| Investment Options | Inception Date | YTD
Performance
as of 3/31/2018 | 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 | -0.73% | 11.29% | 6.93% | 9.31% | N/A | 14.13% |
| Blended Index Benchmark | | -0.96% | 11.12% | 6.76% | 9.20% | N/A | 14.09% |
| Ages 6 to 9 | 02/17/2009 | -0.80% | 8.89% | 5.96% | 8.42% | N/A | 13.23% |
| Blended Index Benchmark | | -0.94% | 8.91% | 5.70% | 8.27% | N/A | 13.27% |
| Ages 10 to 12 | 02/17/2009 | -0.98% | 7.17% | 5.18% | 7.54% | N/A | 12.07% |
| Blended Index Benchmark | | -1.00% | 7.31% | 4.96% | 7.43% | N/A | 12.34% |
| Ages 13 to 16 | 02/17/2009 | -0.85% | 4.51% | 3.42% | 4.59% | N/A | 8.37% |
| Blended Index Benchmark | | -0.80% | 4.77% | 3.41% | 4.69% | N/A | 9.25% |
| Ages 17 and older | 02/17/2009 | -0.59% | 1.50% | 1.45% | 1.70% | N/A | 3.41% |
| Blended Index Benchmark | | -0.44% | 1.79% | 1.61% | 1.89% | N/A | 4.09% |
| Vanguard Aggressive Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | | -0.57% | 14.99% | 9.05% | 11.51% | 8.20% | 8.21% |
| Blended Index Benchmark: Aggressive Growth Composite | | -0.79% | 15.09% | 9.25% | 11.75% | 8.37% | 8.37% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | -0.60% | 11.57% | 7.24% | 9.16% | 7.38% | 7.35% |
| Blended Index Benchmark: Growth Composite | | -0.73% | 11.74% | 7.45% | 9.41% | 7.48% | 7.47% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | -0.63% | 8.31% | 5.39% | 6.78% | 6.29% | 6.40% |
| Blended Index Benchmark: Moderate Growth Composite | | -0.70% | 8.43% | 5.58% | 7.01% | 6.42% | 6.55% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | -0.73% | 4.88% | 3.37% | 4.28% | 4.95% | 5.28% |
| Blended Index Benchmark: Conservative Growth Composite | | -0.71% | 5.16% | 3.64% | 4.57% | 5.18% | 5.52% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| Vanguard Moderate Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | -0.60% | 11.57% | 7.24% | 9.16% | 7.38% | 7.35% |
| Blended Index Benchmark: Growth Composite | | -0.73% | 11.74% | 7.45% | 9.41% | 7.48% | 7.47% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | -0.63% | 8.31% | 5.39% | 6.78% | 6.29% | 6.40% |
| Blended Index Benchmark: Moderate Growth Composite | | -0.70% | 8.43% | 5.58% | 7.01% | 6.42% | 6.55% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | -0.73% | 4.88% | 3.37% | 4.28% | 4.95% | 5.28% |
| Blended Index Benchmark: Conservative Growth Composite | | -0.71% | 5.16% | 3.64% | 4.57% | 5.18% | 5.52% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| Vanguard Conservative Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | -0.63% | 8.31% | 5.39% | 6.78% | 6.29% | 6.40% |
| Blended Index Benchmark: Moderate Growth Composite | | -0.70% | 8.43% | 5.58% | 7.01% | 6.42% | 6.55% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | -0.73% | 4.88% | 3.37% | 4.28% | 4.95% | 5.28% |
| Blended Index Benchmark: Conservative Growth Composite | | -0.71% | 5.16% | 3.64% | 4.57% | 5.18% | 5.52% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| Ages 19 and older | 09/09/2016 | | | | | | |
| Vanguard Money Market Option | | 0.30% | 0.80% | N/A | N/A | N/A | 0.64% |
| Blended Index Benchmark: Money Market Funds Average | | 0.2% | N/A | N/A | N/A | N/A | N/A |
| READY-MADE RISK-BASED PORTFOLIOS | | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | 05/25/2004 | -0.57% | 14.99% | 9.05% | 11.51% | 8.20% | 8.21% |
| Blended Index Benchmark: Aggressive Growth Composite | | -0.79% | 15.09% | 9.25% | 11.75% | 8.37% | 8.37% |
| Vanguard Growth Index Portfolio | 05/25/2004 | -0.60% | 11.57% | 7.24% | 9.16% | 7.38% | 7.35% |
| Blended Index Benchmark: Growth Composite | | -0.73% | 11.74% | 7.45% | 9.41% | 7.48% | 7.47% |
| Vanguard Moderate Growth Index Portfolio | 05/25/2004 | -0.63% | 8.31% | 5.39% | 6.78% | 6.29% | 6.40% |
