INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 2nd day of June, 2021, by and among American Century Investment Management, Inc., a Delaware corporation located at 4500 Main Street, Kansas City, MO 64111 (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 compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
SUB-SUB-INVESTMENT ADVISORY AGREEMENTSub-Sub-Investment Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
AGREEMENT dated October 27, 2021, between BlackRock Investment Management, LLC, a Delaware limited liability company (the “Sub-Advisor”), and BlackRock (Singapore) Limited, a company incorporated under the laws of Singapore (the “Sub-Sub-Advisor”).
AMENDMENT NO. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust
This Amendment No. 3 (the “Amendment”) to the Investment Sub-Advisory Agreement dated February 19, 2015, (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Wellington Management Company LLP (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 1st day of December, 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 INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust
This Amendment No. 1 (the “Amendment”) to the Investment Sub-Advisory Agreement dated April 15, 2020, (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), T. Rowe Price Associates, 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 and effective as of the 1st day of December, 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. 5 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust
This Amendment No. 5 (the “Amendment”) to the Investment Sub-Advisory Agreement dated February 18, 2015, as amended May 18, 2016, June 9, 2017, October 18, 2018, and December 1, 2020 (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), BlackRock Investment Management, LLC (the “Sub-Adviser”), and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A (each a “Fund”), is entered into as of the 27th day of October, 2021, 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. 3 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust
This Amendment No. 3 (the “Amendment”) to the Investment Sub-Advisory Agreement dated May 22, 2015, (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Stephens Investment Management Group, LLC (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 1st day of December, 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.
EXHIBIT A AMENDMENT NO. 2 TO THE AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • October 27th, 2021 • Bridge Builder Trust
This Amendment No. 2 (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 24, 2021. 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 27th, 2021 • Bridge Builder Trust • Delaware
This Amendment No. 4 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 1st day of December, 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, Amendment No. 2 to the Agreement dated November 29, 2017 and Amendment No. 3 to the Agreement dated June 8, 2020.
BRIDGE BUILDER TRUST AMENDMENT NO. 1 to the AGREEMENT AND DECLARATION OF TRUSTBridge Builder Trust • October 27th, 2021 • Bridge Builder Trust
The undersigned, being at least a majority of the Trustees of Bridge Builder Trust (the “Trust”), an open-end investment management company established under the laws of the State of Delaware, and being authorized by Article VIII, Section 4 of the Trust’s Agreement and Declaration of Trust (the “Declaration of Trust”) to effect this amendment, do hereby amend, effective upon the signing of this instrument, the Declaration of Trust as follows:
