Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.2: Non-Transactional Relationship 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
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 2240729653.96 Open Partial G-4 795639289.26 Other Credit Event No No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5809745767.60 Open Yes IG-3 653370821.52 FDIC Credit Event Yes No IntD-9434 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5913349925.23 Open No IG-4 737233564.66 Other Maturity Date Yes No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 1184833838.71 Open No IG-5 160331019.18 Uninsured Maturity Date Yes Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5719628483.73 Open Partial IG-6 690968695.15 FDIC Maturity Date No No IntD-5233 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 5795143678.19 Open No IG-7 446431561.38 Uninsured Credit Event Yes No IntD-7086 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3375336020.04 Open Yes IG-8 408407561.29 Uninsured None Yes No IntD-7675 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3414797145.78 Open No L-1 459918852.48 FDIC Credit Event No Yes IntD-7238 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 1659305160.17 Open No L-10 442416267.05 Uninsured None No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8183929101.63 Open No L-11 770374683.80 Uninsured Maturity Date Yes Yes Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5850317045.12 Open Yes L-2 300305452.81 FDIC Credit Event Yes No IntD-4973 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9683488597.88 Open Yes L-3 403910901.16 Uninsured None Yes Yes IntD-3213 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5724721643.86 Open Yes L-4 997643123.82 Other Maturity Date Yes No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 1409251190.02 Open Yes L-5 520633233.77 FDIC None No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 1854760822.65 Open Yes L-6 213060960.93 FDIC Credit Event No Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 7886743755.08 Open No L-7 165114454.14 FDIC None No Yes Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4251839466.31 Open Partial L-8 407857043.38 FDIC Credit Event Yes Yes Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8206275043.46 Open No L-9 314186533.68 Other Maturity Date No No IntD-4415 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 8177208267.75 Open Partial LC-1 329472027.17 Other Credit Event No Yes IntD-1153 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 5744982591.53 Open Partial LC-2 10137504.56 Other Maturity Date Yes Yes Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3580504655.60 Open No N-1 524682581.93 FDIC Maturity Date Yes No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 6666517959.05 Open Partial N-2 761137602.04 Other Credit Event No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 7128165487.77 Open No N-3 281683480.59 Other Maturity Date Yes Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 9427865915.76 Open Partial N-4 811139491.08 FDIC Credit Event Yes Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 7627005558.53 Open Partial N-5 499774784.03 Uninsured Maturity Date No No IntD-4792 Corporate Banking