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 17, 2025
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$44.32-0.22-0.4918.44
Ages 3-5$23.96-0.11-0.4617.28
Ages 6-8$36.88-0.15-0.4115.90
Ages 9-10$20.80-0.08-0.3814.73
Ages 11-12$29.71-0.10-0.3413.53
Ages 13-14$18.36-0.05-0.2712.16
Ages 15-16$24.14-0.05-0.2110.89
Ages 17-18$15.86-0.03-0.199.38
Ages 19+$18.94-0.01-0.058.04
Age-Based Moderate
Ages 0-2$23.96-0.11-0.4617.28
Ages 3-5$36.88-0.15-0.4115.90
Ages 6-8$20.80-0.08-0.3814.73
Ages 9-10$29.71-0.10-0.3413.53
Ages 11-12$18.36-0.05-0.2712.16
Ages 13-14$24.14-0.05-0.2110.89
Ages 15-16$15.86-0.03-0.199.38
Ages 17-18$18.94-0.01-0.058.04
Ages 19+$13.470.000.006.48
Age-Based Conservative
Ages 0-2$36.88-0.15-0.4115.90
Ages 3-5$20.80-0.08-0.3814.73
Ages 6-8$29.71-0.10-0.3413.53
Ages 9-10$18.36-0.05-0.2712.16
Ages 11-12$24.14-0.05-0.2110.89
Ages 13-14$15.86-0.03-0.199.38
Ages 15-16$18.94-0.01-0.058.04
Ages 17-18$13.470.000.006.48
Ages 19+$12.980.000.004.76
Target Portfolios
at NAV as of December 17, 2025
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$44.32-0.22-0.4918.44
Target Fund 80$36.88-0.15-0.4115.90
Target Fund 60$29.71-0.10-0.3413.53
Target Fund 40$24.14-0.05-0.2110.89
Target Fund 20$18.94-0.01-0.058.04
Target Fixed Income Fund$12.980.000.004.76
Individual Fund Portfolios
at NAV as of December 17, 2025
PriceChange ($)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$13.540.000.004.39
Northern Funds Bond Index 529 Portfolio$13.130.000.006.75
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.840.010.086.91
PGIM Total Return Bond 529 Portfolio$10.690.000.007.22
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$12.920.010.085.81
BlackRock High Yield Bond 529 Portfolio$12.300.000.008.18
AB Global Bond Fund 529 Portfolio$10.120.010.104.55
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$35.63-0.20-0.5614.46
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$12.970.060.461.41
Principal Global Real Estate Securities 529 Portfolio$11.060.000.006.55
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$18.81-0.04-0.2115.12
Northern Funds Stock Index 529 Portfolio$74.33-0.88-1.1715.35
T. Rowe Price Large-Cap Growth 529 Portfolio$102.90-1.55-1.4813.84
Northern Funds Mid Cap Index 529 Portfolio$50.17-0.25-0.507.13
T. Rowe Price Small-Cap Value 529 Portfolio$11.45-0.04-0.358.84
Northern Funds Small Cap Index 529 Portfolio$43.31-0.47-1.0712.90
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$24.63-0.34-1.369.81
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$26.45-0.19-0.7129.02
Neuberger Berman International Select 529 Portfolio$25.300.251.0020.88
DFA International Small Company 529 Portfolio$28.96-0.17-0.5832.84
Vanguard Emerging Markets Select Stock 529 Portfolio$14.77-0.06-0.4030.48
Commodities
Parametric Commodity Strategy 529 Portfolio$12.950.120.9460.67