| Relationships | Role | Relationship Start | Relationship End |
| Bank Of America, National Association | Parent | 10/30/1995 | 8/21/2005 |
| Bacap Advisory Partners, Llc | Subsidary | 3/6/2002 | 8/21/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bofa Distributors, Inc. | Buyer | Discontinued | 8/22/2005 |