Rohit Khanna (House) disclosed 288 transactions

2026-01-06 · 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.

2025-12-05 · sell	Equinix, Inc. REIT — $1,001 - $15,000
2025-12-05 · sell	Palo Alto Networks Inc. CMN — $1,001 - $15,000
2025-12-05 · sell	MSCI Inc. CMN — $1,001 - $15,000
2025-12-05 · sell	Coinbase Global, Inc. CMN Class A — $1,001 - $15,000
2025-12-05 · sell	American Tower Corporation — $1,001 - $15,000
2025-12-05 · sell	Healthpeak OP, LLC CMN — $1,001 - $15,000
2025-12-05 · sell	Workday, Inc. CMN Class A — $1,001 - $15,000
2025-12-05 · sell	Copart, Inc. CMN — $1,001 - $15,000
2025-12-05 · sell	ServiceNow Inc CMN — $1,001 - $15,000
2025-12-05 · sell	Costco Wholesale Corporation CMN — $1,001 - $15,000
2025-12-30 · buy	ADOBE INC CMN — $1,001 - $15,000
2025-12-05 · sell	Marsh & McLennan Co Inc CMN — $1,001 - $15,000
2025-12-05 · sell	Mondelez International, Inc. CMN — $15,001 - $50,000
2025-12-05 · sell	The Procter & Gamble Company CMN — $15,001 - $50,000
2025-12-05 · sell	Walt Disney Company (The) CMN — $15,001 - $50,000
2025-12-05 · buy	Lululemon Athletica Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	Erie Indemnity Company CL-A CMN Class A — $1,001 - $15,000
2025-12-05 · buy	Equifax Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	Cadence Design Systems Inc CMN — $1,001 - $15,000
2025-12-05 · buy	DoorDash Inc CMN Class A — $1,001 - $15,000
2025-12-05 · buy	Adobe Inc CMN — $1,001 - $15,000
2025-12-30 · buy	ZOETIS INC. CMN CLASS A — $1,001 - $15,000
2025-12-05 · buy	McCormick & Co Non VTG SHRS CMN Class N — $1,001 - $15,000
2025-12-05 · buy	Colgate-Palmolive Co CMN — $1,001 - $15,000
2025-12-05 · buy	Kimco Realty OP, LLC CMN — $1,001 - $15,000
2025-12-05 · buy	Constellation Brands Inc CMN Class A — $1,001 - $15,000
2025-12-05 · buy	Union Pacific Corp. JSE UNPI Int EQTY DN Cash Base — $1,001 - $15,000
2025-12-05 · buy	THE KRAFT HEINZ CO CMN — $1,001 - $15,000
2025-12-05 · buy	NORWEGIAN CRUISE LINE HLDG LTD CMN — $1,001 - $15,000
2025-12-05 · buy	POOL CORP CMN — $1,001 - $15,000
2025-12-05 · buy	BAXTER INTERNATIONAL INC. CMN — $1,001 - $15,000
2025-12-05 · buy	DEXCOM, INC. CMN — $1,001 - $15,000
2025-12-05 · buy	MICROSOFT CORPORATION CMN — $1,001 - $15,000
2025-12-05 · buy	KIMBERLY-CLARK CORPORATION CMN — $1,001 - $15,000
2025-12-05 · buy	THE CAMPBELL'S COMPANY CMN — $1,001 - $15,000
2025-12-05 · buy	OMNICOM GROUP CMN — $1,001 - $15,000
2025-12-05 · buy	ALEXANDRIA REAL ESTATE EQUITIES, INC. — $1,001 - $15,000
2025-12-05 · buy	COSTAR GROUP, INC. CMN — $1,001 - $15,000
2025-12-05 · buy	EXTRA SPACE STORAGE INC. CMN — $1,001 - $15,000
2025-12-05 · buy	ALIGN TECHNOLOGY, INC CMN — $1,001 - $15,000
2025-12-05 · buy	INTERCONTINENTAL EXCHANGE INC CMN — $1,001 - $15,000
2025-12-05 · buy	ACCENTURE PLC CMN CLASS A — $1,001 - $15,000
2025-12-05 · buy	EPAM SYSTEMS, INC. CMN — $1,001 - $15,000
2025-12-30 · buy	EXTRA SPACE STORAGE INC. CMN — $1,001 - $15,000
2025-12-05 · buy	WALMART INC CMN — $1,001 - $15,000
2025-12-05 · buy	CHARTER COMMUNICATIONS, INC. CMN — $1,001 - $15,000
2025-12-05 · buy	PUBLIC STORAGE CMN — $1,001 - $15,000
2025-12-05 · buy	ROPER TECHNOLOGIES INC CMN — $1,001 - $15,000
2025-12-05 · buy	THE PROGRESSIVE CORPORATION CMN — $1,001 - $15,000
2025-12-05 · buy	SYNOPSYS, INC. CMN — $1,001 - $15,000
2025-12-05 · buy	Tyler Technologies, Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	Chipotle Mexican Grill, Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	Salesforce Inc CMN — $1,001 - $15,000
2025-12-05 · buy	Waste Management Inc CMN — $1,001 - $15,000
2025-12-30 · buy	COLGATE-PALMOLIVE CO CMN — $1,001 - $15,000
2025-12-05 · buy	Verisk Analytics, Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	Kenvue Inc. CMN — $1,001 - $15,000
2025-12-05 · buy	AvalonBay Communities Inc CMN — $1,001 - $15,000
2025-12-05 · buy	Hormel Foods Corporation CMN — $1,001 - $15,000
2025-12-05 · buy	Cintas Corporation CMN — $1,001 - $15,000
…	228 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	8221285
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/8221285.pdf
bioguide id	K000389
data source	HOUSE_CLERK_PTR
member last	Khanna
member name	Rohit Khanna
member first	Rohit
state district	CA17
disclosure date	2026-01-06
extraction method	vision_ocr

Each transaction (288)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8221285-ocr-99	Dependent	EQIX	2020 Trust FBO Khanna Children	15000	1001	Equinix, Inc. REIT	REIT	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-98	Dependent	PANW	2020 Trust FBO Khanna Children	15000	1001	Palo Alto Networks Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-97	Dependent	MSCI	2020 Trust FBO Khanna Children	15000	1001	MSCI Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-96	Dependent	COIN	2020 Trust FBO Khanna Children	15000	1001	Coinbase Global, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-95	Dependent	AMT	2020 Trust FBO Khanna Children	15000	1001	American Tower Corporation	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-94	Dependent	—	—	15000	1001	Healthpeak OP, LLC CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-93	Dependent	WDAY	—	15000	1001	Workday, Inc. CMN Class A	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-92	Dependent	CPRT	—	15000	1001	Copart, Inc. CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-91	Dependent	NOW	Partial	15000	1001	ServiceNow Inc CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-90	Dependent	COST	Partial	15000	1001	Costco Wholesale Corporation CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-9	Dependent	ADBE	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	ADOBE INC CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-89	Dependent	—	Partial	15000	1001	Marsh & McLennan Co Inc CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-88	Dependent	MDLZ	—	50000	15001	Mondelez International, Inc. CMN	Stock	$15,001 - $50,000	2025-12-05	sell	22
