BDIV additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
|---|
| GSK | GSK PLC | 2026-04-30 | Added / first present |
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| TRGP | Targa Resources Corp | 2026-04-30 | Added / first present |
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| MRSH | Marsh & McLennan Cos Inc | 2026-01-31 | Added / first present |
|---|
| WELL | Welltower Inc | 2026-01-31 | Added / first present |
|---|
| GOOGL | Alphabet Inc | 2025-10-31 | Added / first present |
|---|
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 2025-07-31 | Added / first present |
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| MLI | Mueller Industries Inc | 2025-07-31 | Added / first present |
|---|
Removals
| Ticker | Issuer | Observed date | Change |
|---|
| MMC | Marsh & McLennan Cos Inc | 2026-01-31 | Removed / first absent |
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| ACN | Accenture PLC | 2025-10-31 | Removed / first absent |
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| CRBG | Corebridge Financial Inc | 2026-01-31 | Removed / first absent |
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| EXR | Extra Space Storage Inc | 2026-01-31 | Removed / first absent |
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| FERG | Ferguson Enterprises Inc | 2025-07-31 | Removed / first absent |
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| MDT | Medtronic PLC | 2026-04-30 | Removed / first absent |
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| ORCL | Oracle Corp | 2026-04-30 | Removed / first absent |
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| UNH | UnitedHealth Group Inc | 2026-04-30 | Removed / first absent |
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