Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.11: Non-Affiliated Sweep Accounts

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 Capital Markets Inc. O.D.11 Non-Affiliated Sweep Accounts Non-Financial Corporate No 1371911549.65 <1 Day Partial Corporate Bonds 394352169.66 Other Credit Event No Yes Affil-EChjv Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.11 Non-Affiliated Sweep Accounts Broker-Dealer Yes 962596438.09 <1 Day Yes None 0.00 FDIC None No Yes Affil-awCyb Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.11 Non-Affiliated Sweep Accounts Pension Fund No 6339243728.80 <1 Day Partial Corporate Bonds 490109282.60 FDIC Credit Event No Yes Affil-zrByO Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts Investment Company or Advisor Yes 5646519004.67 <1 Day Partial Agency MBS 143699809.74 Other Credit Event Yes Yes Affil-731k4 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.11 Non-Affiliated Sweep Accounts MDB No 8160541571.99 <1 Day Yes Other 950563559.73 FDIC None Yes Yes Affil-Kt3pF Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.11 Non-Affiliated Sweep Accounts Debt Issuing SPE No 4435730389.72 <1 Day Partial Agency MBS 981304957.19 Uninsured Credit Event No Yes Affil-zU4Zw Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.11 Non-Affiliated Sweep Accounts Financial Market Utility No 1884230266.02 <1 Day Yes Cash 101088680.55 Other Maturity Date No Yes Affil-rnHSa Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.11 Non-Affiliated Sweep Accounts Financial Market Utility Yes 2274727426.23 <1 Day Partial Equities 301932375.64 Uninsured None Yes Yes Affil-NdHKx Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.11 Non-Affiliated Sweep Accounts Bank No 7261209191.32 <1 Day Partial Equities 645021679.42 Uninsured Maturity Date No Yes Affil-PMcIB Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.11 Non-Affiliated Sweep Accounts Investment Company or Advisor Yes 1195589412.58 <1 Day No Cash 624980253.01 Other None No Yes Affil-xfufj Corporate Banking
2025-09-09 Liberty National Bank O.D.11 Non-Affiliated Sweep Accounts Other Yes 6896120935.33 <1 Day No Other 419442842.15 FDIC Maturity Date No Yes Affil-FQpEW Corporate Banking
2025-09-09 Liberty National Bank O.D.11 Non-Affiliated Sweep Accounts Retail No 2609798055.63 <1 Day Yes Equities 45517581.12 Other Credit Event No Yes Affil-pgSRX Treasury
2025-09-09 Liberty International Finance Ltd. O.D.11 Non-Affiliated Sweep Accounts Retail No 2828936569.95 <1 Day No None 0.00 FDIC Credit Event No Yes Affil-vlatP Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts Retail Yes 1118354661.28 <1 Day No Agency MBS 459868811.89 FDIC None Yes Yes Affil-ATX3I Treasury
2025-09-09 Liberty National Bank O.D.11 Non-Affiliated Sweep Accounts Non-Financial Corporate No 9207860447.70 <1 Day Partial Equities 394968481.54 FDIC Maturity Date No Yes Affil-zgF6E Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.11 Non-Affiliated Sweep Accounts Non-Financial Corporate Yes 700993786.81 <1 Day No Corporate Bonds 526497467.71 Uninsured None Yes Yes Affil-jeWo5 Treasury
2025-09-09 Liberty International Finance Ltd. O.D.11 Non-Affiliated Sweep Accounts Other Supervised Non-Bank Financial Entity Yes 2693625085.33 <1 Day Yes Corporate Bonds 682327392.34 Other Credit Event No Yes Affil-bD3BD Operations
2025-09-09 Liberty Capital Markets Inc. O.D.11 Non-Affiliated Sweep Accounts MDB Yes 1383875256.62 <1 Day No Agency MBS 299191303.60 FDIC Maturity Date No Yes Affil-qS6e4 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts Sovereign Yes 9115915113.91 <1 Day Partial Other 887058221.72 Uninsured Credit Event No Yes Affil-ohk8O Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts Sovereign No 9389758426.44 <1 Day No Corporate Bonds 400547662.53 FDIC Maturity Date No Yes Affil-qTpyT Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts GSE No 6951035174.85 <1 Day Yes Equities 2130077.75 Other Credit Event Yes Yes Affil-kV3Ih Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.11 Non-Affiliated Sweep Accounts Pension Fund Yes 7590254637.96 <1 Day No Cash 533130356.78 FDIC Credit Event No Yes Affil-s7vRb Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.11 Non-Affiliated Sweep Accounts Other Yes 8275744275.42 <1 Day Yes Treasuries 80037666.54 Other Maturity Date Yes Yes Affil-zthmc Operations
2025-09-09 Liberty National Bank O.D.11 Non-Affiliated Sweep Accounts Retail No 144674400.99 <1 Day No Cash 989371734.36 FDIC None No Yes Affil-Z8Phh Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.11 Non-Affiliated Sweep Accounts Broker-Dealer Yes 6318372904.16 <1 Day No Other 723603224.70 FDIC Maturity Date Yes Yes Affil-ZVZIf Operations