house-8221285-ocr-87	Dependent	PG	Partial	50000	15001	The Procter & Gamble Company CMN	Stock	$15,001 - $50,000	2025-12-05	sell	22
house-8221285-ocr-86	Dependent	DIS	—	50000	15001	Walt Disney Company (The) CMN	Stock	$15,001 - $50,000	2025-12-05	sell	22
house-8221285-ocr-85	Dependent	LULU	—	15000	1001	Lululemon Athletica Inc. CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-84	Dependent	—	—	15000	1001	Erie Indemnity Company CL-A CMN Class A	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-83	Dependent	EFX	—	15000	1001	Equifax Inc. CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-82	Dependent	CDNS	—	15000	1001	Cadence Design Systems Inc CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-81	Dependent	DASH	—	15000	1001	DoorDash Inc CMN Class A	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-80	Dependent	ADBE	—	15000	1001	Adobe Inc CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-8	Dependent	ZTS	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	ZOETIS INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-79	Dependent	—	—	15000	1001	McCormick & Co Non VTG SHRS CMN Class N	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-78	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-77	Dependent	—	—	15000	1001	Kimco Realty OP, LLC CMN	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-76	Dependent	STZ	—	15000	1001	Constellation Brands Inc CMN Class A	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-75	Dependent	—	2020 Trust FBO Khanna Children	15000	1001	Union Pacific Corp. JSE UNPI Int EQTY DN Cash Base	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-74	Dependent	KHC	2020 Trust FBO Khanna Children	15000	1001	THE KRAFT HEINZ CO CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-73	Dependent	NCLH	2020 Trust FBO Khanna Children	15000	1001	NORWEGIAN CRUISE LINE HLDG LTD CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-72	Dependent	POOL	2020 Trust FBO Khanna Children	15000	1001	POOL CORP CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-71	Dependent	BAX	2020 Trust FBO Khanna Children	15000	1001	BAXTER INTERNATIONAL INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-70	Dependent	DXCM	2020 Trust FBO Khanna Children	15000	1001	DEXCOM, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-7	Dependent	MSFT	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	MICROSOFT CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-69	Dependent	KMB	2020 Trust FBO Khanna Children	15000	1001	KIMBERLY-CLARK CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-68	Dependent	CPB	2020 Trust FBO Khanna Children	15000	1001	THE CAMPBELL'S COMPANY CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-67	Dependent	OMC	2020 Trust FBO Khanna Children	15000	1001	OMNICOM GROUP CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-66	Dependent	ARE	2020 Trust FBO Khanna Children	15000	1001	ALEXANDRIA REAL ESTATE EQUITIES, INC.	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-65	Dependent	CSGP	2020 Trust FBO Khanna Children	15000	1001	COSTAR GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-64	Dependent	EXR	2020 Trust FBO Khanna Children	15000	1001	EXTRA SPACE STORAGE INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-63	Dependent	ALGN	2020 Trust FBO Khanna Children	15000	1001	ALIGN TECHNOLOGY, INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-62	Dependent	ICE	2020 Trust FBO Khanna Children	15000	1001	INTERCONTINENTAL EXCHANGE INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-61	Dependent	ACN	2020 Trust FBO Khanna Children	15000	1001	ACCENTURE PLC CMN CLASS A	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-60	Dependent	EPAM	2020 Trust FBO Khanna Children	15000	1001	EPAM SYSTEMS, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-6	Dependent	EXR	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	EXTRA SPACE STORAGE INC. CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-59	Dependent	WMT	2020 Trust FBO Khanna Children	15000	1001	WALMART INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-58	Dependent	CHTR	2020 Trust FBO Khanna Children	15000	1001	CHARTER COMMUNICATIONS, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-57	Dependent	PSA	2020 Trust FBO Khanna Children	15000	1001	PUBLIC STORAGE CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-56	Dependent	ROP	2020 Trust FBO Khanna Children	15000	1001	ROPER TECHNOLOGIES INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-55	Dependent	PGR	2020 Trust FBO Khanna Children	15000	