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 Yes 10640.66 Day 54 No G-3 5100.88 FDIC None Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 21966.23 Day 54 Yes IG-1 3388.65 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 8671.86 Day 54 No IG-2 2473.76 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 1639.35 Day 54 No S-1 620.98 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 30856.72 Day 54 No S-2 8299.64 FDIC None No No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 41567.31 Day 54 Partial S-3 10263.24 Uninsured Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 40910.39 Day 54 No S-4 4810.05 FDIC Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 25403.12 Day 54 No S-5 5476.31 FDIC None No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 22666.34 Day 54 No S-6 5520.27 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 5576.55 Day 54 No S-7 1397.65 Other Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 33461.87 Day 55 No A-0-Q 7581.32 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 6780.45 Day 55 Yes A-1-Q 3184.17 Other Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 35201.28 Day 55 No A-2-Q 14846.40 Uninsured Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 18234.61 Day 55 Yes A-3-Q 6462.49 FDIC None No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 204.06 Day 55 Yes A-4-Q 84.50 FDIC Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 15212.30 Day 55 No A-5-Q 3132.80 FDIC Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 41766.78 Day 55 No CB-1-Q 13681.08 Other Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 4951.20 Day 55 No CB-2-Q 1877.52 Other Maturity Date No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 29923.21 Day 55 Yes S-1-Q 5013.11 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 30848.11 Day 55 No S-2-Q 14199.93 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 25021.38 Day 55 Partial S-3-Q 10757.16 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 19898.57 Day 55 No S-4-Q 9741.58 Uninsured Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 29216.48 Day 55 Partial CB-3-Q 4389.37 FDIC Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 37770.53 Day 55 Yes G-1-Q 9578.74 Other None No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 28273.55 Day 55 Partial G-2-Q 7185.78 Other Credit Event No No Corporate Banking