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 30262.92 180 - 270 Days No S-4-Q 10370.71 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 Yes 1015.86 180 - 270 Days No CB-3-Q 288.81 FDIC Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 27481.56 180 - 270 Days No G-1-Q 8001.56 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 37010.53 180 - 270 Days Yes G-2-Q 7011.28 Other Credit Event 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 25879.80 180 - 270 Days Yes G-3-Q 7570.09 Uninsured Credit Event 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 33906.67 180 - 270 Days No S-5-Q 9180.23 FDIC Maturity Date 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 No 38774.53 180 - 270 Days Partial S-6-Q 6904.37 Uninsured Maturity Date 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 Yes 16865.13 180 - 270 Days Partial S-7-Q 4232.88 Other Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 29686.33 180 - 270 Days No E-1-Q 8119.16 Other Maturity Date No 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 961.52 180 - 270 Days Partial E-2-Q 152.95 Other Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 2470.01 180 - 270 Days Yes IG-1-Q 1042.54 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 35725.67 180 - 270 Days No IG-2-Q 6727.07 FDIC 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 29486.93 180 - 270 Days No C-1 4708.14 FDIC Credit Event 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 Yes 9438.26 180 - 270 Days Partial CB-4 3897.24 Other Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 27297.11 180 - 270 Days No E-10 9257.08 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 29637.62 180 - 270 Days No E-3 13269.08 Other None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 8074.30 180 - 270 Days No E-4 1127.47 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 No 2818.05 180 - 270 Days Partial E-5 348.91 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 21414.64 180 - 270 Days No E-6 7540.03 Other Maturity Date 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 Yes 27632.20 180 - 270 Days Yes E-7 13451.12 Other 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 14895.49 180 - 270 Days Yes E-8 5968.79 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 37869.00 180 - 270 Days Partial E-9 14043.93 Uninsured Maturity Date 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 No 31682.88 180 - 270 Days Partial G-4 14960.14 FDIC None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 1149.89 180 - 270 Days No IG-3 241.31 Uninsured Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 1303.29 180 - 270 Days Partial IG-4 417.50 FDIC Maturity Date Yes No Treasury