AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 14th day of April, 2020, by and among LSV Asset Management, a Delaware partnership located at 155 North Wacker Drive, Suite 4600, Chicago, IL 60606 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying the compensation due to the Sub-Adviser under Section 6(a) of this Agreement, Bridge Builder Trust on behalf of each fund listed on Schedule A hereto (each, a “Fund” and, collectively, the “Funds”), each a series of the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”).
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 3 (the “Amendment”) to the Investment Sub-Advisory Agreement dated as of August 14, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), FIAM LLC (f/k/a Pyramis Global Advisors, LLC) (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 14th day of November, 2019 and effective January 1, 2020 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 15th day of April, 2020, by and among T. Rowe Price Associates, Inc., a Maryland corporation located at 100 E. Pratt Street, Baltimore MD, 21202 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”), and, for the sole purpose of paying the compensation due to the Sub-Adviser under Section 6(a) of this Agreement, Bridge Builder Trust on behalf of each fund listed on Schedule A hereto (each, a “Fund” and, collectively, the “Funds”), each a series of the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”).
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 3 (the “Amendment”) to the Investment Sub-Advisory Agreement dated as of February 19, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Boston Partners Global Investors, Inc. (f/k/a Robeco Investment Management, Inc.) (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 14th day of November, 2019 and effective December 1, 2019 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 1 (the “Amendment”) to the Investment Sub-Advisory Agreement dated December 1, 2018, (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Diamond Hill Capital Management, Inc. (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A (the “Fund”), is entered into as of the 13th day of April, 2020, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of the Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 1 TO THE AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 1 (the “Amendment”) to the Amended and Restated Operating Expenses Limitation Agreement, dated August 18, 2015 (the “Agreement”), by and between Bridge Builder Trust (the “Trust”), with respect to each of the funds listed on Schedule A of the Agreement (each a “Fund” and, collectively, the “Funds”), and the investment adviser of the Funds, Olive Street Investment Advisers, LLC (the “Adviser”), is entered into and effective as of February 26, 2020. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Agreement.
AMENDMENT NO. 4 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 4 (the “Amendment”) to the Investment Sub-Advisory Agreement dated as of June 12, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Loomis, Sayles & Company, L.P. (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into as of the 14th day of November, 2019 and effective December 1, 2019 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 5 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust
This Amendment No. 5 (the “Amendment”) to the Investment Sub-Advisory Agreement dated as of June 12, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Loomis, Sayles & Company, L.P. (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Amendment (each, a “Fund” and collectively, the “Funds”) is entered into and effective as of February 26, 2020 by and among the Adviser, the Sub-Adviser and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
FUND ACCOUNTING SERVICES ADDENDUM TO ADMINISTRATIVE AGENCY AGREEMENTAddendum to Administrative Agency Agreement • October 23rd, 2020 • Bridge Builder Trust
This Fund Accounting Services Addendum (this “Addendum”) is entered into as of November 20, 2019, by and between BROWN BROTHERS HARRIMAN & CO., a New York limited partnership (the “Administrator”), and BRIDGE BUILDER TRUST, a Delaware statutory trust (the “Fund”), on behalf of each Portfolio, and supplements the Administrative Agency Agreement dated as of April 25, 2019 (as amended, modified and/or supplemented from time to time, the “Administration Agreement”) between the Administrator and the Fund. All capitalized terms used herein without definition shall have the meanings given to them in the Administration Agreement.
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust • Delaware
This Amendment No. 3 to the Investment Sub-Advisory Agreement dated as of February 19, 2015, by and between the Olive Street Investment Advisers, LLC (the “Adviser”) and Artisan Partners Limited Partnership (the “Sub-adviser”) (the “Agreement”) is entered into as of the 8th day of June, 2020 by and among the Adviser, the Sub-Adviser and the Bridge Builder Trust, on behalf of each Fund indicated on Schedule A to this Amendment (each, a “Fund” and, collectively, the “Funds”). All capitalized terms used, but not defined, herein shall have the meanings given to them in the Agreement, Amendment No. 1 to the Agreement dated June 9, 2017, and Amendment No. 2 to the Agreement, dated November 29, 2017.