1001	THE PROGRESSIVE CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-54	Dependent	SNPS	2020 Trust FBO Khanna Children	15000	1001	SYNOPSYS, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-53	Dependent	TYL	—	15000	1001	Tyler Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-52	Dependent	CMG	—	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-51	Dependent	CRM	—	15000	1001	Salesforce Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-50	Dependent	WM	—	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-5	Dependent	CL	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	COLGATE-PALMOLIVE CO CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-49	Dependent	VRSK	—	15000	1001	Verisk Analytics, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-48	Dependent	KVUE	—	15000	1001	Kenvue Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-47	Dependent	AVB	—	15000	1001	AvalonBay Communities Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-46	Dependent	HRL	—	15000	1001	Hormel Foods Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-45	Dependent	CTAS	—	15000	1001	Cintas Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-44	Dependent	PAYX	—	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-43	Dependent	TMUS	—	15000	1001	T-Mobile US, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-42	Dependent	FDS	—	15000	1001	FactSet Research Systems Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-41	Dependent	APP	—	15000	1001	Applovin Corporation CMN Class A	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-40	Dependent	CMCSA	—	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-4	Dependent	META	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	META PLATFORMS INC-CLASS A CMN CLASS A	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-39	Dependent	FISV	—	15000	1001	Fiserv, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-38	Dependent	PM	—	15000	1001	Philip Morris Intl Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-37	Dependent	SBUX	—	15000	1001	Starbucks Corp. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-36	Dependent	BX	—	50000	15001	Blackstone Group Inc/The CMN	Common Stock	$15,001 - $50,000	2025-12-05	buy	22
house-8221285-ocr-35	Dependent	—	—	50000	15001	Columbus, Ohio (City of) GO 5% 04/01/28 AO	Municipal Bond	$15,001 - $50,000	2025-12-09	buy	20
house-8221285-ocr-34	Dependent	LIN	—	50000	15001	Linde PLC CMN	Common Stock	$15,001 - $50,000	2025-12-05	buy	22
house-8221285-ocr-33	Dependent	BRK-B	2020 Trust FBO Khanna Children	50000	15001	Berkshire Hathaway Inc. Class B	Common Stock	$15,001 - $50,000	2025-12-05	buy	22
house-8221285-ocr-32	Dependent	GM	—	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-31	Dependent	BRK-B	—	15000	1001	Berkshire Hathaway Inc. Class B	Common Stock	$1,001 - $15,000	2025-12-10	sell	19
house-8221285-ocr-30	Dependent	HCA	—	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-3	Dependent	NVDA	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	NVIDIA CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-29	Dependent	CL	—	15000	1001	Colgate-Palmolive Co CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-288	Dependent	EXE	Partial Sale	15000	1001	EXPAND ENERGY CORP CMN	Stock	$1,001 - $15,000	2025-12-17	sell	14
house-8221285-ocr-287	Dependent	—	—	15000	1001	OHIO ST GO 5% 05/01/26 MN	Municipal Bond	$1,001 - $15,000	2025-12-09	buy	20
house-8221285-ocr-286	Dependent	—	—	15000	1001	OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-19	buy	12
house-8221285-ocr-285	Dependent	—	—	15000	1001	NEW MEXICO FIN AUTH REV REV 5% 06/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-284	Dependent	—	—	15000	1001	KENT ST UNIV OHIO UNIV REVS REV 5% 05/01/26 MN	Municipal Bond	$1,001 - $15,000	2025-12-18	buy	13
house-8221285-ocr-283	Dependent	—	—	15000	1001	UNIVERSITY MICH UNIV REVS REV 5% 04/01/26 AO	Municipal Bond	$1,001 - $15,000	2025-12-11	buy	18
house-8221285-ocr-282	Dependent	—	—	15000	1001	STATE OF OHIO REV 5% 04/01/26 AO	Municipal Bond	$1,001 - $15,000	2025-12-23	buy	10
house-8221285-ocr-281	Dependent	CMS	—	15000	1001	CMS ENERGY CORPORATION CMN	Stock	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-280	Dependent	—	—	15000	1001	MINNESOTA ST GO 5% 08/01/26 FA	Municipal Bond	$1,001 - $15,000	2025-12-11	buy	18
house-8221285-ocr-28	Dependent	GM	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren; Partial Sale & Exchange also marked	15000	1001	General Motors Company CMN	Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-279	Dependent	—	—	15000	1001	OHIO ST GO 5.0000% 10/01/26 AO	Municipal Bond	$1,001 - $15,000	2025-12-03	buy	24
house-8221285-ocr-278	Dependent	—	—	15000	1001	TRANE TECHNOLOGIES PUBLIC LIMI CMN	Stock	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-277	Dependent	AEE	—	15000	1001	AMEREN CORPORATION CMN	Stock	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-276	Dependent	—	—	15000	1001	POWELL OHIO GO 4% 12/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-08	buy	21
house-8221285-ocr-275	Dependent	—	—	15000	1001	WYNFORD OHIO LOC SCH DIST GO 4% 11/01/26 MN	Municipal Bond	$1,001 - $15,000	2025-12-03	buy	24
house-8221285-ocr-274	Dependent	—	M & R Trust Partnership	15000	1001	OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-22	buy	11
