Prices & Performance

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Monthly Index Age-Based
Index Age-Based as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	Average Annual Total Returnsas of 5/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Index Age-Based as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	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	12.36%	29.76%	21.83%	11.15%	not applicable	12.79%	0.14%	12/4/20
Age-Based Index Aggressive 3-5	not applicable	11.06%	26.79%	19.92%	10.05%	not applicable	11.39%	0.14%	12/4/20
Age-Based Index Aggressive 6-8	not applicable	9.83%	24.27%	18.20%	9.14%	not applicable	10.27%	0.14%	12/4/20
Age-Based Index Aggressive 9-10	not applicable	8.59%	21.58%	16.28%	7.98%	not applicable	9.01%	0.14%	12/4/20
Age-Based Index Aggressive 11-12	not applicable	7.50%	19.12%	14.58%	7.06%	not applicable	7.93%	0.14%	12/4/20
Age-Based Index Aggressive 13-14	not applicable	6.26%	16.68%	12.91%	6.19%	not applicable	6.69%	0.14%	12/4/20
Age-Based Index Aggressive 15-16	not applicable	5.19%	14.03%	11.19%	5.23%	not applicable	5.72%	0.14%	12/4/20
Age-Based Index Aggressive 17-18	not applicable	4.11%	11.57%	9.53%	4.43%	not applicable	4.78%	0.14%	12/4/20
Age-Based Index Aggressive 19+	not applicable	2.96%	8.96%	7.71%	3.47%	not applicable	3.63%	0.14%	12/4/20
Index Age-Based Moderate Portfolios
Age-Based Index Moderate 0-2	not applicable	11.06%	26.79%	19.92%	10.05%	not applicable	11.39%	0.14%	12/4/20
Age-Based Index Moderate 3-5	not applicable	9.83%	24.27%	18.20%	9.14%	not applicable	10.27%	0.14%	12/4/20
Age-Based Index Moderate 6-8	not applicable	8.69%	21.64%	16.38%	8.04%	not applicable	9.10%	0.14%	12/4/20
Age-Based Index Moderate 9-10	not applicable	7.35%	18.99%	14.52%	7.05%	not applicable	7.72%	0.14%	12/4/20
Age-Based Index Moderate 11-12	not applicable	6.30%	16.67%	13.01%	6.25%	not applicable	6.80%	0.14%	12/4/20
Age-Based Index Moderate 13-14	not applicable	5.20%	13.95%	11.16%	5.18%	not applicable	5.70%	0.14%	12/4/20
Age-Based Index Moderate 15-16	not applicable	4.11%	11.58%	9.54%	4.49%	not applicable	4.76%	0.14%	12/4/20
Age-Based Index Moderate 17-18	not applicable	2.97%	8.97%	7.71%	3.47%	not applicable	3.61%	0.14%	12/4/20
Age-Based Index Moderate 19+	not applicable	2.02%	6.60%	6.12%	2.84%	not applicable	2.79%	0.14%	12/4/20
Index Age-Based Conservative Portfolios
Age-Based Index Conservative 0-2	not applicable	9.82%	24.30%	17.48%	8.70%	9.83%	8.89%	0.14%	12/17/10
Age-Based Index Conservative 3-5	not applicable	8.63%	21.64%	15.78%	7.72%	not applicable	8.78%	0.14%	7/20/18
Age-Based Index Conservative 6-8	not applicable	7.52%	19.07%	14.03%	6.76%	7.53%	6.89%	0.14%	12/17/10
Age-Based Index Conservative 9-10	not applicable	6.39%	16.68%	12.28%	5.84%	not applicable	6.69%	0.14%	7/20/18
Age-Based Index Conservative 11-12	not applicable	5.17%	13.98%	10.56%	4.94%	5.31%	4.90%	0.14%	12/17/10
Age-Based Index Conservative 13-14	not applicable	4.08%	11.56%	8.87%	4.15%	4.14%	3.33%	0.14%	12/17/10
Age-Based Index Conservative 15-16	not applicable	2.93%	8.99%	7.20%	3.47%	2.94%	2.23%	0.14%	12/17/10
Age-Based Index Conservative 17-18	not applicable	2.03%	6.53%	5.70%	3.22%	not applicable	2.42%	0.14%	7/20/18
Age-Based Index Conservative 19+	not applicable	1.24%	4.16%	4.87%	3.58%	not applicable	2.62%	0.14%	7/20/18

Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	Average Annual Total Returnsas of 5/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Multi-Firm Age-Based as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	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	11.40%	28.31%	21.07%	10.53%	not applicable	12.07%	0.28%	7/20/18
Age-Based Aggressive 3-5	not applicable	10.17%	25.56%	19.45%	9.59%	12.06%	10.74%	0.28%	12/17/10
Age-Based Aggressive 6-8	not applicable	9.04%	23.14%	17.68%	8.57%	10.95%	9.96%	0.29%	12/17/10
Age-Based Aggressive 9-10	not applicable	7.88%	20.56%	15.87%	7.49%	not applicable	9.21%	0.28%	7/20/18
Age-Based Aggressive 11-12	not applicable	6.89%	18.28%	14.26%	6.60%	8.75%	8.07%	0.27%	12/17/10
Age-Based Aggressive 13-14	not applicable	5.84%	16.01%	12.68%	5.74%	not applicable	7.29%	0.26%	7/20/18
Age-Based Aggressive 15-16	not applicable	4.81%	13.49%	10.91%	4.79%	6.52%	6.12%	0.25%	12/17/10
Age-Based Aggressive 17-18	not applicable	3.71%	11.19%	9.30%	4.07%	not applicable	5.39%	0.24%	7/20/18
Age-Based Aggressive 19+	not applicable	2.76%	8.75%	7.71%	3.27%	4.37%	4.25%	0.22%	12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2	not applicable	10.23%	25.72%	19.41%	9.67%	11.70%	10.44%	0.28%	12/17/10
Age-Based Moderate 3-5	not applicable	8.99%	23.07%	17.65%	8.58%	not applicable	10.11%	0.29%	7/20/18
Age-Based Moderate 6-8	not applicable	7.95%	20.70%	15.89%	7.49%	9.34%	8.45%	0.28%	12/17/10
Age-Based Moderate 9-10	not applicable	6.97%	18.29%	14.29%	6.62%	not applicable	8.08%	0.27%	7/20/18
Age-Based Moderate 11-12	not applicable	5.79%	15.97%	12.61%	5.70%	7.11%	6.51%	0.26%	12/17/10
Age-Based Moderate 13-14	not applicable	4.75%	13.51%	10.93%	4.81%	not applicable	6.05%	0.25%	7/20/18
Age-Based Moderate 15-16	not applicable	3.73%	11.21%	9.29%	4.04%	4.92%	4.60%	0.24%	12/17/10
Age-Based Moderate 17-18	not applicable	2.71%	8.69%	7.66%	3.25%	not applicable	4.02%	0.22%	7/20/18
Age-Based Moderate 19+	not applicable	1.86%	6.44%	6.11%	2.74%	not applicable	2.95%	0.20%	7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2	not applicable	9.01%	23.27%	17.06%	8.16%	not applicable	9.20%	0.29%	12/4/20
Age-Based Conservative 3-5	not applicable	7.91%	20.62%	15.21%	7.17%	not applicable	8.39%	0.28%	12/4/20
Age-Based Conservative 6-8	not applicable	6.73%	18.16%	13.59%	6.13%	not applicable	6.49%	0.27%	12/4/20
Age-Based Conservative 9-10	not applicable	5.96%	16.36%	12.04%	5.26%	not applicable	6.14%	0.26%	12/4/20
Age-Based Conservative 11-12	not applicable	5.00%	13.66%	10.36%	4.44%	not applicable	5.23%	0.25%	12/4/20
Age-Based Conservative 13-14	not applicable	3.67%	10.99%	8.69%	3.91%	not applicable	4.03%	0.24%	12/4/20
Age-Based Conservative 15-16	not applicable	2.83%	8.90%	7.28%	3.46%	not applicable	3.36%	0.22%	12/4/20
Age-Based Conservative 17-18	not applicable	1.92%	6.56%	5.65%	3.14%	not applicable	2.90%	0.20%	12/4/20
Age-Based Conservative 19+	not applicable	1.10%	4.11%	4.85%	3.57%	not applicable	3.25%	0.16%	12/4/20

