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. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances PSE No 236912183.09 <1 Day No Corporate Bonds 410678757.02 Other Maturity Date Yes Yes Affil-jWNeW Retail Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 1132322169.80 <1 Day Yes Agency MBS 368947978.18 Uninsured Maturity Date No Yes Affil-M5SGn Corporate Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Pension Fund No 6847358737.14 <1 Day Yes None 0.00 Uninsured Credit Event Yes Yes Affil-W6HnM Operations
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Bank Yes 9525826363.13 <1 Day Partial Equities 228557862.09 Uninsured Maturity Date No Yes Affil-OaozS Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Bank No 7439261354.42 <1 Day Partial Other 616883062.74 FDIC Credit Event No Yes Affil-fuAaL Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Other Yes 7124793690.80 <1 Day Partial Other 178783424.34 Uninsured None Yes Yes Affil-MkEDv Treasury
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances GSE Yes 639248947.40 <1 Day No Other 969900471.82 FDIC Credit Event Yes Yes Affil-HVr2t Operations
2025-09-09 Liberty International Finance Ltd. O.D.10 Less Stable Affiliated Sweep Account Balances MDB Yes 180236437.99 <1 Day Yes Cash 341273267.12 FDIC Maturity Date No Yes Affil-uDVx7 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Financial Market Utility Yes 3444713938.56 <1 Day Partial Other 149000850.63 FDIC Credit Event No Yes Affil-QdMTw Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.10 Less Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 5502902299.54 <1 Day Partial Cash 855922418.06 Uninsured Credit Event Yes Yes Affil-eJ70e Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.10 Less Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 2305259927.85 <1 Day Partial Equities 1474966.03 FDIC None No Yes Affil-dWNkG Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.10 Less Stable Affiliated Sweep Account Balances Central Bank No 9101817516.30 <1 Day Yes Cash 51577366.51 Other None Yes Yes Affil-orAeZ Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Other Supranational Yes 4894669378.73 <1 Day Partial Cash 430817961.59 Uninsured None No Yes Affil-9Vpcg Retail Banking
2025-09-09 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances PSE Yes 1885869007.59 <1 Day No Agency MBS 870324938.18 Other Maturity Date No Yes Affil-oEOeF Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Debt Issuing SPE No 1014349505.01 <1 Day No Corporate Bonds 300017547.73 Other Maturity Date No Yes Affil-AKfys Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances Non-Financial Corporate No 43017993.83 <1 Day Partial Agency MBS 913284529.96 FDIC Credit Event No Yes Affil-aLx4y Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.10 Less Stable Affiliated Sweep Account Balances GSE Yes 2623663757.74 <1 Day No Other 679020964.66 Other Credit Event Yes Yes Affil-Ig2Ld Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 40115.14 Open Yes A-0-Q 12999.46 Uninsured Credit Event Yes Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 34037.32 Open Partial A-1-Q 14306.33 Uninsured Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail Yes 7264.18 Open Yes A-2-Q 1777.16 FDIC Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 13373.59 Open Partial A-3-Q 4162.20 FDIC None Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 42683.75 Open Yes A-4-Q 6347.55 Uninsured None No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 1297.52 Open Partial A-5-Q 404.16 Uninsured Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 2634.16 Open Yes CB-1-Q 366.88 Other Credit Event Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.10 Less Stable Affiliated Sweep Account Balances Retail No 27270.80 Open Yes CB-2-Q 4046.73 Other Maturity Date No No Retail Banking