| id | owner | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|
| house-9115679-ocr-99 | Dependent | AVY | 2020 Trust FBO Khenna Children | 15000 | 1001 | Avery Dennison Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-98 | Dependent | RVTY | 2020 Trust FBO Khenna Children | 15000 | 1001 | Revvity Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-97 | Dependent | BBY | 2020 Trust FBO Khenna Children | 15000 | 1001 | Best Buy Co Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-96 | Dependent | COO | 2020 Trust FBO Khenna Children | 15000 | 1001 | Cooper Cos Inc/The CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-95 | Dependent | KVUE | 2020 Trust FBO Khenna Children | 15000 | 1001 | Kenvue Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-94 | Dependent | FTV | 2020 Trust FBO Khenna Children | 15000 | 1001 | Fortive Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-93 | Dependent | CAG | 2020 Trust FBO Khenna Children | 15000 | 1001 | Conagra Brands Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-92 | Dependent | CHD | 2020 Trust FBO Khenna Children | 15000 | 1001 | Church & Dwight Co., Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-91 | Dependent | KDP | 2020 Trust FBO Khenna Children | 15000 | 1001 | Keurig Dr Pepper Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-90 | Dependent | WBD | 2020 Trust FBO Khenna Children | 15000 | 1001 | Warner Bros Discovery Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-9 | Dependent | CL | — | 15000 | 1001 | COLGATE-PALMOLIVE CO CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-89 | Dependent | AMCR | 2020 Trust FBO Khenna Children | 15000 | 1001 | Amcor PLC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-88 | Dependent | UDR | 2020 Trust FBO Khenna Children | 15000 | 1001 | UDR Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-87 | Dependent | — | 2020 Trust FBO Khenna Children | 15000 | 1001 | Brown Forman Corp CL B CMN Class B | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-86 | Dependent | EXR | 2020 Trust FBO Khenna Children | 15000 | 1001 | Extra Space Storage Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-85 | Dependent | IRM | 2020 Trust FBO Khenna Children | 15000 | 1001 | Iron Mountain Incorporated CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-84 | Dependent | PYPL | 2020 Trust FBO Khenna Children | 15000 | 1001 | PayPal Holdings, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-83 | Dependent | ACGL | 2020 Trust FBO Khanna Children | 15000 | 1001 | Arch Capital Group Ltd. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-82 | Dependent | IQV | 2020 Trust FBO Khanna Children | 15000 | 1001 | IQVIA Holdings Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-81 | Dependent | IFF | 2020 Trust FBO Khanna Children | 15000 | 1001 | Intl. Flavors & Fragrance CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-80 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | Becton, Dickinson and Company CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-8 | Dependent | ZTS | — | 15000 | 1001 | ZOETIS INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-79 | Dependent | CLX | 2020 Trust FBO Khanna Children | 15000 | 1001 | Clorox Co (The) (Delaware) CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-78 | Dependent | A | 2020 Trust FBO Khanna Children | 15000 | 1001 | Agilent Technologies, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-77 | Dependent | TTD | 2020 Trust FBO Khanna Children | 15000 | 1001 | Trade Desk, Inc. (The) CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-76 | Dependent | VRSK | 2020 Trust FBO Khanna Children | 15000 | 1001 | Verisk Analytics, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-75 | Dependent | MOH | 2020 Trust FBO Khanna Children | 15000 | 1001 | Molina Healthcare, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-74 | Dependent | PAYX | 2020 Trust FBO Khanna Children | 15000 | 1001 | Paychex, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-73 | Dependent | CME | 2020 Trust FBO Khanna Children | 15000 | 1001 | CME Group Inc. CMN Class A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-72 | Dependent | DASH | 2020 Trust FBO Khanna Children | 15000 | 1001 | DoorDash Inc CMN Class A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-71 | Dependent | TSLA | 2020 Trust FBO Khanna Children | 15000 | 1001 | Tesla, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-70 | Dependent | BKNG | 2020 Trust FBO Khanna Children | 15000 | 1001 | Booking Holdings Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-7 | Dependent | — | — | 15000 | 1001 | COCA-COLA EUROPEAN PARTNERS PL CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-69 | Dependent | FDS | 2020 Trust FBO Khanna Children | 15000 | 1001 | Factset Research Systems Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-68 | Dependent | TMO | 2020 Trust FBO Khanna Children | 15000 | 1001 | Thermo Fisher Scientific Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-67 | Dependent | ELV | 2020 Trust FBO Khanna Children | 15000 | 1001 | Elevance Health Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-66 | Dependent | PM | 2020 Trust FBO Khanna Children | 15000 | 1001 | Philip Morris Intl Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-65 | Dependent | CMCSA | 2020 Trust FBO Khanna Children | 15000 | 1001 | Comcast Corporation CMN Class A Voting | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-64 | Dependent | GIS | 2020 Trust FBO Khanna Children | 15000 | 1001 | General Mills Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-63 | Dependent | JNJ | 2020 Trust FBO Khansa Children | 15000 | 1001 | Johnson & Johnson CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-62 | Dependent | CARR | 2020 Trust FBO Khansa Children | 15000 | 1001 | Carrier Global Corporation CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-61 | Dependent | MET | 2020 Trust FBO Khansa Children | 15000 | 1001 | MetLife, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-60 | Dependent | EQIX | 2020 Trust FBO Khansa Children | 15000 | 1001 | Equinix, Inc. REIT | REIT | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-6 | Dependent | COF | — | 15000 | 1001 | CAPITAL ONE FINANCIAL CORP CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-59 | Dependent | PANW | 2020 Trust FBO Khansa Children | 15000 | 1001 | Palo Alto Networks Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-58 | Dependent | MSCI | 2020 Trust FBO Khansa Children | 15000 | 1001 | MSCI Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-57 | Dependent | UPS | 2020 Trust FBO Khansa Children | 15000 | 1001 | United Parcel Service, Inc. Class B Common Stock | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-56 | Dependent | — | 2020 Trust FBO Khansa Children | 15000 | 1001 | Vertex Pharmaceuticals Incorpo CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-55 | Dependent | HOOD | 2020 Trust FBO Khansa Children | 15000 | 1001 | Robinhood Markets, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-54 | Dependent | CRM | 2020 Trust FBO Khansa Children | 15000 | 1001 | Salesforce Inc CMN | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-53 | Dependent | ACN | 2020 Trust FBO Khansa Children | 15000 | 1001 | Accenture PLC CMN Class A | Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-52 | Dependent | — | 2020 Trust FBO Khansa Children | 50000 | 15001 | Marsh & McLennan CO Inc CMN | Stock | $15,001 - $50,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-51 | Dependent | SBUX | 2020 Trust FBO Khansa Children | 50000 | 15001 | Starbucks Corp. CMN | Stock | $15,001 - $50,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-50 | Dependent | PG | 2020 Trust FBO Khansa Children | 50000 | 15001 | The Procter & Gamble Company CMN | Stock | $15,001 - $50,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-5 | Dependent | AVGO | — | 15000 | 1001 | BROADCOM INC. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-49 | Dependent | APP | 2020 Trust FBO Khansa Children | 50000 | 15001 | Applovin Corporation CMN Class A | Stock | $15,001 - $50,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-48 | Dependent | — | 2020 Trust FBO Khansa Children | 50000 | 15001 | Ohio ST GO 5% 03/01/32 MS | Stock | $15,001 - $50,000 | 2025-09-02 | buy | 23 |
| house-9115679-ocr-47 | Dependent | — | 2020 Trust FBO Khansa Children | 50000 | 15001 | Bank of Montreal Linked to S&P 500 Index | Stock | $15,001 - $50,000 | 2025-09-11 | buy | 16 |
| house-9115679-ocr-46 | Dependent | BAX | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Baxter International Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-45 | Dependent | MU | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-23 | sell | 8 |
| house-9115679-ocr-44 | Dependent | NDAQ | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Nasdaq Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-43 | Dependent | BAC | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Bank of America Corp CMN | Common Stock | $1,001 - $15,000 | 2025-09-02 | sell | 23 |
| house-9115679-ocr-42 | Dependent | LULU | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Lululemon Athletica Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-41 | Dependent | PFE | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Pfizer Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-15 | sell | 14 |
| house-9115679-ocr-40 | Dependent | MU | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Micron Technology, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-22 | sell | 9 |
| house-9115679-ocr-4 | Dependent | TMUS | — | 15000 | 1001 | T-MOBILE US, INC. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-39 | Dependent | — | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Hologic Incorporated CMN | Common Stock | $1,001 - $15,000 | 2025-09-04 | sell | 21 |
| house-9115679-ocr-38 | Dependent | — | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Deckers Outdoors Corp CMN | Common Stock | $1,001 - $15,000 | 2025-09-30 | buy | 3 |
| house-9115679-ocr-37 | Dependent | SBAC | Ahuja Grandchildren's Education Trust | 15000 | 1001 | SBA Communications Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-36 | Dependent | — | Ahuja Grandchildren's Education Trust | 15000 | 1001 | Deckers Outdoors Corp CMN | Common Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-35 | Dependent | AMZN | — | 15000 | 1001 | AMAZON.COM INC CMN | Stock | $1,001 - $15,000 | 2025-09-25 | sell | 6 |
