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 February 3, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$46.80-0.10-0.213.79
Ages 3-5$25.15-0.06-0.243.37
Ages 6-8$38.50-0.08-0.212.94
Ages 9-10$21.61-0.04-0.182.61
Ages 11-12$30.73-0.05-0.162.30
Ages 13-14$18.89-0.02-0.111.94
Ages 15-16$24.70-0.03-0.121.52
Ages 17-18$16.15-0.02-0.121.19
Ages 19+$19.19-0.01-0.050.89
Age-Based Moderate
Ages 0-2$25.15-0.06-0.243.37
Ages 3-5$38.50-0.08-0.212.94
Ages 6-8$21.61-0.04-0.182.61
Ages 9-10$30.73-0.05-0.162.30
Ages 11-12$18.89-0.02-0.111.94
Ages 13-14$24.70-0.03-0.121.52
Ages 15-16$16.15-0.02-0.121.19
Ages 17-18$19.19-0.01-0.050.89
Ages 19+$13.580.000.000.52
Age-Based Conservative
Ages 0-2$38.50-0.08-0.212.94
Ages 3-5$21.61-0.04-0.182.61
Ages 6-8$30.73-0.05-0.162.30
Ages 9-10$18.89-0.02-0.111.94
Ages 11-12$24.70-0.03-0.121.52
Ages 13-14$16.15-0.02-0.121.19
Ages 15-16$19.19-0.01-0.050.89
Ages 17-18$13.580.000.000.52
Ages 19+$13.040.000.000.38
Target Portfolios
at NAV as of February 3, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$46.80-0.10-0.213.79
Target Fund 80$38.50-0.08-0.212.94
Target Fund 60$30.73-0.05-0.162.30
Target Fund 40$24.70-0.03-0.121.52
Target Fund 20$19.19-0.01-0.050.89
Target Fixed Income Fund$13.040.000.000.38
Individual Fund Portfolios
at NAV as of February 3, 2026
PriceChange ($)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$13.630.010.070.52
Northern Funds Bond Index 529 Portfolio$13.160.010.080.00
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.850.000.000.08
PGIM Total Return Bond 529 Portfolio$10.740.010.090.28
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$12.980.000.000.46
BlackRock High Yield Bond 529 Portfolio$12.450.000.000.57
AB Global Bond Fund 529 Portfolio$10.180.000.000.39
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$36.89-0.06-0.162.19
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$13.190.050.381.85
Principal Global Real Estate Securities 529 Portfolio$11.410.050.442.52
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$20.150.120.606.22
Northern Funds Stock Index 529 Portfolio$76.58-0.65-0.841.12
T. Rowe Price Large-Cap Growth 529 Portfolio$100.85-2.44-2.36-4.93
Northern Funds Mid Cap Index 529 Portfolio$52.750.070.135.12
T. Rowe Price Small-Cap Value 529 Portfolio$12.200.080.667.21
Northern Funds Small Cap Index 529 Portfolio$46.070.140.306.72
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$25.90-0.15-0.584.90
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$28.520.040.145.79
Neuberger International Select 529 Portfolio$27.28-0.04-0.155.94
DFA International Small Company 529 Portfolio$31.460.160.516.14
Vanguard Emerging Markets Select Stock 529 Portfolio$16.960.130.7710.78
Commodities
Parametric Commodity Strategy 529 Portfolio$14.090.292.106.58