SEMG Holdings Addition and Removal History

Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.

Additions

Ticker	Issuer	Observed date	Change
ABNB	Airbnb Inc	2026-04-30	Added / first present
AON	Aon PLC	2026-04-30	Added / first present
TJX	TJX Cos Inc/The	2026-04-30	Added / first present

Removals

Ticker	Issuer	Observed date	Change
BKNG	Booking Holdings Inc	2026-04-30	Removed / first absent