EX-99.(H)(8)(I) 5 d766947dex99h8i.htm MASTER INTER-FUND LENDING AGREEMENT - 7-1-2019 Master Inter-Fund Lending Agreement - 7-1-2019

SCHEDULE A

BORROWING FUNDS

(As of July 1, 2019)

Columbia Funds Series Trust

 

Fund

  

Effective Date

Columbia California Intermediate Municipal Bond Fund    May 1, 2018
Columbia Capital Allocation Moderate Aggressive Portfolio    May 1, 2018
Columbia Capital Allocation Moderate Conservative Portfolio    May 1, 2018
Columbia Convertible Securities Fund    May 1, 2018
Columbia Georgia Intermediate Municipal Bond Fund    May 1, 2018
Columbia Global Strategic Equity Fund    May 1, 2018
Columbia Large Cap Growth Fund III    May 1, 2018
Columbia Large Cap Enhanced Core Fund    May 1, 2018
Columbia Large Cap Index Fund    May 1, 2018
Columbia Maryland Intermediate Municipal Bond Fund    May 1, 2018
Columbia Mid Cap Index Fund    May 1, 2018
Columbia North Carolina Intermediate Municipal Bond Fund    May 1, 2018
Columbia Overseas Value Fund    May 1, 2018
Columbia Select Global Growth Fund    May 1, 2018
Columbia Select International Equity Fund    May 1, 2018
Columbia Select Large Cap Equity Fund    May 1, 2018
Columbia Select Mid Cap Value Fund    May 1, 2018
Columbia Short Term Bond Fund    May 1, 2018
Columbia Short Term Municipal Bond Fund    May 1, 2018
Columbia Small Cap Index Fund    May 1, 2018
Columbia Small Cap Value Fund II    May 1, 2018
Columbia South Carolina Intermediate Municipal Bond Fund    May 1, 2018
Columbia Virginia Intermediate Municipal Bond Fund    May 1, 2018

Columbia Funds Series Trust I

 

Fund

  

Effective Date

Columbia Adaptive Retirement 2020 Fund    May 1, 2018
Columbia Adaptive Retirement 2025 Fund    May 1, 2018
Columbia Adaptive Retirement 2030 Fund    May 1, 2018
Columbia Adaptive Retirement 2035 Fund    May 1, 2018
Columbia Adaptive Retirement 2040 Fund    May 1, 2018
Columbia Adaptive Retirement 2045 Fund    May 1, 2018
Columbia Adaptive Retirement 2050 Fund    May 1, 2018
Columbia Adaptive Retirement 2055 Fund    May 1, 2018
Columbia Adaptive Retirement 2060 Fund    May 1, 2018
Columbia Adaptive Risk Allocation Fund    May 1, 2018
Columbia Alternative Beta Fund    May 1, 2018
Columbia Balanced Fund    May 1, 2018
Columbia Bond Fund    May 1, 2018
Columbia Connecticut Intermediate Municipal Bond Fund    May 1, 2018


Fund

  

