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Prices & Performance
Monthly Individual Individual as of April 30, 2024 APY YTD Returns at NAV as of 4/30/2024 Average Annual Total Returnsas of 4/30/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Bank Savings 529 Portfolio Bank Savings 529 PortfolioFootnote 2 5.53% 1.79% 5.36% - - - 3.36% 0.07% 11/9/21 Money Market 529 Portfolio Vanguard Federal Money Market 529 PortfolioFootnote 3 - 1.74% 5.15% 2.59% 1.88% - 1.75% 0.18% 7/17/17 Fixed Income 529 Portfolios Baird Short-Term Bond 529 Portfolio - 0.45% 3.95% 0.51% 1.65% - 1.71% 0.40% 7/17/17 Vanguard Short-Term Inflation-Protected Securities Index 529 Portfolio - 0.76% 2.82% 1.82% 2.97% - 2.65% 0.11% 7/17/17 Vanguard Total Bond Market Index 529 Portfolio - -3.21% -1.43% -3.59% -0.21% - 0.38% 0.10% 7/17/17 Dodge & Cox Income Fund 529 Portfolio - -2.80% 0.90% -2.15% 1.17% - 1.59% 0.51% 7/17/17 Vanguard Total International Bond Index 529 Portfolio - -1.28% 3.53% -2.13% -0.06% - 1.10% 0.14% 7/17/17 U.S. Equity 529 Portfolios Vanguard 500 Index 529 Portfolio - 6.01% 22.38% 7.96% 13.04% - 12.84% 0.09% 7/17/17 DFA U.S. Large Cap Value 529 Portfolio - 6.23% 16.32% 6.18% 9.40% - 7.82% 0.31% 8/22/18 T. Rowe Price Large-Cap Growth 529 Portfolio - 8.38% 35.03% 4.70% 14.03% - 15.26% 0.43% 7/17/17 Ariel 529 Portfolio - -1.71% 7.40% -1.09% 6.32% - 6.71% 0.77% 7/17/17 Vanguard Total Stock Market Index 529 Portfolio - 5.16% 22.13% 6.15% 12.23% - 11.26% 0.09% 8/22/18 DFA U.S. Targeted Value 529 Portfolio - -1.73% 18.57% 6.37% 10.54% - 8.69% 0.39% 7/17/17 Vanguard Explorer 529 Portfolio - 0.72% 14.45% -1.21% 8.69% - 10.44% 0.44% 7/17/17 International Equity 529 Portfolios Vanguard Total International Stock Index 529 Portfolio - 1.99% 8.46% 0.15% 5.01% - 4.35% 0.14% 7/17/17 DFA International Small Company 529 Portfolio - 0.63% 6.39% -0.51% 5.25% - 3.79% 0.49% 7/17/17 Real Estate 529 Portfolio Vanguard Real Estate Index 529 Portfolio - -9.10% -0.48% -3.60% 1.93% - 3.08% 0.15% 7/17/17 Looking for something specific?
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