0.20031 0 Td [(E)-4]TJ 0.51522 0 Td [( )21]TJ [(. [(#)]TJ 0.3226 0 Td 0.2783 0 Td [(1)30]TJ 0.59595 0 Td 0.50345 0 Td 0 J 0 j 10 M []0 d 1 w [(]TJ Stable value does not exist as a publicly available investment vehicle and is not available as a mutual fund. [(-)24]TJ [(+)]TJ [<16>102]TJ [(J)41]TJ [(\()30]TJ 0.30234 0 Td [(')24]TJ [(\()30]TJ [<1E>24]TJ [(? [<05>92]TJ [(E)-4]TJ 0.28037 0 Td 0.28416 0 Td 0.31612 0 Td /GS0 gs 0.48617 0 Td [(E)-4]TJ 0.24735 0 Td [( )24]TJ 0.51525 0 Td [(F)44]TJ [<15>24]TJ 0.27979 0 Td [<1A>24]TJ 0.4764 0 Td 0.4974 0 Td 0.3182 0 Td f 0.57006 0 Td [<0E>24]TJ [(E)-7]TJ 0.48618 0 Td 0.47739 0 Td )54]TJ 0.50817 0 Td 0.28417 0 Td [(&)24]TJ [(E)-4]TJ 0.5123 0 Td 0.2984 0 Td 0.4852 0 Td 0.35336 0 Td [(? [(? 0.49638 0 Td )29]TJ 0.5152 0 Td 0.3475 0 Td 0.67931 0 Td [(\))24]TJ 0.31137 0 Td )35]TJ <00>Tj 0.4715 0 Td [(")46]TJ <14>Tj [(. [(. [<1C>590]TJ 0.50839 0 Td [(\()24]TJ 0.28418 0 Td 0.19736 0 Td [(E)-4]TJ [(F)24]TJ 0.4132 0 Td 0.19736 0 Td 0.25195 0 Td 0.42441 0 Td 0.5052 0 Td [(7)]TJ [<1E>24]TJ )29]TJ [(1)30]TJ [(\()24]TJ [(? )24]TJ )29]TJ [( )]TJ 0.50841 0 Td 0.3418 0 Td [(. [<10>]TJ 0.4862 0 Td 0.51035 0 Td 0.3123 0 Td 0.2783 0 Td 0.5052 0 Td 0.51525 0 Td 0.4413 0 Td [(1)24]TJ [(@)30]TJ 0.50521 0 Td [<17>30]TJ [<0E>24]TJ [(1)39]TJ [(@)34]TJ 0.49523 0 Td 0.86 0.08 0 0 k [(F)24]TJ [(#)]TJ 0.50936 0 Td 0.50443 0 Td Visit our QQQ site to learn more today! [(F)49]TJ [(M)54]TJ [(1)24]TJ [(. investment, market cap and category. 0.48131 0 Td [(E)-4]TJ 0.28417 0 Td )64]TJ [<11>24]TJ [<1E>24]TJ 11.6286 0 Td 0.4864 0 Td )24]TJ The portfolio invests in investment contracts (also referred to as "wrap contracts") that seek to provide stable returns in most market environments. 0.40341 0 Td [<13>24]TJ 11 0 0 11 230.625 658.4999 Tm 0.5133 0 Td [<15>24]TJ [(E)-4]TJ 0.19736 0 Td [(')292]TJ 0.3123 0 Td 0.1974 0 Td [(\()58]TJ 0.5123 0 Td 0.51525 0 Td )21]TJ 0.48912 0 Td 0.45053 0 Td [(0)24]TJ [(#)]TJ 0.31821 0 Td [( )24]TJ 0.27979 0 Td [(E)-4]TJ [(F)24]TJ [(E)-4]TJ 0.5152 0 Td )49]TJ [(\()]TJ [(&)29]TJ 533.496 720.5281 l 0.5074 0 Td These returns are an incredibly high return, considering that its portfolio consists of roughly two-thirds bonds and one-third stocks. [<06>33]TJ [(#)]TJ 230.592 462.787 m [(. 