INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the second day of December, 2022, by and among Capital International, Inc., a corporation organized and existing under the laws of the State of California and located at 333 South Hope Street, Los Angeles, California 90071 (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 the Bridge Builder Trust, a 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 NO. 4 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 4 (the “Amendment”) to the Investment Sub-Advisory Agreement dated February 19, 2015, as amended (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 and effective as of the December 1, 2022, 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 33 • December 14th, 2022 • Bridge Builder Trust
This amendment (the “Amendment”) between the parties signing below (“Parties”) amends the Existing Agreement as of December 2, 2022 (the “Effective Date”):
AMENDMENT NO. 6 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 6 (the “Amendment”) to the Investment Sub-Advisory Agreement dated June 12, 2015 (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 (the “Fund”), is entered into and effective as of the December 1, 2022, 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. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 2 (the “Amendment”) to the Investment Sub-Advisory Agreement dated August 2, 2013, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), PGIM, Inc. ((formerly known as Prudential 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 (the “Fund”), is entered into and effective as of the December 1, 2022, 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. 4 TO THE AMENDED AND RESTATED OPERATING EXPENSES LIMITATION AGREEMENTOperating Expenses Limitation Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 4 (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 December 2, 2022. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Agreement.
AMENDMENT NO. 5 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust • Delaware
This Amendment No. 5 (the “Amendment”) to the Investment Sub-Advisory Agreement dated February 19, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), and Artisan Partners Limited Partnership (the “Sub-Adviser”) and the Bridge Builder Trust (the “Trust”), on behalf of each Fund indicated on Schedule A to this Amendment (each, a “Fund” and, collectively, the “Funds”), is entered into and effective as of December 1, 2022, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of the Funds. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 3 TO THE ADMINISTRATIVE AGENCY AGREEMENTAdministrative Agency Agreement • December 14th, 2022 • Bridge Builder Trust
THIS AMENDMENT NO. 3 TO THE ADMJNTSTRA TIVE AGENCY AG REEMENT (this “Amendment”) is made as of December 2, 2022, by and between BROWN BROTHERS HARRIMAN & CO., a limited partnership organized under the laws of the State of New York (the “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. 4 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 4 (the “Amendment”) to the Investment Sub-Advisory Agreement dated April 15, 2020, as amended, (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 (each a “Fund” and collectively, the “Funds”), is entered into and effective as of the 2nd day of December, 2022, 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 33 • December 14th, 2022 • Bridge Builder Trust
This amendment (the “Amendment”) between the parties signing below (“Parties”) amends the Existing Agreement as of December 2, 2022 (the “Effective Date”):
AMENDMENT NO. 6 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust • Delaware
This Amendment No. 6 (the “Amendment”) to the Investment Sub-Advisory Agreement dated February 18, 2015, as amended (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 each Fund indicated on Schedule A to this Amendment (each a “Fund” and, collectively, the “Funds”), is entered into and effective as of December 1, 2022, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of the Funds. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 3 TO THE INVESTMENT ADVISORY AGREEMENTThe Investment Advisory Agreement • December 14th, 2022 • Bridge Builder Trust
This Amendment No. 3 (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 2nd day of December, 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 use d, but not defined herein shall have the meanings given to them in the Advisory Agreement.
AMENDMENT NO. 3 TO THE CUSTODIAN AGREEMENTThe Custodian Agreement • December 14th, 2022 • Bridge Builder Trust
THIS AMENDMENT NO.3 TO THE CUSTODLAN AGREEMENT (this “Amendment”) is made as of December 2, 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.
