| Relationships | Role | Relationship Start | Relationship End |
| Franklin Resources, Inc. | Parent | 4/10/2001 | 9/29/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Franklin Investment Advisory Services, Llc | Buyer | Discontinued | 9/30/2004 |
| Relationships | Role | Relationship Start | Relationship End |
| Franklin Resources, Inc. | Parent | 4/10/2001 | 9/29/2004 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Franklin Investment Advisory Services, Llc | Buyer | Discontinued | 9/30/2004 |