THIRD AMENDMENT TO WISDOMTREE TRUST FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • July 27th, 2023 • GPS Funds I
This third amendment (the “Amendment”) to the WisdomTree Trust Fund of Funds Investment Agreement dated January 19, 2022 (the “Agreement”), by and between WisdomTree Trust (the “Trust”), on behalf of each of its current and future series, severally and not jointly (each, an “Acquired Fund”); and GPS FUNDS I and GPS FUNDS II, on behalf of each of its respective current and future series set forth on Appendix A of the Agreement, severally and not jointly (each, an “Acquiring Fund”), is entered into as of January 4, 2023 (the “Effective Date”).
SECOND AMENDMENT TO WISDOMTREE TRUST FUND OF FUNDS INVESTMENT AGREEMENTFunds Investment Agreement • July 27th, 2023 • GPS Funds I
This second amendment (the “Amendment”) to the WisdomTree Trust Fund of Funds Investment Agreement dated January 19, 2022 (the “Agreement”), by and between WisdomTree Trust (the “Trust”), on behalf of each of its current and future series, severally and not jointly (each, an “Acquired Fund”); and GPS FUNDS I, GPS FUNDS II, and SAVOS INVESTMENTS TRUST, on behalf of each of its respective current and future series set forth on Appendix A of the Agreement, severally and not jointly (each, an “Acquiring Fund”), is entered into as of October 4, 2022 (the “Effective Date”).
AMENDMENT TOFund of Funds Investment Agreement • July 27th, 2023 • GPS Funds I
This Amendment (“Amendment”) is made as of September 27, 2022, by and among GPS Funds I, GPS Funds II, and Savos Investments Trust, each a separate statutory trust organized under the laws of Delaware (each, an “Acquiring Management Company”), on behalf of their respective series identified on Schedule A, severally and not jointly (each, an “Acquiring Fund,” and collectively, the “Acquiring Funds”), and Schwab Strategic Trust, a statutory trust organized under the laws of the State of Delaware (the “Trust”), on behalf of its series identified on Schedule B, severally and not jointly (each, an “Acquired Fund” and, collectively, the “Acquired Funds”), as amended from time to time, and amends the Fund of Funds Investment Agreement between the parties, dated January 19, 2022 as amended thereafter (“Investment Agreement”). All capitalized terms used in the Amendment and not defined herein shall have the meaning ascribed to them in the Investment Agreement.
AMENDMENT NO.1 TOSub-Advisory Agreement • July 27th, 2023 • GPS Funds I
of April 1st, 2023, by and between AssetMark, Inc. a California corporation (the “Advisor”), and Goldman Sachs Asset Management, L.P., a Delaware limited partnership (the “Sub-Advisor”).
