Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.12: Other Product 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
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 37594.23 Day 27 Yes CB-2-Q 6196.37 FDIC Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 25778.52 Day 27 No S-1-Q 11643.53 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 14589.75 Day 27 Yes S-2-Q 3402.63 FDIC Credit Event No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 27075.41 Day 27 Partial S-3-Q 5983.96 Other Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 32109.60 Day 27 Partial S-4-Q 7695.96 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 34002.93 Day 27 Yes CB-3-Q 14258.93 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 43224.11 Day 27 Yes G-1-Q 8460.90 Other Credit Event No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 8488.39 Day 27 No G-2-Q 2182.13 Other Credit Event Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 41025.25 Day 27 Partial G-3-Q 8623.44 FDIC None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 34688.79 Day 27 Partial S-5-Q 4226.37 Uninsured Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 9492.48 Day 27 No S-6-Q 1875.74 Uninsured Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 13502.34 Day 27 No S-7-Q 3054.98 Other None Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 23090.02 Day 27 No E-1-Q 2527.01 Other Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 10512.37 Day 27 Partial E-2-Q 3572.58 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 20721.89 Day 27 Yes IG-1-Q 4107.30 Uninsured Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 31803.66 Day 27 Yes IG-2-Q 15562.23 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 8994.81 Day 27 Yes C-1 2956.54 Other Credit Event No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 12818.95 Day 27 No CB-4 4642.63 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 7025.49 Day 27 Partial E-10 3171.28 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 1904.91 Day 27 Yes E-3 284.68 FDIC Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 33927.22 Day 27 Yes E-4 5132.89 FDIC None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 34381.04 Day 27 Yes E-5 14997.26 Uninsured None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 36038.64 Day 27 Partial E-6 12642.90 FDIC Credit Event No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 33667.26 Day 27 Partial E-7 8483.85 Uninsured None Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 35043.31 Day 27 Yes E-8 5858.61 Uninsured None Yes Yes Liberty Wealth Management LLC Operations