| house-9115679-ocr-34 | Dependent | — | — | 15000 | 1001 | AIR LEASE CORPORATION HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-09-19 | sell | 10 |
| house-9115679-ocr-33 | Dependent | NDAQ | — | 15000 | 1001 | NASDAQ INC. CMN | Stock | $1,001 - $15,000 | 2025-09-26 | sell | 5 |
| house-9115679-ocr-32 | Dependent | — | — | 15000 | 1001 | HARTFORD INSURANCE GROUP INC/T CMN | Stock | $1,001 - $15,000 | 2025-09-26 | sell | 5 |
| house-9115679-ocr-31 | Dependent | KMX | — | 15000 | 1001 | CARMAX, INC. CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-30 | Dependent | NDAQ | — | 15000 | 1001 | NASDAQ INC. CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-3 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 50000 | 15001 | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX | Stock | $15,001 - $50,000 | 2025-09-11 | buy | 16 |
| house-9115679-ocr-294 | Dependent | UNH | MURA Holdings / 2020 Trust FBO Khanna Children | 15000 | 1001 | UNITEDHEALTH GROUP INC | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-293 | Dependent | — | MURA Holdings / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-292 | Dependent | UNH | MURA Holdings / Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 15000 | 1001 | UNITEDHEALTH GROUP INC | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-291 | Spouse | — | MURA Holdings / Ritu Ahuja 1996 Trust | 15000 | 1001 | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-290 | Spouse | UNH | MURA Holdings / Ritu Ahuja 1996 Trust | 15000 | 1001 | UNITEDHEALTH GROUP INC | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-29 | Dependent | — | — | 15000 | 1001 | HARTFORD INSURANCE GROUP INC/T CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-289 | Dependent | PLTR | exchange | 15000 | 1001 | Palantir Technologies Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-19 | sell | 10 |
| house-9115679-ocr-288 | Dependent | AAPL | — | 15000 | 1001 | Apple Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-19 | sell | 10 |
| house-9115679-ocr-287 | Dependent | APP | exchange | 15000 | 1001 | Applovin Corporation CMN Class A | Stock | $1,001 - $15,000 | 2025-09-19 | sell | 10 |
| house-9115679-ocr-286 | Dependent | GEV | exchange | 15000 | 1001 | GE Vernova LLC CMN | Stock | $1,001 - $15,000 | 2025-09-24 | sell | 7 |
| house-9115679-ocr-285 | Dependent | HON | — | 15000 | 1001 | Honeywell Intl Inc CMN | Stock | $1,001 - $15,000 | 2025-09-24 | sell | 7 |
| house-9115679-ocr-284 | Dependent | AMZN | — | 15000 | 1001 | Amazon.com Inc CMN | Stock | $1,001 - $15,000 | 2025-09-19 | buy | 10 |
| house-9115679-ocr-283 | Dependent | — | — | 15000 | 1001 | Taiwan Semiconductor MFG ADS LTD ADS 1ADS Equals 5 ORDs | Stock | $1,001 - $15,000 | 2025-09-19 | buy | 10 |
| house-9115679-ocr-282 | Dependent | ANET | — | 15000 | 1001 | Arista Networks, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-19 | buy | 10 |
| house-9115679-ocr-281 | Dependent | GOOGL | — | 15000 | 1001 | Alphabet Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-19 | buy | 10 |
| house-9115679-ocr-280 | Dependent | — | — | 15000 | 1001 | Clark Cnty Nev Passenger Fac Rev 5% 07/01/26 JI | Municipal Bond | $1,001 - $15,000 | 2025-09-24 | buy | 7 |
| house-9115679-ocr-28 | Dependent | BAC | — | 15000 | 1001 | BANK OF AMERICA CORP CMN | Stock | $1,001 - $15,000 | 2025-09-10 | sell | 17 |
| house-9115679-ocr-279 | Dependent | MIR | — | 15000 | 1001 | Mirion Technologies Inc CMN | Stock | $1,001 - $15,000 | 2025-09-24 | buy | 7 |
| house-9115679-ocr-278 | Dependent | MLM | — | 15000 | 1001 | Martin Marietta Materials, Inc CMN | Stock | $1,001 - $15,000 | 2025-09-24 | buy | 7 |
| house-9115679-ocr-277 | Dependent | — | M & R Trust Partnership | 50000 | 15001 | Cincinnati Ohio WTR SYS Rev Rev 5% 12/01/25 JD | Municipal Bond | $15,001 - $50,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-276 | Dependent | — | M & R Trust Partnership | 50000 | 15001 | Willoughby-Eastlake Ohio City GO 5% 12/01/46-CA JD Sch Dist | Municipal Bond | $15,001 - $50,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-275 | Spouse | NDAQ | Ritu Ahuja 1999 Trust | 15000 | 1001 | Nasdaq Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-26 | sell | 5 |
| house-9115679-ocr-274 | Spouse | — | Ritu Ahuja 1999 Trust | 15000 | 1001 | Air Lease Corporation Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-09-19 | buy | 10 |
| house-9115679-ocr-273 | Spouse | — | Ritu Ahuja 1999 Trust | 15000 | 1001 | Hartford Insurance Group Inc/T CMN | Stock | $1,001 - $15,000 | 2025-09-26 | sell | 5 |
| house-9115679-ocr-272 | Spouse | KMX | Ritu Ahuja 1995 Trust | 15000 | 1001 | Carmax, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-271 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Hartford Insurance Group Inc/T CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-270 | Spouse | NDAQ | Ritu Ahuja 1995 Trust | 15000 | 1001 | Nasdaq Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-08 | sell | 19 |
