| Investment Options | Inception Date | YTD
Performance
as of 6/30/2017 | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception |
| READY-MADE AGE-BASED PORTFOLIOS | | | | | | | |
| Advantage Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 02/17/2009 | 9.36% | 14.57% | 5.60% | 11.16% | N/A | 14.51% |
| Blended Index Benchmark | | 8.85% | 14.26% | 5.27% | 11.10% | N/A | 14.47% |
| Ages 6 to 9 | 02/17/2009 | 7.79% | 11.58% | 5.16% | 10.49% | N/A | 13.76% |
| Blended Index Benchmark | | 7.32% | 11.39% | 4.69% | 10.36% | N/A | 13.78% |
| Ages 10 to 12 | 02/17/2009 | 6.72% | 9.52% | 4.83% | 9.67% | N/A | 12.66% |
| Blended Index Benchmark | | 6.31% | 9.43% | 4.40% | 9.48% | N/A | 12.92% |
| Ages 13 to 16 | 02/17/2009 | 4.64% | 6.13% | 3.25% | 6.23% | N/A | 8.84% |
| Blended Index Benchmark | | 4.32% | 6.18% | 3.04% | 6.11% | N/A | 9.77% |
| Ages 17 and older | 02/17/2009 | 1.88% | 1.87% | 1.57% | 2.36% | N/A | 3.65% |
| Blended Index Benchmark | | 1.80% | 2.09% | 1.60% | 2.39% | N/A | 4.35% |
| Vanguard Aggressive Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | | 11.19% | 18.72% | 7.06% | 13.07% | 5.94% | 7.88% |
| Blended Index Benchmark: Aggressive Growth Composite | | 11.05% | 18.95% | 7.30% | 13.33% | 6.10% | 8.04% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | 8.79% | 13.64% | 6.07% | 10.37% | 6.08% | 7.16% |
| Blended Index Benchmark: Growth Composite | | 8.70% | 13.85% | 6.28% | 10.62% | 6.16% | 7.28% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 6.42% | 8.70% | 4.95% | 7.64% | 5.57% | 6.34% |
| Blended Index Benchmark: Moderate Growth Composite | | 6.39% | 8.93% | 5.16% | 7.87% | 5.69% | 6.50% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 4.04% | 3.93% | 3.69% | 4.82% | 4.84% | 5.36% |
| Blended Index Benchmark: Conservative Growth Composite | | 4.11% | 4.17% | 3.93% | 5.09% | 5.05% | 5.59% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| Vanguard Moderate Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | 8.79% | 13.64% | 6.07% | 10.37% | 6.08% | 7.16% |
| Blended Index Benchmark: Growth Composite | | 8.70% | 13.85% | 6.28% | 10.62% | 6.16% | 7.28% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 6.42% | 8.70% | 4.95% | 7.64% | 5.57% | 6.34% |
| Blended Index Benchmark: Moderate Growth Composite | | 6.39% | 8.93% | 5.16% | 7.87% | 5.69% | 6.50% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 4.04% | 3.93% | 3.69% | 4.82% | 4.84% | 5.36% |
| Blended Index Benchmark: Conservative Growth Composite | | 4.11% | 4.17% | 3.93% | 5.09% | 5.05% | 5.59% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| Vanguard Conservative Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 6.42% | 8.70% | 4.95% | 7.64% | 5.57% | 6.34% |
| Blended Index Benchmark: Moderate Growth Composite | | 6.39% | 8.93% | 5.16% | 7.87% | 5.69% | 6.50% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 4.04% | 3.93% | 3.69% | 4.82% | 4.84% | 5.36% |
| Blended Index Benchmark: Conservative Growth Composite | | 4.11% | 4.17% | 3.93% | 5.09% | 5.05% | 5.59% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| Ages 19 and older | 09/09/2016 | | | | | | |
| Vanguard Money Market Option | | 0.20% | N/A | N/A | N/A | N/A | N/A |
| Money Market Funds Average | | 0.10% | N/A | N/A | N/A | N/A | N/A |
| READY-MADE RISK-BASED PORTFOLIOS | | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | 05/25/2004 | 11.19% | 18.72% | 7.06% | 13.07% | 5.94% | 7.88% |
| Blended Index Benchmark: Aggressive Growth Composite | | 11.05% | 18.95% | 7.30% | 13.33% | 6.10% | 8.04% |
| Vanguard Growth Index Portfolio | 05/25/2004 | 8.79% | 13.64% | 6.07% | 10.37% | 6.08% | 7.16% |
| Blended Index Benchmark: Growth Composite | | 8.70% | 13.85% | 6.28% | 10.62% | 6.16% | 7.28% |
| Vanguard Moderate Growth Index Portfolio | 05/25/2004 | 6.42% | 8.70% | 4.95% | 7.64% | 5.57% | 6.34% |
| Blended Index Benchmark: Moderate Growth Composite | | 6.39% | 8.93% | 5.16% | 7.87% | 5.69% | 6.50% |
| Vanguard Conservative Growth Index Portfolio | 05/25/2004 | 4.04% | 3.93% | 3.69% | 4.82% | 4.84% | 5.36% |
| Blended Index Benchmark: Conservative Growth Composite | | 4.11% | 4.17% | 3.93% | 5.09% | 5.05% | 5.59% |
