Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors.

U.S. Equities 54%
International Equities 30%
Real Estate Equities 6%
Fixed Income 10%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 6%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 2%
Vanguard Short‐Term Bond Index Fund 2%
Real Estate
Vanguard Real Estate Index Fund 6%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 54%
International Equity
Vanguard Total International Stock Index Fund 30%

Portfolio Performance1

As of March 31, 2021

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 0-24.97%4.97%50.89%12.24%n/a12.35%0.30%9/28/16

Underlying Mutual Fund Performance3

As of 12/31/20

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VSMPX14.69%21.02%21.02%14.51%15.45%12.82%4/28/15
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VBTIX0.03%8.73%8.73%4.03%3.01%3.70%9/18/95
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.04%VTSPX1.29%4.99%4.99%3.44%2.78%1.40%10/17/12
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBITX0.29%4.71%4.71%3.64%2.72%1.62%9/27/11
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.08%VTSNX16.89%11.28%11.28%5.01%9.11%5.15%11/29/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Real Estate Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX9.24%-4.67%-4.67%4.98%5.67%8.71%12/2/03