Agreement Among Insureds Sample Contracts

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 7th, 2017 • Hawaiian Tax Free Trust

AGREEMENT made as of September 17, 2017, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila") and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

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AGREEMENT AMONG INSUREDS with respect to the JOINT INSURED FIDELITY BOND ICI Mutual Insurance Company, File No. 04704108B (the “Fidelity Bond”)
Agreement Among Insureds • September 26th, 2008 • Highland Distressed Opportunities, Inc.

AGREEMENT, made as of July 31, 2008 among the undersigned registered management investment companies and business development company (each an “Insured” and together, the “Insureds”) pursuant to paragraph (f) of Rule 17g-1 promulgated under the Investment Company Act of 1940 (the “1940 Act”) relating to the Fidelity Bond.

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • May 6th, 2016 • Hawaiian Tax Free Trust

AGREEMENT made as of March 1, 2016, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila") and Aquila Distributors LLC (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 16th, 2020 • Aquila Municipal Trust

AGREEMENT made as of November 1, 2020, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 8th, 2018 • Hawaiian Tax Free Trust

AGREEMENT made as of September 30, 2018, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).

AGREEMENT AMONG INSUREDS PURSUANT TO RULE 17G-1
Agreement Among Insureds • December 18th, 2013 • Aquila Municipal Trust

This Agreement shall be effective as of October 31, 2013 (and supersedes in its entirety any previous Agreement) and may be amended, assigned, or terminated only in accordance with the 1940 Act and the rules and regulations thereunder. This Agreement may be executed in courterparts, each of which shall be deemed an original.

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 25th, 2014 • Aquila Funds Trust

AGREEMENT made as of October 31, 2014, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila")and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 12th, 2021 • Aquila Funds Trust

AGREEMENT made as of November 1, 2021, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).

AGREEMENT AMONG INSUREDS with respect to the JOINT INSURED FIDELITY BOND ICI Mutual Insurance Company, File No. 04704107B (the “Fidelity Bond”)
Agreement Among Insureds • June 8th, 2007 • Highland Floating Rate LTD Liability Co

AGREEMENT, made as of April 16, 2007 among the undersigned registered management investment companies and any and all other undersigned insureds (each an “Insured” and together, the “Insureds”) pursuant to paragraph (f) of Rule 17g-1 promulgated under the Investment Company Act of 1940 (the “1940 Act”) relating to the Fidelity Bond.

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • December 18th, 2013 • Aquila Funds Trust

AGREEMENT made as of October 16, 2013, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila")and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • July 17th, 2013 • Aquila Three Peaks Opportunity Growth Fund

AGREEMENT made as of July 11, 2013, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila")and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 9th, 2023 • Aquila Funds Trust

AGREEMENT made as of November 1, 2023, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).

Exhibit 99.2 AGREEMENT AMONG INSUREDS WITH RESPECT TO THE JOINT INSURED FIDELITY BOND FEDERAL INSURANCE COMPANY BOND NO. 81911329 (THE "FIDELITY BOND") AGREEMENT, made as of November 20, 2006 among the undersigned registered management investment...
Agreement Among Insureds • March 16th, 2007 • Highland Distressed Opportunities, Inc.

AGREEMENT AMONG INSUREDS WITH RESPECT TO THE JOINT INSURED FIDELITY BOND FEDERAL INSURANCE COMPANY BOND NO. 81911329 (THE "FIDELITY BOND")

AGREEMENT AMONG INSUREDS TO PURSUANT RULE 17G-1 The undersigned registered management investment companies and affiliated entities, named insureds under a joint insured fidelity bond issued by ICI Mutual Insurance Company, pursuant to the requirements...
Agreement Among Insureds • August 30th, 2012 • Aquila Three Peaks High Income Fund

This Agreement shall be effective as of May 9, 1994, and may be amended. assigned, or terminated only in accordance with the 1940 Act and the rules and regulations thereunder. This Agreement may be executed in counterparts, each of which shall be deemed an original.

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • November 15th, 2019 • Churchill Cash Reserves Trust

AGREEMENT made as of October 28, 2019, by and among the investment companies (which include all series thereof) listed on Schedule A (the “Funds”) and the corporations (the “Service Providers”) listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC (“Aquila”) and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the “Parties” and separately as a “Party”).

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • September 19th, 2011 • Tax-Free Trust of Arizona

AGREEMENT made as of June 20, 2007, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila")and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AGREEMENT AMONG INSUREDS WITH RESPECT TO THE JOINT INSURED FIDELITY BOND FEDERAL INSURANCE COMPANY BOND NO. 81911329 (THE "FIDELITY BOND") AGREEMENT, made as of May 1, 2006 among the undersigned registered management investment companies and any and...
Agreement Among Insureds • August 22nd, 2006 • Highland Floating Rate Fund

AGREEMENT AMONG INSUREDS WITH RESPECT TO THE JOINT INSURED FIDELITY BOND FEDERAL INSURANCE COMPANY BOND NO. 81911329 (THE "FIDELITY BOND")

AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BOND
Agreement Among Insureds • August 30th, 2012 • Tax-Free Trust of Arizona

AGREEMENT made as of June 30, 2012, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service Providers") listed on Schedule A, being providers of services to the Funds, on the date hereof consisting of Aquila Investment Management LLC ("Aquila")and Aquila Distributors, Inc. (the Funds and Service Providers being referred to collectively as the "Parties" and separately as a "Party").

AGREEMENT AMONG INSUREDS PURSUANT TO RULE 17G-1
Agreement Among Insureds • November 7th, 2017 • Aquila Municipal Trust

This Agreement shall be effective as of October 31, 2017 (and supersedes in its entirety any previous Agreement) and may be amended, assigned, or terminated only in accordance with the 1940 Act and the rules and regulations thereunder. This Agreement may be executed in counterparts, each of which shall be deemed an original.

AGREEMENT AMONG INSUREDS TO PURSUANT RULE 17G-1 The undersigned registered management investment companies and affiliated entities, named insureds under a joint insured fidelity bond issued by ICI Mutual Insurance Company, pursuant to the requirements...
Agreement Among Insureds • October 8th, 2009 • Aquila Rocky Mountain Equity Fund

This Agreement shall be effective as of May 9, 1994, and may be amended. assigned, or terminated only in accordance with the 1940 Act and the rules and regulations thereunder. This Agreement may be executed in counterparts, each of which shall be deemed an original.

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