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 43703.09 180 - 270 Days Yes S-5 6765.04 FDIC Maturity Date Yes 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 35109.11 180 - 270 Days No S-6 6924.25 FDIC 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 Yes 24553.83 180 - 270 Days No S-7 4122.54 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 23396.18 271 - 364 Days No A-0-Q 10523.26 FDIC Credit Event Yes 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 20512.58 271 - 364 Days No A-1-Q 6065.60 Other None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 20151.33 271 - 364 Days No A-2-Q 8703.91 Other Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 11168.33 271 - 364 Days Partial A-3-Q 4700.08 FDIC Maturity Date 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 1594.08 271 - 364 Days Partial A-4-Q 510.27 Other 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 14193.87 271 - 364 Days Partial A-5-Q 5655.88 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9807.90 271 - 364 Days Partial CB-1-Q 1052.54 FDIC Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 18566.30 271 - 364 Days No CB-2-Q 9188.90 Other None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 27711.77 271 - 364 Days Partial S-1-Q 12888.47 Uninsured Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 34621.05 271 - 364 Days No S-2-Q 12633.22 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 42293.01 271 - 364 Days Yes S-3-Q 8185.26 FDIC 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 43055.55 271 - 364 Days No S-4-Q 11871.61 Uninsured None No 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 43738.37 271 - 364 Days No CB-3-Q 6914.21 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 31803.00 271 - 364 Days No G-1-Q 6990.44 Other 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 Yes 22131.94 271 - 364 Days Partial G-2-Q 10793.98 Other None Yes 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 5012.93 271 - 364 Days Yes G-3-Q 1759.75 Other 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 No 13294.14 271 - 364 Days Partial S-5-Q 2143.89 Other 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 19770.34 271 - 364 Days No S-6-Q 5548.09 Other 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 No 16950.02 271 - 364 Days Yes S-7-Q 5450.78 FDIC Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 19513.60 271 - 364 Days No E-1-Q 3750.22 Uninsured Maturity Date No 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 3599.91 271 - 364 Days Partial E-2-Q 1054.39 Uninsured 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 Yes 27735.33 271 - 364 Days Yes IG-1-Q 4917.62 Uninsured Maturity Date Yes No Operations