Upright Investments Trust Sample Contracts

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RECITALS:
Transfer Agent Agreement • September 16th, 1998 • Upright Investments Trust • Ohio
CUSTODY AGREEMENT
Custody Agreement • October 31st, 2024 • Upright Investments Trust

THIS CUSTODY AGREEMENT (“Agreement”), dated as of, is entered into by and between THE HUNTINGTON NATIONAL BANK, a national banking association organized under the laws of the United States (the “Custodian” or “Bank”), and Collaborative Investment Series Trust, a statutory trust formed under the laws of the State of Delaware (the “Company”).

CUSTODY AGREEMENT
Custody Agreement • January 12th, 2006 • Upright Investments Trust • Minnesota

This AGREEMENT, dated as of 3/30, 2004, by and between the Upright Investments Trust (the Trust ), a business trust organized under the laws of the State of Delaware, acting for and on behalf of Upright Growth Fund (the “Fund”), which is operated and maintained by the Trust for the benefit of the holders of shares of the fund(s), and U.S. BANK, N.A., (the "Custodian").

SUBSCRIPTION AGREEMENT
Subscription Agreement • September 16th, 1998 • Upright Investments Trust

For and in consideration of the mutual agreements herein contained David Y.S. Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from Upright Growth Fund (the "Fund"), a mutual fund series of the Upright Investment Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:

CUSTODY AGREEMENT
Custody Agreement • January 22nd, 2007 • Upright Investments Trust • Minnesota

This AGREEMENT, dated as of 3/30, 2004, by and between the Upright Investments Trust (the Trust ), a business trust organized under the laws of the State of Delaware, acting for and on behalf of Upright Growth Fund (the “Fund”), which is operated and maintained by the Trust for the benefit of the holders of shares of the fund(s), and U.S. BANK, N.A., (the "Custodian").

INVESTMENT ADVISORY AGREEMENT
Investment Advisory Agreement • October 31st, 2024 • Upright Investments Trust

This Investment Advisory and Management Agreement (“Agreement”), is made and entered into this 1st day of October, 2017 by and between Upright Investments Trust, a Delaware Series LLC Corporation (the “Fund”), and Upright Financial Corporation, a New Jersey company (the “Adviser”).

ACCOUNTING SERVICES AGREEMENT
Accounting Services Agreement • October 31st, 2024 • Upright Investments Trust

THIS AGREEMENT is made and entered into this 1st day of April, 2023, by and between the Upright Investments Trust (the "Trust"), a Deleware business trust having its principal place of business at 349 Ridgedale Avenue, East Hanover, NJ, 07936, and Mutual Shareholder Services, LLC, a Delaware Limited Liability Company ("MSS").

SUBSCRIPTION AGREEMENT
Subscription Agreement • October 31st, 2024 • Upright Investments Trust

For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Growth and Income Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:

SUBSCRIPTION AGREEMENT
Subscription Agreement • October 31st, 2024 • Upright Investments Trust

For and in consideration of the mutual agreements herein contained, Yow Shang David Chiueh, hereinafter referred to as "Subscriber" hereby agrees to purchase from the Upright Assets Allocation Plus Fund (the "Fund"), a mutual fund series of the Upright Investments Trust, and Fund agrees to sell to Subscriber 10,000 shares of capital stock of Fund, at the price of $10 per share, upon the following terms and conditions:

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