Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.A.6: Forward 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.6 Forward Asset Purchases 2921301277.00 0.00 USD No Day 42 2921301277.00 3M Forward Liberty Mortgage Services Corp. Corporate Banking G-3 Yes Loan Portfolio Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 1577477815.00 0.00 USD No Day 27 1577477815.00 1Y Forward Liberty National Bank Treasury S-7 Yes Medium-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 1711219320.00 0.00 CAD Yes Day 51 1711219320.00 3M Forward Liberty Mortgage Services Corp. Capital Markets A-1-Q Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 220430505.00 0.00 USD No Day 27 220430505.00 Open Liberty Capital Markets Inc. Corporate Banking S-4-Q Yes Trading Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2393633594.00 0.00 USD No Day 60 2393633594.00 1Y Forward Liberty National Bank Retail Banking S-7-Q Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2698880825.00 0.00 USD No Day 59 2698880825.00 3M Forward Liberty Capital Markets Inc. Wealth Management LC-2 Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2484487012.00 0.00 EUR Yes Day 28 2484487012.00 1Y Forward Liberty National Bank Wealth Management Z-1 Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 1336754570.00 0.00 JPY Yes Day 58 1336754570.00 1Y Forward Liberty Mortgage Services Corp. Wealth Management A-0-Q Yes Loan Portfolio Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 2925587366.00 0.00 USD No Day 5 2925587366.00 6M Forward Liberty Mortgage Services Corp. Retail Banking L-4 Yes AFS Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 1956990018.00 0.00 EUR Yes Day 17 1956990018.00 Open Liberty International Finance Ltd. Wealth Management G-2-Q Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 153971739.00 0.00 USD No Day 5 153971739.00 1M Forward Liberty Mortgage Services Corp. Corporate Banking S-3-Q Yes AFS Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 475712671.00 0.00 CAD Yes Day 35 475712671.00 3M Forward Liberty Financial Group, Inc. Wealth Management N-4 Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 414701699.00 0.00 USD No Day 46 414701699.00 3M Forward Liberty Financial Group, Inc. Corporate Banking N-3 Yes Short-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2085700521.00 0.00 GBP Yes >2 Yr <= 3 Yr 2085700521.00 3M Forward Liberty National Bank Retail Banking L-2 Yes HTM Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 314415545.00 0.00 GBP Yes Day 56 314415545.00 6M Forward Liberty International Finance Ltd. Corporate Banking E-4 Yes Short-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 587276911.00 0.00 USD No Day 18 587276911.00 1Y Forward Liberty International Finance Ltd. Wealth Management E-9 Yes Long-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2205078039.00 0.00 CAD Yes Day 48 2205078039.00 1M Forward Liberty International Finance Ltd. Capital Markets L-4 Yes Indefinite Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 1812349632.00 0.00 GBP Yes Day 14 1812349632.00 1Y Forward Liberty Financial Group, Inc. Capital Markets Y-2 Yes Loan Portfolio Short-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 196947766.00 0.00 USD No Day 24 196947766.00 1Y Forward Liberty Capital Markets Inc. Wealth Management L-1 Yes Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 369097581.00 0.00 USD No Day 45 369097581.00 3M Forward Liberty Mortgage Services Corp. Treasury CB-2-Q Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 2443738351.00 0.00 USD No Day 58 2443738351.00 3M Forward Liberty Mortgage Services Corp. Treasury A-1-Q Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 690446880.00 0.00 USD No Day 45 690446880.00 1M Forward Liberty International Finance Ltd. Treasury E-1-Q Yes Short-Term Unencumbered
2025-09-08 Liberty Financial Group, Inc. I.A.6 Forward Asset Purchases 2268598822.00 0.00 JPY Yes Day 29 2268598822.00 3M Forward Liberty International Finance Ltd. Retail Banking S-4-Q Yes HTM Short-Term Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 1200126149.00 0.00 CAD Yes Day 9 1200126149.00 1Y Forward Liberty National Bank Corporate Banking IG-7 Yes Unencumbered
2025-09-08 Liberty Capital Markets Inc. I.A.6 Forward Asset Purchases 2831232353.00 0.00 EUR Yes Day 30 2831232353.00 Open Liberty National Bank Corporate Banking S-8 Yes Long-Term Unencumbered