| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Bank, National Association | Parent | 7/2/2011 | 7/14/2011 |
| First Union Holdings, Llc | Parent | 12/31/2008 | 7/1/2011 |
| First Union Holdings, Llc | Parent | 11/14/2008 | 12/30/2008 |
| First Union Holdings, Llc | Parent | 4/29/2005 | 11/13/2008 |
| First Union Holdings, Llc | Parent | 5/1/1997 | 4/28/2005 |
| First Union Commercial Investments, Llc | Subsidary | 4/29/2005 | 3/1/2009 |
| First Union St Investments, Llc | Subsidary | 4/29/2005 | 12/9/2008 |
| Wachovia Financial Services, Inc. | Subsidary | 9/30/1999 | 12/31/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Bank, National Association | Buyer | 1,740,819,000 | Pooling of Interests | Discontinued | 7/15/2011 |
| First Union St Investments, Llc | Seller | Discontinued | 12/10/2008 |