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Total AUM ($B) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
Other	IR&M Core ESG Bond Fund LLC	[2022-03-28]	228.5	161.8
Other	IR&M Tax-Efficient Crossover California Bond Fund LLC	[2021-03-29]	191.0	150.9
Other	IR&M Core Plus Bond Fund LLC	[2020-03-27]	1,097.2	714.6
Other	IR&M Short Diversified Income Fund LLC	[2020-03-27]	87.8	55.1
Other	IR&M Short ESG Bond Fund LLC	[2020-03-27]	183.2	63.4
Other	IR&M Intermediate Credit Fund LLC	[2016-03-30]	2,114.1	1,398.1
Other	IR&M Short Credit Fund LLC	[2016-03-30]	191.0	77.9
Other	IR&M Socially Responsible Core Bond Fund LLC	[2016-03-30]	466.3	166.9
Other	IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC	[2015-03-31]	144.5	29.2
Other	IR&M Long Credit Fund LLC	[2015-03-31]	812.1	272.8
Other	IR&M Long Government/Credit Fund LLC	[2015-03-31]	2,355.6	731.7
Other	IR&M Tax-Efficient Crossover Bond Fund LLC	[2013-03-28]	1,016.9	352.9
Other	IR&M Core Bond Fund II LLC	[2012-03-29]	10,606.8	6,071.8
Other	IR&M Core Bond Fund LLC	[2012-03-29]	2,582.6	746.3
Other	IR&M Intermediate Fund LLC	[2012-03-29]	3,029.9	1,242.1
Other	IR&M Short Fund LLC	[2012-03-29]	4,879.1	1,490.8

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	454	5.1
(c) Banking or thrift institutions	0	0.1
(d) Investment companies	12	6.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	32	24.7
(g) Pension and profit sharing plans	118	24.4
(h) Charitable organizations	165	25.8
(i) State or municipal government entities	44	17.8
(j) Other investment advisers	0	0.0
(k) Insurance companies	92	21.9
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	20	4.8
(n) Other	0	0.0
Total	1,559	130.7
By Discretionary
Discretionary	1,556	130.1
Non-Discretionary	3	0.5
Total	1,559	130.7
By Non-United States Persons
Non-United States Persons		2.4
United States Persons		128.3
Total	1,559	130.7

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Income Research & Management		16	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001165830]

Comparable Firms	State	AUM ($B)
Global Retirement Partners LLC ✚	CA	169.6
Payden & Rygel ✚	CA	158.2
Aperio Group LLC ✚	CA	152.1
Schroder Investment Management North America Inc ✚	NY	150.4
Franklin Templeton Private Portfolio Group LLC ✚	NY	139.9
Putnam Investment Management LLC ✚	MA	117.2
Icici Prudential Asset Management Company Limited ✚		117.1
Natixis Advisors LLC ✚	MA	108.7
Rockefeller Financial LLC ✚	NY	99.6
AssetMark Inc ✚	CA	91.8

Assets, Funds, Holdings