| Blended Index Benchmark: Moderate Growth Composite | | -0.70% | 8.43% | 5.58% | 7.01% | 6.42% | 6.55% |
| Vanguard Conservative Growth Index Portfolio | 05/25/2004 | -0.73% | 4.88% | 3.37% | 4.28% | 4.95% | 5.28% |
| Blended Index Benchmark: Conservative Growth Composite | | -0.71% | 5.16% | 3.64% | 4.57% | 5.18% | 5.52% |
| Vanguard Income Portfolio | 05/25/2004 | -0.26% | 1.31% | 1.05% | 0.90% | 2.46% | 3.22% |
| Blended Index Benchmark: Income Composite | | -0.2% | 1.42% | 1.19% | 1.09% | 2.69% | 3.39% |
| INDIVIDUAL INVESTMENT OPTIONS | | | | | | | |
| International Equity Options (Stocks) | | | | | | | |
| Dimensional Fund Advisors World Ex. U.S. Core Equity Portfolio | 06/19/2015 | -0.32% | 18.78% | N/A | N/A | N/A | 7.63% |
| Benchmark: MSCI All Country World ex USA Index (net div) | | N/A | N/A | N/A | N/A | N/A | 5.81% |
| Vanguard Total International Stock Index Option | 06/19/2015 | -0.50% | 16.96% | N/A | N/A | N/A | 6.33% |
| Benchmark: FTSE Global All Cap ex US Index | | -1.14% | 16.73% | N/A | N/A | N/A | 6.31% |
| U.S. EQUITY OPTIONS (STOCKS) | | | | | | | |
| Vanguard Strategic Equity Option | 11/01/2013 | 0.44% | 10.76% | 7.92% | N/A | N/A | 11.16% |
| Benchmark: Spliced Small and Mid Cap Index | | 0.03% | 12.91% | 8.59% | N/A | N/A | 10.59% |
| Vanguard Extended Market Index Option | 05/25/2004 | 0.14% | 12.97% | 7.91% | 11.69% | 10.23% | 9.80% |
| Benchmark: Spliced Extended Market Index | | 0.12% | 13.09% | 7.97% | 11.77% | 10.29% | 9.89% |
| Vanguard Morgan Growth Option | 08/01/2008 | 3.06% | 22.39% | 12.11% | 15.06% | N/A | 10.66% |
| Benchmark: Russell 3000 Growth Index | | 1.48% | 21.06% | 12.57% | 15.32% | N/A | 11.83% |
| Vanguard Windsor II Option | 08/01/2008 | -2.96% | 8.10% | 7.48% | 10.27% | N/A | 8.65% |
| Benchmark: Russell 1000 Value Index | | -2.83% | 6.95% | 7.88% | 10.78% | N/A | 8.74% |
| Vanguard 500 Index Option | 05/25/2004 | -0.80% | 13.81% | 10.58% | 13.10% | 9.34% | 8.49% |
| Benchmark: S & P 500 Index | | -0.76% | 13.99% | 10.78% | 13.31% | 9.49% | 8.67% |
| BALANCED OPTION (MIX OF STOCKS and BONDS) | | | | | | | |
| Vanguard Wellington Option | 02/17/2009 | -1.91% | 8.73% | 7.33% | 8.84% | N/A | 11.86% |
| Benchmark: Wellington Composite Index | | -1.17% | 9.72% | 7.69% | 9.53% | N/A | 12.75% |
| FIXED INCOME OPTIONS (BONDS) | | | | | | | |
| Vanguard Corporate High Yield Option | 06/19/2015 | -1.49% | 3.11% | N/A | N/A | N/A | 4.39% |
| Benchmark: BloomBarc U.S. Corporate High-Yield Bond Index | | -1.06% | 3.24% | N/A | N/A | N/A | 4.51% |
| Dimensional Fund Advisor U.S. Investment Grade Portfolio | 06/19/2015 | -1.79% | 0.39% | N/A | N/A | N/A | 1.49% |
| Benchmark: BloomBarc Capital U.S. Aggregate Bond Index | | -1.46% | 1.20% | N/A | N/A | N/A | 1.81% |
| Vanguard Total Bond Market Index Option | 06/19/2015 | -1.60% | 0.87% | N/A | N/A | N/A | 1.67% |
| Benchmark: BloomBarc Capital U.S. Aggregate Float Adjusted Index | | -1.48% | 1.24% | N/A | N/A | N/A | 1.84% |
| Vanguard Short-Term Inflation-Protected Bond Index Option | 06/19/2015 | 0.20% | 0.20% | N/A | N/A | N/A | 0.82% |
| Benchmark: BloomBarc U.S. Treasury Inflation-Protected (Tips) 0-5 Year Index | | 0.21% | 0.39% | N/A | N/A | N/A | 1.03% |
| CAPITAL PRESERVATION OPTION (CASH) | | | | | | | |
| Vanguard Money Market Option | 09/09/2016 | 0.30% | 0.80% | N/A | N/A | N/A | 0.64% |
| Benchmark: Money Market Funds Average | | 0.2% | 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 | | 1.50% | | | | | |
| 12-23 month CD (1 to 2 years) | | 1.70% | | | | | |
| 24-35 month CD (2 to 3 years) | | 2.00% | | | | | |
| 36-47 month CD (3 to 4 years) | | 2.00% | | | | | |
| 48-59 month CD (4 to 5 years) | | 2.00% | | | | | |
| 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% | | | | | |