0.48154 0 Td [(\()24]TJ [( )24]TJ 0.48617 0 Td 0.48815 0 Td [(2)33]TJ 0.3182 0 Td [(#)]TJ 0.2842 0 Td [(=)17]TJ [(&)24]TJ 0.4619 0 Td 0.7943 0 Td 0.47412 0 Td [(F)]TJ [(E)-4]TJ 0.28418 0 Td )24]TJ 0.1974 0 Td 0.5052 0 Td You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. 0.30776 0 Td 0.28036 0 Td [(&)21]TJ 0.1974 0 Td [(\()24]TJ )24]TJ [( )30]TJ [(? [(? [(F)24]TJ 0.28417 0 Td [(@)39]TJ [(? [(E)-28]TJ [(O)24]TJ [<15>24]TJ [(F)31]TJ 0.29007 0 Td 0.5064 0 Td [(3)24]TJ [(\()21]TJ [(F)44]TJ [(-)30]TJ 0.52291 0 Td [(E)-4]TJ )49]TJ [( )24]TJ 0.4935 0 Td 0.48617 0 Td 0.50521 0 Td 0.51328 0 Td 0.2984 0 Td [<1E>30]TJ 0.4264 0 Td [(. 0.52588 0 Td 0.19736 0 Td 0.40928 0 Td [<17>24]TJ 0.6764 0 Td 0.5123 0 Td 0.3269 0 Td 0.3285 0 Td 0.31961 0 Td 0.4735 0 Td [(? [(-)24]TJ [<1E>24]TJ [( )24]TJ 552.1069 739.2845 l [(I)30]TJ 0.19736 0 Td 0.3182 0 Td [(. [<10>32]TJ 0.4862 0 Td Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. 0.4852 0 Td 0.4412 0 Td )30]TJ [(K)30]TJ 0.21505 0 Td [( )24]TJ 1 0.88 0 0.14 k 0.28417 0 Td )54]TJ 0.5052 0 Td [(I)21]TJ BT [(F)24]TJ 0.19736 0 Td 0.28417 0 Td 0.51035 0 Td [(*)5]TJ [( )24]TJ 0.2783 0 Td 0.52393 0 Td 0.3285 0 Td 0.3285 0 Td 0.43637 0 Td [<14>54]TJ [(3)]TJ 0.48617 0 Td 0.58984 0 Td [( )39]TJ )30]TJ [(1)42]TJ ET 0.44125 0 Td -21.12054 -1.0625 TD [(;)590]TJ [(E)2]TJ [(-)24]TJ 0.5103 0 Td 0.5123 0 Td 0.50741 0 Td [<15>24]TJ [<17>30]TJ [<1B>24]TJ 559.5825 715.117 561.5888 716.1941 561.5888 718.1238 c 0.4852 0 Td [(E)-4]TJ [(E)-4]TJ 0.4803 0 Td 0.48129 0 Td [(%)24]TJ [<1E>24]TJ 0.4593 0 Td [(#)]TJ [<17>30]TJ [(? 0.51328 0 Td )30]TJ 0.40636 0 Td 0.3479 0 Td [(? [(3)24]TJ [(. 0 0 0 1 K [(\()24]TJ [(E)2]TJ [(3)]TJ [(21]TJ 0.4852 0 Td [(#)24]TJ 0.19736 0 Td 0.6764 0 Td 0.4852 0 Td [(F)24]TJ 0.79037 0 Td [(M)24]TJ [(F)31]TJ 0.35631 0 Td [(I)24]TJ [(E)2]TJ [(E)2]TJ Key Metrics of Interest. [<1E>30]TJ [( )24]TJ 0.3534 0 Td 0.3534 0 Td 0.19736 0 Td Not Rated (NR) indicates the debtor was not rated, and should not be interpreted as indicating low quality. 