Age-Based Conservative

(Beneficiary age 0-2)

The Age-Based Conservative Investment Option invests in the following mix of domestic and international equity, real estate, fixed income, and/or cash equivalents allocated based on the current age of the Beneficiary. The Age-Based Investment Options adjust over time so that as the Beneficiary nears college age each Age-Based Investment Option’s allocation between domestic and international equity, real estate, fixed income, and cash equivalents becomes more conservative relative to the allocation in earlier years.

Underlying Investments

Vanguard Total Stock Market Index Fund 27.00%

Vanguard Total Stock Market Index Fund’s Complete Fund Information URL
Vanguard Total International Stock Index Fund 16.00%

Vanguard Total International Stock Index Fund’s Complete Fund Information URL
T. Rowe Price Large-Cap Growth Fund 8.50%

T. Rowe Price Large-Cap Growth Fund’s Complete Fund Information URL
Vanguard Equity-Income Fund 8.50%

Vanguard Equity-Income Fund’s Complete Fund Information URL
TCW MetWest Total Return Bond Fund 7.50%

TCW MetWest Total Return Bond Fund’s Complete Fund Information URL
Vanguard Total Bond Market Index Fund 7.50%

Vanguard Total Bond Market Index Fund’s Complete Fund Information URL
American Funds EUPAC Fund 5.50%
Dodge & Cox International Stock Fund 5.50%
Vanguard Real Estate Index Fund 5.00%

Vanguard Real Estate Index Fund’s Complete Fund Information URL
Vanguard Short-Term Bond Index Fund 3.00%

Vanguard Short-Term Bond Index Fund’s Complete Fund Information URL
DFA U.S. Small Cap Value Portfolio 2.00%

DFA U.S. Small Cap Value Portfolio’s Complete Fund Information URL
Vanguard Explorer Fund 2.00%

Vanguard Explorer Fund’s Complete Fund Information URL
Vanguard Global Credit Bond Fund 2.00%

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