| DWS Global Income Builder Fund | DEUTSCHE DWS MARKET TRUST | $1.0M | 16.21% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $604K | 0.10% |
| T. Rowe Price QM U.S. Bond Index Fund | T. ROWE PRICE QM U.S. BOND INDEX FUND, INC. | $366K | 1.54% |
| DWS Global Income Builder VIP | DEUTSCHE DWS VARIABLE SERIES II | $201K | 18.06% |
| DWS Total Return Bond Fund | DEUTSCHE DWS PORTFOLIO TRUST | $151K | 6.61% |
| VOYA INTERMEDIATE BOND PORTFOLIO | Voya Intermediate Bond Portfolio | $136K | 1.49% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $25K | 0.01% |
| VOYA BALANCED PORTFOLIO | Voya BALANCED PORTFOLIO INC | $15K | 0.48% |