(h)(9)(i) Schedule A and Schedule B (7-1-2023) to Inter-Fund Lending Agree

EX-99.(H)(9)(I) 6 d514034dex99h9i.htm (H)(9)(I) SCHEDULE A AND SCHEDULE B (7-1-2023) TO INTER-FUND LENDING AGREE (h)(9)(i) Schedule A and Schedule B (7-1-2023) to Inter-Fund Lending Agree

SCHEDULE A

BORROWING FUNDS

(As of July 1, 2023)

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 Large Cap Enhanced Core Fund		May 1, 2018
Columbia Large Cap Index Fund		May 1, 2018
Columbia Mid Cap Index Fund		May 1, 2018
Columbia Overseas Value 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 Duration Municipal Bond Fund		May 1, 2018
Columbia Small Cap Index Fund		May 1, 2018
Columbia Small Cap Value Fund II		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
Columbia Corporate Income Fund		May 1, 2018
Columbia Dividend Income Fund		May 1, 2018
Columbia Emerging Markets 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 Duration Municipal Bond Fund		May 1, 2018
Columbia International Dividend Income Fund		May 1, 2018
Columbia Large Cap Growth Fund		May 1, 2018


Fund		Effective Date
Columbia Massachusetts Intermediate Municipal Bond 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 Real Estate Equity Fund		May 1, 2018
Columbia Select Large Cap Growth Fund		May 1, 2018
Columbia Select Mid Cap Growth Fund		May 1, 2018
Columbia Small Cap Growth Fund		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
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 Flexible Capital Income Fund		May 1, 2018
Columbia Floating Rate Fund		May 1, 2018
Columbia Global Value Fund		May 1, 2018
Columbia Global Opportunities 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 Integrated Large Cap Growth Fund		December 1, 2021


Fund		Effective Date
Columbia Integrated Large Cap Value Fund		December 1, 2021
Columbia Integrated Small Cap Growth Fund		December 1, 2021
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 Pyrford International Stock Fund		December 7, 2021
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 Global Technology Fund		May 1, 2018
Columbia Seligman Technology and Information Fund		May 1, 2018
Columbia Strategic Municipal Income Fund		May 1, 2018
Columbia Ultra Short Duration Municipal Bond Fund		December 7, 2021
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
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
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


Fund		Effective Date
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 – 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 Mid Cap Growth Fund		May 1, 2018
Columbia Variable Portfolio – Select Mid 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^® – MFS^® Value Fund		May 1, 2018
CTIVP^® – Morgan Stanley Advantage Fund		May 1, 2018
CTIVP^®– Principal Blue Chip Growth 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^® – 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
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:		Senior Vice President and North America Head of Operations & Investor Services

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, 2023)

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 Large Cap Enhanced Core Fund		May 1, 2018
Columbia Large Cap Growth Opportunity Fund		May 1, 2018
Columbia Large Cap Index Fund		May 1, 2018
Columbia Mid Cap Index Fund		May 1, 2018
Columbia Overseas Value Fund		May 1, 2018
Columbia Select Global Growth Fund		May 1, 2018
Columbia Select Large Cap Equity Fund		May 1, 2018
Columbia Select Mid Cap Value Fund		May 1, 2018
Columbia Short Duration Municipal Bond Fund		May 1, 2018
Columbia Short Term Bond Fund		May 1, 2018
Columbia Small Cap Index Fund		May 1, 2018
Columbia Small Cap Value Fund II		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
Columbia Corporate Income Fund		May 1, 2018
Columbia Dividend Income Fund		May 1, 2018
Columbia Emerging Markets 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 Duration Municipal Bond Fund		May 1, 2018


Fund		Effective Date
Columbia International Dividend Income Fund		May 1, 2018
Columbia Large Cap Growth Fund		May 1, 2018
Columbia Massachusetts Intermediate Municipal Bond 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 Real Estate Equity Fund		May 1, 2018
Columbia Select Large Cap Growth Fund		May 1, 2018
Columbia Select Mid Cap Growth Fund		May 1, 2018
Columbia Small Cap Growth Fund		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
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 Flexible Capital Income Fund		May 1, 2018
Columbia Floating Rate Fund		May 1, 2018
Columbia Global Opportunities Fund		May 1, 2018
Columbia Global Value Fund		May 1, 2018


Fund		Effective Date
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 Integrated Large Cap Growth Fund		December 7, 2021
Columbia Integrated Large Cap Value Fund		December 7, 2021
Columbia Integrated Small Cap Growth Fund		December 7, 2021
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 Pyrford International Stock Fund		December 7, 2021
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 Global Technology Fund		May 1, 2018
Columbia Seligman Technology and Information Fund		May 1, 2018
Columbia Short-Term Cash Fund		May 1, 2018
Columbia Strategic Municipal Income Fund		May 1, 2018
Columbia Ultra Short Duration Municipal Bond Fund		December 7, 2021
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
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
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 – 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 Mid Cap Growth 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^® – MFS^® Value Fund		May 1, 2018
CTIVP^® – Morgan Stanley Advantage Fund		May 1, 2018
CTIVP^®– Principal Blue Chip Growth 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^® – 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
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