| Vanguard Income Portfolio | 05/25/2004 | 0.98% | -0.26% | 1.33% | 1.03% | 3.26% | 3.35% |
| Blended Index Benchmark: Income Composite | | 1.02% | -0.15% | 1.46% | 1.22% | 3.46% | 3.52% |
| INDIVIDUAL INVESTMENT OPTIONS | | | | | | | |
| International Equity Options (Stocks) | | | | | | | |
| Dimensional Fund Advisors World Ex. U.S. Core Equity Portfolio | 06/19/2015 | 15.31% | 22.42% | N/A | N/A | N/A | 4.43% |
| Benchmark: MSCI All Country World ex USA Index (net div) | | 14.10% | 20.45% | N/A | N/A | N/A | 3.09% |
| Vanguard Total International Stock Index Option | 06/19/2015 | 14.64% | 19.89% | N/A | N/A | N/A | 3.53% |
| Benchmark: FTSE Global All Cap ex US Index | | 14.06% | 20.41% | N/A | N/A | N/A | 3.55% |
| U.S. EQUITY OPTIONS (STOCKS) | | | | | | | |
| Vanguard Strategic Equity Option | 11/01/2013 | 4.65% | 22.22% | 7.98% | N/A | N/A | 10.95% |
| Benchmark: Spliced Small and Mid Cap Index | | 7.07% | 18.46% | 7.66% | N/A | N/A | 9.89% |
| Vanguard Extended Market Index Option | 05/25/2004 | 7.28% | 21.47% | 6.76% | 14.16% | 7.54% | 9.58% |
| Benchmark: Spliced Extended Market Index | | 7.33% | 21.49% | 6.80% | 14.24% | 7.61% | 9.67% |
| Vanguard Morgan Growth Option | 08/01/2008 | 14.92% | 20.62% | 10.35% | 14.58% | N/A | 9.73% |
| Benchmark: Russell 3000 Growth Index | | 13.69% | 20.72% | 10.83% | 15.20% | N/A | 11.05% |
| Vanguard Windsor II Option | 08/01/2008 | 7.77% | 18.48% | 6.82% | 12.82% | N/A | 8.81% |
| Benchmark: Russell 1000 Value Index | | 4.66% | 15.53% | 7.36% | 13.94% | N/A | 8.85% |
| Vanguard 500 Index Option | 05/25/2004 | 9.25% | 17.70% | 9.41% | 14.42% | 7.03% | 8.18% |
| Benchmark: S & P 500 Index | | 9.34% | 17.90% | 9.61% | 14.63% | 7.18% | 8.36% |
| BALANCED OPTION (MIX OF STOCKS and BONDS) | | | | | | | |
| Vanguard Wellington Option | 02/17/2009 | 6.11% | 12.15% | 6.66% | 10.26% | N/A | 12.21% |
| Benchmark: Wellington Composite Index | | 7.12% | 11.57% | 7.50% | 10.64% | N/A | 13.08% |
| FIXED INCOME OPTIONS (BONDS) | | | | | | | |
| Vanguard Corporate High Yield Option | 06/19/2015 | 4.77% | 10.12% | N/A | N/A | N/A | 5.79% |
| Benchmark: BloomBarc U.S. Corporate High-Yield Bond Index | | 4.33% | 10.32% | N/A | N/A | N/A | 5.65% |
| Dimensional Fund Advisor U.S. Investment Grade Portfolio | 06/19/2015 | 2.43% | -0.66% | N/A | N/A | N/A | 2.58% |
| Benchmark: BloomBarc Capital U.S. Aggregate Bond Index | | 2.27% | -0.31% | N/A | N/A | N/A | 2.61% |
| Vanguard Total Bond Market Index Option | 06/19/2015 | 2.33% | -0.57% | N/A | N/A | N/A | 2.53% |
| Benchmark: BloomBarc Capital U.S. Aggregate Float Adjusted Index | | 2.35% | -0.33% | N/A | N/A | N/A | 2.66% |
| Vanguard Short-Term Inflation-Protected Bond Index Option | 06/19/2015 | 0.10% | 0.10% | N/A | N/A | N/A | 0.74% |
| Benchmark: BloomBarc U.S. Treasury Inflation-Protected (Tips) 0-5 Year Index | | 0.19% | 0.32% | N/A | N/A | N/A | 0.97% |
| CAPITAL PRESERVATION OPTION (CASH) | | | | | | | |
| Vanguard Money Market Option | 09/09/2016 | 0.20% | N/A | N/A | N/A | N/A | N/A |
| Benchmark: U.S. Government Money Market Funds Average | | 0.10% | N/A | N/A | N/A | N/A | N/A |
| BANKING OPTIONS (CASH) (FDIC-Insured To Certain Limits) | | | | | | | |
| Fifth Third 529 Savings Account | 09/01/05 | Current APY (1) | | | | | |
| Balances $0 - $4,999 | | 0.10% | | | | | |
| Balances $5,000 - $9,999 | | 0.15% | | | | | |
| Balances $10,000 - $24,999 | | 0.20% | | | | | |
| Balances $25,000 - $49,999 | | 0.25% | | | | | |
| Balances $50,000 - $99,999 | | 0.25% | | | | | |
| Balances $100,000 and over | | 0.25% | | | | | |
| Fifth Third 529 Certificate of Deposit (CD) | 09/01/05 | Current APY (2) | | | | | |
| 3-5 month CD | | 0.25% | | | | | |
| 6-11 month CD | | 0.30% | | | | | |
| 12-23 month CD (1 to 2 years) | | 0.50% | | | | | |
| 24-35 month CD (2 to 3 years) | | 1.00% | | | | | |
| 36-47 month CD (3 to 4 years) | | 1.25% | | | | | |
| 48-59 month CD (4 to 5 years) | | 1.50% | | | | | |
| 60-83 month CD (5 to 7 years) | | 2.00% | | | | | |
| 84-119 month CD (7 to 10 years) | | 2.00% | | | | | |
| 120-144 month CD (10 to 12 years) | | 2.00% | | | | | |