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 21307.91 >3 Yr <= 4 Yr No E-7 2639.84 FDIC Credit Event 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 1056.70 >3 Yr <= 4 Yr Yes E-8 157.94 Other 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 4336.23 >3 Yr <= 4 Yr Yes E-9 512.23 Other None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 17325.60 >3 Yr <= 4 Yr Partial G-4 2115.98 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 20401.57 >3 Yr <= 4 Yr Partial IG-3 9859.94 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 10418.06 >3 Yr <= 4 Yr No IG-4 3555.75 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 27753.51 >3 Yr <= 4 Yr Yes IG-5 6677.31 Other 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 39019.61 >3 Yr <= 4 Yr No IG-6 10578.45 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 43670.73 >3 Yr <= 4 Yr Yes IG-7 14173.11 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 19762.17 >3 Yr <= 4 Yr Partial IG-8 7335.03 FDIC 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 No 1513.07 >3 Yr <= 4 Yr No L-1 306.58 Uninsured Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 13654.33 >3 Yr <= 4 Yr Partial L-10 4279.12 Uninsured 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 No 31122.54 >3 Yr <= 4 Yr No L-11 4932.85 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 29894.23 >3 Yr <= 4 Yr No L-2 7503.46 Other None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 37468.47 >3 Yr <= 4 Yr Partial L-3 11000.00 Uninsured None 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 3933.25 >3 Yr <= 4 Yr No L-4 630.16 Uninsured None No 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 Yes 32181.87 >3 Yr <= 4 Yr Yes L-5 7205.14 FDIC None 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 Yes 30768.43 >3 Yr <= 4 Yr Yes L-6 8194.86 Other 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 Yes 22677.31 >3 Yr <= 4 Yr No L-7 5449.15 Uninsured 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 34114.06 >3 Yr <= 4 Yr No L-8 5730.19 Uninsured Maturity Date Yes 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 12842.18 >3 Yr <= 4 Yr Partial L-9 1382.17 FDIC None Yes 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 12006.86 >3 Yr <= 4 Yr Partial LC-1 5199.36 Uninsured None Yes 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 2142.40 >3 Yr <= 4 Yr Partial LC-2 682.54 Uninsured None 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 Yes 33161.84 >3 Yr <= 4 Yr Yes N-1 4921.96 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9492.35 >3 Yr <= 4 Yr No N-2 1131.98 Other Maturity Date No Yes Liberty Mortgage Services Corp. Operations