Index Age-Based and Target Portfolios
As of July 20, 2017
PriceChange ($)Change (%)Since Inception %
(Inception Date 7/17/2017)
Index Age-Based Aggressive
Ages 0-2$10.070.000.000.70
Ages 3-5$10.070.010.100.70
Ages 6-8$10.060.000.000.60
Ages 9-10$10.060.000.000.60
Ages 11-12$10.060.010.100.60
Ages 13-14$10.050.000.000.50
Ages 15-16$10.050.010.100.50
Ages 17-18$10.040.000.000.40
Ages 19+$10.030.000.000.30
Index Age-Based Moderate
Ages 0-2$10.070.010.100.70
Ages 3-5$10.060.000.000.60
Ages 6-8$10.060.000.000.60
Ages 9-10$10.060.010.100.60
Ages 11-12$10.050.000.000.50
Ages 13-14$10.050.010.100.50
Ages 15-16$10.040.000.000.40
Ages 17-18$10.030.000.000.30
Ages 19+$10.020.000.000.20
Index Age-Based Conservative
Ages 0-2$10.060.000.000.60
Ages 3-5$10.060.000.000.60
Ages 6-8$10.060.010.100.60
Ages 9-10$10.050.000.000.50
Ages 11-12$10.050.010.100.50
Ages 13-14$10.040.000.000.40
Ages 15-16$10.030.000.000.30
Ages 17-18$10.020.000.000.20
Ages 19+$10.010.000.000.10
Index Target
Index Equity Portfolio$10.070.000.000.70
Index Balanced Portfolio$10.060.010.100.60
Index Fixed Income Portfolio$10.010.000.000.10
Multi-Firm Age-Based and Target Portfolios
As of July 20, 2017
PriceChange ($)Change (%)Since Inception %
(Inception Date 7/17/2017)
Age-Based Aggressive
Ages 0-2$10.080.010.100.80
Ages 3-5$10.070.000.000.70
Ages 6-8$10.070.010.100.70
Ages 9-10$10.060.000.000.60
Ages 11-12$10.060.010.100.60
Ages 13-14$10.050.000.000.50
Ages 15-16$10.050.010.100.50
Ages 17-18$10.040.000.000.40
Ages 19+$10.030.000.000.30
Age-Based Moderate
Ages 0-2$10.070.000.000.70
Ages 3-5$10.070.010.100.70
Ages 6-8$10.060.000.000.60
Ages 9-10$10.060.010.100.60
Ages 11-12$10.050.000.000.50
Ages 13-14$10.050.010.100.50
Ages 15-16$10.040.000.000.40
Ages 17-18$10.030.000.000.30
Ages 19+$10.020.000.000.20
Age-Based Conservative
Ages 0-2$10.070.010.100.70
Ages 3-5$10.060.000.000.60
Ages 6-8$10.060.010.100.60
Ages 9-10$10.050.000.000.50
Ages 11-12$10.050.010.100.50
Ages 13-14$10.040.000.000.40
Ages 15-16$10.030.000.000.30
Ages 17-18$10.020.000.000.20
Ages 19+$10.010.000.000.10
Target
Balanced Portfolio$10.060.010.100.60
Fixed Income Portfolio$10.010.000.000.10
Equity Portfolio $10.080.010.100.80
Individual Fund Portfolios
As of July 20, 2017
PriceChange ($)Change (%)Since Inception %
(Inception Date 7/17/2017)
Money Market 529 Portfolio
Vanguard Federal Money Market 529 Portfolio*$1.000.000.000.00
Fixed Income 529 Portfolios
Baird Short-Term Bond 529 Portfolio$10.000.000.000.00
Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio$10.000.000.000.00
Vanguard Total Bond Market Index 529 Portfolio$10.000.000.000.00
Dodge & Cox Income Fund 529 Portfolio$10.010.010.100.10
Vanguard Total International Bond Index 529 Portfolio$10.010.010.100.10
U.S. Equity 529 Portfolios
Vanguard 500 Index 529 Portfolio$10.020.000.000.20
T. Rowe Price Large-Cap Growth 529 Portfolio$10.010.010.100.10
Ariel 529 Portfolio$10.010.000.000.10
DFA U.S. Targeted Value 529 Portfolio$10.02-0.01-0.100.20
Vanguard Explorer 529 Portfolio$10.060.000.000.60
International Equity 529 Portfolios
Vanguard Total International Stock Index 529 Portfolio$10.030.020.200.30
DFA International Small Company 529 Portfolio$10.030.020.200.30
Real Estate 529 Portfolio
Vanguard REIT Index 529 Portfolio$9.99-0.05-0.50-0.10