Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.A.5: Unsettled Asset Purchases

Report Date Reporting Entity PID Product Sub Product Market Value Lendable Value Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Collateral Class Treasury Control Accounting Designation Effective Maturity Bucket Encumbrance Type
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 1177445227.00 0.00 USD No Day 35 1177445227.00 T+1 Liberty National Bank Treasury L-8 Yes AFS Indefinite Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2076449338.00 0.00 USD No Day 2 2076449338.00 T+1 Liberty Capital Markets Inc. Corporate Banking L-5 Yes Trading Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2951022335.00 0.00 GBP Yes Day 3 2951022335.00 Open Liberty International Finance Ltd. Corporate Banking E-3 Yes Short-Term Unencumbered
2025-09-08 Liberty Mortgage Services Corp. I.A.5 Unsettled Asset Purchases 800564361.00 0.00 USD No Day 23 800564361.00 T+1 Liberty International Finance Ltd. Wealth Management S-3 Yes HTM Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 732880166.00 0.00 USD No Day 21 732880166.00 T+2 Liberty Capital Markets Inc. Treasury CB-1-Q Yes AFS Indefinite Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 1311661602.00 0.00 USD No Day 9 1311661602.00 T+2 Liberty National Bank Retail Banking L-10 Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 2207738405.00 0.00 USD No Day 49 2207738405.00 Open Liberty Mortgage Services Corp. Capital Markets A-5 Yes Trading Long-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2262406381.00 0.00 USD No Day 2 2262406381.00 T+1 Liberty Capital Markets Inc. Wealth Management G-4 Yes Indefinite Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2750517034.00 0.00 USD No Day 42 2750517034.00 T+2 Liberty National Bank Capital Markets S-1-Q Yes Short-Term Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 2555965340.00 0.00 USD No Day 31 2555965340.00 T+3 Liberty Financial Group, Inc. Wealth Management A-1-Q Yes Medium-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2026562533.00 0.00 GBP Yes Day 4 2026562533.00 Open Liberty Capital Markets Inc. Treasury IG-7 Yes HTM Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 914865746.00 0.00 USD No >4 Yr <= 5 Yr 914865746.00 T+1 Liberty Capital Markets Inc. Wealth Management S-5 Yes Medium-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2296590750.00 0.00 GBP Yes Day 51 2296590750.00 T+2 Liberty Capital Markets Inc. Corporate Banking A-2-Q Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2271825460.00 0.00 USD No 151 - 179 Days 2271825460.00 T+2 Liberty International Finance Ltd. Treasury N-5 Yes Medium-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2457791172.00 0.00 USD No >2 Yr <= 3 Yr 2457791172.00 T+2 Liberty Capital Markets Inc. Retail Banking S-3-Q Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 2496178910.00 0.00 USD No >4 Yr <= 5 Yr 2496178910.00 Open Liberty International Finance Ltd. Wealth Management A-0-Q Yes Loan Portfolio Indefinite Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 1789435520.00 0.00 CAD Yes Day 37 1789435520.00 T+2 Liberty Mortgage Services Corp. Retail Banking Y-3 Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.5 Unsettled Asset Purchases 1171704669.00 0.00 USD No 271 - 364 Days 1171704669.00 Open Liberty International Finance Ltd. Treasury S-5 Yes Trading Unencumbered
2025-09-08 Liberty Mortgage Services Corp. I.A.5 Unsettled Asset Purchases 917046371.00 0.00 USD No Day 57 917046371.00 T+1 Liberty International Finance Ltd. Corporate Banking L-9 Yes Indefinite Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 315746645.00 0.00 EUR Yes Day 10 315746645.00 Open Liberty National Bank Wealth Management L-7 Yes Trading Short-Term Unencumbered
2025-09-08 Liberty Mortgage Services Corp. I.A.5 Unsettled Asset Purchases 779937423.00 0.00 USD No Day 29 779937423.00 T+2 Liberty National Bank Treasury S-5 Yes Medium-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 1168596705.00 0.00 JPY Yes Day 59 1168596705.00 T+1 Liberty International Finance Ltd. Corporate Banking A-3 Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.5 Unsettled Asset Purchases 976925439.00 0.00 USD No Perpetual 976925439.00 T+2 Liberty Capital Markets Inc. Corporate Banking G-3 Yes Short-Term Unencumbered
2025-09-08 Liberty Mortgage Services Corp. I.A.5 Unsettled Asset Purchases 2300864236.00 0.00 EUR Yes 121 - 150 Days 2300864236.00 T+1 Liberty International Finance Ltd. Wealth Management IG-8 Yes Trading Medium-Term Unencumbered
2025-09-08 Liberty Mortgage Services Corp. I.A.5 Unsettled Asset Purchases 1306338598.00 0.00 USD No Day 27 1306338598.00 T+3 Liberty Capital Markets Inc. Wealth Management IG-7 Yes Long-Term Unencumbered