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 29955.37 271 - 364 Days No S-2 5839.78 Other None No No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 27846.54 271 - 364 Days Partial S-3 12453.26 FDIC None 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 5187.37 271 - 364 Days No S-4 953.56 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 Yes 32694.61 271 - 364 Days Yes S-5 12223.47 FDIC None 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 25295.61 271 - 364 Days No S-6 6001.11 Other None Yes 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 22471.71 271 - 364 Days Partial S-7 2746.29 FDIC Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 12399.53 >= 1 Yr <= 2 Yr Yes A-0-Q 1381.74 Uninsured 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 2260.66 >= 1 Yr <= 2 Yr Partial A-1-Q 1122.90 FDIC None 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 Yes 14672.32 >= 1 Yr <= 2 Yr Yes A-2-Q 7319.55 FDIC 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 39994.41 >= 1 Yr <= 2 Yr Yes A-3-Q 8930.37 FDIC Maturity Date Yes 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 3890.20 >= 1 Yr <= 2 Yr No A-4-Q 1654.09 Uninsured None 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 9276.02 >= 1 Yr <= 2 Yr Partial A-5-Q 3512.90 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 26321.96 >= 1 Yr <= 2 Yr Yes CB-1-Q 9128.01 FDIC Maturity Date Yes 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 41753.49 >= 1 Yr <= 2 Yr Yes CB-2-Q 6463.72 FDIC None Yes 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 42131.29 >= 1 Yr <= 2 Yr No S-1-Q 8564.45 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 10479.01 >= 1 Yr <= 2 Yr No S-2-Q 4715.87 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 6433.49 >= 1 Yr <= 2 Yr Partial S-3-Q 2809.19 FDIC Credit Event No Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 42974.95 >= 1 Yr <= 2 Yr Partial S-4-Q 19214.48 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 Non-Regulated Fund Yes 10375.68 >= 1 Yr <= 2 Yr Partial CB-3-Q 1366.37 Uninsured Credit Event 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 2181.29 >= 1 Yr <= 2 Yr No G-1-Q 493.02 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 Non-Regulated Fund No 27526.44 >= 1 Yr <= 2 Yr Yes G-2-Q 5680.91 FDIC Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 26305.80 >= 1 Yr <= 2 Yr Yes G-3-Q 6249.50 FDIC Credit Event No 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 No 40560.92 >= 1 Yr <= 2 Yr No S-5-Q 4071.25 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 Yes 7455.96 >= 1 Yr <= 2 Yr No S-6-Q 1290.93 Uninsured None 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 23794.81 >= 1 Yr <= 2 Yr Partial S-7-Q 5143.96 Other Credit Event No No Treasury