| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Bank, National Association | Parent | 4/6/2010 | 10/20/2011 |
| Evergreen Investment Company, Inc. | Parent | 1/31/2001 | 4/5/2010 |
| Evergreen Investment Management Company | Parent | 12/11/1996 | 1/30/2001 |
| Evergreen Financing Company, Llc | Subsidary | 6/17/2002 | 3/31/2010 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Funds Management, Llc | Buyer | Discontinued | 10/21/2011 |