| house-9115679-ocr-27 | Dependent | AMZN | — | 15000 | 1001 | AMAZON.COM INC CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-269 | Spouse | LULU | Ritu Ahuja 1995 Trust | 15000 | 1001 | Lululemon Athletica Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-268 | Spouse | PFE | Ritu Ahuja 1995 Trust | 15000 | 1001 | Pfizer Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-15 | sell | 14 |
| house-9115679-ocr-267 | Spouse | ZTS | Ritu Ahuja 1995 Trust | 15000 | 1001 | Zoetis Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-266 | Spouse | EQH | Ritu Ahuja 1995 Trust | 15000 | 1001 | Equitable Holdings Inc CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-265 | Spouse | EQH | Ritu Ahuja 1995 Trust | 15000 | 1001 | Equitable Holdings Inc CMN | Stock | $1,001 - $15,000 | 2025-09-25 | buy | 6 |
| house-9115679-ocr-264 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Charles Schwab Corporation (TH) Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-263 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Huntington Bancshares Incorporated Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-09-09 | buy | 18 |
| house-9115679-ocr-262 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Bank of America Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-261 | Spouse | ZTS | Ritu Ahuja 1995 Trust | 15000 | 1001 | Zoetis Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-26 | buy | 5 |
| house-9115679-ocr-260 | Spouse | CL | Ritu Ahuja 1995 Trust | 15000 | 1001 | Colgate-Palmolive CO CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-26 | Dependent | NVDA | — | 15000 | 1001 | NVIDIA CORPORATION CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-259 | Spouse | ZTS | Ritu Ahuja 1995 Trust | 15000 | 1001 | Zoetis Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-258 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Huntington Bancshares Incorporated Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-257 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Capital One Financial Corporation Hybrid Perpetual | Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-256 | Spouse | SBAC | Ritu Ahuja 1995 Trust | 15000 | 1001 | SBA Communications Corporation CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-255 | Spouse | — | Ritu Ahuja 1995 Trust | 15000 | 1001 | Keycorp Hybrid Perpetual USD | Stock | $1,001 - $15,000 | 2025-09-30 | buy | 3 |
| house-9115679-ocr-254 | Spouse | TTD | Ritu Ahuja 1994 Trust | 15000 | 1001 | TRADE DESK, INC. (THE) CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-253 | Spouse | FTNT | Ritu Ahuja 1994 Trust | 15000 | 1001 | FORTINET, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-252 | Spouse | CRWD | Ritu Ahuja 1994 Trust | 15000 | 1001 | CROWDSTRIKE HOLDINGS, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-251 | Spouse | WY | Ritu Ahuja 1994 Trust | 15000 | 1001 | WEYERHAEUSER COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-250 | Spouse | ABNB | Ritu Ahuja 1994 Trust | 15000 | 1001 | AIRBNB, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-25 | Dependent | LULU | — | 15000 | 1001 | LULULEMON ATHLETICA INC. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-249 | Spouse | IFF | Ritu Ahuja 1994 Trust | 15000 | 1001 | INTL FLAVORS & FRAGRANCE CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-248 | Spouse | DDOG | Ritu Ahuja 1994 Trust | 15000 | 1001 | DATADOG, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-247 | Spouse | KKR | Ritu Ahuja 1994 Trust | 15000 | 1001 | KKR & CO. INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-246 | Spouse | CAG | Ritu Ahuja 1994 Trust | 15000 | 1001 | CONAGRA BRANDS INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-245 | Spouse | COO | Ritu Ahuja 1994 Trust | 15000 | 1001 | Cooper Cos Inc/The CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-244 | Spouse | DVA | Ritu Ahuja 1994 Trust | 15000 | 1001 | DaVita Inc CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-243 | Spouse | TYL | Ritu Ahuja 1994 Trust | 15000 | 1001 | Tyler Technologies, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-242 | Spouse | MSCI | Ritu Ahuja 1994 Trust | 15000 | 1001 | MSCI Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-241 | Spouse | CF | Ritu Ahuja 1994 Trust | 15000 | 1001 | CF Industries Holdings, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-240 | Spouse | PFE | Ritu Ahuja 1994 Trust | 15000 | 1001 | Pfizer Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-24 | Dependent | MRVL | — | 15000 | 1001 | MARVELL TECHNOLOGY, INC. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-239 | Spouse | VTR | Ritu Ahuja 1994 Trust | 15000 | 1001 | Ventas, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-238 | Spouse | CTAS | Ritu Ahuja 1994 Trust | 15000 | 1001 | Cintas Corporation CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-237 | Spouse | CPAY | Ritu Ahuja 1994 Trust | 15000 | 1001 | Corpay Inc CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-236 | Spouse | IDXX | Ritu Ahuja 1994 Trust | 15000 | 1001 | Idexx Laboratories CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-235 | Spouse | UNP | Ritu Ahuja 1994 Trust | 15000 | 1001 | Union Pacific Corp. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-234 | Spouse | CAH | Ritu Ahuja 1994 Trust | 15000 | 1001 | Cardinal Health, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-233 | Spouse | EBAY | Ritu Ahuja 1994 Trust | 15000 | 1001 | Ebay Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-232 | Spouse | RL | Ritu Ahuja 1994 Trust | 15000 | 1001 | Ralph Lauren Corp CMN Class A | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-231 | Spouse | AMCR | Ritu Ahuja 1994 Trust | 15000 | 1001 | Amcor PLC CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-230 | Spouse | KDP | Ritu Ahuja 1994 Trust | 15000 | 1001 | Keurig Dr Pepper Inc CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-23 | Dependent | PFE | — | 15000 | 1001 | PFIZER INC. CMN | Stock | $1,001 - $15,000 | 2025-09-15 | sell | 14 |
| house-9115679-ocr-229 | Spouse | CHTR | Ritu Ahuja 1994 Trust | 15000 | 1001 | Charter Communications, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-228 | Spouse | VRSK | Ritu Ahuja 1994 Trust | 15000 | 1001 | Verisk Analytics, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-227 | Spouse | KO | Ritu Ahuja 1994 Trust | 15000 | 1001 | Coca-Cola Company (The) CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-226 | Spouse | STZ | Ritu Ahuja 1994 Trust | 15000 | 1001 | Constellation Brands Inc CMN Class A | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-225 | Spouse | KR | — | 15000 | 1001 | KROGER COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-224 | Spouse | KMB | — | 15000 | 1001 | KIMBERLY-CLARK CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-223 | Spouse | TTWO | — | 15000 | 1001 | TAKE TWO INTERACTIVE SOFTWARE INC | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-222 | Spouse | PH | — | 15000 | 1001 | PARKER-HANNIFIN CORP. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-221 | Spouse | WM | — | 15000 | 1001 | WASTE MANAGEMENT INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-220 | Spouse | — | — | 15000 | 1001 | VERTEX PHARMACEUTICALS INCORP CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-22 | Dependent | ACN | — | 15000 | 1001 | ACCENTURE PLC CMN CLASS A | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-219 | Spouse | ECL | — | 15000 | 1001 | ECOLAB INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-218 | Spouse | PYPL | — | 15000 | 1001 | PAYPAL HOLDINGS, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-217 | Spouse | — | — | 15000 | 1001 | U.S. BANCORP CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-216 | Spouse | AMT | — | 15000 | 1001 | AMERICAN TOWER CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-215 | Spouse | TMUS | — | 50000 | 15001 | T-MOBILE US, INC. CMN | Common Stock | $15,001 - $50,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-214 | Spouse | INTU | — | 50000 | 15001 | INTUIT INC CMN | Common Stock | $15,001 - $50,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-213 | Spouse | — | — | 50000 | 15001 | MC DONALDS CORP CMN | Common Stock | $15,001 - $50,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-212 | Spouse | CRM | — | 50000 | 15001 | SALESFORCE INC CMN | Common Stock | $15,001 - $50,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-211 | Spouse | XSP | @ 625 EXP | 15000 | 1001 | PUT/XSP @ 625 EXP 11/21/2025 | Stock | $1,001 - $15,000 | 2025-09-10 | sell | 17 |
| house-9115679-ocr-210 | Spouse | XSP | @ 635 EXP | 15000 | 1001 | PUT/XSP @ 635 EXP 11/07/2025 | Stock | $1,001 - $15,000 | 2025-09-19 | sell | 10 |
| house-9115679-ocr-21 | Dependent | AXP | — | 50000 | 15001 | AMERICAN EXPRESS CO. CMN | Stock | $15,001 - $50,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-209 | Spouse | XSP | @ 629 EXP | 15000 | 1001 | PUT/XSP @ 629 EXP 10/24/2025 | Stock | $1,001 - $15,000 | 2025-09-10 | sell | 17 |
| house-9115679-ocr-208 | Spouse | XSP | @ 630 EXP | 15000 | 1001 | PUT/XSP @ 630 EXP 11/14/2025 | Stock | $1,001 - $15,000 | 2025-09-24 | sell | 7 |
| house-9115679-ocr-207 | Spouse | XSP | @ 599 EXP | 15000 | 1001 | PUT/XSP @ 599 EXP 11/21/2025 | Stock | $1,001 - $15,000 | 2025-09-02 | sell | 23 |
| house-9115679-ocr-206 | Spouse | — | @ 24 EXP | 15000 | 1001 | CALL/ING FLEX EURO PM @ 24 EXP 09/12/2025 | Stock | $1,001 - $15,000 | 2025-09-12 | buy | 15 |
| house-9115679-ocr-205 | Spouse | — | — | 15000 | 1001 | CALL/CRH FLEX EURO PM @ 104 EXP 09/12/2025 | Option | $1,001 - $15,000 | 2025-09-12 | buy | 15 |
| house-9115679-ocr-204 | Spouse | — | — | 15000 | 1001 | CALL/EWJ FLEX EURO PM @ 77 EXP 09/12/2025 | Option | $1,001 - $15,000 | 2025-09-12 | buy | 15 |
| house-9115679-ocr-203 | Spouse | PAYX | — | 15000 | 1001 | PAYCHEX, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-202 | Spouse | CB | — | 15000 | 1001 | CHUBB LIMITED CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-201 | Spouse | SYY | — | 15000 | 1001 | SYSCO CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-200 | Spouse | YUM | — | 15000 | 1001 | YUM BRANDS, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-20 | Dependent | — | — | 15000 | 1001 | CALL/AAPL FLEX EURO PM 220 EXP 09/05/2025 | Option | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-2 | Dependent | — | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 50000 | 15001 | MORGAN STANLEY FINANCE LLC LINKED TO BASKET OF INDICES | Stock | $15,001 - $50,000 | 2025-09-30 | buy | 3 |