Monthly Static
Static as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	Average Annual Total Returnsas of 5/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Static as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	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	11.35%	28.23%	21.14%	10.52%	not applicable	12.08%	0.28%	7/20/18
Growth Static	not applicable	9.05%	23.13%	17.67%	8.55%	10.94%	9.96%	0.29%	12/17/10
Balanced Static	not applicable	5.79%	15.90%	12.66%	5.67%	not applicable	7.25%	0.26%	7/20/18
Conservative Static	not applicable	2.70%	8.70%	7.67%	3.24%	4.35%	4.24%	0.22%	12/17/10
Bank Savings Static^{Footnote 2}	3.82%	1.51%	4.07%	4.86%	3.68%	2.26%	1.70%	0.10%	10/17/11

Monthly Individual
Individual as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	Average Annual Total Returnsas of 5/31/2026					Expense Ratio^{Footnote 1}	Inception Date
Individual as of May 31, 2026	APY	YTD Returns at NAV as of 5/31/2026	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	1.46%	3.86%	4.59%	3.41%	not applicable	3.11%	0.21%	12/4/20
Fixed Income 529 Portfolios
DFA International Government Fixed Income 529	not applicable	1.18%	2.02%	4.02%	-1.19%	0.98%	1.06%	0.30%	4/29/16
TCW MetWest Total Return Bond 529	not applicable	0.42%	5.41%	4.06%	-0.13%	1.73%	1.68%	0.47%	2/6/15
Vanguard Total Bond Market Index 529	not applicable	0.43%	4.98%	3.87%	0.10%	1.53%	2.16%	0.12%	12/17/10
Vanguard Short-Term Bond Index 529	not applicable	0.31%	3.60%	4.28%	1.55%	1.83%	1.68%	0.12%	12/17/10
Vanguard Short-Term Inflation-Protected Securities Index 529	not applicable	1.90%	4.36%	5.09%	3.26%	2.99%	2.96%	0.12%	4/29/16
U.S. Equity 529 Portfolios
DFA U.S. Small Cap Value 529	not applicable	15.12%	35.31%	19.68%	10.02%	not applicable	15.80%	0.41%	12/4/20
Vanguard Explorer 529	not applicable	15.05%	30.68%	16.24%	5.72%	not applicable	8.04%	0.38%	12/4/20
Vanguard Extended Market Index 529	not applicable	13.38%	30.31%	21.10%	6.44%	11.94%	11.24%	0.135%	12/17/10
T. Rowe Price Large-Cap Growth 529	not applicable	4.93%	22.04%	24.16%	11.41%	17.71%	15.90%	0.65%	12/17/10
Vanguard Equity Income 529	not applicable	8.96%	23.74%	18.39%	11.09%	11.84%	12.35%	0.27%	6/22/12
Vanguard Total Stock Market Index 529	not applicable	11.40%	29.74%	23.13%	12.75%	14.90%	13.76%	0.12%	12/17/10
State Street Equity 500 Index 529	not applicable	11.20%	29.61%	23.40%	13.88%	15.39%	14.20%	0.12%	12/17/10
International Equity 529 Portfolio
Vanguard Total International Stock Index 529	not applicable	14.17%	32.51%	20.41%	8.61%	not applicable	10.24%	0.15%	12/4/20
Real Estate 529 Portfolio
Vanguard Real Estate Index 529	not applicable	9.21%	11.15%	10.41%	2.89%	5.27%	7.79%	0.21%	12/17/10

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