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 3034169326.50 Open No S-1-Q 16256006.39 Uninsured None Yes No IntD-3207 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4375620687.51 Open Yes S-2-Q 20593839.71 Other Credit Event No No Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 1296015135.21 Open Yes S-3-Q 961211874.09 Other 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 3493855515.99 Open Yes S-4-Q 774294430.39 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 5008491227.54 Open Partial CB-3-Q 622579823.87 FDIC None No No IntD-9824 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 8309379642.82 Open Partial G-1-Q 796592846.41 FDIC Maturity Date No No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 4119051139.00 Open Partial G-2-Q 545613723.48 Uninsured None No No Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9484291170.41 Open No G-3-Q 61044530.91 Uninsured None Yes Yes IntD-4669 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 597216438.22 Open No S-5-Q 38430833.38 Other None No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 689368495.96 Open No S-6-Q 807435909.16 Other Maturity Date Yes No Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 1782882141.18 Open Yes S-7-Q 128428663.33 FDIC None Yes Yes IntD-6021 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 2593957073.02 Open No E-1-Q 490820428.85 FDIC Credit Event No Yes IntD-9280 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4494419353.35 Open Partial E-2-Q 120799780.53 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 8201563899.19 Open Yes IG-1-Q 917837002.13 Other Credit Event No Yes IntD-2518 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9703788712.10 Open Partial IG-2-Q 13759918.48 FDIC Maturity Date No Yes IntD-6354 Corporate Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 632990883.09 Open No C-1 310499471.43 Other Maturity Date Yes No IntD-4217 Retail Banking
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 625874578.69 Open No CB-4 888797332.84 Other Credit Event Yes Yes IntD-3249 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 1642438093.77 Open Partial E-10 427299928.73 Other Credit Event No Yes IntD-9001 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 8959986629.21 Open Yes E-3 949749915.55 FDIC None Yes No IntD-1133 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 9253428760.66 Open No E-4 982289811.03 Uninsured Credit Event Yes Yes IntD-1819 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9550753613.54 Open Partial E-5 964011472.49 Other Maturity Date No No Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 7200079586.85 Open Partial E-6 859167166.83 FDIC Credit Event No Yes Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail No 4552503287.15 Open Partial E-7 823123028.53 FDIC None No No IntD-8288 Treasury
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 9565069533.26 Open Partial E-8 840909667.80 FDIC Maturity Date Yes No IntD-2616 Operations
2025-10-07 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.2 Non-Transactional Relationship Accounts Retail Yes 5948474855.23 Open No E-9 47124018.89 Other Maturity Date Yes Yes Treasury