SHELTON FUNDS SHAREHOLDER SERVICING PLAN (Non-Rule 12b-1 Plan)Shareholder Servicing Plan • October 7th, 2022 • Shelton Funds
THIS SHAREHOLDER SERVICING PLAN (this "Plan") is made as of January 1, 2007, as amended and restated as of October 10, 2022, by and between Shelton Funds (the "Trust"), a Delaware statutory trust, and CCM Partners (the "Advisor"), a California limited partnership.
Amendment No. 1 to Investment Advisory AgreementInvestment Advisory Agreement • October 7th, 2022 • Shelton Funds
This Amendment dated effective as of October 10, 2022 (this “Amendment”) is to the Investment Advisory Agreement dated as of February 14, 2013 (the “Agreement”), by and between Shelton Funds, a Delaware statutory trust (the “Trust”), and CCM Partners, LP a California limited partnership d/b/a Shelton Capital Management (the “Adviser”).