house-8221285-ocr-273	Dependent	—	M & R Trust Partnership	15000	1001	OHIO ST GO 5% 09/15/26 MS	Municipal Bond	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-272	Dependent	—	M & R Trust Partnership	15000	1001	MO ST HWYS & TRANS COMMN ST RD REV 5% 05/01/26 MN	Municipal Bond	$1,001 - $15,000	2025-12-11	buy	18
house-8221285-ocr-271	Dependent	—	M & R Trust Partnership	15000	1001	RAILSPLITTER TOB SETTLEMENT REV 5% 06/01/27-CA JD	Municipal Bond	$1,001 - $15,000	2025-12-24	buy	9
house-8221285-ocr-270	Dependent	—	M & R Trust Partnership	15000	1001	FLORIDA ST MUN LN COUNCIL REV REV 5% 12/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-27	Dependent	HCA	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren; Partial Sale also marked	15000	1001	HCA Healthcare, Inc CMN	Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-269	Dependent	—	M & R Trust Partnership	15000	1001	CINCINNATI OHIO WTR SYS REV REV 5% 12/01/36 JD	Municipal Bond	$1,001 - $15,000	2025-12-19	buy	12
house-8221285-ocr-268	Dependent	—	M & R Trust Partnership	15000	1001	MARYLAND ST DEPT TRANSN CONS REV 5% 10/01/26 AO	Municipal Bond	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-267	Dependent	—	M & R Trust Partnership	15000	1001	IRVING TEX WTRWKS & SWR REV REV 5% 08/15/26 FA	Municipal Bond	$1,001 - $15,000	2025-12-18	buy	13
house-8221285-ocr-266	Dependent	—	M & R Trust Partnership	15000	1001	CINCINNATI OHIO GO 5% 12/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-03	buy	24
house-8221285-ocr-265	Dependent	—	M & R Trust Partnership	15000	1001	HONOLULU HAWAII CITY & CNTY GO 5% 07/01/26 JJ	Municipal Bond	$1,001 - $15,000	2025-12-16	buy	15
house-8221285-ocr-264	Dependent	—	M & R Trust Partnership	15000	1001	OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-09	buy	20
house-8221285-ocr-263	Dependent	—	M & R Trust Partnership	15000	1001	OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-17	buy	14
house-8221285-ocr-262	Dependent	—	M & R Trust Partnership	15000	1001	TEMPLE TEX UTIL SYS REV REV 5% 08/01/26 FA	Municipal Bond	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-261	Dependent	—	M & R Trust Partnership	15000	1001	OHIO ST WTR DEV AUTH WTR REV 5% 12/01/33 JD	Municipal Bond	$1,001 - $15,000	2025-12-01	buy	26
house-8221285-ocr-260	Dependent	—	M & R Trust Partnership	15000	1001	OHIO WATER DEVELOPMENT AUTH REV 5.0000% 06/01/26 JD	Municipal Bond	$1,001 - $15,000	2025-12-10	buy	19
house-8221285-ocr-26	Dependent	AAPL	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren; Partial Sale & Exchange also marked	15000	1001	Apple Inc. CMN	Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-259	Dependent	—	M & R Trust Partnership	50000	15001	OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-18	buy	13
house-8221285-ocr-258	Dependent	—	—	50000	15001	FLORIDA ST DEPT TRANSN FING REV 5% 07/01/26 JJ	Municipal Bond	$15,001 - $50,000	2025-12-11	buy	18
house-8221285-ocr-257	Dependent	—	—	50000	15001	MISSISSIPPI ST GO 5% 11/01/36 MN	Municipal Bond	$15,001 - $50,000	2025-12-11	buy	18
house-8221285-ocr-256	Dependent	—	—	50000	15001	PITTSBURGH PA GO 5% 09/01/26 MS	Municipal Bond	$15,001 - $50,000	2025-12-10	buy	19
house-8221285-ocr-255	Dependent	CMN	—	50000	15001	SOLSTICE ADVANCED MATERIALS IN CMN	Stock	$15,001 - $50,000	2025-12-17	buy	14
house-8221285-ocr-254	Dependent	—	—	50000	15001	CLARK CNTY NEV HWY IMPT REV REV 5% 07/01/26 JJ	Municipal Bond	$15,001 - $50,000	2025-12-16	buy	15
house-8221285-ocr-253	Dependent	—	—	50000	15001	OHIO STATE UNIVERSITY (THE) REV 5.0000% 12/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-02	buy	25
house-8221285-ocr-252	Dependent	—	—	50000	15001	OHIO ST GO 5% 09/15/26 MS	Municipal Bond	$15,001 - $50,000	2025-12-12	buy	17
house-8221285-ocr-251	Dependent	—	—	50000	15001	MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/26 MS	Municipal Bond	$15,001 - $50,000	2025-12-03	buy	24
house-8221285-ocr-250	Dependent	—	—	50000	15001	DUBLIN OHIO DB 5% 12/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-03	buy	24
house-8221285-ocr-25	Dependent	DDOG	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	50000	15001	Datadog, Inc. CMN Class A	Stock	$15,001 - $50,000	2025-12-05	sell	22
house-8221285-ocr-249	Dependent	—	—	50000	15001	OHIO ST GO 5% 08/01/26 FA	Municipal Bond	$15,001 - $50,000	2025-12-17	buy	14
house-8221285-ocr-248	Dependent	—	—	50000	15001	OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-02	buy	25
house-8221285-ocr-247	Dependent	—	—	50000	15001	REGIONAL TRANSN DIST COLO CTFS COPS 5% 06/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-11	buy	18
house-8221285-ocr-246	Dependent	—	—	50000	15001	HAMILTON OHIO DB 4% 12/15/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-04	buy	23
house-8221285-ocr-245	Dependent	—	—	50000	15001	LOUSIANA PUB FACS AU REV RFDG REV 5.5000% 05/15/32-CA MN	Municipal Bond	$15,001 - $50,000	2025-12-16	buy	15
house-8221285-ocr-244	Dependent	—	—	50000	15001	DEL VALLE TEX INDPT SCH DIST GO 5% 06/15/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-05	buy	22
house-8221285-ocr-243	Dependent	—	M & R Trust Partnership	50000	15001	OHIO ST REV 5% 12/01/26 JD	Municipal Bond	$15,001 - $50,000	2025-12-04	buy	23
