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
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Central Bank No 6173702345.13 <1 Day Partial None 0.00 FDIC None No No IntD-4410 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Other Supranational Yes 8382619927.07 <1 Day No Agency MBS 804085824.77 FDIC Credit Event No No IntD-6039 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Broker-Dealer Yes 6762840252.36 <1 Day Yes Equities 878575781.55 FDIC Maturity Date Yes No Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Non-Financial Corporate Yes 4954992054.40 <1 Day Partial Other 421320952.56 Uninsured Maturity Date Yes No IntD-9665 Operations
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Non-Regulated Fund No 4988430490.16 <1 Day Yes Agency MBS 521276270.03 Other None No No IntD-7095 Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts Retail Yes 2532521653.31 <1 Day Partial Other 209792545.31 Other Maturity Date No No Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Other Supervised Non-Bank Financial Entity Yes 2590373849.10 <1 Day No Corporate Bonds 714587996.15 Other Maturity Date No No IntD-5593 Treasury
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts PSE Yes 2822013463.92 <1 Day No None 0.00 Uninsured Maturity Date No No Operations
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Debt Issuing SPE Yes 6116913495.20 <1 Day Partial Corporate Bonds 149114753.96 Uninsured Credit Event No No IntD-2187 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts PSE No 4281704066.17 <1 Day Partial Other 756209326.68 Uninsured None No No IntD-3403 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts Sovereign No 8075444856.00 <1 Day No Equities 907850228.31 Other Credit Event Yes No Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts Financial Market Utility Yes 2117671774.70 <1 Day Yes Agency MBS 569004562.51 FDIC Credit Event No No IntD-5080 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Debt Issuing SPE Yes 184645552.90 <1 Day Yes Treasuries 597600660.47 Other None Yes No Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Non-Financial Corporate No 6748410257.45 <1 Day Yes None 0.00 FDIC Credit Event No No IntD-4250 Treasury
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts Other Supranational No 6351633702.41 <1 Day Partial Corporate Bonds 568672538.20 Other Maturity Date No No IntD-2688 Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Bank Yes 7880872084.90 <1 Day No Cash 235696042.29 Uninsured Maturity Date Yes No IntD-7306 Operations
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts GSE No 8967512760.53 <1 Day Partial Agency MBS 881117537.64 FDIC Credit Event No No IntD-7505 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts Small Business Yes 4100614462.59 <1 Day Yes Other 225346330.28 Other None Yes No Operations
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Bank No 6775190674.45 <1 Day Yes Cash 673040564.89 Uninsured Maturity Date No No IntD-1200 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Retail Yes 6863010576.84 <1 Day Partial Equities 637014983.47 Uninsured Maturity Date Yes No IntD-7744 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Bank Yes 8706814971.67 <1 Day No Other 239582191.64 Uninsured Maturity Date Yes No Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Pension Fund Yes 425994274.49 <1 Day Yes Agency MBS 82071151.64 Uninsured None Yes No IntD-6074 Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Financial Market Utility No 5392625842.35 <1 Day Partial Cash 841638090.87 FDIC Credit Event No No IntD-4266 Corporate Banking
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Debt Issuing SPE No 9993193092.81 <1 Day Partial Agency MBS 959675823.69 Uninsured None Yes No Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Other Supranational No 2036168310.60 <1 Day Partial None 0.00 FDIC Maturity Date Yes No Operations