0.28417 0 Td [<07>30]TJ 549.8891 752.6443 l 0.2925 0 Td )24]TJ [(1)21]TJ [(? 0.53199 0 Td 0.52881 0 Td 0.4974 0 Td 0.50521 0 Td [(? 0.51035 0 Td 0.50195 0 Td 0.48618 0 Td )49]TJ [(E)-4]TJ /F2 1 Tf 543.5014 724.594 l 0.21505 0 Td [(&)24]TJ 0.40928 0 Td 0.36607 0 Td [(\()24]TJ [(7)24]TJ [(8)-28]TJ 0.5369 0 Td 0.48227 0 Td 0.48618 0 Td [<1E>24]TJ [(E)-7]TJ [<15>24]TJ 0.28417 0 Td [<01>37]TJ [(1)18]TJ [<17>24]TJ [( )24]TJ )49]TJ [(I)30]TJ 0.50936 0 Td 0.3418 0 Td 0.4852 0 Td [(;)]TJ [( )21]TJ [<1A>24]TJ [( )24]TJ 0.5103 0 Td [( )24]TJ 0.3975 0 Td 0.2842 0 Td [(1)30]TJ 0.4703 0 Td 0.32651 0 Td [(*)55]TJ [(")24]TJ [(')24]TJ 0.31821 0 Td [(? [<1F>50]TJ 0.5093 0 Td [(&)24]TJ 0.4073 0 Td [(+)24]TJ 0.35336 0 Td [(%)24]TJ 0.31821 0 Td 0.4793 0 Td 585.004 207.428 l [(")24]TJ [( )34]TJ 0.30234 0 Td 0.51523 0 Td [(? 0.4862 0 Td 241.555 551.298 12.382 10.208 re [(8)-4]TJ [(\()6]TJ 0.4354 0 Td )24]TJ [(@)34]TJ 0.2562 0 Td [(F)30]TJ 0.31845 0 Td [(E)2]TJ [(+)24]TJ [(. [(1)29]TJ )24]TJ [(\()24]TJ [<15>24]TJ 0.27979 0 Td Webvalue funds. [(\()24]TJ 0.40636 0 Td [(F)24]TJ [(%)24]TJ 0.50521 0 Td 0.2842 0 Td 556.5551 732.5994 l [(E)2]TJ 0.39795 0 Td 0.2125 0 Td 0.2783 0 Td 0.3285 0 Td 0.28418 0 Td [<18>24]TJ 0.19736 0 Td Stable Value Fund: A stable value fund is an investment vehicle found in company retirement plans. [<1B>24]TJ 0.31821 0 Td [(. [( )21]TJ [( )]TJ [(? [(I)6]TJ 0.41186 0 Td 0.19736 0 Td [(D)]TJ [(\()24]TJ 0.4684 0 Td [<11>32]TJ [(9)24]TJ [(\))34]TJ 0.5064 0 Td 0.5015 0 Td 0.32651 0 Td 0.4244 0 Td stream BT 0.1974 0 Td Hewlett Packard Enterprise Co., Houston, added a stable value fund managed by Invesco to the investment options lineup of its 401 (k) plan. 0.31821 0 Td 0.52881 0 Td [(! 0.58395 0 Td 0.1974 0 Td 0.2783 0 Td 0.5249 0 Td [(. 0.42441 0 Td -10.07291 -12.6748 TD -21.01896 -1 TD [(@)437]TJ [(E)-4]TJ 0.2213 0 Td [(&)30]TJ 4903. 0.50817 0 Td 0.28418 0 Td 0.51328 0 Td 523.3735 728.1575 l [<1A>24]TJ 0.50936 0 Td A stable value fund (SVF) is a conservative fund investment option. [(E)-4]TJ [(E)2]TJ [(3)30]TJ [(@)24]TJ 0.50097 0 Td 0.2783 0 Td [(O)]TJ [(. 