Vanguard 62.5% Stock/37.5% Bond Portfolio

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Unit Price as of close 04/24/2026: $19.74

Investment Objective

Recent Unit Price

Last 90 Days

Recent Performance as of 04/24/2026

Last Month Last Quarter Year to Date
-4.79% -1.16% -1.16%

Avg. Annualized Performance as of 03/31/2026

1 Year 3 Year 5 Year 10 Year
14.89% 11.72% 5.99% N/A

Portfolio Composition

icon-portfolio-comp
37.50% Vanguard Institutional Total Stock Market Index Fund
26.25% Vanguard Total Bond Market II Index Fund
25.00% Vanguard Total International Stock Index Fund
11.25% Vanguard Total International Bond Index Fund

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Unit Price as of close 04/24/2026: $19.74

Fees and Expenses

Portfolio Expenses Administrative Fees
0.055% 0.25%
Administrative Fee (“Program Administrator Fee”) of no more than 0.25% annually.

Risk Potential

1
2
3
4
5

Less Risk
Less Reward

More Risk
More Reward

Bond Style

Treasury/
Agency
Quality
Investment-Grade
Corporate
Below Investment-
Grade
Short
Medium
Long

Stock Style

Large
Market Capitalization
Medium
Small
Growth
Blend
Value