Shareholder Services Plan and Agreement Sample Contracts

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UBS SERIES FUNDS (Investor Series) AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • December 23rd, 2019 • UBS Series Funds • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Series Funds (formerly known as “UBS Money Series”) (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Investor Fund, UBS Select Treasury Investor Fund, UBS Tax-Free Investor Fund, UBS Prime Investor Fund, UBS Select Government Investor Fund and UBS Select ESG Prime Investor Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Asset Management (US) Inc., the principal underwriter to the Trust (“UBS AM”), subject to the following terms and conditions:

SHAREHOLDER SERVICES PLAN AND AGREEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940
Shareholder Services Plan and Agreement • March 15th, 2016 • Wildermuth Endowment Strategy Fund

This is an AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT (the “Plan”) made as of January __, 2016, 22 by and between Wildermuth Endowment Strategy Fund (the “Trust” or the “Fund”), and the distributor for the Fund, SQN Securities, LLC (the “DISTRIBUTOR”).

UBS MONEY SERIES SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • August 28th, 2012 • Ubs Money Series • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Money Series (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Capital Fund, UBS Select Treasury Capital Fund and UBS Select Tax-Free Capital Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Global Asset Management (US) Inc., the principal underwriter to the Trust (“UBS Global AM”), subject to the following terms and conditions:

AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • March 29th, 2016 • Ubs Money Series • Delaware

This Amended and Restated Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Money Series (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Capital Fund, UBS Select Treasury Capital Fund, UBS Select Tax-Free Capital Fund and UBS Select Government Capital Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Asset Management (US) Inc., the principal underwriter to the Trust (“UBS AM”), subject to the following terms and conditions:

UBS MONEY SERIES (Investor Series) AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • March 29th, 2016 • Ubs Money Series • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Money Series (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Investor Fund, UBS Select Treasury Investor Fund, UBS Select Tax-Free Investor Fund, UBS Prime Investor Fund and UBS Select Government Investor Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Asset Management (US) Inc., the principal underwriter to the Trust (“UBS AM”), subject to the following terms and conditions:

UBS SERIES FUNDS (Cantor Fitzgerald Series) SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • December 20th, 2023 • UBS Series Funds • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Series Funds (the “Trust”) with respect to shares of beneficial interest of Cantor Fitzgerald Government Money Market Fund (the “Fund”), and is entered into by the Trust and UBS Asset Management (US) Inc., the principal underwriter to the Trust (“UBS AM”), subject to the following terms and conditions:

SHAREHOLDER SERVICES PLAN AND AGREEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940
Shareholder Services Plan and Agreement • December 17th, 2014 • Wildermuth Endowment Strategy Fund

This is a SHAREHOLDER SERVICES PLAN AND AGREEMENT (the “Plan”) made as of December 12, 2014 by and between Wildermuth Endowment Strategy Fund (the “Trust”), and the distributor for the Fund, Realty Capital Securities, LLC (the “DISTRIBUTOR”).

UBS MONEY SERIES FORM OF AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • August 28th, 2008 • Ubs Money Series • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Money Series (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Investor Fund, UBS Select Treasury Investor Fund and UBS Select Tax-Free Investor Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Global Asset Management (US) Inc., the principal underwriter to the Trust (“UBS Global AM”), subject to the following terms and conditions:

SHAREHOLDER SERVICES PLAN AND AGREEMENT UNDER THE INVESTMENT COMPANY ACT OF 1940
Shareholder Services Plan and Agreement • April 28th, 2017 • Wildermuth Endowment Strategy Fund

This is an AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT (the “Plan”) made as of May 11, 2016, by and between Wildermuth Endowment Strategy Fund (the “Trust” or the “Fund”), and the servicer for the Fund, Hemlock Fund Services, LLC, LLC (the “Servicer”).

AMENDED AND RESTATED SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • April 7th, 2020 • UBS Series Funds • Delaware

This Shareholder Services Plan and Agreement (the “Plan”) is adopted by UBS Series Funds (formerly known as “UBS Money Series”) (the “Trust”) with respect to shares of beneficial interest of UBS Select Prime Investor Fund, UBS Select Treasury Investor Fund, UBS Tax-Free Investor Fund, UBS Prime Investor Fund, UBS Select Government Investor Fund and UBS Select ESG Prime Investor Fund (each a “Fund” and collectively, the “Funds”), and is entered into by the Trust and UBS Asset Management (US) Inc., the principal underwriter to the Trust (“UBS AM”), subject to the following terms and conditions:

SHAREHOLDER SERVICES PLAN AND AGREEMENT
Shareholder Services Plan and Agreement • May 31st, 2018 • Wildermuth Endowment Strategy Fund

This SHAREHOLDER SERVICES PLAN AND AGREEMENT (the “Plan”) is made as of the 1st day of July, 2017, by and between Wildermuth Endowment Strategy Fund (the “Fund”), and Wildermuth Advisory, LLC (the “Servicer”).

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