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 Yes 863.28 Day 55 No A-4-Q 185.70 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 Non-Regulated Fund Yes 22709.82 Day 55 Yes A-5-Q 10040.01 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 6473.32 Day 55 Yes CB-1-Q 3089.44 Other Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 9376.22 Day 55 No CB-2-Q 3160.59 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 Yes 29584.93 Day 55 Partial S-1-Q 13449.11 Other None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 31005.15 Day 55 No S-2-Q 8912.92 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 Non-Regulated Fund Yes 43924.51 Day 55 Yes S-3-Q 20425.03 FDIC Maturity Date 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 No 6424.53 Day 55 Partial S-4-Q 3098.64 Uninsured Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 19794.37 Day 55 No CB-3-Q 3643.32 FDIC None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 25099.66 Day 55 Yes G-1-Q 6333.94 Uninsured 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 Non-Regulated Fund Yes 30148.78 Day 55 No G-2-Q 14946.57 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 Non-Regulated Fund No 21713.94 Day 55 Partial G-3-Q 9886.73 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 16458.74 Day 55 Yes S-5-Q 1673.97 Other Credit Event Yes 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 17575.78 Day 55 No S-6-Q 8083.48 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 Non-Regulated Fund Yes 16734.33 Day 55 No S-7-Q 8205.09 Other Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 5290.66 Day 55 Yes E-1-Q 1238.49 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 21824.17 Day 55 Yes E-2-Q 10346.90 FDIC Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 16406.87 Day 55 No IG-1-Q 4776.67 FDIC 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 33643.78 Day 55 No IG-2-Q 14075.33 Other None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 14354.10 Day 55 No C-1 2081.39 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 29340.34 Day 55 No CB-4 6974.13 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 1998.47 Day 55 No E-10 714.92 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 Yes 16461.50 Day 55 Yes E-3 5230.09 FDIC 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 No 42140.45 Day 55 No E-4 19471.05 FDIC Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 24679.31 Day 55 No E-5 12068.13 FDIC Credit Event No Yes Liberty Mortgage Services Corp. Operations