Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.1: Transactional Accounts

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Collateral Class Collateral Value Insured Trigger Rehypothecated Internal Internal Counterparty Business Line
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.1 Transactional Accounts Small Business Yes 2594137582.20 31-90 Days Yes Corporate Bonds 889189895.20 FDIC Credit Event Yes No IntD-1584 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.1 Transactional Accounts Retail No 5764463311.18 1-7 Days No None 0.00 Other None Yes No Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.1 Transactional Accounts Small Business Yes 44658025.61 31-90 Days Partial None 0.00 FDIC Credit Event No Yes IntD-8510 Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Small Business No 1466568869.78 8-30 Days No Treasuries 190948265.21 Uninsured Maturity Date Yes No Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.1 Transactional Accounts Retail No 5489391858.25 31-90 Days Yes Equities 32191834.99 FDIC None Yes No IntD-1552 Operations
2025-09-09 Liberty International Finance Ltd. O.D.1 Transactional Accounts Retail Yes 1811426018.10 8-30 Days Yes Agency MBS 572420410.17 Uninsured Credit Event Yes No Treasury
2025-09-09 Liberty International Finance Ltd. O.D.1 Transactional Accounts Retail No 64633611.79 1-7 Days Yes Corporate Bonds 567544078.94 Other None No No IntD-8536 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.1 Transactional Accounts Retail No 2220419960.59 31-90 Days Yes Other 244123431.82 Uninsured Credit Event No No IntD-7417 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.1 Transactional Accounts Retail Yes 7190596878.93 <1 Day No Cash 870619512.38 FDIC Credit Event No Yes IntD-7367 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.1 Transactional Accounts Retail No 8119185723.29 1-7 Days Yes Agency MBS 80979483.01 Other Maturity Date No Yes Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 1607707054.13 1-7 Days Yes Cash 534673317.36 Other None No No IntD-1935 Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.1 Transactional Accounts Small Business No 740290661.90 <1 Day Yes Equities 67339364.13 Other Maturity Date No Yes IntD-3839 Retail Banking
2025-09-09 Liberty National Bank O.D.1 Transactional Accounts Retail No 547989366.18 8-30 Days No Treasuries 635700215.89 Other None No Yes Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.1 Transactional Accounts Small Business Yes 8091873952.48 <1 Day No Agency MBS 848347447.53 Other Maturity Date Yes Yes IntD-7338 Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.1 Transactional Accounts Small Business No 970731672.67 31-90 Days No Treasuries 687501336.89 FDIC None No Yes IntD-4103 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 6656401126.19 31-90 Days No Other 796983509.73 Uninsured Credit Event Yes Yes Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.1 Transactional Accounts Retail Yes 9227661561.92 <1 Day Partial Corporate Bonds 430503978.53 Other Credit Event No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail No 3027886691.48 Open Partial A-0-Q 515686400.90 Uninsured Credit Event No Yes IntD-8531 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 2409972431.26 Open No A-0-Q 279560577.72 Other None Yes Yes IntD-5826 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 9899323736.74 Open Partial A-0-Q 392140348.42 FDIC Maturity Date No No IntD-2911 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 777884043.19 Open No A-0-Q 15412985.05 Other None Yes No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 6768811395.02 Open No A-0-Q 231493272.93 FDIC Maturity Date Yes No IntD-8785 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail No 447474975.19 Open Partial A-1-Q 886137846.93 Other Maturity Date No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail No 671485299.05 Open No A-1-Q 482815071.57 Other Maturity Date No Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.1 Transactional Accounts Retail Yes 9005596095.40 Open Partial A-1-Q 146071879.04 Other Maturity Date Yes Yes Treasury