| house-9115679-ocr-199 | Spouse | EXR | — | 15000 | 1001 | EXTRA SPACE STORAGE INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-198 | Spouse | AJG | — | 15000 | 1001 | ARTHUR J GALLAGHER & CO CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-197 | Spouse | EQR | — | 15000 | 1001 | EQUITY RESIDENTIAL CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-196 | Spouse | DHR | — | 15000 | 1001 | DANAHER CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-195 | Spouse | GPN | — | 15000 | 1001 | GLOBAL PAYMENTS INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-194 | Spouse | CI | — | 15000 | 1001 | CIGNA GROUP/THE CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-193 | Spouse | ELV | — | 15000 | 1001 | ELEVANCE HEALTH INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-192 | Spouse | CMCSA | — | 15000 | 1001 | COMCAST CORPORATION CMN CLASS A VOTING | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-191 | Spouse | — | — | 15000 | 1001 | AON PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-190 | Spouse | FDS | — | 15000 | 1001 | FACTSET RESEARCH SYSTEMS INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-19 | Dependent | — | — | 15000 | 1001 | CHARLES SCHWAB CORPORATION (TH HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-189 | Spouse | EQIX | — | 15000 | 1001 | EQUINIX, INC. REIT | REIT | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-188 | Spouse | VZ | — | 15000 | 1001 | VERIZON COMMUNICATIONS INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-187 | Spouse | MSI | — | 15000 | 1001 | MOTOROLA SOLUTIONS INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-186 | Spouse | DIS | — | 15000 | 1001 | WALT DISNEY COMPANY (THE) CMN | Common Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-185 | Spouse | PSA | — | 15000 | 1001 | Public Storage CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-184 | Spouse | ADP | — | 15000 | 1001 | Automatic Data Processing Inc CMN | Stock | $1,001 - $15,000 | 2025-09-08 | buy | 19 |
| house-9115679-ocr-183 | Spouse | CMG | — | 15000 | 1001 | Chipotle Mexican Grill, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-182 | Spouse | WDAY | — | 15000 | 1001 | Workday, Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-181 | Spouse | SHW | — | 15000 | 1001 | Sherwin-Williams Co CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-180 | Spouse | ACN | — | 15000 | 1001 | Accenture PLC CMN Class A | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-18 | Dependent | — | — | 15000 | 1001 | HUNTINGTON BANCSHARES INCORPOR HYBRID PERPETUAL | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-179 | Spouse | TSLA | — | 15000 | 1001 | Tesla, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-178 | Spouse | ZTS | — | 15000 | 1001 | Zoetis Inc. CMN Class A | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-177 | Spouse | UPS | — | 15000 | 1001 | United Parcel Service, Inc. Class B Common Stock | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-176 | Spouse | BMY | — | 15000 | 1001 | Bristol-Myers Squibb Company CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-175 | Spouse | FISV | — | 15000 | 1001 | Fiserv, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-174 | Spouse | PANW | — | 15000 | 1001 | Palo Alto Networks Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-173 | Spouse | CL | — | 15000 | 1001 | Colgate-Palmolive Co CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-172 | Spouse | ISRG | — | 15000 | 1001 | Intuitive Surgical, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-171 | Spouse | — | — | 50000 | 15001 | Marsh & McLennan Co Inc CMN | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-170 | Spouse | PG | — | 50000 | 15001 | The Procter & Gamble Company CMN | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-17 | Dependent | ZTS | — | 15000 | 1001 | ZOETIS INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2025-09-15 | buy | 14 |
| house-9115679-ocr-169 | Spouse | NOW | — | 50000 | 15001 | ServiceNow Inc CMN | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-168 | Spouse | PM | — | 50000 | 15001 | Philip Morris Intl Inc CMN | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-167 | Spouse | — | — | 50000 | 15001 | UnitedHealth Group Incorporate CMN | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-166 | Spouse | — | Alru Aligio 1994 Trust | 100000 | 50001 | Morgan Stanley Finance LLC Linked to Basket of Indices | Stock | $50,001 - $100,000 | 2025-09-30 | buy | 3 |
| house-9115679-ocr-165 | Spouse | ELAN | Partial Sale | 15000 | 1001 | Elanco Animal Health Incorporated CMN | Stock | $1,001 - $15,000 | 2025-09-22 | sell | 9 |
| house-9115679-ocr-164 | Spouse | BAX | — | 15000 | 1001 | Baxter International Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-03 | sell | 22 |