house-8221285-ocr-242	Spouse	GM	Ritu Ahuja 1995 Trust	15000	1001	General Motors Company CMN	Common Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-241	Spouse	HCA	Ritu Ahuja 1995 Trust	15000	1001	HCA Healthcare, Inc CMN	Common Stock	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-240	Spouse	SOLV	Ritu Ahuja 1995 Trust	15000	1001	Solventum Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-23	buy	10
house-8221285-ocr-24	Dependent	PG	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	50000	15001	The Procter & Gamble Company CMN	Stock	$15,001 - $50,000	2025-12-05	sell	22
house-8221285-ocr-239	Spouse	SOLV	Ritu Ahuja 1995 Trust	15000	1001	Solventum Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-08	buy	21
house-8221285-ocr-238	Spouse	SBUX	Ritu Ahuja 1995 Trust	15000	1001	Starbucks Corp. CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-237	Spouse	DOV	—	15000	1001	Dover Corporation CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-236	Spouse	TMO	—	15000	1001	Thermo Fisher Scientific Inc CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-235	Spouse	PNC	—	15000	1001	PNC Financial Services Group, Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-234	Spouse	GIS	—	15000	1001	General Mills Inc CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-233	Spouse	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual	Stock	$1,001 - $15,000	2025-12-15	buy	16
house-8221285-ocr-232	Spouse	—	—	15000	1001	Citigroup Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-12-15	buy	16
house-8221285-ocr-231	Spouse	IP	—	15000	1001	International Paper Co. CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-230	Spouse	—	—	15000	1001	Sempra Hybrid 04/01/2056	Stock	$1,001 - $15,000	2025-12-15	buy	16
house-8221285-ocr-23	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Call/GOOG Flex Euro PM 275 Exp 12/05/2025	Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-229	Spouse	—	—	15000	1001	Bank of New York Mellon Corporation Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-12-15	buy	16
house-8221285-ocr-228	Spouse	CRM	—	15000	1001	Salesforce Inc CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-227	Spouse	BLDR	—	15000	1001	Builders FirstSource, Inc. CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-226	Spouse	ZTS	—	15000	1001	Zoetis Inc. CMN Class A	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-225	Spouse	EXR	—	15000	1001	Extra Space Storage Inc. CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-224	Spouse	ADBE	—	15000	1001	Adobe Inc CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-223	Spouse	CL	—	15000	1001	Colgate-Palmolive Co CMN	Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-222	Spouse	—	—	100000	50001	Ohio ST WTR DEV AUTH WTR REV 5% 12/01/33 JD	Stock	$50,001 - $100,000	2025-12-01	buy	26
house-8221285-ocr-221	Spouse	—	Partial Transaction; Exchange	15000	1001	ASML Holding N.V. ADR CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-220	Spouse	—	Partial Transaction	15000	1001	Unilever PLC Sponsored ADR CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-22	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Citigroup Inc. Hybrid Perpetual	Stock	$1,001 - $15,000	2025-12-22	buy	11
house-8221285-ocr-219	Spouse	ARE	—	15000	1001	Alexandria Real Estate Equities, Inc.	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-218	Spouse	—	Exchange	15000	1001	The Magnum Ice Cream Company B CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-217	Spouse	MA	Partial Transaction	15000	1001	Mastercard Incorporated CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-216	Spouse	TYL	—	15000	1001	Tyler Technologies, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-215	Spouse	AMP	Partial Transaction	15000	1001	Ameriprise Financial, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-214	Spouse	VLTO	Ritu Ahuja 1994 Trust	15000	1001	Veralto Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-213	Spouse	CLX	Ritu Ahuja 1994 Trust	15000	1001	Clorox Co (The) (Delaware) CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-212	Spouse	VICI	Ritu Ahuja 1994 Trust	15000	1001	Vici Properties Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-211	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	Kimco Realty OP, LLC CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-210	Spouse	BRO	Ritu Ahuja 1994 Trust	15000	1001	Brown & Brown, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-21	Dependent	—	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	Citigroup Inc. Hybrid Perpetual USD	Stock	$1,001 - $15,000	2025-12-22	buy	11
