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 28007.10 91 - 120 Days Partial E-5 12639.58 FDIC Credit Event 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 38912.31 91 - 120 Days No E-6 8892.61 Uninsured Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 5855.78 91 - 120 Days Yes E-7 2616.14 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 25988.32 91 - 120 Days No E-8 6601.96 Uninsured 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 43839.05 91 - 120 Days Yes E-9 9972.50 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 29318.09 91 - 120 Days Partial G-4 11159.42 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 5214.59 91 - 120 Days Partial IG-3 1209.46 FDIC Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 24114.97 91 - 120 Days Partial IG-4 6975.33 Other None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 40655.38 91 - 120 Days Partial IG-5 18997.02 Other Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 15043.60 91 - 120 Days Partial IG-6 3718.08 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 8285.85 91 - 120 Days Yes IG-7 2611.49 FDIC None No 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 No 10325.56 91 - 120 Days Yes IG-8 2280.33 FDIC None No 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 31113.24 91 - 120 Days Yes L-1 14874.97 FDIC Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 43895.32 91 - 120 Days No L-10 13331.42 FDIC None 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 20080.61 91 - 120 Days No L-11 10011.22 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 24982.94 91 - 120 Days Partial L-2 11481.82 FDIC Maturity Date No 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 Yes 14955.49 91 - 120 Days Partial L-3 3224.17 Other None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 4007.68 91 - 120 Days Partial L-4 1870.16 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 32141.85 91 - 120 Days Yes L-5 6065.18 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 26798.92 91 - 120 Days No L-6 13086.59 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 6589.46 91 - 120 Days Yes L-7 2361.23 Uninsured 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 9563.41 91 - 120 Days Yes L-8 2229.85 FDIC Maturity Date Yes 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 No 9712.82 91 - 120 Days Yes L-9 2073.18 Uninsured Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 41871.18 91 - 120 Days Partial LC-1 19835.82 Uninsured Maturity Date No Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 20696.90 91 - 120 Days Yes LC-2 3425.44 Other None No Yes Liberty Wealth Management LLC Corporate Banking