Age-Based Moderate

(Beneficiary age 15-16)

The Age-Based Moderate 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 Short-Term Bond Index Fund 22.00%

Vanguard Short-Term Bond Index Fund’s Complete Fund Information URL
Vanguard Total Bond Market Index Fund 16.00%

Vanguard Total Bond Market Index Fund’s Complete Fund Information URL
TCW MetWest Total Return Bond Fund 15.50%

TCW MetWest Total Return Bond Fund’s Complete Fund Information URL
Vanguard Short-Term Inflation-Protected Securities Index Fund 11.00%

Vanguard Short-Term Inflation-Protected Securities Index Fund’s Complete Fund Information URL
Vanguard Total Stock Market Index Fund 11.00%

Vanguard Total Stock Market Index Fund’s Complete Fund Information URL
Vanguard Global Credit Bond Fund 5.50%
Vanguard Total International Stock Index Fund 5.00%

Vanguard Total International Stock Index Fund’s Complete Fund Information URL
T. Rowe Price Large-Cap Growth Fund 3.50%

T. Rowe Price Large-Cap Growth Fund’s Complete Fund Information URL
Vanguard Equity-Income Fund 3.50%

Vanguard Equity-Income Fund’s Complete Fund Information URL
Vanguard Real Estate Index Fund 2.00%

Vanguard Real Estate Index Fund’s Complete Fund Information URL
American Funds EUPAC Fund 1.50%
Dodge & Cox International Stock Fund 1.50%
DFA U.S. Small Cap Value Portfolio 1.00%

DFA U.S. Small Cap Value Portfolio’s Complete Fund Information URL
Vanguard Explorer Fund 1.00%

Vanguard Explorer Fund’s Complete Fund Information URL

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