| Franklin Total Return Fund | Franklin Investors Securities Trust | $6.3M | 22.02% |
| Palmer Square Income Plus Fund | Palmer Square Funds Trust | $2.3M | 24.44% |
| Putnam Income Fund | Putnam Income Fund | $2.0M | 19.93% |
| Putnam Diversified Income Trust | Putnam Diversified Income Trust | $1.9M | 20.32% |
| George Putnam Balanced Fund | George Putnam Balanced Fund | $1.8M | 7.56% |
| Franklin Investment Grade Corporate ETF | Franklin Templeton ETF Trust | $1.5M | 25.11% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $1.5M | 0.25% |
| Putnam Premier Income Trust | Putnam Premier Income Trust | $755K | 21.22% |
| Putnam Global Income Trust | Putnam Global Income Trust | $439K | 20.39% |
| BlackRock Total Return Fund | BlackRock Bond Fund, Inc. | $375K | 0.21% |
| Putnam Master Intermediate Income Trust | Putnam Master Intermediate Income Trust | $351K | 21.51% |
| Putnam Multi-Asset Income Fund | Putnam Asset Allocation Funds | $246K | 2.76% |
| AB GLOBAL BOND FUND, INC. | AB GLOBAL BOND FUND, INC. | $165K | 0.25% |
| Core Fixed Income Fund | MORGAN STANLEY PATHWAY FUNDS | $98K | 0.54% |