AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BONDAgreement Among Insureds • November 7th, 2017 • Hawaiian Tax Free Trust
Contract Type FiledNovember 7th, 2017 CompanyAGREEMENT 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").
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.
Contract Type FiledSeptember 26th, 2008 CompanyAGREEMENT, 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 BONDAgreement Among Insureds • May 6th, 2016 • Hawaiian Tax Free Trust
Contract Type FiledMay 6th, 2016 CompanyAGREEMENT 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 BONDAgreement Among Insureds • November 16th, 2020 • Aquila Municipal Trust
Contract Type FiledNovember 16th, 2020 CompanyAGREEMENT 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 D&O/E&O INSURANCE POLICY AGREEMENT made as of September 7, 2004, by and among the investment companies (which include all series thereof) listed on Schedule A (the "Funds") and the corporations (the "Service...Agreement Among Insureds • July 27th, 2006 • Narragansett Insured Tax-Free Income Fund
Contract Type FiledJuly 27th, 2006 Company
AMENDED AGREEMENT AMONG INSUREDS UNDER FIDELITY BONDAgreement Among Insureds • November 8th, 2018 • Hawaiian Tax Free Trust
Contract Type FiledNovember 8th, 2018 CompanyAGREEMENT 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-1Agreement Among Insureds • December 18th, 2013 • Aquila Municipal Trust
Contract Type FiledDecember 18th, 2013 CompanyThis 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 BONDAgreement Among Insureds • November 25th, 2014 • Aquila Funds Trust
Contract Type FiledNovember 25th, 2014 CompanyAGREEMENT 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 BONDAgreement Among Insureds • November 12th, 2021 • Aquila Funds Trust
Contract Type FiledNovember 12th, 2021 CompanyAGREEMENT 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
Contract Type FiledJune 8th, 2007 CompanyAGREEMENT, 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 BONDAgreement Among Insureds • December 18th, 2013 • Aquila Funds Trust
Contract Type FiledDecember 18th, 2013 CompanyAGREEMENT 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 BONDAgreement Among Insureds • July 17th, 2013 • Aquila Three Peaks Opportunity Growth Fund
Contract Type FiledJuly 17th, 2013 CompanyAGREEMENT 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 BONDAgreement Among Insureds • November 9th, 2023 • Aquila Funds Trust
Contract Type FiledNovember 9th, 2023 CompanyAGREEMENT 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.
Contract Type FiledMarch 16th, 2007 CompanyAGREEMENT 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
Contract Type FiledAugust 30th, 2012 CompanyThis 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 BONDAgreement Among Insureds • November 15th, 2019 • Churchill Cash Reserves Trust
Contract Type FiledNovember 15th, 2019 CompanyAGREEMENT 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 BONDAgreement Among Insureds • September 19th, 2011 • Tax-Free Trust of Arizona
Contract Type FiledSeptember 19th, 2011 CompanyAGREEMENT 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
Contract Type FiledAugust 22nd, 2006 CompanyAGREEMENT 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 BONDAgreement Among Insureds • August 30th, 2012 • Tax-Free Trust of Arizona
Contract Type FiledAugust 30th, 2012 CompanyAGREEMENT 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-1Agreement Among Insureds • November 7th, 2017 • Aquila Municipal Trust
Contract Type FiledNovember 7th, 2017 CompanyThis 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
Contract Type FiledOctober 8th, 2009 CompanyThis 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.