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 No 2403511447.27 Open Partial N-6 878361718.00 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 3605019380.61 Open No N-7 61912026.08 Uninsured Maturity Date No Yes IntD-2460 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9958919652.18 Open No P-1 446675242.62 Other Maturity Date No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 1111131229.97 Open Partial P-2 670355770.02 Uninsured Credit Event No Yes IntD-4439 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 9258637507.37 Open Partial S-8 968440069.50 Uninsured Credit Event Yes No Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3390573928.05 Open Yes Y-1 332483572.93 Uninsured Credit Event No No IntD-7669 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8420901112.57 Open No Y-2 250019489.72 Other Maturity Date No No IntD-1082 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 2567313484.11 Open Yes Y-3 906545832.20 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 4563041594.15 Open Partial Y-4 936927227.41 Uninsured Credit Event Yes No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 6660112306.18 Open Yes Z-1 796872895.67 Other Credit Event No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 8862338708.20 Open No A-2 630333690.49 Uninsured Maturity Date No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3683123968.84 Open Partial A-3 993255848.02 Uninsured Maturity Date Yes Yes IntD-1616 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 1170083921.38 Open No A-4 285552413.08 FDIC Credit Event Yes Yes IntD-6705 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 2178749017.11 Open No A-5 887663308.82 Other None No No IntD-1708 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4004818898.89 Open Partial CB-1 33065658.09 FDIC Credit Event Yes Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 7332785435.05 Open Yes CB-2 220935122.29 Other None No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4085163171.31 Open Partial CB-3 900795922.55 Other Credit Event Yes No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3849415356.82 Open Yes E-1 929328776.37 Uninsured None Yes No IntD-4630 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3384877521.65 Open No E-2 497833318.62 FDIC Credit Event No No IntD-7010 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4549801200.71 Open No G-1 686596415.82 FDIC None No No IntD-3920 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 7323851041.08 Open Partial G-2 628484371.72 Uninsured None No No IntD-2456 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 4849546001.72 Open Yes G-3 59961754.35 Uninsured Maturity Date Yes Yes Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8372393393.97 Open No IG-1 195916740.15 Other None No No IntD-2693 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3552036390.62 Open Partial IG-2 552158244.73 Uninsured Credit Event No Yes IntD-7025 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 6866187172.25 Open Yes S-1 110452328.96 Uninsured Credit Event Yes Yes Corporate Banking