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 6293.33 >4 Yr <= 5 Yr Partial Y-4 1827.75 Uninsured 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 35588.93 >4 Yr <= 5 Yr No Z-1 16394.89 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 36589.94 >4 Yr <= 5 Yr Yes A-2 9618.71 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 41221.91 >4 Yr <= 5 Yr Yes A-3 18720.68 Uninsured Credit Event 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 181.48 >4 Yr <= 5 Yr Yes A-4 73.88 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 23617.82 >4 Yr <= 5 Yr No A-5 3889.82 Other Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 23618.33 >4 Yr <= 5 Yr Partial CB-1 4502.12 FDIC None 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 24703.82 >4 Yr <= 5 Yr Yes CB-2 6097.94 Uninsured 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 No 3067.71 >4 Yr <= 5 Yr Yes CB-3 344.57 FDIC 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 40044.28 >4 Yr <= 5 Yr Partial E-1 15598.33 FDIC 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 43079.23 >4 Yr <= 5 Yr No E-2 5240.11 Other Maturity Date 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 No 6681.34 >4 Yr <= 5 Yr Partial G-1 1402.34 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 30943.08 >4 Yr <= 5 Yr Partial G-2 8941.38 FDIC 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 No 40572.77 >4 Yr <= 5 Yr Yes G-3 14233.74 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 26015.37 >4 Yr <= 5 Yr Yes IG-1 12658.78 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 No 43243.31 >4 Yr <= 5 Yr Partial IG-2 17028.17 Uninsured Maturity Date No 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 No 9383.48 >4 Yr <= 5 Yr No S-1 3660.90 FDIC None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 22015.00 >4 Yr <= 5 Yr No S-2 8550.70 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 26959.79 >4 Yr <= 5 Yr Partial S-3 6179.23 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 4195.77 >4 Yr <= 5 Yr Partial S-4 2040.38 Uninsured Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 21859.88 >4 Yr <= 5 Yr Yes S-5 7900.01 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 39190.68 >4 Yr <= 5 Yr Partial S-6 16844.53 Uninsured Maturity Date No 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 29428.76 >4 Yr <= 5 Yr Yes S-7 10828.13 FDIC None 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 Yes 7406.55 >5 Yr Partial A-0-Q 1486.43 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 17481.58 >5 Yr Yes A-1-Q 4035.95 Other Credit Event Yes No Corporate Banking