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Text Content

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 * Search
 * Contact Us
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 * Learn
    * 529 Basics
    * Bloomwell 529 Features
    * Tax Benefits
    * Cost of College

 * Invest
    * Investment Options
       * Age-Based Options
       * Static Options
       * Individual Funds
   
    * Prices & Performance

 * Manage
    * Your Contributions
    * Use of Funds
    * Out-of-State Fund Rollover
    * Friends & Family Gifting
    * Scholarships & Contests

 * Resources
    * Savings Calculator
    * FAQs
    * Forms
    * Plan News & Updates

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PRICES & PERFORMANCE

Daily Monthly Quarterly
 * All Funds
 * Age-Based
 * Static
 * Individual Fund

Daily Age-BasedAge-Based
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1CoreAge-Based Core
0-2$14.03-$0.15-1.06%35.69%0.18%Age-Based Core
3-5$13.63-$0.13-0.94%32.20%0.18%Age-Based Core
6-8$13.23-$0.11-0.82%28.70%0.18%Age-Based Core
9-10$12.85-$0.09-0.70%25.49%0.19%Age-Based Core
11-12$12.44-$0.08-0.64%21.96%0.19%Age-Based Core
13-14$12.03-$0.07-0.58%18.29%0.20%Age-Based Core
15-16$11.65-$0.05-0.43%15.00%0.21%Age-Based Core
17-18$11.26-$0.03-0.27%11.49%0.21%Age-Based Core
19+$10.82-$0.02-0.18%7.55%0.23%Socially AwareAge-Based Socially Aware
0-2$14.23-$0.14-0.97%37.09%0.32%Age-Based Socially Aware
3-5$13.79-$0.13-0.93%33.37%0.30%Age-Based Socially Aware
6-8$13.36-$0.10-0.74%29.71%0.29%Age-Based Socially Aware
9-10$12.95-$0.09-0.69%26.22%0.28%Age-Based Socially Aware
11-12$12.53-$0.08-0.63%22.60%0.28%Age-Based Socially Aware
13-14$12.12-$0.06-0.49%19.06%0.27%Age-Based Socially Aware
15-16$11.71-$0.05-0.43%15.37%0.26%Age-Based Socially Aware
17-18$11.28-$0.04-0.35%11.79%0.25%Age-Based Socially Aware
19+$10.83-$0.02-0.18%7.65%0.25%

Daily Age-BasedAge-Based
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1

Daily StaticStatic
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1CoreCore Aggressive
Static$13.17-$0.11-0.83%27.62%0.19%Core Growth
Static$12.60-$0.09-0.71%22.81%0.19%Core Moderate Growth
Static$11.92-$0.07-0.58%16.98%0.19%Core Moderate
Static$11.54-$0.05-0.43%13.69%0.20%Core Conservative
Static$11.08-$0.03-0.27%9.92%0.19%Socially AwareSocially Aware Aggressive
Static$13.27-$0.11-0.82%28.21%0.32%Socially Aware Growth
Static$12.65-$0.09-0.71%22.93%0.29%Socially Aware Moderate Growth
Static$11.97-$0.06-0.50%17.24%0.26%Socially Aware Moderate
Static$11.60-$0.04-0.34%14.06%0.25%Socially Aware Conservative
Static$11.10-$0.03-0.27%9.90%0.22%

Daily StaticStatic
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1

Daily IndividualIndividual
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1Money Market 529
PortfolioGoldman Sachs Financial Square℠ Government Money Market
5293$10.34$0.000.00%0.10%0.32%Fixed Income 529 PortfoliosVanguard Short-Term
Bond Index 529$11.67$0.000.00%3.27%0.18%Vanguard Short-Term Inflation-Protected
Securities Index 529$11.59$0.010.09%9.65%0.18%Vanguard Total Bond Market Index
529$12.49-$0.02-0.16%5.58%0.17%MetWest Total Return Bond
529$12.14-$0.01-0.08%7.53%0.52%DFA World ex-U.S. Government Fixed Income
529$11.90-$0.02-0.17%2.41%0.34%U.S. Equity 529 PortfoliosState Street S&P 500®
Index 529$39.60-$0.46-1.15%45.21%0.16%Vanguard Total Stock Market Index
529$42.29-$0.52-1.21%45.03%0.16%Vanguard Equity Income
529$30.55-$0.26-0.84%24.44%0.33%Vanguard Russell 1000 Value Index
529$29.25-$0.33-1.12%22.80%0.21%T.Rowe Price Large-Cap Growth
529$60.11-$1.04-1.70%63.39%0.70%Vanguard Extended Market Index
529$35.11-$0.59-1.65%41.57%0.18%Vanguard Russell 2000 Growth Index
529$13.90-$0.22-1.56%31.88%0.22%iShares Core S&P Small-Cap ETF
529$13.82-$0.19-1.36%32.38%0.20%Non-U.S. Equity 529 PortfoliosState Street MSCI®
ACWI ex USA Index 529$18.40-$0.30-1.60%13.65%0.23%Vanguard Emerging Markets
Stock Index 529$11.90-$0.20-1.65%11.74%0.24%Real Estate 529 PortfolioVanguard
Real Estate Index 529$30.54-$0.27-0.88%26.25%0.24%

