Table 1: 529 State Benefit Summary

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Fund Spy September 2011

Table 1: 529 State Benefit Summary

State

Plan Name

Indiana Indiana Maine Vermont District of Columbia Iowa Iowa Oregon Idaho South Carolina South Carolina Montana Arkansas North Carolina Oregon West Virginia West Virginia Wisconsin Wisconsin Arkansas New York New York Nebraska Nebraska Nebraska Nebraska West Virginia Kansas Kansas Kansas Missouri

CollegeChoice 529 Direct Savings Plan CollegeChoice Advisor 529 Savings Plan NextGen College Investing Plan Vermont Higher Education Investment Plan DC College Savings Program College Savings Iowa 529 Plan Iowa Advisor 529 Plan MFS 529 Savings Plan IDeal - Idaho College Savings Program Future Scholar 529 (Direct) Future Scholar 529 (Advisor) MFESP Investment Plan GIFT College Investing Plan National College Savings Program Oregon College Savings Plan SMART529 Select College Savings Plan The Hartford SMART529 EdVest College Savings Plan Tomorrow's Scholar College Savings Plan iShares 529 Plan New York's 529 Program (Direct) New York's 529 Program (Advisor) NEST Advisor College Savings Plan NEST Direct College Savings Plan State Farm College Savings Plan TD Ameritrade 529 College Savings Plan SMART529 WV Direct College Savings Plan LearningQuest 529 Program (Advisor) LearningQuest 529 Program (Direct) Schwab 529 College Savings Plan MOST Missouri's 529 Plan

Total State Benefits on $5,000 in Annual Contributions USD

Portable Benefits to Other States' Plans USD

State Income Tax Rate for Couples earning $100,000 %

1,040.00 1,040.00

592.50 500.00 455.00 449.00 449.00 431.60 430.00 400.00 400.00 395.00 390.00 387.50 381.60 375.00 375.00 365.00 365.00 350.00 342.50 342.50 342.00 342.00 342.00 342.00 325.00 322.50 322.50 322.50 320.00

? ? 42.5 ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? 322.5 322.5 322.5 300

3.40 3.40 8.50 6.80 8.50 8.98 8.98 9.00 7.80 7.00 7.00 6.90 7.00 7.75 9.00 6.50 6.50 6.50 6.50 7.00 6.85 6.85 6.84 6.84 6.84 6.84 6.50 6.45 6.45 6.45 6.00

Data through August 31, 2011

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

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Fund Spy September 2011

Table 1: 529 State Benefit Summary (continued)

State

Plan Name

Missouri Louisiana New Mexico New Mexico Virginia Virginia Oklahoma Oklahoma Alabama Colorado Colorado Ohio Connecticut Connecticut Illinois Illinois Illinois Mississippi Mississippi Utah Georgia Maryland Ohio Michigan Michigan North Dakota Rhode Island Pennsylvania Arizona Arizona New Jersey

MOST 529 Advisor Plan The Louisiana START Saving For College Scholar'sEdge The Education Plan Virginia Education Savings Trust CollegeAmerica Oklahoma College Savings Plan OklahomaDream529 CollegeCounts 529 Fund CollegeInvest Direct Portfolio Scholars Choice College Savings Program BlackRock CollegeAdvantage 529 Plan CHET Advisor College Savings Plan Connecticut Higher Education Trust Bright Start Coll Savings (Advisor) Bright Start College Savings (Direct) Bright Directions Coll Savings Program Mississippi Affordable (Direct) Mississippi Affordable (Advisor) Utah Educational Savings Plan Path2College 529 Plan Maryland College Investment Plan CollegeAdvantage 529 Savings Plan MI 529 Advisor Michigan Education Savings Program College SAVE CollegeBoundfund Pennsylvania 529 Investment Plan Fidelity Arizona College Savings Plan InvestEd 529 Education Savings Plan Franklin Templeton 529 Coll Savings Plan

Total State Benefits on $5,000 in Annual Contributions USD

Portable Benefits to Other States' Plans USD

State Income Tax Rate for Couples earning $100,000 %

300.00 300.00 295.00 295.00 287.50 287.50 275.00 275.00 274.00 271.50 271.50 268.04 250.00 250.00 250.00 250.00 250.00 250.00 250.00 250.00 240.00 237.50 218.04 217.50 217.50 212.00 197.50 153.50 63.60 63.60 50.00

300 ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

153.5 63.6 63.6

?

6.00 6.00 4.90 4.90 5.75 5.75 5.50 5.50 5.00 4.63 4.63 5.45 5.00 5.00 5.00 5.00 5.00 5.00 5.00 5.00 6.00 4.75 5.45 4.35 4.35 3.44 4.75 3.07 4.24 4.24 5.53

Data through August 31, 2011

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

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Fund Spy September 2011

Table 1: 529 State Benefit Summary (continued)

State

Plan Name

Nevada South Dakota Nevada Nevada Alaska Alaska Alaska California California Delaware Florida Hawaii Kentucky Massachusetts Minnesota New Hampshire New Hampshire New Jersey Nevada Texas Texas

Upromise College Fund 529 Plan CollegeAccess 529 Putnam 529 for America USAA College Savings Plan T. Rowe Price College Savings Plan University of Alaska Coll Savings Plan John Hancock Freedom 529 ScholarShare College Savings Plan ScholarShare Advisor Coll Savings Plan Delaware College Investment Plan Florida College Investment Plan HI529 - Hawaii's College Savings Program Kentucky Education Savings Plan Trust U.Fund College Investing Plan Minnesota College Savings Plan UNIQUE College Investing Plan Fidelity Advisor 529 Plan NJBEST 529 College Savings Plan The Vanguard 529 College Savings Plan Lonestar 529 Plan Texas College Savings Plan

Total State Benefits on $5,000 in Annual Contributions USD

Portable Benefits to Other States' Plans USD

State Income Tax Rate for Couples earning $100,000 %

40.00 40.00 30.00 30.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

?

0.00

?

0.00

?

0.00

?

0.00

?

0.00

?

0.00

?

0.00

?

9.30

?

9.30

?

6.95

?

0.00

?

8.25

?

6.00

?

5.30

?

7.05

?

5.00

?

5.00

?

5.53

?

0.00

?

0.00

?

0.00

Data through August 31, 2011

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

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