| LCBOX | ClearBridge Dividend Strategy F | 29.44 | N/A | Mutual Fund | NAS |
| SCBPX | Principal Fds, Inc. Strategic A | 15.92 | N/A | Mutual Fund | NAS |
| TCBPX | TIAA-CREF Core Plus Bond Fund R | 9.07 | N/A | Mutual Fund | NAS |
| CBPX | CBPX | N/A | N/A | Stocks | NYQ |
| JCBPX | JPMorgan Core Bond Fund-R3 | 10.07 | N/A | Mutual Fund | NAS |
| ACBPX | American Century Diversified Bo | 9.08 | N/A | Mutual Fund | NAS |
| LCRPX | Lord Abbett Core Fixed Income F | 11.86 | N/A | Mutual Fund | NAS |
| PCBPX | Principal Fds, Inc. Strategic A | 11.99 | N/A | Mutual Fund | NAS |
| LCBDX | ClearBridge Tactical Dividend I | 23.36 | N/A | Mutual Fund | NAS |
| LABPX | Lord Abbett Multi-Asset Balance | 11.61 | N/A | Mutual Fund | NAS |
| LCBIX | ClearBridge Small Cap Value Fd | 19.77 | N/A | Mutual Fund | NAS |
| LCAPX | LongCap Value Fund | 10.06 | N/A | Mutual Fund | NAS |
| CCBPX | Capital Group Core Bond Fund | 9.32 | N/A | Mutual Fund | NAS |
| LCBGX | ClearBridge Mid Cap Growth Fund | 40.07 | N/A | Mutual Fund | NAS |
| LCBQX | Lord Abbett Corporate Bond Fund | 8.34 | N/A | Mutual Fund | NAS |
| LCBSX | ClearBridge Select Fd FI | 47.35 | N/A | Mutual Fund | NAS |
| LCBEX | ClearBridge Dividend Strategy F | 30.63 | N/A | Mutual Fund | NAS |
| LCBVX | ClearBridge Large Cap Value Fd | 42.00 | N/A | Mutual Fund | NAS |
| LCFPX | Lord Abbett Convertible Fund Cl | 13.56 | N/A | Mutual Fund | NAS |
| LCBPX | Western Asset Corporate Bond Fu | 10.48 | N/A | Mutual Fund | NAS |
| LCBFX | LCBFX | N/A | N/A | Mutual Fund | NAS |