SUPPLEMENT DATED OCTOBER 2021 SUPERCEDING THE …

SUPPLEMENT DATED JUNE 2018 TO THE …

Please file this Supplement to the CollegeChoice 529 Direct Savings Plan Disclosure Booklet with your records. CSIND-05719 SUPPLEMENT DATED JUNE 2018 TO THE

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SUPPLEMENT DATED APRIL 2018 TO THE …

1 Please keep this supplement with your plan documents. SUPPLEMENT DATED OCTOBER 2017 TO THE MOST—MISSOURI’S 529 COLLEGE SAVINGS PLAN PROGRAM DESCRIPTION, PRIVACY POLICY, AND

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Account Information Change Form - …

1 CollegeInvest Direct Portfolio College Savings Plan Account Information Change Form DPAICF You can change your mailing address, phone number, e-mail address, successor account owner, or interested party information b y accessing

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CollegeChoice Advisor 529 Savings Plan …

2 DO NOT STAPLE CSINA_4229D 1017 — Page 2 of 4 3. ransfer T amount (Check and complete Section 3a, 3b or 3c.) A. Entire balance. CollegeChoice Advisor 529 Savings Plan (“CollegeChoice Advisor”) will change the Beneficiary on your

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CollegeBound 529 Broker/Dealer Change Request …

CSRIA_00778E 0416 — Page 1 of 2 1 O NOT STAPE CollegeBound 529 Broker/Dealer Change Request Form 1. This change applies to Acc All of your Accountsd List of Accounts attached Individual Account

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Authorization to Access 529 Plan Accounts

1 NY529AA Complete this form to designate a registered investment advisor or other financial consultant as your agent (“an Agent”) with limited authority

CollegeBound 529 Beneficiary Change Form

1 DO NOT STAPLE CSRIA_05088B 0318 — Page 1 of 8 CollegeBound 529 Beneficiary Change Form • Use this form if you are transferring to a different Beneficiary all or part of the

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MOST—Missouri’s 529 Savings Plan Additional Deposit Form

1 MOSTAPF Complete this form to make additional contributions to your account by check. If you want to make an additional contribution by direct rollover from another 529 plan, complete an Incoming Rollover Form, which is available

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New York’s 529 College Savings Program Direct Plan ...

1 New York’s 529 College Savings Program Direct Plan Additional Purchase Form NY529AP Complete this form to make additional contributions to your account by check.

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Free Application for Federal Student Aid (FAFSA): How It Works

Free Application for Federal Student Aid (FAFSA): How It Works ©2015 First National Bank of Omaha. What is FAFSA? The FAFSA (Free Application for Federal Student Aid) determines federal eligibility for needs-based financial aid including

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Health Savings Account Investment Options

Vanguard Total World Stock Index1 World Large Stock Admiral VTWAX 0.10% Voya Small Company Fund Small Blend Class R6 VYSEX 1.03% All data is accurate as …

  Total, Fund, Stocks, Admiral, Stock admiral

VanguardFTSE Social Index Fund - The Vanguard Group

VanguardFTSE Social Index Fund Domestic stock fund|Admiral™ Shares Fund facts Risk level Low High Total net assets Expense ratio as of 12/17/21 Ticker symbol Turnover rate Inception date Fund number 12345 $9,316 MM 0.14 % VFTAX 3.9 % 02/07/19 0513 Investment objective Vanguard FTSE Social Index Fund seeks to track

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Health Savings Account (HSA) Investment Fund List

Artisan Small Cap Fund Institutional Shares APHSX U.S. Small Growth Stocks 1.01% VIEW Vanguard Small Cap Index Admiral VSMAX U.S. Small Blend Stocks 0.05% VIEW Dodge & Cox International Stock Fund DODFX International Stocks 0.63% VIEW Thornburg International Value Fund Class I TGVIX International Stocks 0.91% VIEW

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Preliminary year-end distributions - Vanguard

1 Preliminary fund distributions | 2020 Vanguard fund Ticker 2020 declaration date/record date 2020 ex-dividend date 2020 payable date Total per-share capital gains estimate % of NAV Balanced Index Admiral™ VBIAX 12/28/20 12/29/20 12/30/20 $0.42 0.97% Balanced Index Institutional VBAIX 12/28/20 12/29/20 12/30/20 $0.42 0.97%

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VanguardBalanced Index Fund - Institutional home

VanguardBalanced Index Fund Balanced fund (stocks and bonds)|Admiral™ Shares Fund facts Risk level Low High Total net assets Expense ratio as of 04/29/21 Ticker symbol Turnover rate Inception date Fund number 12345 $47,564 MM 0.07 % VBIAX 19.7 % 11/13/00 0502 Investment objective Vanguard Balanced Index Fund seeks —with

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Vanguard® Small-Cap Index Fund - Admiral™ Shares

The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in

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Estimated year-end distributions

Vanguard fund Ticker 2021 declaration date/record date 2021 reinvest/ ex-dividend date 2021 payable date Estimated QDI Net income available 12/31/2021 Short-term Long-term Total % of NAV 500 Index Admiral ... European Stock Index Admiral VEUSX 12/16/21 12/17/21 12/20/21 92% $0.77 — — — 0.00% ...

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