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 18, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$44.86-0.63-1.38-0.51
Ages 3-5$24.20-0.31-1.26-0.53
Ages 6-8$37.21-0.43-1.14-0.51
Ages 9-10$20.98-0.22-1.04-0.38
Ages 11-12$29.97-0.27-0.89-0.23
Ages 13-14$18.51-0.14-0.75-0.11
Ages 15-16$24.31-0.16-0.65-0.08
Ages 17-18$15.97-0.09-0.560.06
Ages 19+$19.08-0.07-0.370.32
Age-Based Moderate
Ages 0-2$24.20-0.31-1.26-0.53
Ages 3-5$37.21-0.43-1.14-0.51
Ages 6-8$20.98-0.22-1.04-0.38
Ages 9-10$29.97-0.27-0.89-0.23
Ages 11-12$18.51-0.14-0.75-0.11
Ages 13-14$24.31-0.16-0.65-0.08
Ages 15-16$15.97-0.09-0.560.06
Ages 17-18$19.08-0.07-0.370.32
Ages 19+$13.56-0.03-0.220.37
Age-Based Conservative
Ages 0-2$37.21-0.43-1.14-0.51
Ages 3-5$20.98-0.22-1.04-0.38
Ages 6-8$29.97-0.27-0.89-0.23
Ages 9-10$18.51-0.14-0.75-0.11
Ages 11-12$24.31-0.16-0.65-0.08
Ages 13-14$15.97-0.09-0.560.06
Ages 15-16$19.08-0.07-0.370.32
Ages 17-18$13.56-0.03-0.220.37
Ages 19+$13.090.000.000.77
Target Portfolios
at NAV as of March 18, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$44.86-0.63-1.38-0.51
Target Fund 80$37.21-0.43-1.14-0.51
Target Fund 60$29.97-0.27-0.89-0.23
Target Fund 40$24.31-0.16-0.65-0.08
Target Fund 20$19.08-0.07-0.370.32
Target Fixed Income Fund$13.090.000.000.77
Individual Fund Portfolios
at NAV as of March 18, 2026
PriceChange ($)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$13.680.010.070.88
Northern Funds Bond Index 529 Portfolio$13.15-0.05-0.38-0.08
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.87-0.03-0.230.23
PGIM Total Return Bond 529 Portfolio$10.73-0.03-0.280.19
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.070.000.001.16
BlackRock High Yield Bond 529 Portfolio$12.34-0.03-0.24-0.32
AB Global Bond Fund 529 Portfolio$10.13-0.03-0.30-0.10
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$35.78-0.44-1.21-0.89
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$13.72-0.21-1.515.95
Principal Global Real Estate Securities 529 Portfolio$11.59-0.13-1.114.13
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$19.58-0.21-1.063.22
Northern Funds Stock Index 529 Portfolio$73.44-1.01-1.36-3.02
T. Rowe Price Large-Cap Growth 529 Portfolio$96.31-1.50-1.53-9.21
Northern Funds Mid Cap Index 529 Portfolio$51.17-0.48-0.931.97
T. Rowe Price Small-Cap Value 529 Portfolio$11.58-0.14-1.191.76
Northern Funds Small Cap Index 529 Portfolio$43.21-0.70-1.590.09
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$24.51-0.36-1.45-0.73
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$27.19-0.46-1.660.85
Neuberger International Select 529 Portfolio$24.87-0.48-1.89-3.42
DFA International Small Company 529 Portfolio$29.91-0.35-1.160.91
Vanguard Emerging Markets Select Stock 529 Portfolio$16.19-0.23-1.405.75
Commodities
Parametric Commodity Strategy 529 Portfolio$15.39-0.02-0.1316.41