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 June 12, 2026
PriceChange ($)Change (%)YTD (%)1
Age-Based Aggressive
Ages 0-2$49.690.300.6110.20
Ages 3-5$26.570.150.579.21
Ages 6-8$40.480.200.508.24
Ages 9-10$22.610.090.407.36
Ages 11-12$32.000.120.386.52
Ages 13-14$19.580.060.315.67
Ages 15-16$25.480.070.284.73
Ages 17-18$16.590.030.183.95
Ages 19+$19.600.020.103.05
Age-Based Moderate
Ages 0-2$26.570.150.579.21
Ages 3-5$40.480.200.508.24
Ages 6-8$22.610.090.407.36
Ages 9-10$32.000.120.386.52
Ages 11-12$19.580.060.315.67
Ages 13-14$25.480.070.284.73
Ages 15-16$16.590.030.183.95
Ages 17-18$19.600.020.103.05
Ages 19+$13.800.010.072.15
Age-Based Conservative
Ages 0-2$40.480.200.508.24
Ages 3-5$22.610.090.407.36
Ages 6-8$32.000.120.386.52
Ages 9-10$19.580.060.315.67
Ages 11-12$25.480.070.284.73
Ages 13-14$16.590.030.183.95
Ages 15-16$19.600.020.103.05
Ages 17-18$13.800.010.072.15
Ages 19+$13.190.000.001.54
Target Portfolios
at NAV as of June 12, 2026
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$49.690.300.6110.20
Target Fund 80$40.480.200.508.24
Target Fund 60$32.000.120.386.52
Target Fund 40$25.480.070.284.73
Target Fund 20$19.600.020.103.05
Target Fixed Income Fund$13.190.000.001.54
Individual Fund Portfolios
at NAV as of June 12, 2026
PriceChange ($)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$13.840.010.072.06
Northern Funds Bond Index 529 Portfolio$13.18-0.01-0.080.15
Fidelity Advisor Investment Grade Bond 529 Portfolio$12.89-0.02-0.150.39
PGIM Total Return Bond 529 Portfolio$10.78-0.01-0.090.65
American Century Short-Duration Inflation-Protection Bond Fund 529 Portfolio$13.150.000.001.78
BlackRock High Yield Bond 529 Portfolio$12.610.020.161.86
AB Global Bond Fund 529 Portfolio$10.220.020.200.79
Balanced 529 Portfolio
T. Rowe Price Balanced 529 Portfolio$38.180.110.295.76
Real Estate 529 Portfolios
DFA Real Estate Securities 529 Portfolio$15.060.151.0116.29
Principal Global Real Estate Securities 529 Portfolio$12.210.110.919.70
Domestic Equity 529 Portfolios
DFA U.S. Large Cap Value 529 Portfolio$22.150.180.8216.76
Northern Funds Stock Index 529 Portfolio$82.540.420.518.99
T. Rowe Price Large-Cap Growth 529 Portfolio$104.950.060.06-1.07
Northern Funds Mid Cap Index 529 Portfolio$57.880.410.7115.34
T. Rowe Price Small-Cap Value 529 Portfolio$13.550.171.2719.07
Northern Funds Small Cap Index 529 Portfolio$51.410.420.8219.09
T. Rowe Price Integrated U.S. Small-Cap Growth Equity 529 Portfolio$28.640.240.8516.00
International Equity 529 Portfolios
Northern Funds International Equity Index 529 Portfolio$29.530.110.379.53
Neuberger International Select 529 Portfolio$27.590.230.847.15
DFA International Small Company 529 Portfolio$32.030.150.478.06
Vanguard Emerging Markets Select Stock 529 Portfolio$17.780.160.9116.13
Commodities
Parametric Commodity Strategy 529 Portfolio$15.430.060.3916.72