Effective Date

Columbia Contrarian Core Fund    May 1, 2018
Columbia Corporate Income Fund    May 1, 2018
Columbia Disciplined Small Core Fund    May 1, 2018
Columbia Dividend Income Fund    May 1, 2018
Columbia Emerging Markets Fund    May 1, 2018
Columbia Global Dividend Opportunity Fund    May 1, 2018
Columbia Global Energy and Natural Resources Fund    May 1, 2018
Columbia Global Technology Growth Fund    May 1, 2018
Columbia Greater China Fund    May 1, 2018
Columbia High Yield Municipal Fund    May 1, 2018
Columbia Intermediate Municipal Bond Fund    May 1, 2018
Columbia Large Cap Growth Fund    May 1, 2018
Columbia Massachusetts Intermediate Municipal Bond Fund    May 1, 2018
Columbia Mid Cap Growth Fund    May 1, 2018
Columbia Multi-Asset Income Fund    May 1, 2018
Columbia New York Intermediate Municipal Bond Fund    May 1, 2018
Columbia Oregon Intermediate Municipal Bond Fund    May 1, 2018
Columbia Pacific/Asia Fund    May 1, 2018
Columbia Real Estate Equity Fund    May 1, 2018
Columbia Select Large Cap Growth Fund    May 1, 2018
Columbia Small Cap Growth Fund I    May 1, 2018
Columbia Small Cap Value Fund I    May 1, 2018
Columbia Solutions Aggressive Portfolio    May 1, 2018
Columbia Solutions Conservative Portfolio    May 1, 2018
Columbia Strategic California Municipal Income Fund    May 1, 2018
Columbia Strategic Income Fund    May 1, 2018
Columbia Strategic New York Municipal Income Fund    May 1, 2018
Columbia Tax-Exempt Fund    May 1, 2018
Columbia Total Return Bond Fund    May 1, 2018
Columbia U.S. Social Bond Fund    May 1, 2018
Columbia U.S. Treasury Index Fund    May 1, 2018
Columbia Ultra Short Term Bond Fund    May 1, 2018
Multi-Manager Alternative Strategies Fund    May 1, 2018
Multi-Manager Directional Alternative Strategies Fund    May 1, 2018
Multi-Manager Growth Strategies Fund    May 1, 2018
Multi-Manager International Equity Strategies Fund    May 1, 2018
Multi-Manager Small Cap Equity Strategies Fund    May 1, 2018
Multi-Manager Total Return Bond Strategies Fund    May 1, 2018

Columbia Funds Series Trust II

 

Fund

  

Effective Date

Columbia Capital Allocation Aggressive Portfolio    May 1, 2018
Columbia Capital Allocation Conservative Portfolio    May 1, 2018
Columbia Capital Allocation Moderate Portfolio    May 1, 2018
Columbia Commodity Strategy Fund    May 1, 2018
Columbia Contrarian Asia Pacific Fund    May 1, 2018
Columbia Contrarian Europe Fund    May 1, 2018


Fund

  

Effective Date

Columbia Disciplined Core Fund    May 1, 2018
Columbia Disciplined Growth Fund    May 1, 2018
Columbia Disciplined Value Fund    May 1, 2018
Columbia Dividend Opportunity Fund    May 1, 2018
Columbia Emerging Markets Bond Fund    May 1, 2018
Columbia European Equity Fund    May 1, 2018
Columbia Flexible Capital Income Fund    May 1, 2018
Columbia Floating Rate Fund    May 1, 2018
Columbia Global Equity Value Fund    May 1, 2018
Columbia Global Opportunities Fund    May 1, 2018
Columbia Global Infrastructure Fund    May 1, 2018
Columbia Government Money Market Fund    May 1, 2018
Columbia High Yield Bond Fund    May 1, 2018
Columbia Income Builder Fund    May 1, 2018
Columbia Income Opportunities Fund    May 1, 2018
Columbia Inflation Protected Securities Fund    May 1, 2018
Columbia Large Cap Value Fund    May 1, 2018
Columbia Limited Duration Credit Fund    May 1, 2018
Columbia Minnesota Tax-Exempt Fund    May 1, 2018
Columbia Mortgage Opportunities Fund    May 1, 2018
Columbia Overseas Core Fund    May 1, 2018
Columbia Quality Income Fund    May 1, 2018
Columbia Select Global Equity Fund    May 1, 2018
Columbia Select Large Cap Value Fund    May 1, 2018
Columbia Select Small Cap Value Fund    May 1, 2018
Columbia Seligman Communications and Information Fund    May 1, 2018
Columbia Seligman Global Technology Fund    May 1, 2018
Columbia Short-Term Cash Fund    May 1, 2018
Columbia Small/Mid Cap Value Fund    May 1, 2018
Columbia Strategic Municipal Income Fund    May 1, 2018
Multi-Manager Value Strategies Fund    May 1, 2018

Columbia Funds Variable Insurance Trust

 

Fund

  