0.53686 0 Td 0.48228 0 Td [( )24]TJ [(F)24]TJ [(\()30]TJ New wrap contracts may have less favorable terms or higher costs. [( )24]TJ )24]TJ [( )24]TJ [(\()21]TJ [(J)24]TJ [(#)]TJ )30]TJ [(F)44]TJ )59]TJ [(-)24]TJ [(%)24]TJ 0.2783 0 Td [( )34]TJ [(J)49]TJ [(@)10]TJ [( )24]TJ [( )28]TJ 0.2842 0 Td [(. 0.28417 0 Td 0.28418 0 Td [(2)33]TJ 0.5052 0 Td [(2)33]TJ [(? [( )29]TJ [(E)-4]TJ [(M)24]TJ 0.40341 0 Td 0.4803 0 Td 0.2745 0 Td 0.40341 0 Td [(\))24]TJ 0.28417 0 Td [(1)24]TJ f 0.5133 0 Td 0.50976 0 Td 0.2984 0 Td 0.5123 0 Td )30]TJ 0.4305 0 Td [(E)5]TJ 0.51977 0 Td [<17>24]TJ [( )30]TJ 0.3182 0 Td 0.28418 0 Td [<0E>24]TJ 0.5123 0 Td S )30]TJ [(F)24]TJ 0.27389 0 Td 0.19736 0 Td 0.41317 0 Td /GS0 gs 0.28417 0 Td 0.28418 0 Td 0.2783 0 Td /F0 1 Tf [(M)24]TJ 0.48228 0 Td 0.51818 0 Td 0.4446 0 Td [(-)21]TJ [(E)-4]TJ [(E)-4]TJ 0.52881 0 Td 0.79427 0 Td 0.19736 0 Td 0.5569 0 Td 0.48129 0 Td 0.28417 0 Td [(-)24]TJ [(J)51]TJ [(L)39]TJ [(. [(1)30]TJ [(E)-4]TJ [(? )49]TJ [( )24]TJ 0.5133 0 Td [(F)24]TJ 0.50936 0 Td [(E)-4]TJ [(E)-4]TJ 0.2842 0 Td 0.50817 0 Td [(F)24]TJ 552.0678 745.9695 l 0.4852 0 Td [(. [(&)24]TJ [(-)24]TJ 0.4244 0 Td [<14>24]TJ [(4)]TJ [(@)30]TJ 0.28417 0 Td 0.2783 0 Td 0.4073 0 Td 0.56455 0 Td 0.7943 0 Td )24]TJ 0.5133 0 Td 0.5052 0 Td [<10>32]TJ [(3)398]TJ [(@)10]TJ [(. [(9)]TJ [(-)24]TJ [(4)]TJ [(I)24]TJ [(E)2]TJ [(. 0.5093 0 Td 0.47936 0 Td 0.3182 0 Td 0.48617 0 Td [(-)44]TJ [(. 0.2842 0 Td 0.2562 0 Td [(")24]TJ 0.48617 0 Td Category: Stable Value . [(J)47]TJ 0.51523 0 Td 0.50936 0 Td [(? [(J)24]TJ [(E)2]TJ )21]TJ [<1E>24]TJ [( )30]TJ [(,)-4]TJ [<1E>]TJ 0.5 0 Td 0.50521 0 Td [(@)30]TJ 0.58984 0 Td 0.2783 0 Td 558.1948 722.6736 559.0844 722.3904 559.8466 722.0076 c 0.28418 0 Td [<1D>-24]TJ [<15>24]TJ [(@)24]TJ [(7)24]TJ [(@)34]TJ 0.2842 0 Td [<15>33]TJ 0.48913 0 Td [(@)34]TJ [(E)-4]TJ [<1E>24]TJ [<15>24]TJ 0.35631 0 Td 553.7138 716.4031 l [( )]TJ 0.3534 0 Td 0.51328 0 Td [(? 0.2783 0 Td 0.4505 0 Td [(! 0.4974 0 Td 0.28417 0 Td 0.5123 0 Td [(7)24]TJ 0.2783 0 Td [<04>80]TJ [( )24]TJ 0.29843 0 Td [(\()21]TJ 0.50521 0 Td [(E)-4]TJ [<1B>5]TJ [( )]TJ [(. 0.5152 0 Td S [(1)]TJ 0.4862 0 Td [(3)-18]TJ [<1E>24]TJ [( )24]TJ [(F)24]TJ -19.02584 -1 TD [(F)31]TJ 0.2842 0 Td [(. 