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City n/a Age / Years CollegeCounts Age / Santa Monica / a CollegeCounts Age / Plan Age / / Company Return Excess Return Excess Return CollegeCounts Target Fund / Wilshire Associates Incorporated. / Barclays / Case / S&P / Wilshire Consulting / Union Bank & Trust / Target Fund / / Country Venezuela / United States / North Korea / United Kingdom / China / Cyprus / / Currency USD / / IndustryTerm real estate activity / real estate markets / market real estate securities / oil prices / / MarketIndex S&P 500 / S&P GSCI Commodity Alerian MLP / Consumer Price / Dow Jones UBS Commodity / / Organization n/a CollegeCounts Target Fund / U.S. government / Bank of Japan / European Union / CollegeCounts Target Fund / US Treasury / Universal Barclays EM Local Currency Govt Univ / / Person RESI SM / S. RESI SM / Hugo Chávez / Govt Univ / / Position Manager Updates / Advisor / Fund Manager / / ProvinceOrState California / / Region Asia-Pacific / / Technology Information Technology / / URL www.wilshire.com / / SocialTag 
Union Bank & Trust: CollegeCounts Alabama’s 529 Fund Program Performance Review May 2013 Table of Contents