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 Non-Regulated Fund No 11093.39 Day 34 No L-7 3428.47 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 Non-Regulated Fund Yes 12212.69 Day 34 Partial L-8 2027.58 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 Non-Regulated Fund Yes 908.55 Day 34 Partial L-9 320.43 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 Non-Regulated Fund No 35979.60 Day 34 No LC-1 11835.36 Uninsured None Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 12742.40 Day 34 Yes LC-2 4740.16 Uninsured Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 31080.60 Day 34 No N-1 3725.48 Other None No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 21671.64 Day 34 Yes N-2 8157.47 Other None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 31879.17 Day 34 Yes N-3 4125.93 FDIC Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 27245.58 Day 34 Partial N-4 7093.87 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 42833.10 Day 34 Partial N-5 13545.03 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 21364.17 Day 34 No N-6 8425.24 Other Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 7835.86 Day 34 Yes N-7 2244.28 FDIC Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 10903.05 Day 34 Yes P-1 4464.48 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 25816.02 Day 34 No P-2 11073.53 FDIC None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 287.88 Day 34 Yes S-8 34.79 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 43088.94 Day 34 No Y-1 8268.76 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 18978.18 Day 34 Yes Y-2 6395.06 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 30605.92 Day 34 Partial Y-3 5578.05 Other Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 19946.95 Day 34 Partial Y-4 6131.18 Other Credit Event No Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 8544.13 Day 34 Partial Z-1 2507.53 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 33967.62 Day 34 No A-2 5088.28 Other None Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 6588.10 Day 34 Partial A-3 2011.58 Other Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 34211.74 Day 34 Yes A-4 15555.00 Other Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 3262.48 Day 34 Partial A-5 648.39 FDIC Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 31644.48 Day 34 Yes CB-1 10046.73 Uninsured Credit Event No No Treasury