Age-Based Socially Aware

(Beneficiary age 19+)

The Age-Based Socially Aware invests in the following mix of domestic and international equity, domestic and international fixed income, and/or cash equivalents allocated based on the current age of the Beneficiary. The Age-Based Investment Options adjust over time so that as the Beneficiary nears college age each Age-Based Investment Option’s allocation between domestic and international equity, domestic and international fixed income, and cash equivalents becomes more conservative relative to the allocation in earlier years.

Underlying Investments

iShares ESG U.S. Aggregate Bond ETF 26.50%
iShares ESG 1-5 year USD Corp Bd ETF 22.00%
Vanguard Short-Term Inflation-Protected Securities Index Fund 14.00%

Vanguard Short-Term Inflation-Protected Securities Index Fund’s Complete Fund Information
Goldman Sachs Financial Square℠ Government Money Market 529 11.50%

Goldman Sachs Financial Square℠ Government Money Market 529’s Complete Fund Information
Union Bank/Nelnet Bank Savings 11.50%
iShares ESG MSCI USA ETF 7.50%
iShares ESG Advanced Hi Yld Corp Bd ETF 2.50%
iShares ESG MSCI EAFE ETF 1.50%
VanEck Vectors JP Morgan EM LC Bd ETF 1.00%
Vanguard Total International Bond ETF 1.00%
iShares ESG Aware MSCI USA Small-Cap ETF 0.50%
iShares ESG MSCI EM ETF 0.50%

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