| house-9115679-ocr-163 | Spouse | BAC | Partial Sale | 15000 | 1001 | Bank of America Corp CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-162 | Spouse | BAC | Partial Sale | 15000 | 1001 | Bank of America Corp CMN | Stock | $1,001 - $15,000 | 2025-09-02 | sell | 23 |
| house-9115679-ocr-161 | Spouse | BAX | — | 15000 | 1001 | Baxter International Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-05 | sell | 20 |
| house-9115679-ocr-160 | Spouse | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-23 | sell | 8 |
| house-9115679-ocr-16 | Dependent | — | — | 15000 | 1001 | CAPITAL ONE FINANCIAL CORPORAT HYBRID PERPETUAL | Stock | $1,001 - $15,000 | 2025-09-25 | buy | 6 |
| house-9115679-ocr-159 | Spouse | MU | Partial Sale | 15000 | 1001 | Micron Technology, Inc. CMN | Stock | $1,001 - $15,000 | 2025-09-22 | sell | 9 |
| house-9115679-ocr-158 | Spouse | — | Partial Sale | 50000 | 15001 | Hologic Incorporated CMN | Stock | $15,001 - $50,000 | 2025-09-04 | sell | 21 |
| house-9115679-ocr-157 | Spouse | — | — | 15000 | 1001 | Deckers Outdoors Corp CMN | Stock | $1,001 - $15,000 | 2025-09-03 | buy | 22 |
| house-9115679-ocr-156 | Spouse | — | — | 15000 | 1001 | Deckers Outdoors Corp CMN | Stock | $1,001 - $15,000 | 2025-09-17 | buy | 12 |
| house-9115679-ocr-155 | Spouse | — | — | 15000 | 1001 | Deckers Outdoors Corp CMN | Stock | $1,001 - $15,000 | 2025-09-02 | buy | 23 |
| house-9115679-ocr-154 | Spouse | TENB | — | 15000 | 1001 | Tenable Holdings, Inc CMN | Stock | $1,001 - $15,000 | 2025-09-02 | buy | 23 |
| house-9115679-ocr-153 | Spouse | — | — | 15000 | 1001 | Deckers Outdoors Corp CMN | Stock | $1,001 - $15,000 | 2025-09-30 | buy | 3 |
| house-9115679-ocr-152 | Spouse | — | — | 50000 | 15001 | Washington D C Met Area Tran Rev 5% 07/15/29 JJ | Municipal Bond | $15,001 - $50,000 | 2025-09-11 | buy | 16 |
| house-9115679-ocr-151 | Dependent | — | 2029 Trust FBO Khanna Children | 15000 | 1001 | Moody's Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-150 | Dependent | FISV | 2029 Trust FBO Khanna Children | 15000 | 1001 | Fiserv, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-15 | Dependent | — | — | 15000 | 1001 | WELLS FARGO & COMPANY HYBRID PERPETUAL USD | Stock | $1,001 - $15,000 | 2025-09-25 | buy | 6 |
| house-9115679-ocr-149 | Dependent | IT | 2029 Trust FBO Khanna Children | 15000 | 1001 | Gartner, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-148 | Dependent | DXCM | 2029 Trust FBO Khanna Children | 15000 | 1001 | Dexcom, Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-147 | Dependent | DIS | 2029 Trust FBO Khanna Children | 15000 | 1001 | Walt Disney Company (The) CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-146 | Dependent | CCI | 2029 Trust FBO Khanna Children | 15000 | 1001 | Crown Castle Intl Corp CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-145 | Dependent | CPAY | 2029 Trust FBO Khanna Children | 15000 | 1001 | Corpay Inc CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-144 | Dependent | BALL | 2029 Trust FBO Khanna Children | 15000 | 1001 | Ball Corporation CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-143 | Dependent | EPAM | 2020 Trust FBO Khanna Children | 15000 | 1001 | EPAM SYSTEMS, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-142 | Dependent | CPB | 2020 Trust FBO Khanna Children | 15000 | 1001 | THE CAMPBELL'S COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-141 | Dependent | PRU | 2020 Trust FBO Khanna Children | 15000 | 1001 | PRUDENTIAL FINANCIAL INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-140 | Dependent | MAS | 2020 Trust FBO Khanna Children | 15000 | 1001 | MASCO CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-14 | Dependent | TMO | — | 15000 | 1001 | THERMO FISHER SCIENTIFIC INC CMN | Stock | $1,001 - $15,000 | 2025-09-12 | buy | 15 |
| house-9115679-ocr-139 | Dependent | LKQ | 2020 Trust FBO Khanna Children | 15000 | 1001 | LKQ CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-138 | Dependent | IP | 2020 Trust FBO Khanna Children | 15000 | 1001 | INTERNATIONAL PAPER CO. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-137 | Dependent | BRO | 2020 Trust FBO Khanna Children | 15000 | 1001 | BROWN & BROWN, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-136 | Dependent | MGM | 2020 Trust FBO Khanna Children | 15000 | 1001 | MGM RESORTS INTERNATIONAL CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-135 | Dependent | BEN | 2020 Trust FBO Khanna Children | 15000 | 1001 | FRANKLIN RESOURCES INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-134 | Dependent | SHW | 2020 Trust FBO Khanna Children | 15000 | 1001 | SHERWIN-WILLIAMS CO CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-133 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | AON PUBLIC LIMITED COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-132 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | DOLLAR TREE STORES, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-131 | Dependent | GWW | 2020 Trust FBO Khanna Children | 15000 | 1001 | W.W. GRAINGER INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-130 | Dependent | CCL | 2020 Trust FBO Khanna Children | 15000 | 1001 | CARNIVAL CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-13 | Dependent | EQH | — | 15000 | 1001 | EQUITABLE HOLDINGS INC CMN | Stock | $1,001 - $15,000 | 2025-09-25 | buy | 6 |