house-8221285-ocr-209	Spouse	NFLX	Ritu Ahuja 1994 Trust	15000	1001	Netflix, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-208	Spouse	PODD	Ritu Ahuja 1994 Trust	15000	1001	Insulet Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-207	Spouse	OTIS	Ritu Ahuja 1994 Trust	15000	1001	Otis Worldwide Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-206	Spouse	Q	Ritu Ahuja 1994 Trust	15000	1001	Qnity Electronics, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-205	Spouse	VRSK	Ritu Ahuja 1994 Trust	15000	1001	Verisk Analytics, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-204	Spouse	FTNT	Ritu Ahuja 1994 Trust	15000	1001	Fortinet, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-203	Spouse	AFL	Ritu Ahuja 1994 Trust	15000	1001	Aflac Incorporated CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-202	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	Aon Public Limited Company CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-201	Spouse	PLTR	Ritu Ahuja 1994 Trust	15000	1001	Palantir Technologies Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-200	Spouse	APD	Ritu Ahuja 1994 Trust	15000	1001	Air Products & Chemicals Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-20	Dependent	SOLV	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	SOLVENTUM CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-23	buy	10
house-8221285-ocr-2	Dependent	APP	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	50000	15001	APPLOVIN CORPORATION CMN CLASS A	Common Stock	$15,001 - $50,000	2025-12-05	buy	22
house-8221285-ocr-199	Spouse	ZTS	Ritu Ahuja 1994 Trust	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-198	Spouse	NWSA	Ritu Ahuja 1994 Trust	15000	1001	News Corporation CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-197	Spouse	DDOG	Ritu Ahuja 1994 Trust	15000	1001	Datadog, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-196	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	Healthpeak Op, LLC CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-195	Spouse	MSCI	Ritu Ahuja 1994 Trust	15000	1001	MSCI Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-194	Spouse	GIS	Ritu Ahuja 1994 Trust	15000	1001	General Mills Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-193	Spouse	PM	Ritu Ahuja 1994 Trust	15000	1001	Philip Morris Intl Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-192	Spouse	WM	Ritu Ahuja 1994 Trust	15000	1001	Waste Management Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-191	Spouse	DIS	Ritu Ahuja 1994 Trust	15000	1001	Walt Disney Company (The) CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-190	Spouse	VZ	Ritu Ahuja 1994 Trust	15000	1001	Verizon Communications Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-19	Dependent	CRM	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	SALESFORCE INC CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-189	Spouse	HD	Ritu Ahuja 1994 Trust	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-188	Spouse	RSG	Ritu Ahuja 1994 Trust	15000	1001	Republic Services Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-187	Spouse	ROP	Ritu Ahuja 1994 Trust	15000	1001	Roper Technologies Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-186	Spouse	PANW	Ritu Ahuja 1994 Trust	15000	1001	Palo Alto Networks Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-185	Spouse	INVH	Ritu Ahuja 1994 Trust	15000	1001	Invitation Homes Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	sell	17
house-8221285-ocr-184	Spouse	CPRT	Ritu Ahuja 1994 Trust	50000	15001	Copart, Inc. CMN	Common Stock	$15,001 - $50,000	2025-12-12	sell	17
house-8221285-ocr-183	Spouse	ISRG	Ritu Ahuja 1994 Trust	50000	15001	Intuitive Surgical, Inc. CMN	Common Stock	$15,001 - $50,000	2025-12-12	sell	17
house-8221285-ocr-182	Spouse	CL	Ritu Ahuja 1994 Trust	50000	15001	Colgate-Palmolive Co CMN	Common Stock	$15,001 - $50,000	2025-12-12	sell	17
house-8221285-ocr-181	Spouse	COST	Ritu Ahuja 1994 Trust; Partial Transaction	50000	15001	Costco Wholesale Corporation CMN	Common Stock	$15,001 - $50,000	2025-12-12	sell	17
house-8221285-ocr-180	Spouse	XSP	Ritu Ahuja 1994 Trust	15000	1001	PUT/XSP @ 650 EXP 02/06/2026	Option	$1,001 - $15,000	2025-12-15	sell	16
house-8221285-ocr-18	Dependent	SOLV	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	SOLVENTUM CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-08	buy	21
house-8221285-ocr-179	Spouse	XSP	Ritu Ahuja 1994 Trust	15000	1001	PUT/XSP @ 649 EXP 02/27/2026	Option	$1,001 - $15,000	2025-12-19	sell	12
house-8221285-ocr-178	Spouse	XSP	Ritu Ahuja 1994 Trust	15000	1001	PUT/XSP @ 655 EXP 02/20/2026	Option	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-177	Spouse	CMCSA	Ritu Ahuja 1994 Trust	15000	1001	Comcast Corporation CMN Class A Voting	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-176	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	Erie Indemnity Company CL-A CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-175	Spouse	FDS	Ritu Ahuja 1994 Trust	15000	1001	Factset Research Systems Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-174	Spouse	IRM	Ritu Ahuja 1994 Trust	15000	1001	Iron Mountain Incorporated CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-173	Spouse	DXCM	Ritu Ahuja 1994 Trust	15000	1001	Dexcom, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-172	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	UnitedHealth Group Incorporate CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-171	Spouse	KMB	Ritu Ahuja 1994 Trust	15000	1001	Kimberly-Clark Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-170	Spouse	CHTR	Ritu Ahuja 1994 Trust	15000	1001	Charter Communications, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-17	Dependent	TMUS	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	T-MOBILE US, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-169	Spouse	GDDY	Ritu Ahuja 1994 Trust	15000	1001	GoDaddy Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-168	Spouse	BAX	Ritu Ahuja 1994 Trust	15000	1001	Baxter International Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-167	Spouse	IP	Ritu Ahuja 1994 Trust	15000	1001	International Paper Co. