INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 11th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of April, 2022, by and among Allspring Global Investments, LLC, a Delaware Limited Liability Company located at 525 Market Street, San Francisco, CA 94105 (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”).
AMENDMENT TO ADMINISTRATIVE AGENCY AGREEMENTAdministrative Agency Agreement • May 11th, 2022 • Bridge Builder Trust
THIS AMENDMENT TO ADMINISTRATIVE AGENCY AGREEMENT (this “Amendment”) is made as of February 16, 2022 by and between BROWN BROTHERS HARRIMAN & CO., a limited partnership organized under the laws of the State of New York (“Administrator”), and BRIDGE BUILDER TRUST a Delaware statutory trust (the “Trust”), for the account of each fund listed on Appendix A to the Agreement.
AMENDMENT NO. 2 TO THE INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 11th, 2022 • Bridge Builder Trust
This Amendment No. 2 (the “Amendment”) to the Investment Advisory Agreement, dated as of July 10, 2013, as amended (the “Advisory Agreement”), by and between Olive Street Investment Advisers, LLC (the “Adviser”) and Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to the Investment Advisory Agreement, is entered into as of the 16 day of February, 2022 by and between the Adviser and the Trust, on behalf of the series of the Trust 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 Advisory Agreement.
AMENDMENT 2Transfer Agency and Services Agreement • May 11th, 2022 • Bridge Builder Trust
This amendment (the “Amendment”) between the parties signing below (“Parties”) amends the Existing Agreement as of February 16, 2022 (the “Effective Date”):
AMENDMENT NO. 3 TO THE AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • May 11th, 2022 • Bridge Builder Trust
This Amendment No. 3 (the “Amendment”) to the Amended and Restated Operating Expenses Limitation Agreement, dated August 18, 2015 (the “Agreement”), as amended, 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 16, 2022. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Agreement.
NON- DISCRETIONARY INVESTMENT SUB-ADVISORY SERVICES AGREEMENTNon-Discretionary Investment Sub-Advisory Services Agreement • May 11th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 26th day of April, 2022, by and among T. Rowe Price Associates, Inc., a Maryland corporation located at 100 East Pratt Street, Baltimore, MD 21202 (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”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 11th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of April, 2022, by and among Parametric Portfolio Associates LLC, a Delaware limited liability company located at 800 Fifth Avenue, Suite 2800, Seattle, Washington 98104 (the “Overlay Manager”), 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 Overlay Manager 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”).
AMENDMENT 2Distribution Agreement • May 11th, 2022 • Bridge Builder Trust
This amendment (the “Amendment”) between the parties signing below (“Parties”) amends the Existing Agreement as of February 16, 2022 (the “Effective Date”):
AMENDMENT TO CUSTODIAN AGREEMENTCustodian Agreement • May 11th, 2022 • Bridge Builder Trust
THIS AMENDMENT TO CUSTODIAN AGREEMENT (this “Amendment”) is made as of February 16, 2022 by and between BROWN BROTHERS HARRIMAN & CO., a limited partnership organized under the laws of the State of New York (“BBH&Co.” or the “Custodian”), and BRIDGE BUILDER TRUST, a Delaware statutory trust (the “Fund”), on behalf of each of its series portfolios listed on Appendix A to the Agreement (each a “Portfolio” and collectively, the “Portfolios”), registered with the Securities and Exchange Commission under the Investment Company Act of 1940. The terms of this Amendment shall apply separately and respectively to each Portfolio, and each reference to the “Fund” herein shall mean the Fund on behalf of each Portfolio.
