Common Contracts

26 similar Reference Trust Agreement contracts by Guggenheim Defined Portfolios, Series 1562, Guggenheim Defined Portfolios, Series 1972, Guggenheim Defined Portfolios, Series 1980, others

Large Cap Buffer 20 Portfolio, Series 20 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • May 16th, 2025 • Guggenheim Defined Portfolios, Series 2497

This Amendment no. 1 to the Reference Trust Agreement dated as of May 16, 2025, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 19 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • April 17th, 2025 • Guggenheim Defined Portfolios, Series 2496

This Amendment no. 1 to the Reference Trust Agreement dated as of April 17, 2025, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 18 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • March 21st, 2025 • Guggenheim Defined Portfolios, Series 2462

This Amendment no. 1 to the Reference Trust Agreement dated as of March 21, 2025, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 17 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • February 21st, 2025 • Guggenheim Defined Portfolios, Series 2461

This Amendment no. 1 to the Reference Trust Agreement dated as of February 21, 2025, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 16 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • January 24th, 2025 • Guggenheim Defined Portfolios, Series 2460

This Amendment no. 1 to the Reference Trust Agreement dated as of January 24, 2025, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 15 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • December 20th, 2024 • Guggenheim Defined Portfolios, Series 2434

This Amendment no. 1 to the Reference Trust Agreement dated as of December 20, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • November 15th, 2024 • Guggenheim Defined Portfolios, Series 2433

This Amendment no. 1 to the Reference Trust Agreement dated as of November 15, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 13 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • October 18th, 2024 • Guggenheim Defined Portfolios, Series 2432

This Amendment no. 1 to the Reference Trust Agreement dated as of October 18, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 12 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • September 13th, 2024 • Guggenheim Defined Portfolios, Series 2417

This Amendment no. 1 to the Reference Trust Agreement dated as of September 13, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 11 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • August 5th, 2024 • Guggenheim Defined Portfolios, Series 2416

This Amendment no. 1 to the Reference Trust Agreement dated as of August 5, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 10 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • June 20th, 2024 • Guggenheim Defined Portfolios, Series 2415

This Amendment no. 1 to the Reference Trust Agreement dated as of June 20, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 9 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • May 22nd, 2024 • Guggenheim Defined Portfolios, Series 2368

This Amendment no. 1 to the Reference Trust Agreement dated as of May 22, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 8 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • January 11th, 2024 • Guggenheim Defined Portfolios, Series 2367

This Amendment no. 1 to the Reference Trust Agreement dated as of January 11, 2024, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 7 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • October 19th, 2023 • Guggenheim Defined Portfolios, Series 2358

This Amendment no. 1 to the Reference Trust Agreement dated as of October 19, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Guggenheim Defined Portfolios, Series 2353 Flaherty & Crumrine Preferred Portfolio, Series 59 Reference Trust Agreement
Reference Trust Agreement • October 11th, 2023 • Guggenheim Defined Portfolios, Series 2353

This Reference Trust Agreement dated as of October 11, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Large Cap Buffer 20 Portfolio, Series 6 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • September 21st, 2023 • Guggenheim Defined Portfolios, Series 2348

This Amendment no. 1 to the Reference Trust Agreement dated as of September 21, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Guggenheim Defined Portfolios, Series 2319 Flaherty & Crumrine Preferred Portfolio, Series 58 Reference Trust Agreement
Reference Trust Agreement • April 12th, 2023 • Guggenheim Defined Portfolios, Series 2319

This Reference Trust Agreement dated as of April 12, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Guggenheim Defined Portfolios, Series 2293 Flaherty & Crumrine Preferred Portfolio, Series 57 Reference Trust Agreement
Reference Trust Agreement • February 8th, 2023 • Guggenheim Defined Portfolios, Series 2293

This Reference Trust Agreement dated as of February 8, 2023, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 15 Portfolio, Series 3 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • January 31st, 2022 • Guggenheim Defined Portfolios, Series 2197

This Amendment no. 1 to the Reference Trust Agreement dated as of January 31, 2022, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 15 Portfolio, Series 2 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • December 27th, 2021 • Guggenheim Defined Portfolios, Series 2177

This Amendment no. 1 to the Reference Trust Agreement dated as of December 27, 2021, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 10 Portfolio, July 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • April 29th, 2020 • Guggenheim Defined Portfolios, Series 2017

This Amendment no. 1 to the Reference Trust Agreement dated as of April 29, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, April 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • March 27th, 2020 • Guggenheim Defined Portfolios, Series 2016

This Amendment no. 1 to the Reference Trust Agreement dated as of March 27, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, March 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • February 28th, 2020 • Guggenheim Defined Portfolios, Series 2003

This Amendment no. 1 to the Reference Trust Agreement dated as of February 28, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, January 2022 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • January 24th, 2020 • Guggenheim Defined Portfolios, Series 1980

This Amendment no. 1 to the Reference Trust Agreement dated as of January 24, 2020, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, December 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • December 19th, 2019 • Guggenheim Defined Portfolios, Series 1972

This Amendment no. 1 to the Reference Trust Agreement dated as of December 19, 2019, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.

Defined Outcome Trust: Large Cap Buffer 20 Portfolio, February 2021 AMENDMENT NO. 1 TO THE REFERENCE TRUST AGREEMENT
Reference Trust Agreement • November 7th, 2019 • Guggenheim Defined Portfolios, Series 1562

This Amendment no. 1 to the Reference Trust Agreement dated as of November 7, 2019, between Guggenheim Funds Distributors, LLC, as Depositor, and The Bank of New York Mellon, as Trustee, sets forth certain provisions in full and incorporates other provisions by reference to the document entitled “Standard Terms and Conditions of Trust For Series Formed on or Subsequent to December 18, 2001” (herein called the “Standard Terms and Conditions of Trust”), and such provisions as are set forth in full and such provisions as are incorporated by reference constitute a single instrument. All references herein to Articles and Sections are to Articles and Sections of the Standard Terms and Conditions of Trust.