EX-99.(H)(8)(I) 7 d55883dex99h8i.htm SCHEDULE A AND SCHEDULE B,(6-17-2020) TO THE MASTER INTER-FUND LENDING AGREEMENT Schedule A and Schedule B,(6-17-2020) to the Master Inter-Fund Lending Agreement

SCHEDULE A

BORROWING FUNDS

(As of June 17, 2020)

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 Opportunity Fund

  

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 Balanced Fund

  

May 1, 2018

Columbia Bond Fund

  

May 1, 2018

Columbia Connecticut Intermediate Municipal Bond Fund

  

May 1, 2018

Columbia Contrarian Core Fund

  

May 1, 2018


 

Fund

 

  

 

Effective Date

 

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 Multi Strategy Alternatives 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

Multisector Bond SMA Completion Portfolio

  

June 17, 2020

Overseas SMA Completion Portfolio

  

June 17, 2020

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


 

Fund

 

  

 

Effective Date

 

Columbia Contrarian Asia Pacific Fund

  

May 1, 2018

Columbia Contrarian Europe Fund

  

May 1, 2018

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 High Yield Bond Fund

  

May 1, 2018

Columbia Income Builder Fund

  

May 1, 2018

Columbia Income Opportunities 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 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 – Contrarian Core 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® – 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

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


 

Fund

 

  

 

Effective Date

 

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 – 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. Government Mortgage Fund

  

May 1, 2018

CTIVP® – American Century Diversified Bond Fund

  

May 1, 2018

CTIVP® – BlackRock Global Inflation-Protected Securities Fund

  

May 1, 2018

CTIVP® – CenterSquare Real Estate 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

Variable Portfolio – Aggressive Portfolio

  

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


 

Fund

 

  

 

Effective Date

 

Variable Portfolio – Partners International Core Equity Fund

  

May 1, 2018

Variable Portfolio – Partners International Growth Fund

  

May 1, 2018

Variable Portfolio – Partners International Value 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 June 17, 2020)

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 Opportunity Fund

  

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 Balanced Fund

  

May 1, 2018

Columbia Bond Fund

  

May 1, 2018

Columbia Connecticut Intermediate Municipal Bond Fund

  

May 1, 2018

Columbia Contrarian Core Fund

  

May 1, 2018


 

Fund

 

  

 

Effective Date

 

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 Multi Strategy Alternatives 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

Multisector Bond SMA Completion Portfolio

  

June 17, 2020

Overseas SMA Completion Portfolio

  

June 17, 2020

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


 

Fund

 

  

 

Effective Date

 

Columbia Contrarian Asia Pacific Fund

  

May 1, 2018

Columbia Contrarian Europe Fund

  

May 1, 2018

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 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 – Contrarian Core 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® – 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

Variable Portfolio – Managed Volatility Growth Fund

  

May 1, 2018

Variable Portfolio – U.S. Flexible Conservative Growth Fund

  

May 1, 2018


 

Fund

 

  

 

Effective Date

 

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. Government Mortgage Fund

  

May 1, 2018

CTIVP® – American Century Diversified Bond Fund

  

May 1, 2018

CTIVP® – BlackRock Global Inflation-Protected Securities Fund

  

May 1, 2018

CTIVP® – CenterSquare Real Estate 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

Variable Portfolio – Aggressive Portfolio

  

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


 

Fund

 

  

 

Effective Date

 

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 International Core Equity Fund

  

May 1, 2018

Variable Portfolio – Partners International Growth Fund

  

May 1, 2018

Variable Portfolio – Partners International Value 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