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 5, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$46.21-0.41-0.882.48
Ages 3-5$24.87-0.21-0.842.22
Ages 6-8$38.16-0.28-0.732.03
Ages 9-10$21.47-0.14-0.651.95
Ages 11-12$30.58-0.18-0.591.80
Ages 13-14$18.83-0.10-0.531.62
Ages 15-16$24.67-0.10-0.401.40
Ages 17-18$16.16-0.05-0.311.25
Ages 19+$19.24-0.04-0.211.16
Age-Based Moderate
Ages 0-2$24.87-0.21-0.842.22
Ages 3-5$38.16-0.28-0.732.03
Ages 6-8$21.47-0.14-0.651.95
Ages 9-10$30.58-0.18-0.591.80
Ages 11-12$18.83-0.10-0.531.62
Ages 13-14$24.67-0.10-0.401.40
Ages 15-16$16.16-0.05-0.311.25
Ages 17-18$19.24-0.04-0.211.16
Ages 19+$13.63-0.01-0.070.89
Age-Based Conservative
Ages 0-2$38.16-0.28-0.732.03
Ages 3-5$21.47-0.14-0.651.95
Ages 6-8$30.58-0.18-0.591.80
Ages 9-10$18.83-0.10-0.531.62
Ages 11-12$24.67-0.10-0.401.40
Ages 13-14$16.16-0.05-0.311.25
Ages 15-16$19.24-0.04-0.211.16
Ages 17-18$13.63-0.01-0.070.89
Ages 19+$13.090.000.000.77
Target Portfolios
at NAV as of March 5, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$46.21-0.41-0.882.48
Target Fund 80$38.16-0.28-0.732.03
Target Fund 60$30.58-0.18-0.591.80
Target Fund 40$24.67-0.10-0.401.40
Target Fund 20$19.24-0.04-0.211.16
Target Fixed Income Fund$13.090.000.000.77
Individual Fund Portfolios
at NAV as of March 5, 2026
PriceChange ($)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$13.26-0.04-0.300.76
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.97-0.02-0.151.01
PGIM Total Return Bond 529 Portfolio$10.82-0.03-0.281.03
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.020.010.080.77
BlackRock High Yield Bond 529 Portfolio$12.43-0.03-0.240.40
AB Global Bond Fund 529 Portfolio$10.22-0.03-0.290.79
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$36.74-0.29-0.781.77
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$14.12-0.14-0.989.03
Principal Global Real Estate Securities 529 Portfolio$11.92-0.13-1.087.10
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$20.07-0.24-1.185.80
Northern Funds Stock Index 529 Portfolio$75.67-0.44-0.58-0.08
T. Rowe Price Large-Cap Growth 529 Portfolio$100.240.490.49-5.51
Northern Funds Mid Cap Index 529 Portfolio$53.10-0.78-1.455.82
T. Rowe Price Small-Cap Value 529 Portfolio$12.11-0.21-1.706.41
Northern Funds Small Cap Index 529 Portfolio$45.03-0.86-1.874.31
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$25.55-0.51-1.963.48
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$27.88-0.51-1.803.41
Neuberger International Select 529 Portfolio$25.88-0.30-1.150.50
DFA International Small Company 529 Portfolio$31.14-0.41-1.305.06
Vanguard Emerging Markets Select Stock 529 Portfolio$16.36-0.20-1.216.86
Commodities
Parametric Commodity Strategy 529 Portfolio$14.950.161.0813.09