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 5790227058.32 Day 1 Partial L-3 867776113.12 Other 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 920226364.82 Day 1 Partial L-4 862186244.46 Other None No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 710056748.09 Day 1 Partial L-5 852019418.13 Other None No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3764870754.25 Day 1 Partial L-6 704125988.89 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 4294905576.34 Day 1 No L-7 993347728.72 FDIC Credit Event No No IntD-7186 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9327527801.73 Day 1 Partial L-8 416638659.00 Other None No Yes IntD-6701 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 9136309234.24 Day 1 Yes L-9 666273398.51 FDIC None No No IntD-2794 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3841937638.50 Day 1 No LC-1 648560838.49 FDIC Credit Event Yes No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 7262303679.99 Day 1 No LC-2 164884400.38 FDIC Credit Event No Yes IntD-2811 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 2611587125.07 Day 1 Yes N-1 119090735.59 Uninsured Credit Event Yes No IntD-5133 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 5501738076.68 Day 1 Yes N-2 151019975.32 Uninsured None Yes Yes IntD-1071 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3548797616.14 Day 1 No N-3 615650024.17 FDIC None Yes No IntD-9239 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4422076463.28 Day 1 No N-4 410639119.03 Uninsured None Yes No IntD-4859 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 6964092552.84 Day 1 Partial N-5 913476440.88 FDIC None Yes Yes IntD-3320 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 5715289454.64 Day 1 Yes N-6 316472350.29 Other Credit Event No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 671559078.39 Day 1 Partial N-7 870523616.00 FDIC Credit Event No Yes IntD-9698 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 6799078793.76 Day 1 No P-1 747659767.71 Uninsured Maturity Date No Yes Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 6914978895.28 Day 1 Partial P-2 390200387.35 Other Maturity Date No No IntD-1090 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9566773073.48 Day 1 No S-8 177477075.63 FDIC Maturity Date No Yes Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 2365630096.85 Day 1 No Y-1 871899011.42 Other None No No IntD-5235 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 6045527316.19 Day 1 No Y-2 81624865.93 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 8110422389.66 Day 1 No Y-3 398807236.18 Other Maturity Date Yes No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 397472508.41 Day 1 No Y-4 517638591.22 Other Maturity Date Yes No IntD-5877 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 6308627581.24 Day 1 No Z-1 900746171.65 Uninsured None No No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3435000685.82 Day 1 No A-2 660508381.47 Uninsured Credit Event Yes No IntD-4027 Corporate Banking