Iowa Adviser 529 Plan - Advisor 529 Age 6-10 Option Fund (VWAMX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	n/a
YTD Return	2.07%
1-Year Return	12.54%
5-Year Return	n/a
52-Week Low	17.79
52-Week High	22.88
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About VWAMX

The IAdvisor 529 Plan Age 6-10 Option - Class C is an age-based investment portfolio designed to support education savings specifically for beneficiaries aged 6 to 10 years. It is part of the IAdvisor 529 Plan, a tax-advantaged program tailored for college and higher education funding, managed by Voya Investment Management. This option automatically adjusts its asset allocation over time, gradually shifting from higher-risk, growth-oriented investments to more conservative assets as the beneficiary approaches college age, helping to balance growth potential with capital preservation. The Age 6-10 Option - Class C features a diversified mix of U.S. and international stocks, bonds, and other asset classes. Its holdings commonly include large-cap equities, international equities, as well as intermediate and high-yield bonds, reflecting a moderate risk profile suitable for mid-stage education savers. Contributions are flexible and can be made by various family members, and earnings grow tax-deferred. Withdrawals for qualified educational expenses—such as tuition, fees, books, and room and board—are federally tax-free, and state tax benefits may also apply for Iowa residents. This option is an integral component of the broader IAdvisor 529 Plan, supporting families as they manage the evolving investment needs of beneficiaries through different stages of their educational journey.

• Ticker Symbol: VWAMX

Performance

VWAMX had a total return of 12.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.07%.