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-166	Spouse	CAG	Ritu Ahuja 1994 Trust	15000	1001	CONAGRA BRANDS INC CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-165	Spouse	ALGN	Ritu Ahuja 1994 Trust	15000	1001	ALIGN TECHNOLOGY, INC CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-164	Spouse	SYY	Ritu Ahuja 1994 Trust	15000	1001	SYSCO CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-163	Spouse	PAYC	Ritu Ahuja 1994 Trust	15000	1001	PAYCOM SOFTWARE, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-162	Spouse	PYPL	Ritu Ahuja 1994 Trust	15000	1001	PAYPAL HOLDINGS, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-161	Spouse	MOH	Ritu Ahuja 1994 Trust	15000	1001	MOLINA HEALTHCARE, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-160	Spouse	CSGP	Ritu Ahuja 1994 Trust	15000	1001	COSTAR GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-16	Dependent	DOV	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	DOVER CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-159	Spouse	FISV	Ritu Ahuja 1994 Trust	15000	1001	FISERV, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-158	Spouse	IT	Ritu Ahuja 1994 Trust	15000	1001	GARTNER, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-157	Spouse	AVB	Ritu Ahuja 1994 Trust	15000	1001	AVALONBAY COMMUNITIES INC CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-156	Spouse	AMT	Ritu Ahuja 1994 Trust	15000	1001	AMERICAN TOWER CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-155	Spouse	MSI	Ritu Ahuja 1994 Trust	15000	1001	MOTOROLA SOLUTIONS INC CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-154	Spouse	CTAS	Ritu Ahuja 1994 Trust	15000	1001	CINTAS CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-153	Spouse	LULU	Ritu Ahuja 1994 Trust	15000	1001	LULULEMON ATHLETICA INC. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-152	Spouse	PSA	Ritu Ahuja 1994 Trust	15000	1001	PUBLIC STORAGE CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-151	Spouse	TGT	Ritu Ahuja 1994 Trust	15000	1001	TARGET CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-150	Spouse	TMUS	Ritu Ahuja 1994 Trust	15000	1001	T-Mobile US, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-15	Dependent	TMO	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	THERMO FISHER SCIENTIFIC INC CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-149	Spouse	STZ	Ritu Ahuja 1994 Trust	15000	1001	Constellation Brands Inc CMN Class A	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-148	Spouse	—	Ritu Ahuja 1994 Trust	15000	1001	Deckers Outdoors Corp CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-147	Spouse	TTD	Ritu Ahuja 1994 Trust	15000	1001	Trade Desk, Inc. (The) CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-146	Spouse	HRL	Ritu Ahuja 1994 Trust	15000	1001	Hormel Foods Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-145	Spouse	EFX	Ritu Ahuja 1994 Trust	15000	1001	Equifax Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-144	Spouse	EQR	Ritu Ahuja 1994 Trust	15000	1001	Equity Residential CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-143	Spouse	CHD	Ritu Ahuja 1994 Trust	15000	1001	Church & Dwight Co., Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-142	Spouse	SNPS	Ritu Ahuja 1994 Trust	15000	1001	Synopsys, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-141	Spouse	LIN	Ritu Ahuja 1994 Trust	15000	1001	Linde PLC CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-140	Spouse	ADBE	Ritu Ahuja 1994 Trust	15000	1001	Adobe Inc CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-14	Dependent	GIS	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	GENERAL MILLS INC CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-139	Spouse	CMG	Ritu Ahuja 1994 Trust	15000	1001	Chipotle Mexican Grill, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-138	Spouse	PAYX	Ritu Ahuja 1994 Trust	15000	1001	Paychex, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-12	buy	17
house-8221285-ocr-137	Spouse	NOW	Ritu Ahuja 1994 Trust	50000	15001	ServiceNow Inc CMN	Common Stock	$15,001 - $50,000	2025-12-12	buy	17
house-8221285-ocr-136	Spouse	ADP	Ritu Ahuja 1994 Trust	50000	15001	Automatic Data Processing Inc CMN	Common Stock	$15,001 - $50,000	2025-12-12	buy	17
house-8221285-ocr-135	Spouse	PG	Ritu Ahuja 1994 Trust	50000	15001	The Procter & Gamble Company CMN	Common Stock	$15,001 - $50,000	2025-12-12	buy	17
house-8221285-ocr-134	Spouse	FDS	Ritu Ahuja Declaration of Trust	15000	1001	Factset Research Systems Inc CMN	Stock	$1,001 - $15,000	2025-12-18	buy	13
house-8221285-ocr-133	Spouse	VYX	Ritu Ahuja Declaration of Trust	15000	1001	NCR Voyix Corp CMN Class A	Stock	$1,001 - $15,000	2025-12-10	buy	19
house-8221285-ocr-132	Spouse	TENB	Ritu Ahuja Declaration of Trust	15000	1001	Tenable Holdings, Inc CMN	Stock	$1,001 - $15,000	2025-12-03	buy	24
house-8221285-ocr-131	Spouse	—	Ritu Ahuja Declaration of Trust	15000	1001	Graphic Packaging Hldgco CMN	Stock	$1,001 - $15,000	2025-12-09	buy	20
