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. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Small Business No 8700464924.49 <1 Day Partial Corporate Bonds 124368933.41 FDIC None No No Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Other No 1417255086.12 <1 Day Yes Cash 885161338.19 FDIC Maturity Date Yes No IntD-8810 Retail Banking
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Debt Issuing SPE Yes 4883304879.70 <1 Day No Treasuries 931862701.65 FDIC Credit Event Yes No Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Central Bank No 6364637497.68 <1 Day Partial Equities 827648277.80 Other None No No IntD-8874 Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts MDB Yes 4600258566.88 <1 Day Partial Equities 915479866.35 FDIC None No No IntD-1647 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Financial Market Utility No 1441435797.14 <1 Day Partial Cash 90766690.14 FDIC Credit Event Yes No IntD-7620 Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts Sovereign No 1852220162.57 <1 Day Yes Agency MBS 398753109.18 Other None Yes No IntD-2982 Retail Banking
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Central Bank No 6262763894.15 <1 Day No Cash 745302657.03 Other Credit Event No No IntD-6255 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts Central Bank No 339280274.69 <1 Day No Agency MBS 502212140.65 Other Credit Event No No Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Retail Yes 1095752860.80 <1 Day Partial Corporate Bonds 656787593.23 FDIC None No No IntD-8462 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Non-Regulated Fund Yes 6237632178.76 <1 Day Yes Agency MBS 296356249.54 Other Credit Event Yes No Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Other Supervised Non-Bank Financial Entity Yes 8754202207.80 <1 Day No Corporate Bonds 201213952.75 FDIC Credit Event No No IntD-4194 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts PSE No 4011884826.54 <1 Day No Cash 77720970.05 Uninsured Credit Event No No IntD-2653 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts Pension Fund No 6796565181.09 <1 Day Yes None 0.00 Other None No No IntD-1053 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Debt Issuing SPE No 7817177886.38 <1 Day Partial Treasuries 19434709.91 Other None Yes No IntD-2220 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Bank Yes 8990839595.88 <1 Day Partial Corporate Bonds 236138276.15 Other Credit Event No No Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.12 Other Product Sweep Accounts Central Bank No 2692786261.10 <1 Day Partial Treasuries 952679879.94 Uninsured Maturity Date Yes No IntD-3191 Corporate Banking
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Other Supervised Non-Bank Financial Entity No 7032649672.63 <1 Day No Treasuries 627331175.36 Uninsured Credit Event No No Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Central Bank No 9038495189.11 <1 Day Yes Corporate Bonds 389933609.37 Uninsured Maturity Date No No IntD-8507 Corporate Banking
2025-09-09 Liberty National Bank O.D.12 Other Product Sweep Accounts Central Bank No 4125777396.64 <1 Day Partial Equities 163451353.66 Other Credit Event Yes No IntD-5037 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.12 Other Product Sweep Accounts Non-Regulated Fund Yes 1471877777.22 <1 Day Yes Other 129012789.81 FDIC Maturity Date No No Operations
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts Small Business No 1345304793.96 <1 Day No Agency MBS 539633230.17 Uninsured Maturity Date No No IntD-7126 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.12 Other Product Sweep Accounts GSE No 4469977563.42 <1 Day Partial Corporate Bonds 647863818.99 Other Maturity Date Yes No IntD-7443 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.12 Other Product Sweep Accounts PSE No 2099547269.41 <1 Day No Agency MBS 755222153.47 FDIC Maturity Date Yes No Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.12 Other Product Sweep Accounts MDB Yes 9483283232.56 <1 Day Yes Agency MBS 199763858.83 Other None Yes No Treasury