| Investment Options | Inception Date | YTD
Performance
as of 8/31/2017 | 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 | 12.25% | 13.22% | 6.27% | 11.00% | N/A | 14.56% |
| Blended Index Benchmark | | 11.61% | 12.73% | 5.90% | 10.91% | N/A | 14.50% |
| Ages 6 to 9 | 02/17/2009 | 10.22% | 10.54% | 5.71% | 10.29% | N/A | 13.77% |
| Blended Index Benchmark | | 9.68% | 10.18% | 5.22% | 10.11% | N/A | 13.79% |
| Ages 10 to 12 | 02/17/2009 | 8.93% | 8.82% | 5.30% | 9.43% | N/A | 12.67% |
| Blended Index Benchmark | | 8.40% | 8.41% | 4.83% | 9.22% | N/A | 12.92% |
| Ages 13 to 16 | 02/17/2009 | 6.23% | 5.77% | 3.66% | 5.99% | N/A | 8.86% |
| Blended Index Benchmark | | 5.84% | 5.53% | 3.41% | 5.87% | N/A | 9.75% |
| Ages 17 and older | 02/17/2009 | 2.79% | 2.09% | 1.79% | 2.30% | N/A | 3.69% |
| Blended Index Benchmark | | 2.61% | 2.07% | 1.79% | 2.33% | N/A | 4.36% |
| Vanguard Aggressive Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | | 14.32% | 16.77% | 7.58% | 12.92% | 6.46% | 8.01% |
| Blended Index Benchmark: Aggressive Growth Composite | | 14.22% | 16.92% | 7.84% | 13.16% | 6.63% | 8.16% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | 11.43% | 12.42% | 6.48% | 10.24% | 6.40% | 7.26% |
| Blended Index Benchmark: Growth Composite | | 11.39% | 12.59% | 6.71% | 10.48% | 6.49% | 7.38% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 8.61% | 8.15% | 5.27% | 7.54% | 5.78% | 6.42% |
| Blended Index Benchmark: Moderate Growth Composite | | 8.60% | 8.37% | 5.49% | 7.77% | 5.91% | 6.58% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 5.72% | 4.03% | 3.89% | 4.75% | 4.94% | 5.42% |
| Blended Index Benchmark: Conservative Growth Composite | | 5.86% | 4.26% | 4.16% | 5.02% | 5.15% | 5.65% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| Vanguard Moderate Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Growth Index Portfolio | | 11.43% | 12.42% | 6.48% | 10.24% | 6.40% | 7.26% |
| Blended Index Benchmark: Growth Composite | | 11.39% | 12.59% | 6.71% | 10.48% | 6.49% | 7.38% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 8.61% | 8.15% | 5.27% | 7.54% | 5.78% | 6.42% |
| Blended Index Benchmark: Moderate Growth Composite | | 8.60% | 8.37% | 5.49% | 7.77% | 5.91% | 6.58% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 5.72% | 4.03% | 3.89% | 4.75% | 4.94% | 5.42% |
| Blended Index Benchmark: Conservative Growth Composite | | 5.86% | 4.26% | 4.16% | 5.02% | 5.15% | 5.65% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| Ages 19 and older | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| Vanguard Conservative Age-Based Portfolio | | | | | | | |
| Newborn through age 5 | 05/25/2004 | | | | | | |
| Vanguard Moderate Growth Index Portfolio | | 8.61% | 8.15% | 5.27% | 7.54% | 5.78% | 6.42% |
| Blended Index Benchmark: Moderate Growth Composite | | 8.60% | 8.37% | 5.49% | 7.77% | 5.91% | 6.58% |
| Ages 6 to 10 | 05/25/2004 | | | | | | |
| Vanguard Conservative Growth Index Portfolio | | 5.72% | 4.03% | 3.89% | 4.75% | 4.94% | 5.42% |
| Blended Index Benchmark: Conservative Growth Composite | | 5.86% | 4.26% | 4.16% | 5.02% | 5.15% | 5.65% |
| Ages 11 to 15 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| Ages 16 to 18 | 05/25/2004 | | | | | | |
| Vanguard Income Portfolio | | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| Ages 19 and older | 09/09/2016 | | | | | | |
| Vanguard Money Market Option | | 0.30% | N/A | N/A | N/A | N/A | N/A |
| Money Market Funds Average | | 0.17% | N/A | N/A | N/A | N/A | N/A |
| READY-MADE RISK-BASED PORTFOLIOS | | | | | | | |
| Vanguard Aggressive Growth Index Portfolio | 05/25/2004 | 14.32% | 16.77% | 7.58% | 12.92% | 6.46% | 8.01% |
| Blended Index Benchmark: Aggressive Growth Composite | | 14.22% | 16.92% | 7.84% | 13.16% | 6.63% | 8.16% |
