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 Yes 8400.68 >5 Yr Yes IG-2-Q 2901.60 FDIC Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 32712.71 >5 Yr Partial C-1 14936.33 Uninsured Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 14925.95 >5 Yr No CB-4 7226.97 Other Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 36816.02 >5 Yr Yes E-10 5023.10 Other Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 8856.99 >5 Yr No E-3 3128.16 FDIC Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 1551.65 >5 Yr Yes E-4 360.59 Other Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 34327.92 >5 Yr Partial E-5 13995.25 Uninsured None No No Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 4091.29 >5 Yr Partial E-6 538.73 Other None Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 37570.94 >5 Yr No E-7 11369.95 Other None Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 23613.74 >5 Yr No E-8 5285.30 Other Credit Event Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 20428.54 >5 Yr Yes E-9 10107.61 FDIC Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 39050.84 >5 Yr No G-4 18137.28 Other Maturity Date No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 29999.65 >5 Yr Partial IG-3 14404.15 Uninsured 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 30792.26 >5 Yr Yes IG-4 15022.28 FDIC Credit Event No No Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 43181.65 >5 Yr No IG-5 10509.28 FDIC Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 34442.24 >5 Yr Yes IG-6 12135.07 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 25715.07 >5 Yr No IG-7 10666.68 Other Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 1596.23 >5 Yr Yes IG-8 421.14 Uninsured None Yes No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 40042.24 >5 Yr Partial L-1 14931.42 FDIC None No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 13687.85 >5 Yr Yes L-10 3290.39 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 4563.55 >5 Yr Yes L-11 1623.34 Uninsured 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 No 29018.20 >5 Yr No L-2 10584.65 Other Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 9959.94 >5 Yr Yes L-3 3572.66 Uninsured None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 30827.04 >5 Yr Partial L-4 14725.80 FDIC None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 505.73 >5 Yr Yes L-5 231.22 Uninsured Credit Event No No Treasury