Prices & Performance

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Monthly Index Age-Based
Index Age-Based as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	Average Annual Total Returnsas of 4/30/2026					Expense Ratio^{Footnote 1}	Inception Date
Index Age-Based as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Index Age-Based Aggressive Portfolios
Age-Based Index Aggressive 0-2	not applicable	7.72%	31.17%	19.72%	10.51%	not applicable	12.12%	0.14%	12/4/20
Age-Based Index Aggressive 3-5	not applicable	6.94%	27.92%	18.01%	9.43%	not applicable	10.80%	0.14%	12/4/20
Age-Based Index Aggressive 6-8	not applicable	6.10%	25.15%	16.48%	8.59%	not applicable	9.73%	0.15%	12/4/20
Age-Based Index Aggressive 9-10	not applicable	5.34%	22.20%	14.75%	7.54%	not applicable	8.55%	0.15%	12/4/20
Age-Based Index Aggressive 11-12	not applicable	4.67%	19.55%	13.21%	6.68%	not applicable	7.52%	0.15%	12/4/20
Age-Based Index Aggressive 13-14	not applicable	3.87%	16.83%	11.74%	5.86%	not applicable	6.35%	0.15%	12/4/20
Age-Based Index Aggressive 15-16	not applicable	3.26%	13.94%	10.18%	4.99%	not applicable	5.45%	0.15%	12/4/20
Age-Based Index Aggressive 17-18	not applicable	2.58%	11.47%	8.68%	4.22%	not applicable	4.57%	0.15%	12/4/20
Age-Based Index Aggressive 19+	not applicable	1.95%	8.76%	7.12%	3.35%	not applicable	3.49%	0.15%	12/4/20
Index Age-Based Moderate Portfolios
Age-Based Index Moderate 0-2	not applicable	6.94%	27.92%	18.01%	9.43%	not applicable	10.80%	0.14%	12/4/20
Age-Based Index Moderate 3-5	not applicable	6.10%	25.15%	16.48%	8.59%	not applicable	9.73%	0.15%	12/4/20
Age-Based Index Moderate 6-8	not applicable	5.39%	22.28%	14.78%	7.58%	not applicable	8.63%	0.15%	12/4/20
Age-Based Index Moderate 9-10	not applicable	4.64%	19.48%	13.19%	6.70%	not applicable	7.33%	0.15%	12/4/20
Age-Based Index Moderate 11-12	not applicable	3.93%	17.01%	11.84%	5.94%	not applicable	6.47%	0.15%	12/4/20
Age-Based Index Moderate 13-14	not applicable	3.26%	13.86%	10.16%	4.91%	not applicable	5.43%	0.15%	12/4/20
Age-Based Index Moderate 15-16	not applicable	2.58%	11.38%	8.73%	4.29%	not applicable	4.55%	0.15%	12/4/20
Age-Based Index Moderate 17-18	not applicable	1.95%	8.77%	7.13%	3.35%	not applicable	3.48%	0.15%	12/4/20
Age-Based Index Moderate 19+	not applicable	1.40%	6.35%	5.72%	2.78%	not applicable	2.72%	0.15%	12/4/20
Index Age-Based Conservative Portfolios
Age-Based Index Conservative 0-2	not applicable	6.12%	24.93%	15.76%	8.18%	9.52%	8.70%	0.15%	12/17/10
Age-Based Index Conservative 3-5	not applicable	5.38%	22.30%	14.25%	7.24%	not applicable	8.46%	0.15%	7/20/18
Age-Based Index Conservative 6-8	not applicable	4.68%	19.59%	12.67%	6.35%	7.29%	6.75%	0.15%	12/17/10
Age-Based Index Conservative 9-10	not applicable	3.96%	16.88%	11.11%	5.48%	not applicable	6.45%	0.15%	7/20/18
Age-Based Index Conservative 11-12	not applicable	3.26%	14.02%	9.58%	4.68%	5.15%	4.80%	0.15%	12/17/10
Age-Based Index Conservative 13-14	not applicable	2.57%	11.44%	8.11%	3.95%	4.01%	3.25%	0.15%	12/17/10
Age-Based Index Conservative 15-16	not applicable	1.90%	8.74%	6.67%	3.34%	2.85%	2.18%	0.15%	12/17/10
Age-Based Index Conservative 17-18	not applicable	1.44%	6.29%	5.45%	3.14%	not applicable	2.37%	0.15%	7/20/18
Age-Based Index Conservative 19+	not applicable	0.99%	3.91%	4.94%	3.53%	not applicable	2.62%	0.15%	7/20/18

Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	Average Annual Total Returnsas of 4/30/2026					Expense Ratio^{Footnote 1}	Inception Date
Multi-Firm Age-Based as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2	not applicable	7.27%	30.30%	19.00%	10.02%	not applicable	11.67%	0.29%	7/20/18
Age-Based Aggressive 3-5	not applicable	6.44%	27.21%	17.57%	9.11%	11.78%	10.56%	0.29%	12/17/10
Age-Based Aggressive 6-8	not applicable	5.70%	24.48%	15.98%	8.16%	10.70%	9.80%	0.29%	12/17/10
Age-Based Aggressive 9-10	not applicable	4.96%	21.63%	14.35%	7.13%	not applicable	8.93%	0.29%	7/20/18
Age-Based Aggressive 11-12	not applicable	4.38%	19.11%	12.92%	6.30%	8.56%	7.95%	0.28%	12/17/10
Age-Based Aggressive 13-14	not applicable	3.65%	16.48%	11.48%	5.48%	not applicable	7.08%	0.27%	7/20/18
Age-Based Aggressive 15-16	not applicable	3.09%	13.75%	9.91%	4.60%	6.39%	6.05%	0.26%	12/17/10
Age-Based Aggressive 17-18	not applicable	2.40%	11.34%	8.51%	3.94%	not applicable	5.28%	0.25%	7/20/18
Age-Based Aggressive 19+	not applicable	1.78%	8.59%	7.09%	3.17%	4.30%	4.21%	0.23%	12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2	not applicable	6.50%	27.33%	17.55%	9.20%	11.41%	10.25%	0.29%	12/17/10
Age-Based Moderate 3-5	not applicable	5.67%	24.41%	15.97%	8.15%	not applicable	9.79%	0.29%	7/20/18
Age-Based Moderate 6-8	not applicable	5.02%	21.70%	14.35%	7.13%	9.12%	8.30%	0.29%	12/17/10
Age-Based Moderate 9-10	not applicable	4.47%	19.13%	12.95%	6.32%	not applicable	7.84%	0.28%	7/20/18
Age-Based Moderate 11-12	not applicable	3.63%	16.41%	11.44%	5.45%	6.94%	6.40%	0.27%	12/17/10
Age-Based Moderate 13-14	not applicable	3.10%	13.84%	9.95%	4.64%	not applicable	5.91%	0.26%	7/20/18
Age-Based Moderate 15-16	not applicable	2.43%	11.24%	8.51%	3.92%	4.82%	4.54%	0.25%	12/17/10
Age-Based Moderate 17-18	not applicable	1.81%	8.59%	7.07%	3.16%	not applicable	3.95%	0.23%	7/20/18
Age-Based Moderate 19+	not applicable	1.38%	6.29%	5.76%	2.70%	not applicable	2.92%	0.20%	7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2	not applicable	5.65%	24.58%	15.40%	7.72%	not applicable	8.72%	0.29%	12/4/20
Age-Based Conservative 3-5	not applicable	4.99%	21.61%	13.73%	6.79%	not applicable	7.98%	0.29%	12/4/20
Age-Based Conservative 6-8	not applicable	4.16%	18.79%	12.26%	5.35%	not applicable	6.11%	0.28%	12/4/20
Age-Based Conservative 9-10	not applicable	3.82%	16.85%	10.88%	5.17%	not applicable	5.84%	0.27%	12/4/20
Age-Based Conservative 11-12	not applicable	3.33%	14.01%	9.46%	4.24%	not applicable	5.00%	0.26%	12/4/20
Age-Based Conservative 13-14	not applicable	2.34%	10.95%	7.91%	3.73%	not applicable	3.84%	0.25%	12/4/20
Age-Based Conservative 15-16	not applicable	1.89%	8.69%	6.75%	3.32%	not applicable	3.24%	0.23%	12/4/20
Age-Based Conservative 17-18	not applicable	1.31%	6.21%	5.39%	3.06%	not applicable	2.83%	0.20%	12/4/20
Age-Based Conservative 19+	not applicable	0.93%	3.93%	4.95%	3.54%	not applicable	3.27%	0.17%	12/4/20

