| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $28.5M | 4.84% |
| T. Rowe Price U.S. Treasury Intermediate Index Fund | T. ROWE PRICE U.S. TREASURY FUNDS, INC. | $25.8M | 585.24% |
| BNY Mellon Global Fixed Income Fund | BNY Mellon Investment Funds I | $19.6M | 41.63% |
| PIMCO Flexible Municipal Income Fund | PIMCO Flexible Municipal Income Fund | $15.8M | 98.23% |
| U.S. Government Securities Fund | AMERICAN FUNDS INCOME SERIES | $8.0M | 3.31% |
| T. Rowe Price Total Return Fund | T. ROWE PRICE TOTAL RETURN FUND, INC. | $4.1M | 67.23% |
| Intermediate Bond Fund of America | Intermediate Bond Fund of America | $2.4M | 0.83% |
| State Farm Balanced Fund | Advisers Investment Trust | $2.0M | 7.75% |
| Capital World Bond Fund | Capital World Bond Fund | $1.9M | 1.96% |
| Six Circles Global Bond Fund | SIX CIRCLES TRUST | $1.8M | 1.05% |
| Core Fixed Income Fund | MORGAN STANLEY PATHWAY FUNDS | $1.4M | 7.39% |
| PIMCO California Flexible Municipal Income Fund | PIMCO California Flexible Municipal Income Fund | $1.2M | 99.51% |
| Income Fund of America | Income Fund of America | $1.1M | 0.08% |
| Fidelity Series Sustainable Investment Grade Bond Fund | Fidelity Salem Street Trust | $35K | 25.35% |
| WisdomTree 3-7 Year Treasury Digital Fund | WisdomTree Digital Trust | $16K | 165.52% |