Relationships Role Relationship Start Relationship End
Bank Of New York Mellon Corporation, The Parent 7/1/2007 11/1/2008
Mellon Financial Corporation Parent 1/2/2001 6/30/2007
Mellon Financial Corporation Parent 4/1/1999 1/1/2001
Boston Group Holdings, Inc. Parent 5/21/1993 3/31/1999
Mellon Trust Of California Subsidary 6/30/2007 6/30/2008
Mellon Trust Of New York, Llc Subsidary 6/30/2007 6/30/2008
Mellon Trust Of Washington Subsidary 6/30/2007 6/30/2008
Mellon Private Trust Company, National Association Subsidary 6/30/2007 1/14/2008
Mellon Trust Of California Subsidary 5/21/1993 6/29/2007
Mellon Trust Of New York, Llc Subsidary 5/21/1993 6/29/2007
Mellon Trust Of Washington Subsidary 11/8/2000 6/29/2007
Mellon Private Trust Company, National Association Subsidary 5/15/1997 6/29/2007
Rm Services Inc. Subsidary 3/31/1999 3/31/2007
Wellington-Medford Ii Properties, Inc. Subsidary 5/21/1993 10/19/2004
Boston Company Advisors, Inc., The Subsidary 5/21/1993 12/31/2001
Boston Company Energy Advisors, Inc., The Subsidary 5/21/1993 8/31/2001
Mellon Trust Of New England, National Association Subsidary 5/21/1993 1/1/2001
Boston Company Financial Strategies, Inc., The Subsidary 5/21/1993 4/18/2000
Franklin Portfolio Holdings, Llc Subsidary 5/21/1993 3/31/1999
Boston Safe Advisors, Inc. Subsidary 5/21/1993 3/31/1999
Franklin Portfolio Associates, Llc Subsidary 1/1/1997 3/31/1999
Tbcam Holdings, Llc Subsidary 1/1/1998 3/31/1999
Boston Company Asset Management, Llc, The Subsidary 1/1/1998 3/31/1999
Boston Company Asset Management, Inc., The Subsidary 5/21/1993 12/31/1997
Mellon Fund Administration Limited Subsidary 5/21/1993 11/30/1997
Boston Company Of Southern California, The Subsidary 5/21/1993 4/4/1996
Boston Company Overseas Banking Corporation Subsidary 5/21/1993 12/29/1995
First Boylston Corporation Subsidary 5/21/1993 10/12/1995
Boston Finance Company The Subsidary 5/21/1993 10/3/1995
Access Capital Strategies Corp. Subsidary 7/12/1994 7/27/1995
Boston Company Real Estate Counsel, Inc., The Subsidary 5/21/1993 8/31/1993
Mellon Trust Of New England, National Association Subsidary 3/5/1987 5/20/1993
Mellon Trust Of New York, Llc Subsidary 6/16/1988 5/20/1993
Boston Company Overseas Banking Corporation Subsidary 6/24/1988 5/20/1993
Mellon Trust Of New England, National Association Subsidary 1/1/1964 3/4/1987
Acquisitions & Mergers Role Assets Acct Method Type Transaction Date
Boston Group Holdings, Inc. Seller Discontinued 4/1/1999
Shearson Venture Capital Inc. Seller Discontinued 9/8/1997
Shearson Summit Euromanagement Inc. Seller Discontinued 9/8/1997
Shearson Summit Europartners Inc. Seller Discontinued 9/8/1997
Shearson Summit Management Inc. Seller Discontinued 9/8/1997
Shearson Summit Partners Inc. Seller Discontinued 9/8/1997