house-8221285-ocr-130	Spouse	—	Ritu Ahuja Declaration of Trust	50000	15001	Huron Valley Mich Sch Dist GO 5% 05/01/33 MN	Municipal Bond	$15,001 - $50,000	2025-12-15	buy	16
house-8221285-ocr-13	Dependent	IP	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	INTERNATIONAL PAPER CO. CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-129	Dependent	SMCI	2020 Trust FBO Khanna Children	15000	1001	SUPER MICRO COMPUTER, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-128	Dependent	IT	2020 Trust FBO Khanna Children; Partial Transaction marked	15000	1001	GARTNER, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-127	Dependent	AJG	2020 Trust FBO Khanna Children; Partial Transaction marked	15000	1001	ARTHUR J GALLAGHER & CO CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-126	Dependent	CI	2020 Trust FBO Khanna Children; Partial Transaction marked	15000	1001	CIGNA GROUP/THE CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-125	Dependent	IRM	2020 Trust FBO Khanna Children	15000	1001	IRON MOUNTAIN INCORPORATED CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-124	Dependent	TTD	2020 Trust FBO Khanna Children	15000	1001	TRADE DESK, INC. (THE) CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-123	Dependent	XYZ	2020 Trust FBO Khanna Children	15000	1001	BLOCK, INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-122	Dependent	SWKS	2020 Trust FBO Khanna Children	15000	1001	SKYWORKS SOLUTIONS, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-121	Dependent	—	2020 Trust FBO Khanna Children; Partial Transaction marked	15000	1001	CROWN CASTLE INTL CORP CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-120	Dependent	EME	2020 Trust FBO Khanna Children	15000	1001	EMCOR GROUP, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-12	Dependent	JNJ	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	JOHNSON & JOHNSON CMN	Common Stock	$1,001 - $15,000	2025-12-05	buy	22
house-8221285-ocr-119	Dependent	CCL	2020 Trust FBO Khanna Children	15000	1001	CARNIVAL CORPORATION CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-118	Dependent	CAG	2020 Trust FBO Khanna Children	15000	1001	CONAGRA BRANDS INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-117	Dependent	ZBH	2020 Trust FBO Khanna Children	15000	1001	ZIMMER BIOMET HOLDINGS INC	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-116	Dependent	V	2020 Trust FBO Khanna Children; Partial Transaction marked	15000	1001	VISA INC. CMN CLASS A	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-115	Dependent	BBY	2020 Trust FBO Khanna Children	15000	1001	BEST BUY CO INC CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-114	Dependent	UDR	2020 Trust FBO Khanna Children	15000	1001	UDR Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-113	Dependent	CHD	2020 Trust FBO Khanna Children	15000	1001	Church & Dwight Co., Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-112	Dependent	OTIS	2020 Trust FBO Khanna Children	15000	1001	Otis Worldwide Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-111	Dependent	INVH	2020 Trust FBO Khanna Children	15000	1001	Invitation Homes Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-110	Dependent	BKNG	2020 Trust FBO Khanna Children	15000	1001	Booking Holdings Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-11	Dependent	BLDR	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	BUILDERS FIRSTSOURCE, INC. CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-109	Dependent	VICI	2020 Trust FBO Khanna Children	15000	1001	VICI Properties Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-108	Dependent	ZTS	2020 Trust FBO Khanna Children	15000	1001	Zoetis Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-107	Dependent	MSFT	2020 Trust FBO Khanna Children	15000	1001	Microsoft Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-106	Dependent	CLX	2020 Trust FBO Khanna Children	15000	1001	Clorox Co (The) (Delaware) CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-105	Dependent	GIS	2020 Trust FBO Khanna Children	15000	1001	General Mills Inc CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-104	Dependent	HOOD	2020 Trust FBO Khanna Children	15000	1001	Robinhood Markets, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-103	Dependent	CARR	2020 Trust FBO Khanna Children	15000	1001	Carrier Global Corporation CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-102	Dependent	DLR	2020 Trust FBO Khanna Children	15000	1001	Digital Realty Trust, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-101	Dependent	HD	2020 Trust FBO Khanna Children	15000	1001	The Home Depot, Inc. CMN	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-100	Dependent	ABNB	2020 Trust FBO Khanna Children	15000	1001	Airbnb, Inc. CMN Class A	Common Stock	$1,001 - $15,000	2025-12-05	sell	22
house-8221285-ocr-10	Dependent	ABT	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	15000	1001	ABBOTT LABORATORIES CMN	Common Stock	$1,001 - $15,000	2025-12-30	buy	5
house-8221285-ocr-1	Dependent	WMT	Monte and Usha Ahuja 2010 Irrev Trust FBO Grandchildren	50000	15001	WALMART INC CMN	Common Stock	$15,001 - $50,000	2025-12-05	buy	22

Original filing document