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 17612.81 151 - 179 Days Partial E-10 6361.93 Other Credit Event 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 21742.01 151 - 179 Days No E-3 5207.51 Other None 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 12569.68 151 - 179 Days Partial E-4 4249.55 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 26955.05 151 - 179 Days Partial E-5 3788.61 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 26892.90 151 - 179 Days Yes E-6 6540.09 Uninsured None Yes 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 26959.57 151 - 179 Days No E-7 11753.59 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 314.04 151 - 179 Days No E-8 61.73 FDIC Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 5829.07 151 - 179 Days No E-9 2575.21 Other Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 22855.62 151 - 179 Days No G-4 9862.00 Uninsured 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 40722.52 151 - 179 Days Yes IG-3 10208.16 Other 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 12010.46 151 - 179 Days Partial IG-4 3779.48 Uninsured None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 2221.57 151 - 179 Days No IG-5 710.72 Other Credit Event Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 27998.52 151 - 179 Days Partial IG-6 7932.91 FDIC 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 Yes 20923.01 151 - 179 Days Partial IG-7 7961.99 FDIC Credit Event No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 6933.19 151 - 179 Days No IG-8 2820.47 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 No 10021.10 151 - 179 Days Partial L-1 2115.51 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 43730.17 151 - 179 Days Yes L-10 8809.38 Uninsured Credit Event 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 Yes 16900.21 151 - 179 Days Partial L-11 7932.74 Other None 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 Yes 33092.89 151 - 179 Days No L-2 16106.56 Other None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 6955.73 151 - 179 Days Yes L-3 1826.03 Uninsured Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 16581.10 151 - 179 Days Yes L-4 7120.55 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 19545.35 151 - 179 Days No L-5 7553.44 Uninsured Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 28131.95 151 - 179 Days Partial L-6 10029.49 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 15276.88 151 - 179 Days Yes L-7 5156.15 Uninsured None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 4489.85 151 - 179 Days Partial L-8 1311.25 Other Maturity Date Yes No Corporate Banking