| Relationships | Role | Relationship Start | Relationship End |
| Bofa Global Capital Management Group, Llc | Parent | 7/29/2005 | 9/29/2005 |
| Liberty Funds Group Llc | Parent | 11/1/2001 | 7/28/2005 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bofa Advisors, Llc | Buyer | Discontinued | 9/30/2005 |