Effective Date

Columbia Variable Portfolio – Asset Allocation Fund    May 1, 2018
Columbia Variable Portfolio – Contrarian Core Fund    May 1, 2018
Columbia Variable Portfolio – Diversified Absolute Return Fund    May 1, 2018
Columbia Variable Portfolio – Long Government/Credit Bond Fund    May 1, 2018
Columbia Variable Portfolio – Small Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Small Company Growth Fund    May 1, 2018
Columbia Variable Portfolio – Strategic Income Fund    May 1, 2018
CTIVP® – AQR Managed Futures Strategy Fund    May 1, 2018
CTIVP® – Lazard International Equity Advantage Fund    May 1, 2018
Variable Portfolio – Managed Risk Fund    May 1, 2018
Variable Portfolio – Managed Risk U.S. Fund    May 1, 2018
Variable Portfolio – Managed Volatility Conservative Fund    May 1, 2018
Variable Portfolio – Managed Volatility Conservative Growth Fund    May 1, 2018


Fund

  

Effective Date

Variable Portfolio – Managed Volatility Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Conservative Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Moderate Growth Fund    May 1, 2018

Columbia Funds Variable Series Trust II

 

Fund

  

Effective Date

Columbia Variable Portfolio – Balanced Fund    May 1, 2018
Columbia Variable Portfolio – Commodity Strategy Fund    May 1, 2018
Columbia Variable Portfolio – Core Equity Fund    May 1, 2018
Columbia Variable Portfolio – Disciplined Core Fund    May 1, 2018
Columbia Variable Portfolio – Dividend Opportunity Fund    May 1, 2018
Columbia Variable Portfolio – Emerging Markets Bond Fund    May 1, 2018
Columbia Variable Portfolio – Emerging Markets Fund    May 1, 2018
Columbia Variable Portfolio – Global Strategic Income Fund    May 1, 2018
Columbia Variable Portfolio – Government Money Market Fund    May 1, 2018
Columbia Variable Portfolio – High Yield Bond Fund    May 1, 2018
Columbia Variable Portfolio – Income Opportunities Fund    May 1, 2018
Columbia Variable Portfolio – Intermediate Bond Fund    May 1, 2018
Columbia Variable Portfolio – Large Cap Growth Fund    May 1, 2018
Columbia Variable Portfolio – Large Cap Index Fund    May 1, 2018
Columbia Variable Portfolio – Limited Duration Credit Fund    May 1, 2018
Columbia Variable Portfolio – Mid Cap Growth Fund    May 1, 2018
Columbia Variable Portfolio – Mid Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Overseas Core Fund    May 1, 2018
Columbia Variable Portfolio – Select Large Cap Equity Fund    May 1, 2018
Columbia Variable Portfolio – Select Large Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Select Small Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Seligman Global Technology Fund    May 1, 2018
Columbia Variable Portfolio – U.S. Equities Fund    May 1, 2018
Columbia Variable Portfolio – U.S. Government Mortgage Fund    May 1, 2018
CTIVP® – American Century Diversified Bond Fund    May 1, 2018
CTIVP® – AQR International Core Equity Fund    May 1, 2018
CTIVP® – BlackRock Global Inflation-Protected Securities Fund    May 1, 2018
CTIVP® – CenterSquare Real Estate Fund    May 1, 2018
CTIVP® – DFA International Value Fund    May 1, 2018
CTIVP® – Loomis Sayles Growth Fund    May 1, 2018
CTIVP® – Los Angeles Capital Large Cap Growth Fund    May 1, 2018
CTIVP® – MFS® Value Fund    May 1, 2018
CTIVP® – Morgan Stanley Advantage Fund    May 1, 2018
CTIVP® – T. Rowe Price Large Cap Value Fund    May 1, 2018
CTIVP® – TCW Core Plus Bond Fund    May 1, 2018
CTIVP® – Victory Sycamore Established Value Fund    May 1, 2018
CTIVP® – Wells Fargo Short Duration Government Fund    May 1, 2018
CTIVP® – Westfield Mid Cap Growth Fund    May 1, 2018
CTIVP® – William Blair International Leaders Fund    May 1, 2018


