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 4677.15 >5 Yr Partial CB-3 1897.90 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 22354.91 >5 Yr Partial E-1 8215.68 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 12388.16 >5 Yr No E-2 2963.54 FDIC None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 26210.69 >5 Yr Partial G-1 11652.64 Other None No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 6560.08 >5 Yr Partial G-2 2506.88 Uninsured Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 9944.95 >5 Yr No G-3 4706.59 Uninsured None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 12520.92 >5 Yr No IG-1 6020.24 Other Credit Event Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 9393.05 >5 Yr Yes IG-2 3295.46 Uninsured Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 7929.75 >5 Yr No S-1 3378.22 Uninsured Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 2088.82 >5 Yr Partial S-2 688.46 FDIC None No No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 11365.70 >5 Yr Yes S-3 2311.03 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 15035.69 >5 Yr No S-4 7287.11 Other Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 23781.48 >5 Yr Partial S-5 4809.99 Uninsured None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 25723.10 >5 Yr Yes S-6 10653.70 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 33462.76 >5 Yr No S-7 16155.54 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 40447.82 Perpetual Yes A-0-Q 17740.40 Other None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 41340.65 Perpetual Yes A-1-Q 8018.56 Other None No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 8072.24 Perpetual No A-2-Q 1482.15 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 39913.32 Perpetual Yes A-3-Q 12505.02 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 24318.97 Perpetual No A-4-Q 10141.91 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 40133.73 Perpetual Yes A-5-Q 20048.83 Other Credit Event Yes Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 20181.97 Perpetual No CB-1-Q 5378.94 Other Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 4125.40 Perpetual Yes CB-2-Q 1428.40 Uninsured None Yes No Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Yes 41095.64 Perpetual Yes S-1-Q 19629.99 Other None No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.12 Other Product Sweep Accounts Other No 22358.35 Perpetual Partial S-2-Q 2761.91 Other None Yes Yes Liberty Mortgage Services Corp. Operations