INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 19th day of February, 2015, by and among Artisan Partners Limited Partnership, a Delaware limited partnership located at 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202 (the “Sub-Adviser’’), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser’’).
AMENDMENT NO. 2 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 2 (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 (the “Fund”), is entered into and effective as of the 1st day of December, 2021, 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.
FORM OF MASTER INTERFUND LENDING AGREEMENTMaster Interfund Lending Agreement • October 27th, 2022 • Bridge Builder Trust • Delaware
This Master InterFund Lending Agreement (the “Master Agreement”), dated as of [ ] (the “Effective Date”), is by and among the series of Bridge Builder Trust listed on Schedule A attached hereto (the “Trust,” and each series of the Trust, a “Fund,” and collectively, the “Funds”) and Olive Street Investment Advisers, LLC (the “Adviser”).
AMENDMENT NO. 4 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 4 (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”), Boston Partners Global Investors, Inc. (f/k/a Robeco 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 (each a “Fund”), is entered into as of the 1st day of December, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each 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 INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 4 (the “Amendment”) to the Investment Sub-Advisory Agreement dated March 5, 2015, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Mondrian Investment Partners Limited (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”), is entered into as of the 1st day of December, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 1 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 1 (the “Amendment”) to the Investment Sub-Advisory Agreement dated November 17, 2020, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Barrow, Hanley, Mewhinney & Straus LLC (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”), is entered into as of the 18th day of May, 2022, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each 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 • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 2 (the “Amendment”) to the Investment Sub-Advisory Agreement dated October 15, 2016, as amended (the “Sub-Advisory Agreement”), by and among Olive Street Investment Advisers, LLC (the “Adviser”), Pzena Investment Management, LLC (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”), is entered into as of the 1st day of December, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
AMENDMENT NO. 5 TO INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust
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 “Advise r”), Jennison Associates LLC (the “Sub-Advise r”), and the Bridge Builder Trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A (each a “Fund”), is entered into as of the 27th day of October, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each 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 INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 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”), Vaughan Nelson Investment Management, LP (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”), is entered into as of the 1st day of December, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each 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 • October 27th, 2022 • Bridge Builder Trust
This Amendment No. 2 (the “Amendment”) to the Investment Sub-Advisory Agreement dated July 1, 2018, as amended (the “Sub-Advisory Agreement”), by and among Olive .Street Investment Advisers, LLC (the “Adviser”), Sustainable Growth Advisers, LP (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”), is entered into as of the 1st day of December, 2021, by and among the Adviser, the Sub-Adviser, and the Trust, on behalf of each Fund. All capitalized terms used, but not defined, herein shall have the meanings given to them in the Sub-Advisory Agreement.