Monthly Static
Static as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	Average Annual Total Returnsas of 4/30/2026					Expense Ratio^{Footnote 1}	Inception Date
Static as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Static Portfolios
All Equity Static	not applicable	7.22%	30.21%	19.10%	10.02%	not applicable	11.68%	0.29%	7/20/18
Growth Static	not applicable	5.71%	24.55%	16.01%	8.13%	10.69%	9.79%	0.29%	12/17/10
Balanced Static	not applicable	3.66%	16.52%	11.51%	5.43%	not applicable	7.06%	0.27%	7/20/18
Conservative Static	not applicable	1.79%	8.54%	7.08%	3.14%	4.28%	4.20%	0.23%	12/17/10
Bank Savings Static^{Footnote 2}	3.84%	1.27%	4.25%	4.93%	3.64%	2.23%	1.70%	0.10%	10/17/11

Monthly Individual
Individual as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	Average Annual Total Returnsas of 4/30/2026					Expense Ratio^{Footnote 1}	Inception Date
Individual as of April 30, 2026	APY	YTD Returns at NAV as of 4/30/2026	1 Year	3 Years	5 Years	10 Years	Since Inception^{Footnote 4}	Expense Ratio^{Footnote 1}	Inception Date
Money Market 529 Portfolio
Vanguard Federal Money Market 529^{Footnote 3}	not applicable	1.12%	3.88%	4.63%	3.35%	not applicable	3.09%	0.21%	12/4/20
Fixed Income 529 Portfolios
DFA International Government Fixed Income 529	not applicable	0.00%	0.73%	3.50%	-1.40%	0.95%	0.95%	0.29%	4/29/16
MetWest Total Return Bond 529	not applicable	0.17%	4.24%	3.52%	-0.12%	1.70%	1.67%	0.47%	2/6/15
Vanguard Total Bond Market Index 529	not applicable	0.14%	3.97%	3.38%	0.09%	1.50%	2.16%	0.13%	12/17/10
Vanguard Short-Term Bond Index 529	not applicable	0.31%	3.36%	4.09%	1.59%	1.81%	1.69%	0.14%	12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529	not applicable	1.90%	3.95%	4.84%	3.42%	2.98%	2.98%	0.14%	4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529	not applicable	14.92%	43.30%	18.14%	10.99%	not applicable	16.03%	0.40%	12/4/20
Vanguard Explorer 529	not applicable	10.91%	33.03%	14.19%	4.60%	not applicable	7.44%	0.44%	12/4/20
Vanguard Extended Market Index 529	not applicable	8.54%	33.73%	19.49%	5.39%	11.65%	10.99%	0.14%	12/17/10
T. Rowe Price Large-Cap Growth 529	not applicable	-0.41%	25.40%	23.97%	9.92%	17.35%	15.60%	0.65%	12/17/10
Vanguard Equity Income 529	not applicable	7.86%	26.60%	16.15%	11.51%	11.87%	12.34%	0.28%	6/22/12
Vanguard Total Stock Market Index 529	not applicable	5.95%	31.19%	21.22%	11.74%	14.52%	13.47%	0.12%	12/17/10
State Street Equity 500 Index 529	not applicable	5.65%	30.87%	21.46%	12.90%	14.99%	13.91%	0.12%	12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529	not applicable	10.03%	33.60%	17.51%	8.51%	not applicable	9.66%	0.17%	12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529	not applicable	9.96%	13.13%	9.15%	3.19%	5.58%	7.89%	0.20%	12/17/10

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