529 Education Fund
Total Market Value
$1,092,203.00 DTD +0.7%
Total UR Gain/Loss
+$822,360.00 DTD +0.7%
Total Cash
$0.00 DTD +0.7%
As of6/8/2026
Group Summary
- Total Accounts
- 1
- Account Types
- 1 category
- Unrealized Gain/Loss
- +$822,360
- Largest holding
- 529 Age-Based Portfolio (529-AGG) — 100%
- Number of positions
- 1 positions
- Equity / fixed ratio
- 0% / 0%
- Cash
- $0
Asset Allocation
- Educational Assets100%
- 529-529-AGG529 Age-Based Portfolio$1,092,203+10266.71 +0.94%
Market Value
Account News
- Fed holds rates steadyCommittee signals one cut later this year12 min read • Reuters • 2/22/26
- Tech earnings beatMegacap results lift index futures12 min read • Bloomberg • 2/22/26
- Credit spreads tightenIG issuance heaviest since January12 min read • WSJ • 2/21/26
- Private markets updateSecondaries pricing improves in Q112 min read • PitchBook • 2/20/26
- Contribution — 529-AGG529 Education Fund+$15,00001/19/2026
- Buy — 529-AGG529 Education Fund−$269,84301/15/2019