| T. Rowe Price QM U.S. Bond Index Fund | T. ROWE PRICE QM U.S. BOND INDEX FUND, INC. | $3.2M | 13.59% |
| Bond Fund of America | Bond Fund of America | $2.0M | 0.20% |
| BlackRock Balanced Fund, Inc. | BlackRock Balanced Fund, Inc. | $1.7M | 9.53% |
| George Putnam Balanced Fund | George Putnam Balanced Fund | $1.2M | 5.07% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $1.0M | 0.18% |
| BlackRock Balanced Portfolio | BlackRock Series Fund, Inc. | $503K | 10.81% |
| Franklin Investment Grade Corporate ETF | Franklin Templeton ETF Trust | $434K | 7.35% |
| Putnam Income Fund | Putnam Income Fund | $359K | 3.61% |
| T. Rowe Price Global Allocation Fund | T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | $205K | 2.39% |
| Putnam Multi-Asset Income Fund | Putnam Asset Allocation Funds | $155K | 1.73% |
| Advantage CoreAlpha Bond Master Portfolio | Master Investment Portfolio II | $62K | 0.93% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $4K | 0.00% |