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 668273192.88 Day 1 Yes A-3 470650352.19 Other Maturity Date Yes Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 2995392346.49 Day 1 Partial A-4 569367258.80 Other Maturity Date No Yes IntD-2980 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 2253861176.00 Day 1 Partial A-5 12219930.16 Other Maturity Date Yes No IntD-8898 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 6297194920.12 Day 1 Yes CB-1 569621770.05 Other None No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3530905742.59 Day 1 Yes CB-2 870444077.31 FDIC None No No Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8886143704.99 Day 1 Yes CB-3 266380224.08 Other Maturity Date No No Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5681558702.28 Day 1 Yes E-1 952366836.52 FDIC 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 4986038680.56 Day 1 Partial E-2 440169184.33 FDIC Maturity Date Yes No Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 8890112196.77 Day 1 Partial G-1 690067986.25 Uninsured None No No IntD-6158 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3099165058.70 Day 1 Partial G-2 318281214.77 FDIC Maturity Date Yes Yes IntD-1826 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 8043516147.28 Day 1 No G-3 469123865.40 FDIC None No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3695441615.53 Day 1 Partial IG-1 253914019.46 Uninsured Maturity Date No No IntD-6270 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 914735354.37 Day 1 Partial IG-2 111205277.05 Other Credit Event Yes Yes IntD-1534 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4733872849.85 Day 1 Partial S-1 845772898.26 Uninsured Maturity Date No No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4440968969.40 Day 1 Yes S-2 761423915.33 FDIC Maturity Date Yes No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3252796271.10 Day 1 Partial S-3 758052070.15 FDIC Credit Event Yes Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8113591779.47 Day 1 Partial S-4 518898934.27 Uninsured None Yes Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 2061176617.36 Day 1 Yes S-5 738854418.13 Uninsured None No Yes Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 3469146034.09 Day 1 Partial S-6 83421985.75 FDIC None No Yes IntD-2554 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8342471558.52 Day 1 No S-7 519254301.79 FDIC Credit Event No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 3434372527.94 Day 2 Partial A-0-Q 130744510.48 FDIC 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 5724359765.66 Day 2 Yes A-1-Q 555438527.72 FDIC None No No IntD-1328 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 119315816.45 Day 2 No A-2-Q 76027878.33 Uninsured Credit Event No No IntD-1031 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 4191379223.14 Day 2 No A-3-Q 925708107.09 Uninsured Credit Event No Yes Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 626508939.40 Day 2 Partial A-4-Q 167420723.50 Uninsured None Yes No IntD-2383 Operations