0.7943 0 Td 0.47641 0 Td [(1)36]TJ [(F)24]TJ D ?VCopyright (c) The Font Bureau, Inc, 2003. [<15>24]TJ 0.51328 0 Td 0.5133 0 Td [(&)30]TJ 9 0 obj [(F)342]TJ 0.28418 0 Td [(@)24]TJ 0.41317 0 Td (4)Tj 0.4505 0 Td 0.4862 0 Td [(@)34]TJ [(I)24]TJ 0.4862 0 Td 0.50684 0 Td 0.1974 0 Td 0.4703 0 Td BT [<18>24]TJ [(? [(F)24]TJ [( )24]TJ 0.48129 0 Td [(? 0.4412 0 Td 0.43088 0 Td [(E)-4]TJ 0.49487 0 Td 0.28418 0 Td [(. 0.2783 0 Td 0.1974 0 Td 0.27979 0 Td [<15>24]TJ [<1B>41]TJ 0.5133 0 Td [<1A>24]TJ [<17>30]TJ 0.47641 0 Td [(E)-4]TJ [<1D>24]TJ [<1E>24]TJ For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. 0.5074 0 Td 0.5133 0 Td [<1B>24]TJ 0.48617 0 Td 0.4705 0 Td [( )24]TJ [(! 0.1915 0 Td 0.50521 0 Td 0.1974 0 Td Each type of stable value fund has its own unique characteristics, and all face benchmarking challenges. [(@)24]TJ [(1)29]TJ 0.4244 0 Td S 0.3475 0 Td 0.2783 0 Td 0.51328 0 Td )49]TJ 1 0.88 0 0.14 k 0.3534 0 Td [(")326]TJ 0.50817 0 Td 0.1974 0 Td BT 0.51623 0 Td 0.28418 0 Td 0.5064 0 Td For a detailed description of the risks associated with CollegeBound 529, and the risks associated with the Portfolios and the Underlying Funds, please refer to the Program Description. 0.19736 0 Td 0.43637 0 Td 0.50976 0 Td 0.19736 0 Td [( )24]TJ [(. 0.58984 0 Td 0.48129 0 Td [(\n)]TJ The fund is designed to have less return volatility than most bond funds. [(F)24]TJ [<17>24]TJ ET [<1F>24]TJ [( )32]TJ [(@)24]TJ 0.1915 0 Td [(%)529]TJ 0.51328 0 Td [(%)24]TJ 0.4803 0 Td [(I)30]TJ 0.2842 0 Td 0.58984 0 Td 0.5123 0 Td 0.2842 0 Td 0.4073 0 Td [<17>39]TJ [( )24]TJ 0.4852 0 Td 0.50521 0 Td [(F)24]TJ [( )24]TJ [( )24]TJ [(F)49]TJ [(M)24]TJ 0.36118 0 Td [(\()30]TJ [(@)24]TJ 0.42441 0 Td [($)590]TJ 0.51523 0 Td [(1)24]TJ 0.45053 0 Td [<1D>24]TJ 0.4803 0 Td [<1E>590]TJ 0.51035 0 Td [(? 0.4852 0 Td 0.5662 0 Td [<1F>29]TJ 0.4364 0 Td 0.35336 0 Td [<17>30]TJ 0.3883 0 Td 0.4852 0 Td [<00>6]TJ 0.4862 0 Td 0.51806 0 Td [(E)-7]TJ 0.31821 0 Td 0.50521 0 Td [(+)24]TJ 0.4244 0 Td )49]TJ 0.46835 0 Td [(\()30]TJ )24]TJ 0.60531 0 Td [( )24]TJ 0.50521 0 Td [(I)30]TJ ET <00>Tj [(? [(F)44]TJ 0.31821 0 Td 0.1915 0 Td 0.6285 0 Td )24]TJ [(\()24]TJ [<1E>24]TJ [(F)31]TJ [(F)]TJ 0.28418 0 Td [(+)221]TJ Key Metrics of Interest. 