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 May 4, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$48.13-0.26-0.546.74
Ages 3-5$25.80-0.14-0.546.04
Ages 6-8$39.41-0.19-0.485.37
Ages 9-10$22.08-0.10-0.454.84
Ages 11-12$31.32-0.13-0.414.26
Ages 13-14$19.22-0.07-0.363.72
Ages 15-16$25.07-0.08-0.323.04
Ages 17-18$16.38-0.04-0.242.63
Ages 19+$19.42-0.03-0.152.10
Age-Based Moderate
Ages 0-2$25.80-0.14-0.546.04
Ages 3-5$39.41-0.19-0.485.37
Ages 6-8$22.08-0.10-0.454.84
Ages 9-10$31.32-0.13-0.414.26
Ages 11-12$19.22-0.07-0.363.72
Ages 13-14$25.07-0.08-0.323.04
Ages 15-16$16.38-0.04-0.242.63
Ages 17-18$19.42-0.03-0.152.10
Ages 19+$13.71-0.01-0.071.48
Age-Based Conservative
Ages 0-2$39.41-0.19-0.485.37
Ages 3-5$22.08-0.10-0.454.84
Ages 6-8$31.32-0.13-0.414.26
Ages 9-10$19.22-0.07-0.363.72
Ages 11-12$25.07-0.08-0.323.04
Ages 13-14$16.38-0.04-0.242.63
Ages 15-16$19.42-0.03-0.152.10
Ages 17-18$13.71-0.01-0.071.48
Ages 19+$13.150.000.001.23
Target Portfolios
at NAV as of May 4, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$48.13-0.26-0.546.74
Target Fund 80$39.41-0.19-0.485.37
Target Fund 60$31.32-0.13-0.414.26
Target Fund 40$25.07-0.08-0.323.04
Target Fund 20$19.42-0.03-0.152.10
Target Fixed Income Fund$13.150.000.001.23
Individual Fund Portfolios
at NAV as of May 4, 2026
PriceChange ($)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$13.760.010.071.47
Northern Funds Bond Index 529 Portfolio$13.13-0.04-0.30-0.23
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.84-0.03-0.230.00
PGIM Total Return Bond 529 Portfolio$10.73-0.03-0.280.19
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.180.000.002.01
BlackRock High Yield Bond 529 Portfolio$12.52-0.03-0.241.13
AB Global Bond Fund 529 Portfolio$10.13-0.03-0.30-0.10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$37.50-0.21-0.563.88
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$14.48-0.09-0.6211.81
Principal Global Real Estate Securities 529 Portfolio$12.11-0.08-0.668.81
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$20.80-0.12-0.579.65
Northern Funds Stock Index 529 Portfolio$79.87-0.33-0.415.47
T. Rowe Price Large-Cap Growth 529 Portfolio$106.06-0.13-0.12-0.02
Northern Funds Mid Cap Index 529 Portfolio$55.08-0.34-0.619.76
T. Rowe Price Small-Cap Value 529 Portfolio$12.85-0.09-0.7012.92
Northern Funds Small Cap Index 529 Portfolio$48.77-0.28-0.5712.97
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$27.28-0.07-0.2610.49
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$28.37-0.34-1.185.23
Neuberger International Select 529 Portfolio$26.17-0.34-1.281.63
DFA International Small Company 529 Portfolio$31.39-0.21-0.665.90
Vanguard Emerging Markets Select Stock 529 Portfolio$17.460.090.5214.04
Commodities
Parametric Commodity Strategy 529 Portfolio$16.340.100.6223.60