock	$15,001 - $50,000	2025-07-15	buy	17
house-9115671-ocr-144	Spouse	ZBH	—	15000	1001	ZIMMER BIOMET HOLDINGS INC	Stock	$1,001 - $15,000	2025-07-09	buy	21
house-9115671-ocr-143	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-07-29	buy	7
house-9115671-ocr-142	Spouse	GPK	—	15000	1001	GRAPHIC PACKAGING HLDGCO CMN	Stock	$1,001 - $15,000	2025-07-01	buy	27
house-9115671-ocr-141	Spouse	TFC	—	15000	1001	TRUIST FINANCIAL CORPORATION CMN	Stock	$1,001 - $15,000	2025-07-17	buy	15
house-9115671-ocr-140	Dependent	BRK-B	2020 Trust FBO Khanna Children	100000	50001	Berkshire Hathaway Inc. Class B	Common Stock	$50,001 - $100,000	2025-07-25	sell	9
house-9115671-ocr-14	Dependent	COF	—	15000	1001	CAPITAL ONE FINANCIAL CORP CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-139	Dependent	PM	2020 Trust FBO Khanna Children	50000	15001	Philip Morris Intl Inc CMN	Common Stock	$15,001 - $50,000	2025-07-25	sell	9
house-9115671-ocr-138	Dependent	—	2020 Trust FBO Khanna Children	50000	15001	UnitedHealth Group Incorporate CMN	Common Stock	$15,001 - $50,000	2025-07-25	sell	9
house-9115671-ocr-137	Dependent	IBM	2020 Trust FBO Khanna Children	15000	1001	Intl Business Machines Corp CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-136	Dependent	ELV	2020 Trust FBO Khanna Children	15000	1001	Elevance Health Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-135	Dependent	REGN	2020 Trust FBO Khanna Children	15000	1001	Regeneron Pharmaceutical Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-134	Dependent	UNP	2020 Trust FBO Khanna Children	15000	1001	Union Pacific Corp. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-133	Dependent	ISRG	2020 Trust FBO Khanna Children	15000	1001	Intuitive Surgical, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-132	Dependent	CMG	2020 Trust FBO Khanna Children	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-131	Dependent	ACN	2020 Trust FBO Khanna Children	15000	1001	Accenture PLC CMN Class A	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-130	Dependent	—	2020 Trust FBO Khanna Children	15000	1001	AON Public Limited Company CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-13	Dependent	TMO	—	15000	1001	THERMO FISHER SCIENTIFIC INC CMN	Stock	$1,001 - $15,000	2025-07-30	buy	6
house-9115671-ocr-129	Dependent	DOW	2020 Trust FBO Khanna Children	15000	1001	Dow Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-128	Dependent	ADI	2020 Trust FBO Khanna Children	15000	1001	Analog Devices, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-127	Dependent	COF	2020 Trust FBO Khanna Children	15000	1001	Capital One Financial Corp CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-126	Dependent	SPG	2020 Trust FBO Khepyin Children	15000	1001	Simon Property Group Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-125	Dependent	CHTR	2020 Trust FBO Khepyin Children	15000	1001	Charter Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-124	Dependent	MET	2020 Trust FBO Khepyin Children	15000	1001	MetLife, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-123	Dependent	CL	2020 Trust FBO Khepyin Children	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-122	Dependent	EQR	2020 Trust FBO Khepyin Children	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-121	Dependent	ZTS	2020 Trust FBO Khepyin Children	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-120	Dependent	AVB	2020 Trust FBO Khepyin Children	15000	1001	Avalonbay Communities Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-12	Dependent	—	—	15000	1001	COCA-COLA EUROPEAN PARTNERS PL CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-119	Dependent	CI	2020 Trust FBO Khepyin Children	15000	1001	Cigna Group/The CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-118	Dependent	ACGL	2020 Trust FBO Khepyin Children	15000	1001	Arch Capital Group Ltd. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-117	Dependent	PSA	2020 Trust FBO Khepyin Children	15000	1001	Public Storage CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-116	Dependent	KDP	2020 Trust FBO Khepyin Children	15000	1001	Keurig Dr Pepper Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-115	Dependent	FISV	2020 Trust FBO Khepyin Children	15000	1001	Fiserv, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-114	Dependent	ROST	2020 Trust FBO Khepyin Children	15000	1001	Ross Stores, Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-113	Dependent	NOW	2020 Trust FBO Khepyin Children	15000	1001	ServiceNow Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-112	Dependent	PLD	2020 Trust FBO Khepyin Children	15000	1001	Prologis Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-111	Dependent	CF	2020 Trust FBO Khepyin Children	15000	1001	CF Industries Holdings, Inc. CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-110	Dependent	QCOM	2020 Trust FBO Khepyin Children	15000	1001	Qualcomm Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-11	Dependent	PG	—	15000	1001	THE PROCTER & GAMBLE COMPANY CMN	Stock	$1,001 - $15,000	2025-07-02	buy	26
house-9115671-ocr-109	Dependent	PRU	2020 Trust FBO Khepyin Children	15000	1001	Prudential Financial Inc CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-108	Dependent	WY	2020 Trust FBO Khepyin Children	15000	1001	Weyerhaeuser Company CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-107	Dependent	MMM	2020 Trust FBO Khepyin Children	15000	1001	3M Company CMN	Common Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-106	Dependent	HD	—	15000	1001	The Home Depot, Inc. CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-105	Dependent	AVY	—	15000	1001	Avery Dennison Corporation CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-104	Dependent	WMT	—	15000	1001	Walmart Inc CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-103	Dependent	—	—	15000	1001	Universal Health SVC CL B CMN Class B	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-102	Dependent	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-101	Dependent	MOH	—	15000	1001	Molina Healthcare, Inc. CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-100	Dependent	PANW	—	15000	1001	Palo Alto Networks Inc. CMN	Stock	$1,001 - $15,000	2025-07-25	sell	9
house-9115671-ocr-10	Dependent	CL	—	15000	1001	COLGATE-PALMOLIVE CO CMN	Stock	$1,001 - $15,000	2025-07-08	buy	22
house-9115671-ocr-1	Dependent	—	—	15000	1001	JPMORGAN CHASE & CO. HYBRID PERPETUAL USD	Stock	$1,001 - $15,000	2025-07-01	buy	27

Original filing document