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 December 5, 2025
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$44.720.050.1119.51
Ages 3-5$24.160.030.1218.26
Ages 6-8$37.160.020.0516.78
Ages 9-10$20.940.010.0515.50
Ages 11-12$29.880.000.0014.18
Ages 13-14$18.440.000.0012.65
Ages 15-16$24.230.000.0011.30
Ages 17-18$15.90-0.01-0.069.66
Ages 19+$18.96-0.01-0.058.16
Age-Based Moderate
Ages 0-2$24.160.030.1218.26
Ages 3-5$37.160.020.0516.78
Ages 6-8$20.940.010.0515.50
Ages 9-10$29.880.000.0014.18
Ages 11-12$18.440.000.0012.65
Ages 13-14$24.230.000.0011.30
Ages 15-16$15.90-0.01-0.069.66
Ages 17-18$18.96-0.01-0.058.16
Ages 19+$13.47-0.01-0.076.48
Age-Based Conservative
Ages 0-2$37.160.020.0516.78
Ages 3-5$20.940.010.0515.50
Ages 6-8$29.880.000.0014.18
Ages 9-10$18.440.000.0012.65
Ages 11-12$24.230.000.0011.30
Ages 13-14$15.90-0.01-0.069.66
Ages 15-16$18.96-0.01-0.058.16
Ages 17-18$13.47-0.01-0.076.48
Ages 19+$12.970.000.004.68
Target Portfolios
at NAV as of December 5, 2025
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$44.720.050.1119.51
Target Fund 80$37.160.020.0516.78
Target Fund 60$29.880.000.0014.18
Target Fund 40$24.230.000.0011.30
Target Fund 20$18.96-0.01-0.058.16
Target Fixed Income Fund$12.970.000.004.68
Individual Fund Portfolios
at NAV as of December 5, 2025
PriceChange ($)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$13.51-0.01-0.074.16
Northern Funds Bond Index 529 Portfolio$13.11-0.03-0.236.59
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.82-0.03-0.236.74
PGIM Total Return Bond 529 Portfolio$10.68-0.02-0.197.12
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$12.930.000.005.90
BlackRock High Yield Bond 529 Portfolio$12.330.010.088.44
AB Global Bond Fund 529 Portfolio$10.12-0.01-0.104.55
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$35.910.010.0315.36
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$13.01-0.02-0.151.72
Principal Global Real Estate Securities 529 Portfolio$11.11-0.02-0.187.03
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$18.760.030.1614.81
Northern Funds Stock Index 529 Portfolio$75.960.150.2017.88
T. Rowe Price Large-Cap Growth 529 Portfolio$106.900.320.3018.27
Northern Funds Mid Cap Index 529 Portfolio$50.360.050.107.54
T. Rowe Price Small-Cap Value 529 Portfolio$11.50-0.01-0.099.32
Northern Funds Small Cap Index 529 Portfolio$43.81-0.17-0.3914.21
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$25.13-0.04-0.1612.04
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$26.42-0.04-0.1528.88
Neuberger Berman International Select 529 Portfolio$24.950.010.0419.21
DFA International Small Company 529 Portfolio$28.880.040.1432.48
Vanguard Emerging Markets Select Stock 529 Portfolio$15.090.010.0733.30
Commodities
Parametric Commodity Strategy 529 Portfolio$13.100.090.6962.53