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 9459.25 180 - 270 Days Yes CB-1 2380.77 Other Credit Event 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 20301.90 180 - 270 Days Yes CB-2 3590.99 Other None Yes No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 8497.69 180 - 270 Days Partial CB-3 3869.70 Uninsured Maturity Date 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 38580.00 180 - 270 Days Partial E-1 6228.49 Uninsured None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 38856.22 180 - 270 Days No E-2 17423.95 FDIC None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 28498.16 180 - 270 Days No G-1 11315.55 Other Credit Event 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 No 17844.05 180 - 270 Days Yes G-2 4712.50 Uninsured Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 14761.09 180 - 270 Days Yes G-3 1829.77 Other Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 2690.15 180 - 270 Days Partial IG-1 1098.21 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 No 40294.62 180 - 270 Days Partial IG-2 10620.32 FDIC None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 23547.47 180 - 270 Days Yes S-1 6296.11 Other Credit Event No 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 9476.73 180 - 270 Days No S-2 3914.75 Other 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 35920.49 180 - 270 Days Yes S-3 11619.02 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 Non-Regulated Fund Yes 18770.12 180 - 270 Days Yes S-4 6043.96 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 31497.12 180 - 270 Days Partial S-5 11123.64 Other Credit Event No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 7518.58 180 - 270 Days Partial S-6 2463.02 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 17158.46 180 - 270 Days Partial S-7 8017.44 Other Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 2714.84 271 - 364 Days Partial A-0-Q 1019.82 Other Maturity Date 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 No 19631.16 271 - 364 Days No A-1-Q 5578.99 Uninsured 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 24473.68 271 - 364 Days Yes A-2-Q 5987.17 Other 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 2949.48 271 - 364 Days Yes A-3-Q 1201.54 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 12796.46 271 - 364 Days Yes A-4-Q 1818.57 Other Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 40378.67 271 - 364 Days No A-5-Q 19979.91 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 Non-Regulated Fund Yes 12973.67 271 - 364 Days Yes CB-1-Q 4126.65 Other None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 8761.46 271 - 364 Days Yes CB-2-Q 2128.92 FDIC None No Yes Liberty Wealth Management LLC Corporate Banking