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 6, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$47.131.002.174.52
Ages 3-5$25.320.491.974.07
Ages 6-8$38.740.671.763.58
Ages 9-10$21.730.321.493.18
Ages 11-12$30.900.401.312.86
Ages 13-14$18.980.201.062.43
Ages 15-16$24.810.220.891.97
Ages 17-18$16.210.110.681.57
Ages 19+$19.240.080.421.16
Age-Based Moderate
Ages 0-2$25.320.491.974.07
Ages 3-5$38.740.671.763.58
Ages 6-8$21.730.321.493.18
Ages 9-10$30.900.401.312.86
Ages 11-12$18.980.201.062.43
Ages 13-14$24.810.220.891.97
Ages 15-16$16.210.110.681.57
Ages 17-18$19.240.080.421.16
Ages 19+$13.610.030.220.74
Age-Based Conservative
Ages 0-2$38.740.671.763.58
Ages 3-5$21.730.321.493.18
Ages 6-8$30.900.401.312.86
Ages 9-10$18.980.201.062.43
Ages 11-12$24.810.220.891.97
Ages 13-14$16.210.110.681.57
Ages 15-16$19.240.080.421.16
Ages 17-18$13.610.030.220.74
Ages 19+$13.050.000.000.46
Target Portfolios
at NAV as of February 6, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$47.131.002.174.52
Target Fund 80$38.740.671.763.58
Target Fund 60$30.900.401.312.86
Target Fund 40$24.810.220.891.97
Target Fund 20$19.240.080.421.16
Target Fixed Income Fund$13.050.000.000.46
Individual Fund Portfolios
at NAV as of February 6, 2026
PriceChange ($)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$13.630.000.000.52
Northern Funds Bond Index 529 Portfolio$13.210.000.000.38
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.900.000.000.47
PGIM Total Return Bond 529 Portfolio$10.780.000.000.65
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$12.990.000.000.54
BlackRock High Yield Bond 529 Portfolio$12.460.020.160.65
AB Global Bond Fund 529 Portfolio$10.190.000.000.49
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$37.070.511.392.69
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$13.580.201.494.86
Principal Global Real Estate Securities 529 Portfolio$11.690.151.305.03
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$20.460.401.997.85
Northern Funds Stock Index 529 Portfolio$76.741.491.981.33
T. Rowe Price Large-Cap Growth 529 Portfolio$100.122.322.37-5.62
Northern Funds Mid Cap Index 529 Portfolio$54.491.623.068.59
T. Rowe Price Small-Cap Value 529 Portfolio$12.460.362.989.49
Northern Funds Small Cap Index 529 Portfolio$46.461.623.617.62
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$26.291.003.956.48
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$28.810.602.136.86
Neuberger International Select 529 Portfolio$27.350.652.436.21
DFA International Small Company 529 Portfolio$31.750.601.937.12
Vanguard Emerging Markets Select Stock 529 Portfolio$17.000.362.1611.04
Commodities
Parametric Commodity Strategy 529 Portfolio$13.990.050.365.82