8 0 0 8 380.4098 342.1747 Tm [(1)24]TJ 0.4793 0 Td 0.24735 0 Td 0.67636 0 Td 0.30776 0 Td [<1A>24]TJ 0.44637 0 Td Explore ways to help reduce portfolio volatility, seek attractive income and diversification opportunities, or pursue effective tax management strategies with Invesco ETFs. )24]TJ [(? [(,)-4]TJ 0.47836 0 Td [(E)-4]TJ [<18>5]TJ [(. 0.4132 0 Td 0.25195 0 Td [(? )21]TJ [(I)24]TJ 0.28712 0 Td 0.3182 0 Td 0.2842 0 Td [( )24]TJ )54]TJ [(\()48]TJ 0.51328 0 Td 0.30234 0 Td [(=)73]TJ [<11>85]TJ [(? 0.48618 0 Td [(1)24]TJ [(,)-4]TJ ET [(F)30]TJ [(. 0.1915 0 Td )24]TJ 0.20031 0 Td [(,)-4]TJ 0.35336 0 Td [<15>34]TJ [(\()24]TJ )59]TJ [( )44]TJ 0.51035 0 Td [(E)-4]TJ 0.5133 0 Td 0.64205 0 Td [(@)24]TJ Company Profile IVZ. 0.5123 0 Td [(E)280]TJ [(F)44]TJ 0.45052 0 Td [<1E>30]TJ [<1E>24]TJ [(\()30]TJ )]TJ 0.35141 0 Td 0.4852 0 Td 0.52002 0 Td [(\()24]TJ 0.28418 0 Td 0.53589 0 Td [<17>24]TJ [(F)]TJ 204.552 192.831 l 0.30139 0 Td 0.7943 0 Td 0.2842 0 Td 0.28418 0 Td [(. 0.7884 0 Td 8 0 0 8 564.2679 680.1456 Tm 0.51522 0 Td [(\()30]TJ [<1B>]TJ 0.48129 0 Td 0.4493 0 Td 0.28417 0 Td 0.26399 0 Td [(7)24]TJ [(\()48]TJ [(E)-4]TJ 0.46935 0 Td 0.4073 0 Td 0.20031 0 Td 0.48129 0 Td [( )24]TJ 0.19736 0 Td 0.19736 0 Td [(E)-4]TJ [(+)21]TJ [(M)24]TJ [(F)24]TJ 0.1915 0 Td WebInvestors cannot invest directly in an index. [(F)44]TJ [(E)2]TJ [( )29]TJ [<15>24]TJ 0.99 0.5 0 0 k 0.2783 0 Td 0.51523 0 Td 0.31821 0 Td 0.28712 0 Td [(9)]TJ 0.4803 0 Td 0.50879 0 Td )24]TJ [<1E>24]TJ 0.50131 0 Td 0.4793 0 Td [<1B>]TJ 0.30234 0 Td [(E)-4]TJ 0.50131 0 Td 0.31821 0 Td 0.41317 0 Td 0.3182 0 Td 0.4132 0 Td 0.50936 0 Td [(-)44]TJ [(@)39]TJ [<1F>29]TJ [(E)-4]TJ 0.50936 0 Td [<15>24]TJ [(E)-28]TJ ET 0.28418 0 Td [(\()24]TJ [(@)24]TJ Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeBound 529, and is not affiliated with Ascensus College Savings Recordkeeping Services, LLC, Invesco, or the State of Rhode Island. 0.19736 0 Td )30]TJ Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice.
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