| Relationships | Role | Relationship Start | Relationship End |
| Ibid, Inc. | Parent | 8/14/2004 | 10/31/2004 |
| Servus Financial Corporation | Parent | 7/30/2003 | 8/13/2004 |
| First Security Corporation | Parent | 7/23/1984 | 7/29/2003 |
| First Security Investment Management, Inc. | Subsidary | 11/29/1984 | 5/7/2003 |
| First Security Investor Services, Inc. | Subsidary | 10/2/1984 | 7/1/1999 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Ibid, Inc. | Buyer | Discontinued | 11/1/2004 | ||
| First Security Investment Management, Inc. | Seller | Discontinued | 5/8/2003 |