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 No 15911.07 91 - 120 Days Yes G-2 1771.21 FDIC None 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 No 25626.31 91 - 120 Days No G-3 9976.33 FDIC None No 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 6096.99 91 - 120 Days Yes IG-1 1160.58 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 No 40808.74 91 - 120 Days Yes IG-2 15110.33 Other None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 16201.86 91 - 120 Days Partial S-1 3082.42 Other Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 21495.99 91 - 120 Days Partial S-2 8220.60 Uninsured None 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 19416.49 91 - 120 Days Partial S-3 9462.85 Other 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 No 39897.44 91 - 120 Days Partial S-4 18586.88 Uninsured Maturity Date 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 34575.69 91 - 120 Days No S-5 16142.13 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9283.93 91 - 120 Days No S-6 1556.13 FDIC None 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 Yes 23815.57 91 - 120 Days Partial S-7 5750.01 Uninsured Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 12587.95 121 - 150 Days No A-0-Q 3161.28 Uninsured None No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 26131.61 121 - 150 Days No A-1-Q 4465.46 Other Maturity Date 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 Yes 20002.99 121 - 150 Days Partial A-2-Q 4987.39 Other Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 34408.93 121 - 150 Days No A-3-Q 7034.21 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 21835.32 121 - 150 Days Partial A-4-Q 10685.38 Uninsured 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 No 41558.60 121 - 150 Days Partial A-5-Q 13743.42 FDIC None 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 23749.55 121 - 150 Days Partial CB-1-Q 7415.48 FDIC Maturity Date No 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 16240.44 121 - 150 Days Yes CB-2-Q 5605.14 Uninsured Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 44088.64 121 - 150 Days Partial S-1-Q 15980.78 Other 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 3782.06 121 - 150 Days Partial S-2-Q 570.04 FDIC Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 10771.54 121 - 150 Days Yes S-3-Q 2218.94 FDIC Credit Event 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 No 18853.13 121 - 150 Days Partial S-4-Q 9025.42 FDIC Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 12700.46 121 - 150 Days No CB-3-Q 4763.71 Other Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 7780.84 121 - 150 Days No G-1-Q 2452.64 Uninsured Maturity Date Yes No Retail Banking