Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.10: Less Stable Affiliated Sweep Account Balances

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
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 953.95 Day 40 No L-7 270.54 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 22873.28 Day 40 Partial L-8 11026.70 FDIC None Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 35193.99 Day 40 No L-9 15471.89 Other Credit Event No Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 38239.51 Day 40 No LC-1 15674.93 FDIC Credit Event No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 130.78 Day 40 Yes LC-2 48.85 Other Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 43702.92 Day 40 Yes N-1 14580.20 Uninsured None Yes No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 2471.57 Day 40 Partial N-2 629.38 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 12930.22 Day 40 No N-3 2559.72 Uninsured None No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 16371.23 Day 40 Yes N-4 3441.40 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 22797.16 Day 40 Yes N-5 10687.64 Uninsured None No No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 9052.59 Day 40 No N-6 3473.83 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 26795.48 Day 40 Yes N-7 10055.21 FDIC Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 39552.90 Day 40 No P-1 7176.31 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 34852.61 Day 40 Partial P-2 13784.09 FDIC None Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 33642.32 Day 40 Yes S-8 4954.23 Uninsured None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 7104.96 Day 40 Partial Y-1 3343.75 Uninsured None No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 16878.93 Day 40 Yes Y-2 8296.73 FDIC None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 20148.26 Day 40 Partial Y-3 7681.08 Other Maturity Date No No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 17436.74 Day 40 No Y-4 2476.93 FDIC Credit Event Yes No Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 12765.00 Day 40 Yes Z-1 2726.83 Uninsured Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 44127.00 Day 40 No A-2 14088.31 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 891.65 Day 40 No A-3 161.72 Other Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 10733.29 Day 40 Yes A-4 3365.53 Uninsured None Yes No Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 42043.37 Day 40 No A-5 9086.35 FDIC None No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 38614.69 Day 40 Partial CB-1 8510.76 FDIC None No No Corporate Banking