Fee Structure: A B C F

The performance and prices for each Portfolio are shown below. Performance does not reflect the annual account maintenance fee of $12 (waived for Alabama residents).

Age-Based Portfolios
at NAV as of April 29, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$47.76-0.16-0.335.92
Ages 3-5$25.63-0.08-0.315.34
Ages 6-8$39.17-0.12-0.314.73
Ages 9-10$21.96-0.07-0.324.27
Ages 11-12$31.18-0.09-0.293.79
Ages 13-14$19.14-0.05-0.263.29
Ages 15-16$24.99-0.06-0.242.71
Ages 17-18$16.33-0.04-0.242.32
Ages 19+$19.38-0.03-0.151.89
Age-Based Moderate
Ages 0-2$25.63-0.08-0.315.34
Ages 3-5$39.17-0.12-0.314.73
Ages 6-8$21.96-0.07-0.324.27
Ages 9-10$31.18-0.09-0.293.79
Ages 11-12$19.14-0.05-0.263.29
Ages 13-14$24.99-0.06-0.242.71
Ages 15-16$16.33-0.04-0.242.32
Ages 17-18$19.38-0.03-0.151.89
Ages 19+$13.69-0.02-0.151.33
Age-Based Conservative
Ages 0-2$39.17-0.12-0.314.73
Ages 3-5$21.96-0.07-0.324.27
Ages 6-8$31.18-0.09-0.293.79
Ages 9-10$19.14-0.05-0.263.29
Ages 11-12$24.99-0.06-0.242.71
Ages 13-14$16.33-0.04-0.242.32
Ages 15-16$19.38-0.03-0.151.89
Ages 17-18$13.69-0.02-0.151.33
Ages 19+$13.140.000.001.15
Target Portfolios
at NAV as of April 29, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$47.76-0.16-0.335.92
Target Fund 80$39.17-0.12-0.314.73
Target Fund 60$31.18-0.09-0.293.79
Target Fund 40$24.99-0.06-0.242.71
Target Fund 20$19.38-0.03-0.151.89
Target Fixed Income Fund$13.140.000.001.15
Individual Fund Portfolios
at NAV as of April 29, 2026
PriceChange ($)Change (%)YTD (%)1
Bank Savings 529 Portfolio
Bank Savings 529 Portfolio$1.000.000.000.00
Money Market 529 Portfolio
State Street U.S. Government Money Market 529 Portfolio*$1.000.000.000.00
Fixed Income 529 Portfolios
PIMCO Short-Term 529 Portfolio$13.730.000.001.25
Northern Funds Bond Index 529 Portfolio$13.13-0.06-0.45-0.23
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.85-0.04-0.310.08
PGIM Total Return Bond 529 Portfolio$10.73-0.04-0.370.19
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.15-0.01-0.081.78
BlackRock High Yield Bond 529 Portfolio$12.51-0.01-0.081.05
AB Global Bond Fund 529 Portfolio$10.13-0.04-0.39-0.10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$37.34-0.11-0.293.43
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$14.36-0.08-0.5510.89
Principal Global Real Estate Securities 529 Portfolio$12.03-0.09-0.748.09
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$20.730.050.249.28
Northern Funds Stock Index 529 Portfolio$79.15-0.03-0.044.52
T. Rowe Price Large-Cap Growth 529 Portfolio$105.37-0.06-0.06-0.67
Northern Funds Mid Cap Index 529 Portfolio$54.50-0.39-0.718.61
T. Rowe Price Small-Cap Value 529 Portfolio$12.67-0.13-1.0211.34
Northern Funds Small Cap Index 529 Portfolio$47.77-0.31-0.6410.66
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$26.68-0.09-0.348.06
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$28.11-0.23-0.814.27
Neuberger International Select 529 Portfolio$26.16-0.23-0.871.59
DFA International Small Company 529 Portfolio$31.04-0.21-0.674.72
Vanguard Emerging Markets Select Stock 529 Portfolio$17.24-0.05-0.2912.61
Commodities
Parametric Commodity Strategy 529 Portfolio$16.120.100.6221.94