| Relationships | Role | Relationship Start | Relationship End |
| Wachovia Bank, National Association | Parent | 11/30/2001 | 7/31/2002 |
| Wachovia Corporation | Parent | 11/20/2001 | 7/31/2002 |
| First Union Direct Bank, National Association | Parent | 8/1/1997 | 11/29/2001 |
| First Union Bank Of Connecticut | Parent | 12/2/1996 | 7/31/1997 |
| Wells Fargo Real Estate Investment Corporation | Subsidary | 11/20/2001 | 7/31/2002 |
| Wells Fargo Real Estate Investment Corporation | Subsidary | 12/2/1996 | 11/19/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wachovia Preferred Funding Corp. | Buyer | Discontinued | 8/1/2002 |