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 17572.62 >4 Yr <= 5 Yr No G-1 5584.54 FDIC 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 14979.58 >4 Yr <= 5 Yr Partial G-2 1951.97 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 Yes 4820.22 >4 Yr <= 5 Yr Partial G-3 1560.13 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 Non-Regulated Fund No 34262.92 >4 Yr <= 5 Yr No IG-1 6674.29 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 11115.48 >4 Yr <= 5 Yr No IG-2 5291.60 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 5890.21 >4 Yr <= 5 Yr No S-1 1725.06 Uninsured Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 9767.52 >4 Yr <= 5 Yr Partial S-2 4127.94 FDIC Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 5105.83 >4 Yr <= 5 Yr Partial S-3 2008.45 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 27124.86 >4 Yr <= 5 Yr Yes S-4 12571.31 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 28551.89 >4 Yr <= 5 Yr Partial S-5 10825.15 Uninsured None 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 18009.09 >4 Yr <= 5 Yr Yes S-6 7055.73 FDIC Maturity Date No Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 35247.75 >4 Yr <= 5 Yr Yes S-7 10338.88 Other Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 27638.82 >5 Yr No A-0-Q 12070.66 Uninsured None No No Operations
2025-10-13 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund No 15310.14 >5 Yr Yes A-1-Q 5526.32 Uninsured Credit Event 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 16064.02 >5 Yr Yes A-2-Q 4308.34 FDIC 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 No 27012.63 >5 Yr No A-3-Q 8035.75 Uninsured Credit Event No 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 7714.78 >5 Yr Yes A-4-Q 2489.13 FDIC 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 No 29219.21 >5 Yr Partial A-5-Q 10262.64 Uninsured 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 19654.36 >5 Yr No CB-1-Q 9318.88 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 No 34439.28 >5 Yr Partial CB-2-Q 10131.73 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 22505.52 >5 Yr Partial S-1-Q 8586.67 Uninsured None 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 30668.31 >5 Yr Partial S-2-Q 11030.95 FDIC Maturity Date 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 No 41679.69 >5 Yr Partial S-3-Q 7163.65 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 No 39703.83 >5 Yr Yes S-4-Q 4994.50 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 28862.03 >5 Yr Partial CB-3-Q 5468.31 Uninsured Credit Event Yes No Operations