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
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances GSE No 7434337576.39 <1 Day No Equities 739970768.10 Other None Yes Yes Affil-jRSxE Treasury
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 9014158787.89 <1 Day Partial None 0.00 Other Maturity Date Yes Yes Affil-qKx9w Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity No 3001733582.79 <1 Day Yes Corporate Bonds 655712550.74 FDIC None No Yes Affil-kz2GN Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity No 5141076950.03 <1 Day Partial Corporate Bonds 376061203.38 FDIC Maturity Date No Yes Affil-CzVu9 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Small Business Yes 9672273704.42 <1 Day Partial Other 321598319.61 FDIC Credit Event No Yes Affil-tu0u5 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances PSE Yes 5676500194.30 <1 Day No Cash 516339608.39 Other Credit Event No Yes Affil-KtRkS Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances Other No 4676432394.61 <1 Day No Other 482192503.00 FDIC Maturity Date Yes Yes Affil-xAAEv Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Small Business Yes 8807882756.42 <1 Day Partial Other 954256872.70 Other None Yes Yes Affil-3xmy8 Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances PSE Yes 1536572101.50 <1 Day No Other 517205082.23 FDIC None No Yes Affil-1j2u8 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Non-Financial Corporate No 1855589262.22 <1 Day Yes None 0.00 FDIC Maturity Date Yes Yes Affil-rqdsV Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Broker-Dealer Yes 2805932626.43 <1 Day No Cash 449789527.33 Other None No Yes Affil-xUqL2 Treasury
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances MDB Yes 4889031522.62 <1 Day No Corporate Bonds 884464207.28 FDIC Maturity Date No Yes Affil-1tlEh Operations
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances PSE No 5589109534.55 <1 Day Yes Treasuries 351304917.68 FDIC Maturity Date No Yes Affil-mCdS6 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances Small Business Yes 3607374947.99 <1 Day Partial None 0.00 Uninsured Credit Event No Yes Affil-NCaY9 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Small Business Yes 3668024466.87 <1 Day Yes Other 11554528.10 Uninsured None Yes Yes Affil-6uXKC Corporate Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances PSE Yes 95956130.17 <1 Day No None 0.00 Other None Yes Yes Affil-QUic5 Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Pension Fund No 8403096789.72 <1 Day No None 0.00 Other Credit Event No Yes Affil-N0aXS Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances GSE No 9844232280.57 <1 Day Partial None 0.00 Other None No Yes Affil-Ko9wg Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Pension Fund No 4782905010.62 <1 Day No Treasuries 498019788.60 Other Maturity Date Yes Yes Affil-HtlrW Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9130874525.11 <1 Day Partial Agency MBS 413638784.59 Uninsured Credit Event No Yes Affil-G8APF Retail Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Small Business Yes 1001440756.98 <1 Day No Corporate Bonds 959284006.96 Other Credit Event Yes Yes Affil-khFJx Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Small Business No 6944980682.62 <1 Day No Cash 74288182.22 Other Credit Event Yes Yes Affil-IRNqt Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 1758658004.91 <1 Day No None 0.00 Uninsured None No Yes Affil-Y1LcX Operations
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 5672762806.15 <1 Day Yes Equities 316714280.34 Other Credit Event Yes Yes Affil-4WFqL Retail Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Investment Company or Advisor No 7767380834.84 <1 Day Partial Corporate Bonds 326996106.50 FDIC None No Yes Affil-oPgjM Retail Banking