Fund

  

Effective Date

Variable Portfolio – Aggressive Portfolio    May 1, 2018
Variable Portfolio – Columbia Wanger International Equities Fund    May 1, 2018
Variable Portfolio – Conservative Portfolio    May 1, 2018
Variable Portfolio – Managed Volatility Moderate Growth Fund    May 1, 2018
Variable Portfolio – Moderate Portfolio    May 1, 2018
Variable Portfolio – Moderately Aggressive Portfolio    May 1, 2018
Variable Portfolio – Moderately Conservative Portfolio    May 1, 2018
Variable Portfolio – Partners Core Bond Fund    May 1, 2018
Variable Portfolio – Partners Core Equity Fund    May 1, 2018
Variable Portfolio – Partners Small Cap Growth Fund    May 1, 2018
Variable Portfolio – Partners Small Cap Value Fund    May 1, 2018


SCHEDULE A – Borrowing Funds

For each Fund, the Master Agreement was effective as of the date set forth on Schedule A.

COLUMBIA FUNDS SERIES TRUST

COLUMBIA FUNDS SERIES TRUST I

COLUMBIA FUNDS SERIES TRUST II

COLUMBIA FUNDS VARIABLE INSURANCE TRUST

COLUMBIA FUNDS VARIABLE SERIES TRUST II

EACH TRUST ABOVE, ON BEHALF OF EACH OF ITS SERIES SET FORTH ON

SCHEDULE A HERETO

 

By:    /s/ Michael G. Clarke
Name:   Michael G. Clarke
Title:   Chief Financial Officer

 

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
By:    /s/ Ryan C. Larrenaga
Name:   Ryan C. Larrenaga
Title:   Vice President


SCHEDULE B

LENDING FUNDS

(As of July 1, 2019)

Columbia Funds Series Trust

 

Fund

  

Effective Date

Columbia California Intermediate Municipal Bond Fund    May 1, 2018
Columbia Capital Allocation Moderate Aggressive Portfolio    May 1, 2018
Columbia Capital Allocation Moderate Conservative Portfolio    May 1, 2018
Columbia Convertible Securities Fund    May 1, 2018
Columbia Georgia Intermediate Municipal Bond Fund    May 1, 2018
Columbia Global Strategic Equity Fund    May 1, 2018
Columbia Large Cap Growth Fund III    May 1, 2018
Columbia Large Cap Enhanced Core Fund    May 1, 2018
Columbia Large Cap Index Fund    May 1, 2018
Columbia Maryland Intermediate Municipal Bond Fund    May 1, 2018
Columbia Mid Cap Index Fund    May 1, 2018
Columbia North Carolina Intermediate Municipal Bond Fund    May 1, 2018
Columbia Overseas Value Fund    May 1, 2018
Columbia Select Global Growth Fund    May 1, 2018
Columbia Select International Equity Fund    May 1, 2018
Columbia Select Large Cap Equity Fund    May 1, 2018
Columbia Select Mid Cap Value Fund    May 1, 2018
Columbia Short Term Bond Fund    May 1, 2018
Columbia Short Term Municipal Bond Fund    May 1, 2018
Columbia Small Cap Index Fund    May 1, 2018
Columbia Small Cap Value Fund II    May 1, 2018
Columbia South Carolina Intermediate Municipal Bond Fund    May 1, 2018
Columbia Virginia Intermediate Municipal Bond Fund    May 1, 2018

Columbia Funds Series Trust I

 

Fund

  

