| Relationships | Role | Relationship Start | Relationship End |
| Bofa Global Capital Management Group, Llc | Parent | 11/1/2001 | 7/29/2005 |
| Colonial Advisory Services, Inc. | Subsidary | 11/1/2001 | 7/28/2005 |
| Financial Centre Insurance Agency, Inc. | Subsidary | 11/1/2001 | 7/28/2005 |
| Bofa Services, Inc. | Subsidary | 11/1/2001 | 7/28/2005 |
| Steinroe Futures Inc. | Subsidary | 11/2/2001 | 4/28/2005 |
| Liberty Advisory Services Corp. | Subsidary | 11/1/2001 | 3/31/2003 |
| Stein Roe & Farnham Incorporated | Subsidary | 11/1/2001 | 3/31/2003 |
| Colonial Management Associates, Inc. | Subsidary | 11/1/2001 | 3/31/2003 |