| Vanguard Growth Index Portfolio | 05/25/2004 | 11.43% | 12.42% | 6.48% | 10.24% | 6.40% | 7.26% |
| Blended Index Benchmark: Growth Composite | | 11.39% | 12.59% | 6.71% | 10.48% | 6.49% | 7.38% |
| Vanguard Moderate Growth Index Portfolio | 05/25/2004 | 8.61% | 8.15% | 5.27% | 7.54% | 5.78% | 6.42% |
| Blended Index Benchmark: Moderate Growth Composite | | 8.60% | 8.37% | 5.49% | 7.77% | 5.91% | 6.58% |
| Vanguard Conservative Growth Index Portfolio | 05/25/2004 | 5.72% | 4.03% | 3.89% | 4.75% | 4.94% | 5.42% |
| Blended Index Benchmark: Conservative Growth Composite | | 5.86% | 4.26% | 4.16% | 5.02% | 5.15% | 5.65% |
| Vanguard Income Portfolio | 05/25/2004 | 1.84% | 0.32% | 1.41% | 0.97% | 3.13% | 3.37% |
| Blended Index Benchmark: Income Composite | | 1.88% | 0.41% | 1.55% | 1.16% | 3.34% | 3.54% |
| INDIVIDUAL INVESTMENT OPTIONS | | | | | | | |
| International Equity Options (Stocks) | | | | | | | |
| Dimensional Fund Advisors World Ex. U.S. Core Equity Portfolio | 06/19/2015 | 20.91% | 21.04% | N/A | N/A | N/A | 6.35% |
| Benchmark: MSCI All Country World ex USA Index (net div) | | 18.92% | 18.88% | N/A | N/A | N/A | 4.80% |
| Vanguard Total International Stock Index Option | 06/19/2015 | 19.34% | 18.70% | N/A | N/A | N/A | 5.16% |
| Benchmark: FTSE Global All Cap ex US Index | | 18.71% | 18.73% | N/A | N/A | N/A | 5.17% |
| U.S. EQUITY OPTIONS (STOCKS) | | | | | | | |
| Vanguard Strategic Equity Option | 11/01/2013 | 3.72% | 14.08% | 7.08% | N/A | N/A | 10.19% |
| Benchmark: Spliced Small and Mid Cap Index | | 7.87% | 13.39% | 7.63% | N/A | N/A | 9.64% |
| Vanguard Extended Market Index Option | 05/25/2004 | 7.99% | 15.02% | 6.88% | 13.64% | 8.01% | 9.51% |
| Benchmark: Spliced Extended Market Index | | 8.08% | 15.12% | 6.94% | 13.72% | 8.08% | 9.60% |
| Vanguard Morgan Growth Option | 08/01/2008 | 20.85% | 21.53% | 11.07% | 14.92% | N/A | 10.15% |
| Benchmark: Russell 3000 Growth Index | | 18.51% | 20.47% | 11.39% | 15.27% | N/A | 11.34% |
| Vanguard Windsor II Option | 08/01/2008 | 6.91% | 12.21% | 6.03% | 11.93% | N/A | 8.54% |
| Benchmark: Russell 1000 Value Index | | 4.81% | 11.58% | 6.74% | 13.25% | N/A | 8.70% |
| Vanguard 500 Index Option | 05/25/2004 | 11.79% | 16.00% | 9.34% | 14.13% | 7.45% | 8.25% |
| Benchmark: S & P 500 Index | | 11.93% | 16.23% | 9.54% | 14.34% | 7.61% | 8.44% |
| BALANCED OPTION (MIX OF STOCKS and BONDS) | | | | | | | |
| Vanguard Wellington Option | 02/17/2009 | 7.49% | 10.72% | 6.61% | 9.97% | N/A | 12.12% |
| Benchmark: Wellington Composite Index | | 9.33% | 10.72% | 7.48% | 10.37% | N/A | 13.08% |
| FIXED INCOME OPTIONS (BONDS) | | | | | | | |
| Vanguard Corporate High Yield Option | 06/19/2015 | 6.07% | 7.48% | N/A | N/A | N/A | 5.92% |
| Benchmark: BloomBarc U.S. Corporate High-Yield Bond Index | | 5.46% | 6.97% | N/A | N/A | N/A | 5.73% |
| Dimensional Fund Advisor U.S. Investment Grade Portfolio | 06/19/2015 | 4.09% | 0.75% | N/A | N/A | N/A | 3.12% |
| Benchmark: BloomBarc Capital U.S. Aggregate Bond Index | | 3.64% | 0.49% | N/A | N/A | N/A | 3.02% |
| Vanguard Total Bond Market Index Option | 06/19/2015 | 3.60% | 0.09% | N/A | N/A | N/A | 2.90% |
| Benchmark: BloomBarc Capital U.S. Aggregate Float Adjusted Index | | 3.72% | 0.46% | N/A | N/A | N/A | 3.07% |
| Vanguard Short-Term Inflation-Protected Bond Index Option | 06/19/2015 | 0.69% | 1.09% | N/A | N/A | N/A | 0.95% |
| Benchmark: BloomBarc U.S. Treasury Inflation-Protected (Tips) 0-5 Year Index | | 0.76% | 1.26% | N/A | N/A | N/A | 1.16% |
| CAPITAL PRESERVATION OPTION (CASH) | | | | | | | |
| Vanguard Money Market Option | 09/09/2016 | 0.30% | N/A | N/A | N/A | N/A | N/A |
| Benchmark: U.S. Government Money Market Funds Average | | 0.17% | 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% | | | | | |