| Relationships | Role | Relationship Start | Relationship End |
| Bny Mellon Distributors Holdings Inc. | Parent | 5/31/2000 | 12/31/2003 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bny Mellon Investment Servicing (Us) Inc. | Buyer | Discontinued | 1/1/2004 |