| Relationships | Role | Relationship Start | Relationship End |
| Convergent Capital Management Llc | Parent | 4/1/2003 | 7/1/2014 |
| Clifford Swan Investment Counsel Llc | Subsidary | 4/1/2003 | 7/1/2014 |
| Relationships | Role | Relationship Start | Relationship End |
| Convergent Capital Management Llc | Parent | 4/1/2003 | 7/1/2014 |
| Clifford Swan Investment Counsel Llc | Subsidary | 4/1/2003 | 7/1/2014 |