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
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 7537605650.24 <1 Day Partial Cash 853856447.99 Uninsured None No Yes Affil-1kC90 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Bank No 9896193538.83 <1 Day Partial Corporate Bonds 141926947.85 FDIC Credit Event No Yes Affil-7OkIG Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 924949578.97 <1 Day Partial Corporate Bonds 768571787.44 Other None Yes Yes Affil-XtteY Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Broker-Dealer Yes 1622664102.79 <1 Day No Agency MBS 717910295.24 Other Maturity Date No Yes Affil-c8J12 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 1073613737.57 <1 Day No Treasuries 206263726.83 Other Credit Event No Yes Affil-3cvmd Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Sovereign Yes 7043046402.14 <1 Day No None 0.00 Other Maturity Date Yes Yes Affil-l2M7G Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Other Yes 4395127725.45 <1 Day No None 0.00 Other None No Yes Affil-p9fDT Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 8578698505.84 <1 Day Partial Cash 53786726.60 Uninsured Maturity Date No Yes Affil-DzDlQ Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 1256342872.41 <1 Day Yes Agency MBS 158150918.63 Uninsured Credit Event Yes Yes Affil-QnOaC Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Bank Yes 6180355148.97 <1 Day No Corporate Bonds 562930745.55 Uninsured None Yes Yes Affil-SAQhJ Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Broker-Dealer No 7977582228.01 <1 Day Partial Corporate Bonds 406934367.24 Other Credit Event No Yes Affil-JAe6E Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Pension Fund No 7707214317.43 <1 Day No Treasuries 955236911.03 Other None No Yes Affil-G4UzV Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Sovereign Yes 9383808823.59 <1 Day No Equities 537282812.19 Other Maturity Date Yes Yes Affil-1AIMg Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 8504887460.11 <1 Day Partial Cash 393327674.97 FDIC Credit Event Yes Yes Affil-qye7s Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Other Supranational No 7679968585.26 <1 Day Yes Treasuries 697035701.18 Other None No Yes Affil-q0sWG Operations
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 9330012013.32 <1 Day No Cash 206387435.94 FDIC Credit Event No Yes Affil-fvXoC Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Small Business No 3157059830.50 <1 Day Yes Agency MBS 739200228.62 Uninsured Maturity Date No Yes Affil-IZnqv Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Financial Market Utility No 5289885378.21 <1 Day No None 0.00 FDIC None No Yes Affil-66wcD Corporate Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 8992507559.27 <1 Day Partial Corporate Bonds 331038084.03 Uninsured Credit Event No Yes Affil-4Y70e Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances GSE No 930724802.43 <1 Day Partial Other 271880588.81 Other None Yes Yes Affil-1ooo9 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances PSE Yes 233540633.38 <1 Day No Equities 278201224.16 Uninsured None Yes Yes Affil-ZDFKM Corporate Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 5002869665.17 <1 Day Partial Agency MBS 989206093.51 Uninsured Maturity Date No Yes Affil-Aw8Gd Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Non-Financial Corporate No 9594635959.18 <1 Day Yes Agency MBS 986096327.61 FDIC Credit Event Yes Yes Affil-NPKe4 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Broker-Dealer Yes 5843249436.00 <1 Day Partial Agency MBS 794077224.20 Uninsured None No Yes Affil-XOHu3 Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances Sovereign Yes 2415967100.15 <1 Day Partial None 0.00 FDIC None No Yes Affil-6QXJH Retail Banking