1999 – PRESENT MERGER AND INVESTMENT HISTORY

Trace the company's growth from 1999 to the present day.

Closed Acquiree or Investment/Headquarters Transaction Type/Payment Exchange Ratio/Price Per Share 10/01/2007  A.G. Edwards, Inc. St. Louis, Missouri Purchase/Cash and Stock 0.9844/$35.80 01/31/2007 European Credit Management London, England Purchase/Private Private 10/01/2006 Golden West Financial Corporation, parent of World Savings Bank Oakland, CA Purchase/77%Stock; 23% Cash 1.05105/$18.6461 06/01/2006 Defined contribution record-keeping business of Ameriprise Financial, Inc. Minneapolis, MN Purchase/Private Private 06/01/2006 Metropolitan West Capital Management, LLC Newport Beach, CA Purchase/Private Private 05/15/2006 American Property Financing, Inc. (APF) New York, NY   Purchase/Private Private 03/01/2006 Westcorp and WFS Financial, Inc.  Irvine, CA Purchase/Stock Westcorp 1.2749/WFS Financial 1.4661 12/12/2005 AmNet Mortgage, Inc. San Diego, CA  Purchase/Cash $10.30 11/14/2005 Minority ownership stake in Golden Capital Management, LLC. Charlotte, NC Purchase/Private Private 10/06/2005 International banking business of UnionBanCal Corporation San Francisco, CA Purchase/Cash Private 05/06/2005 Palmer & Cay, Inc. (insurance brokerage) Savannah, GA Purchase/Private Private 11/01/2004 SouthTrust Corporation Birmingham, AL   Purchase/Stock 0.89 11/01/2004 Tanager Financial Services, Inc.  Waltham, Mass. Purchase/Private Private 01/01/2004 Metropolitan West Securities, LLC Los Angeles, CA, and Short Hills, NJ Purchase/Private Private 12/31/2003 The Bank of New York's Employee Investment Plans Division's daily record-keeping and trustees services business New York, NY Purchase/Private Private 12/22/2003 Correspondent banking payment processing unit of Harris Bank International Corporation  New York, NY Purchase/Private Private 12/17/2003 Lend Lease Mortgage Capital Dallas, TX Purchase/Private Private 11/26/2003 AMI Capital Inc., commercial real estate lender  Bethesda, MD Purchase/Private Private 07/01/2003 Wachovia Corp.-Prudential Financial, Inc., retail brokerage combination  Newark, NJ Purchase/ – – 06/30/2003 Retirement services business of PFPC, Inc. Wilmington, DE Purchase/Private Private 11/01/2002 J.L. Kaplan Associates, LLC Boston, MA Purchase/Cash Private 10/01/2002 Certain assets of E-Risk Services, LLC Flanders, NJ Purchase/Cash Private 08/30/2002 Cameron M. Harris & Company    Charlotte, NC Purchase/Stock Private 12/31/2001 Info-One Campbell, CA Purchase/Cash Private 11/07/2001 Assets of Crawford, Slevin & Hicks Sparks, MD Purchase/Cash Private 11/01/2001 Rhodes Agency Hawthorne, NJ Purchase/Stock  Private 11/01/2001 Olympic Insurance Associates Iselin, NJ Purchase/Cash Private 09/01/2001 Wachovia Corporation Winston-Salem, NC Purchase/Stock 2.00 +$0.48 cash or 2 DEPs 05/31/2001 Benefit Resources Inc. Mt. Laurel, NJ  Purchase/Cash Private 05/15/2001 Dilks Cos. Inc. Moorestown, NJ Purchase/Cash Private 01/01/2001 JWGenesis Financial Corp. Boca Raton, FL Purchase/Cash $12.00 08/31/2000 The Tribus Companies, Inc.  Wayne, NJ Purchase/Stock Private 08/04/2000 First Albany Companies Albany, NY Purchase/Cash Private 07/25/2000 Pivot.com Columbus, Ohio Purchase/Cash $4 million 06/01/2000 Forum Capital Markets, LLC  Old Greenwich, CT Purchase/Cash Private 10/01/1999 EVEREN Capital Corporation Chicago, IL Purchase/Stock 0.8286 06/04/1999 Tattersall Advisory Group Richmond, VA Purchase/Cash Private

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