| house-9115679-ocr-129 | Dependent | TGT | 2020 Trust FBO Khanna Children | 15000 | 1001 | TARGET CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-128 | Dependent | APD | 2020 Trust FBO Khanna Children | 15000 | 1001 | AIR PRODUCTS & CHEMICALS INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-127 | Dependent | STZ | 2020 Trust FBO Khanna Children | 15000 | 1001 | CONSTELLATION BRANDS INC CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-126 | Dependent | ZTS | 2020 Trust FBO Khanna Children | 15000 | 1001 | ZOETIS INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-125 | Dependent | AMT | 2020 Trust FBO Khanna Children | 15000 | 1001 | AMERICAN TOWER CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-124 | Dependent | CPRT | 2020 Trust FBO Khanna Children | 15000 | 1001 | COPART, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-123 | Dependent | — | 2020 Trust FBO Khanna Children | 15000 | 1001 | ERIE INDEMNITY COMPANY CL-A CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-122 | Dependent | MRK | 2020 Trust FBO Khanna Children | 15000 | 1001 | MERCK & CO., INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-121 | Dependent | ICE | 2020 Trust FBO Khanna Children | 15000 | 1001 | INTERCONTINENTAL EXCHANGE INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-120 | Dependent | XYZ | 2020 Trust FBO Khanna Children | 15000 | 1001 | BLOCK, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-12 | Dependent | EQH | — | 15000 | 1001 | EQUITABLE HOLDINGS INC CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-119 | Dependent | BX | 2020 Trust FBO Khanna Children | 15000 | 1001 | BLACKSTONE GROUP INC/THE CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-118 | Dependent | CMG | 2020 Trust FBO Khanna Children | 15000 | 1001 | CHIPOTLE MEXICAN GRILL, INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-117 | Dependent | AMGN | 2020 Trust FBO Khanna Children | 15000 | 1001 | AMGEN INC. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-116 | Dependent | APO | 2020 Trust FBO Khanna Children | 15000 | 1001 | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-115 | Dependent | REGN | 2020 Trust FBO Khanna Children | 15000 | 1001 | REGENERON PHARMACEUTICAL INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-114 | Dependent | CI | 2020 Trust FBO Khanna Children | 15000 | 1001 | CIGNA GROUP/THE CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-113 | Dependent | ABNB | 2020 Trust FBO Khanna Children | 15000 | 1001 | AIRBNB, INC. CMN CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-112 | Dependent | ADBE | 2020 Trust FBO Khanna Children | 15000 | 1001 | ADOBE INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-111 | Dependent | MCK | 2020 Trust FBO Khanna Children | 15000 | 1001 | MCKESSON CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-110 | Dependent | CTSH | 2020 Trust FBO Khanna Children | 15000 | 1001 | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-11 | Dependent | ZTS | — | 15000 | 1001 | ZOETIS INC. CMN CLASS A | Stock | $1,001 - $15,000 | 2025-09-28 | buy | 4 |
| house-9115679-ocr-109 | Dependent | BMY | 2020 Trust FBO Khanna Children | 15000 | 1001 | BRISTOL-MYERS SQUIBB COMPANY CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-108 | Dependent | KMB | 2020 Trust FBO Khanna Children | 15000 | 1001 | KIMBERLY-CLARK CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-107 | Dependent | CL | 2020 Trust FBO Khanna Children | 15000 | 1001 | COLGATE-PALMOLIVE CO CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-106 | Dependent | COST | 2020 Trust FBO Khanna Children | 15000 | 1001 | COSTCO WHOLESALE CORPORATION CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-105 | Dependent | ADP | 2020 Trust FBO Khanna Children | 15000 | 1001 | AUTOMATIC DATA PROCESSING INC CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-104 | Dependent | SPGI | 2020 Trust FBO Khanna Children | 50000 | 15001 | S&P GLOBAL INC. CMN | Common Stock | $15,001 - $50,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-103 | Dependent | DHR | 2020 Trust FBO Khenna Children | 50000 | 15001 | Danaher Corporation CMN | Common Stock | $15,001 - $50,000 | 2025-09-29 | sell | 4 |
| house-9115679-ocr-102 | Dependent | IBM | 2020 Trust FBO Khenna Children | 15000 | 1001 | Intl Business Machines Corp CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-101 | Dependent | WAT | 2020 Trust FBO Khenna Children | 15000 | 1001 | Waters Corporation Common Stock | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-100 | Dependent | BAX | 2020 Trust FBO Khenna Children | 15000 | 1001 | Baxter International Inc. CMN | Common Stock | $1,001 - $15,000 | 2025-09-29 | buy | 4 |
| house-9115679-ocr-10 | Dependent | SBAC | — | 15000 | 1001 | SBA COMMUNICATIONS CORPORATION CMN | Stock | $1,001 - $15,000 | 2025-09-05 | buy | 20 |
| house-9115679-ocr-1 | Dependent | GOOGL | Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren | 50000 | 15001 | ALPHABET INC. CMN CLASS C | Stock | $15,001 - $50,000 | 2025-09-05 | buy | 20 |