| Relationships | Role | Relationship Start | Relationship End |
| Wells Fargo Bank, National Association | Parent | 12/31/2010 | 12/31/2010 |
| Wachovia Financial Services, Inc. | Parent | 12/15/1999 | 12/30/2010 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Wells Fargo Bank, National Association | Buyer | 1,740,819,000 | Pooling of Interests | Discontinued | 1/1/2011 |
| Western Financial Associate Solutions | Seller | Discontinued | 6/30/2006 | ||
| Wachovia Services, Inc. | Seller | Discontinued | 1/1/2006 | ||
| First Union Shared Resources, Llc | Seller | Discontinued | 12/17/2002 |