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 March 13, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$44.72-0.34-0.75-0.82
Ages 3-5$24.13-0.17-0.70-0.82
Ages 6-8$37.10-0.23-0.62-0.80
Ages 9-10$20.92-0.12-0.57-0.66
Ages 11-12$29.89-0.14-0.47-0.50
Ages 13-14$18.46-0.08-0.43-0.38
Ages 15-16$24.25-0.09-0.37-0.33
Ages 17-18$15.94-0.04-0.25-0.13
Ages 19+$19.05-0.04-0.210.16
Age-Based Moderate
Ages 0-2$24.13-0.17-0.70-0.82
Ages 3-5$37.10-0.23-0.62-0.80
Ages 6-8$20.92-0.12-0.57-0.66
Ages 9-10$29.89-0.14-0.47-0.50
Ages 11-12$18.46-0.08-0.43-0.38
Ages 13-14$24.25-0.09-0.37-0.33
Ages 15-16$15.94-0.04-0.25-0.13
Ages 17-18$19.05-0.04-0.210.16
Ages 19+$13.54-0.01-0.070.22
Age-Based Conservative
Ages 0-2$37.10-0.23-0.62-0.80
Ages 3-5$20.92-0.12-0.57-0.66
Ages 6-8$29.89-0.14-0.47-0.50
Ages 9-10$18.46-0.08-0.43-0.38
Ages 11-12$24.25-0.09-0.37-0.33
Ages 13-14$15.94-0.04-0.25-0.13
Ages 15-16$19.05-0.04-0.210.16
Ages 17-18$13.54-0.01-0.070.22
Ages 19+$13.07-0.01-0.080.62
Target Portfolios
at NAV as of March 13, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$44.72-0.34-0.75-0.82
Target Fund 80$37.10-0.23-0.62-0.80
Target Fund 60$29.89-0.14-0.47-0.50
Target Fund 40$24.25-0.09-0.37-0.33
Target Fund 20$19.05-0.04-0.210.16
Target Fixed Income Fund$13.07-0.01-0.080.62
Individual Fund Portfolios
at NAV as of March 13, 2026
PriceChange ($)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$13.670.000.000.81
Northern Funds Bond Index 529 Portfolio$13.13-0.01-0.08-0.23
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.84-0.02-0.160.00
PGIM Total Return Bond 529 Portfolio$10.71-0.01-0.090.00
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.02-0.01-0.080.77
BlackRock High Yield Bond 529 Portfolio$12.31-0.03-0.24-0.57
AB Global Bond Fund 529 Portfolio$10.11-0.01-0.10-0.30
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$35.81-0.20-0.56-0.80
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$13.78-0.01-0.076.41
Principal Global Real Estate Securities 529 Portfolio$11.52-0.06-0.523.50
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$19.500.010.052.79
Northern Funds Stock Index 529 Portfolio$73.51-0.45-0.61-2.93
T. Rowe Price Large-Cap Growth 529 Portfolio$96.15-0.95-0.98-9.36
Northern Funds Mid Cap Index 529 Portfolio$50.81-0.09-0.181.26
T. Rowe Price Small-Cap Value 529 Portfolio$11.54-0.04-0.351.41
Northern Funds Small Cap Index 529 Portfolio$43.21-0.14-0.320.09
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$24.40-0.06-0.25-1.17
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$27.07-0.29-1.060.41
Neuberger International Select 529 Portfolio$24.79-0.37-1.47-3.73
DFA International Small Company 529 Portfolio$29.79-0.41-1.360.51
Vanguard Emerging Markets Select Stock 529 Portfolio$16.00-0.09-0.564.51
Commodities
Parametric Commodity Strategy 529 Portfolio$15.43-0.14-0.9016.72