Effective Date

Columbia Adaptive Retirement 2020 Fund    May 1, 2018
Columbia Adaptive Retirement 2025 Fund    May 1, 2018
Columbia Adaptive Retirement 2030 Fund    May 1, 2018
Columbia Adaptive Retirement 2035 Fund    May 1, 2018
Columbia Adaptive Retirement 2040 Fund    May 1, 2018
Columbia Adaptive Retirement 2045 Fund    May 1, 2018
Columbia Adaptive Retirement 2050 Fund    May 1, 2018
Columbia Adaptive Retirement 2055 Fund    May 1, 2018
Columbia Adaptive Retirement 2060 Fund    May 1, 2018
Columbia Adaptive Risk Allocation Fund    May 1, 2018
Columbia Alternative Beta Fund    May 1, 2018
Columbia Balanced Fund    May 1, 2018
Columbia Bond Fund    May 1, 2018
Columbia Connecticut Intermediate Municipal Bond Fund    May 1, 2018


Fund

  

Effective Date

Columbia Contrarian Core Fund    May 1, 2018
Columbia Corporate Income Fund    May 1, 2018
Columbia Disciplined Small Core Fund    May 1, 2018
Columbia Dividend Income Fund    May 1, 2018
Columbia Emerging Markets Fund    May 1, 2018
Columbia Global Dividend Opportunity Fund    May 1, 2018
Columbia Global Energy and Natural Resources Fund    May 1, 2018
Columbia Global Technology Growth Fund    May 1, 2018
Columbia Greater China Fund    May 1, 2018
Columbia High Yield Municipal Fund    May 1, 2018
Columbia Intermediate Municipal Bond Fund    May 1, 2018
Columbia Large Cap Growth Fund    May 1, 2018
Columbia Massachusetts Intermediate Municipal Bond Fund    May 1, 2018
Columbia Mid Cap Growth Fund    May 1, 2018
Columbia Multi-Asset Income Fund    May 1, 2018
Columbia New York Intermediate Municipal Bond Fund    May 1, 2018
Columbia Oregon Intermediate Municipal Bond Fund    May 1, 2018
Columbia Pacific/Asia Fund    May 1, 2018
Columbia Real Estate Equity Fund    May 1, 2018
Columbia Select Large Cap Growth Fund    May 1, 2018
Columbia Small Cap Growth Fund I    May 1, 2018
Columbia Small Cap Value Fund I    May 1, 2018
Columbia Solutions Aggressive Portfolio    May 1, 2018
Columbia Solutions Conservative Portfolio    May 1, 2018
Columbia Strategic California Municipal Income Fund    May 1, 2018
Columbia Strategic Income Fund    May 1, 2018
Columbia Strategic New York Municipal Income Fund    May 1, 2018
Columbia Tax-Exempt Fund    May 1, 2018
Columbia Total Return Bond Fund    May 1, 2018
Columbia U.S. Social Bond Fund    May 1, 2018
Columbia U.S. Treasury Index Fund    May 1, 2018
Columbia Ultra Short Term Bond Fund    May 1, 2018
Multi-Manager Alternative Strategies Fund    May 1, 2018
Multi-Manager Directional Alternative Strategies Fund    May 1, 2018
Multi-Manager Growth Strategies Fund    May 1, 2018
Multi-Manager International Equity Strategies Fund    May 1, 2018
Multi-Manager Small Cap Equity Strategies Fund    May 1, 2018
Multi-Manager Total Return Bond Strategies Fund    May 1, 2018

Columbia Funds Series Trust II

 

Fund

  

Effective Date

Columbia Capital Allocation Aggressive Portfolio    May 1, 2018
Columbia Capital Allocation Conservative Portfolio    May 1, 2018
Columbia Capital Allocation Moderate Portfolio    May 1, 2018
Columbia Commodity Strategy Fund    May 1, 2018
Columbia Contrarian Asia Pacific Fund    May 1, 2018
Columbia Contrarian Europe Fund    May 1, 2018


Fund

  

