Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.5: Excess Balances in Operational 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
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 30643.86 >5 Yr Partial L-8 6005.21 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 24591.43 >5 Yr Yes L-9 6187.10 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 24583.84 >5 Yr Yes LC-1 7304.99 FDIC None Yes Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 2828.96 >5 Yr Yes LC-2 722.98 Other Credit Event Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 37079.43 >5 Yr Partial N-1 11951.48 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 16928.66 >5 Yr Yes N-2 5382.71 Other Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 24112.00 >5 Yr No N-3 5321.33 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 30602.12 >5 Yr No N-4 5534.69 Uninsured Credit Event Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 16372.69 >5 Yr Partial N-5 6448.93 FDIC None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 26200.31 >5 Yr Yes N-6 7957.25 FDIC Maturity Date Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 4072.11 >5 Yr No N-7 744.34 FDIC None No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 34322.42 >5 Yr Partial P-1 11387.90 Other Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 27152.57 >5 Yr Partial P-2 9468.16 Uninsured None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 4343.68 >5 Yr Partial S-8 469.71 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 26128.65 >5 Yr Partial Y-1 11644.54 FDIC Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 27570.52 >5 Yr No Y-2 3828.40 Uninsured Credit Event No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 5541.76 >5 Yr No Y-3 2204.54 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 22796.08 >5 Yr Yes Y-4 7754.21 Other None Yes Yes Liberty International Finance Ltd. Operations
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 11899.85 >5 Yr No Z-1 2993.82 FDIC Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other No 35186.65 >5 Yr Partial A-2 14767.42 FDIC Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 37174.06 >5 Yr Partial A-3 18195.58 Uninsured None No No Treasury
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 7329.13 >5 Yr Partial A-4 1274.62 Other Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 39212.46 >5 Yr Yes A-5 7714.76 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 9301.79 >5 Yr No CB-1 4425.07 Uninsured None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.5 Excess Balances in Operational Accounts Other Yes 35579.03 >5 Yr Partial CB-2 9386.97 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Retail Banking