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
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 17433.16 Day 54 Yes N-5 5301.32 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 21263.56 Day 54 No N-6 4463.94 Other Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 25920.69 Day 54 Yes N-7 3368.86 Other Credit Event Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 15346.37 Day 54 No P-1 7441.03 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 11702.15 Day 54 Partial P-2 2910.51 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 22572.87 Day 54 Yes S-8 8191.53 Other Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 29003.03 Day 54 No Y-1 3137.74 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 19152.54 Day 54 Yes Y-2 8609.03 Uninsured Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 16774.03 Day 54 Partial Y-3 6448.25 Uninsured None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 4841.78 Day 54 Partial Y-4 1681.32 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 3595.47 Day 54 Yes Z-1 1006.94 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 37413.52 Day 54 Yes A-2 13651.53 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 34533.58 Day 54 Yes A-3 8796.08 FDIC Maturity Date Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 35851.86 Day 54 Yes A-4 14227.55 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 32144.39 Day 54 Partial A-5 13584.23 Uninsured Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 30572.64 Day 54 Yes CB-1 8306.55 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 1814.33 Day 54 Yes CB-2 757.79 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 28246.26 Day 54 No CB-3 3818.61 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 31900.14 Day 54 No E-1 7937.07 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 19340.10 Day 54 No E-2 3992.15 Other Credit Event Yes Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 17772.47 Day 54 No G-1 8880.03 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 11868.22 Day 54 Partial G-2 5924.42 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 10033.46 Day 54 No G-3 3700.71 FDIC Maturity Date Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 7342.74 Day 54 No IG-1 780.05 FDIC Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 2476.31 Day 54 No IG-2 889.87 FDIC Credit Event No No Retail Banking