Effective Date

Columbia Disciplined Core Fund    May 1, 2018
Columbia Disciplined Growth Fund    May 1, 2018
Columbia Disciplined Value Fund    May 1, 2018
Columbia Dividend Opportunity Fund    May 1, 2018
Columbia Emerging Markets Bond Fund    May 1, 2018
Columbia European Equity Fund    May 1, 2018
Columbia Flexible Capital Income Fund    May 1, 2018
Columbia Floating Rate Fund    May 1, 2018
Columbia Global Equity Value Fund    May 1, 2018
Columbia Global Opportunities Fund    May 1, 2018
Columbia Global Infrastructure Fund    May 1, 2018
Columbia Government Money Market Fund    May 1, 2018
Columbia High Yield Bond Fund    May 1, 2018
Columbia Income Builder Fund    May 1, 2018
Columbia Income Opportunities Fund    May 1, 2018
Columbia Inflation Protected Securities Fund    May 1, 2018
Columbia Large Cap Value Fund    May 1, 2018
Columbia Limited Duration Credit Fund    May 1, 2018
Columbia Minnesota Tax-Exempt Fund    May 1, 2018
Columbia Mortgage Opportunities Fund    May 1, 2018
Columbia Overseas Core Fund    May 1, 2018
Columbia Quality Income Fund    May 1, 2018
Columbia Select Global Equity Fund    May 1, 2018
Columbia Select Large Cap Value Fund    May 1, 2018
Columbia Select Small Cap Value Fund    May 1, 2018
Columbia Seligman Communications and Information Fund    May 1, 2018
Columbia Seligman Global Technology Fund    May 1, 2018
Columbia Short-Term Cash Fund    May 1, 2018
Columbia Small/Mid Cap Value Fund    May 1, 2018
Columbia Strategic Municipal Income Fund    May 1, 2018
Multi-Manager Value Strategies Fund    May 1, 2018

Columbia Funds Variable Insurance Trust

 

Fund

  

Effective Date

Columbia Variable Portfolio – Asset Allocation Fund    May 1, 2018
Columbia Variable Portfolio – Contrarian Core Fund    May 1, 2018
Columbia Variable Portfolio – Diversified Absolute Return Fund    May 1, 2018
Columbia Variable Portfolio – Long Government/Credit Bond Fund    May 1, 2018
Columbia Variable Portfolio – Small Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Small Company Growth Fund    May 1, 2018
Columbia Variable Portfolio – Strategic Income Fund    May 1, 2018
CTIVP® – AQR Managed Futures Strategy Fund    May 1, 2018
CTIVP® – Lazard International Equity Advantage Fund    May 1, 2018
Variable Portfolio – Managed Risk Fund    May 1, 2018
Variable Portfolio – Managed Risk U.S. Fund    May 1, 2018
Variable Portfolio – Managed Volatility Conservative Fund    May 1, 2018
Variable Portfolio – Managed Volatility Conservative Growth Fund    May 1, 2018


Fund

  

Effective Date

Variable Portfolio – Managed Volatility Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Conservative Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Growth Fund    May 1, 2018
Variable Portfolio – U.S. Flexible Moderate Growth Fund    May 1, 2018

Columbia Funds Variable Series Trust II

 

Fund

  