Daily IndividualIndividual
as of December 20, 2021PriceChangeChangeYTDExpense Ratio1

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Enroll Today
 * Learn
    * 529 Basics
    * Bloomwell 529 Features
    * Tax Benefits
    * Cost of College

 * Invest
    * Investment Options
      * Age-Based Options
      * Static Options
      * Individual Funds
    * Prices & Performance

 * Manage
    * Your Contributions
    * Use of Funds
    * Out-of-State Fund Rollover
    * Friends & Family Gifting
    * Scholarships & Contests

 * Resources
    * Savings Calculator
    * FAQs
    * Forms
    * Plan News & Updates

 * Contact Us
 * Log In

1 Expense ratio information is the total annual underlying fund expenses for the
investment funds that make up each Investment Option. Expense ratios are as of
the most recent Program Disclosure Statement dated July 23, 2021 and also
include the 0.12% program management fee and the 0.02% state fee. back

2 Since Inception Returns for less than one year are not annualized. back

3 Although the money market fund in which an Investment Option may invest (the
underlying fund) seeks to preserve the value at $1.00 per share, it cannot
guarantee it will do so. Because the share price of the fund will fluctuate,
when the shares are sold they may be worth more or less than what was originally
paid for them. The fund may impose a fee upon sale of shares or may temporarily
suspend the ability to sell shares if the fund's liquidity falls below required
minimums because of market conditions or other factors. An investment in the
fund is not insured or guaranteed by the Federal Deposit Insurance Corporation
or any other government agency. The fund's sponsor has no legal obligation to
provide financial support to the fund, and you should not expect that the
sponsor will provide financial support to the fund at any time. back

The current Program Manager resumed managing the Plan 3pm CT December 4, 2020.
Share price and performance information prior to December 4, 2020 was provided
by the previous program manager as the true, accurate and complete program
records and has not been independently audited by the current Program Manager.

Past performance is not necessarily an indication of future performance.
Investment return and principal value will fluctuate, and you may have a gain or
loss when you sell your shares. Current performance may be lower or higher than
the performance data above. Performance information is current as of the most
recent timeframe referenced above and is net of the underlying fund expenses,
the 0.12% program management fee, and the 0.02% state fee.

For more information about the risks associated with each Investment Option and
Underlying Investments, read the Program Disclosure Statement and the fund
prospectus. The Investment Options’ risks are directly related to the risks of
the Underlying Investments.

An investor should consider the investment objectives, risks, and charges and
expenses associated with municipal fund securities before investing. This and
other important information is contained in the fund prospectuses and the
Bloomwell 529 Education Savings Plan Program Disclosure Statement (issuer’s
official statement), which can be obtained at Bloomwell529.com and should be
read carefully before investing. You can lose money by investing in an
Investment Option. Each of the Investment Options involves investment risks,
which are described in the Program Disclosure Statement.

An investor should consider, before investing, whether the investor’s or
beneficiary’s home state offers any state tax or other state benefits such as
financial aid, scholarship funds, and protection from creditors that are only
available for investments in such state’s 529 plan. Investors should consult
their tax advisor, attorney, and/or other advisor regarding their specific
legal, investment, or tax situation.

The Bloomwell 529 Education Savings Plan (the “Plan”) is sponsored by the State
of Nebraska, administered by the Nebraska State Treasurer, and the Nebraska
Investment Council provides investment oversight. Union Bank & Trust Company
serves as Program Manager for the Plan. The Plan offers a series of Investment
Options within the Nebraska Educational Savings Plan Trust (the “Trust”), which
offers other investment options not affiliated with the Plan. The Plan is
intended to operate as a qualified tuition program.

Neither the principal contributed to an account, nor earnings thereon, are
guaranteed or insured by the State of Nebraska, the Nebraska State Treasurer,
the Nebraska Investment Council, the Trust, the Plan, any other state, any
agency or instrumentality thereof, Union Bank & Trust Company, the FDIC, or any
other entity. Investment returns are not guaranteed. Account owners in the Plan
assume all investment risk, including the potential loss of principal.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

©2021 Bloomwell 529 Education Savings Plan
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 * Legal
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