Effective Date

Columbia Variable Portfolio – Balanced Fund    May 1, 2018
Columbia Variable Portfolio – Commodity Strategy Fund    May 1, 2018
Columbia Variable Portfolio – Core Equity Fund    May 1, 2018
Columbia Variable Portfolio – Disciplined Core Fund    May 1, 2018
Columbia Variable Portfolio – Dividend Opportunity Fund    May 1, 2018
Columbia Variable Portfolio – Emerging Markets Bond Fund    May 1, 2018
Columbia Variable Portfolio – Emerging Markets Fund    May 1, 2018
Columbia Variable Portfolio – Global Strategic Income Fund    May 1, 2018
Columbia Variable Portfolio – Government Money Market Fund    May 1, 2018
Columbia Variable Portfolio – High Yield Bond Fund    May 1, 2018
Columbia Variable Portfolio – Income Opportunities Fund    May 1, 2018
Columbia Variable Portfolio – Intermediate Bond Fund    May 1, 2018
Columbia Variable Portfolio – Large Cap Growth Fund    May 1, 2018
Columbia Variable Portfolio – Large Cap Index Fund    May 1, 2018
Columbia Variable Portfolio – Limited Duration Credit Fund    May 1, 2018
Columbia Variable Portfolio – Mid Cap Growth Fund    May 1, 2018
Columbia Variable Portfolio – Mid Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Overseas Core Fund    May 1, 2018
Columbia Variable Portfolio – Select Large Cap Equity Fund    May 1, 2018
Columbia Variable Portfolio – Select Large Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Select Small Cap Value Fund    May 1, 2018
Columbia Variable Portfolio – Seligman Global Technology Fund    May 1, 2018
Columbia Variable Portfolio – U.S. Equities Fund    May 1, 2018
Columbia Variable Portfolio – U.S. Government Mortgage Fund    May 1, 2018
CTIVP® – American Century Diversified Bond Fund    May 1, 2018
CTIVP® – AQR International Core Equity Fund    May 1, 2018
CTIVP® – BlackRock Global Inflation-Protected Securities Fund    May 1, 2018
CTIVP® – CenterSquare Real Estate Fund    May 1, 2018
CTIVP® – DFA International Value Fund    May 1, 2018
CTIVP® – Loomis Sayles Growth Fund    May 1, 2018
CTIVP® – Los Angeles Capital Large Cap Growth Fund    May 1, 2018
CTIVP® – MFS® Value Fund    May 1, 2018
CTIVP® – Morgan Stanley Advantage Fund    May 1, 2018
CTIVP® – T. Rowe Price Large Cap Value Fund    May 1, 2018
CTIVP® – TCW Core Plus Bond Fund    May 1, 2018
CTIVP® – Victory Sycamore Established Value Fund    May 1, 2018
CTIVP® – Wells Fargo Short Duration Government Fund    May 1, 2018
CTIVP® – Westfield Mid Cap Growth Fund    May 1, 2018


Fund

  

Effective Date

CTIVP® – William Blair International Leaders Fund    May 1, 2018
Variable Portfolio – Aggressive Portfolio    May 1, 2018
Variable Portfolio – Columbia Wanger International Equities Fund    May 1, 2018
Variable Portfolio – Conservative Portfolio    May 1, 2018
Variable Portfolio – Managed Volatility Moderate Growth Fund    May 1, 2018
Variable Portfolio – Moderate Portfolio    May 1, 2018
Variable Portfolio – Moderately Aggressive Portfolio    May 1, 2018
Variable Portfolio – Moderately Conservative Portfolio    May 1, 2018
Variable Portfolio – Partners Core Bond Fund    May 1, 2018
Variable Portfolio – Partners Core Equity Fund    May 1, 2018
Variable Portfolio – Partners Small Cap Growth Fund    May 1, 2018
Variable Portfolio – Partners Small Cap Value Fund    May 1, 2018

Tri-Continental Corporation

 

Fund

  

Effective Date

Tri-Continental Corporation    May 1, 2018

Columbia Seligman Premium Technology Growth Fund, Inc.

 

Fund

  

Effective Date

Columbia Seligman Premium Technology Growth Fund, Inc.    September 1, 2018


SCHEDULE B – Lending Funds

Except as otherwise indicated below, for each Fund, the Master Agreement was effective as of the date set forth on Schedule B.

TRI-CONTINENTAL CORPORATION

COLUMBIA SELIGMAN TECHNOLOGY GROWTH FUND

AND

COLUMBIA FUNDS SERIES TRUST

COLUMBIA FUNDS SERIES TRUST I

COLUMBIA FUNDS SERIES TRUST II

COLUMBIA FUNDS VARIABLE INSURANCE TRUST

COLUMBIA FUNDS VARIABLE SERIES TRUST II

ON BEHALF OF EACH OF ITS SERIES LISTED ON SCHEDULE B

 

By:    /s/ Michael G. Clarke
Name:   Michael G. Clarke
Title:   Chief Financial Officer

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

 

By:    /s/ Ryan C. Larrenaga
Name:   Ryan C. Larrenaga
Title:   Vice President