Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.8: Non-Reciprocal Brokered 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
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 2980621737.17 >1 Year Yes Equities 589198761.47 Uninsured None Yes Yes IntD-4651 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 899234242.82 91-180 Days Partial Other 620680577.42 Other Maturity Date Yes Yes IntD-6131 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 2397592521.82 8-30 Days Yes None 0.00 FDIC None Yes Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 1944993206.42 181-365 Days Yes Treasuries 271787716.31 FDIC None Yes No Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 2348025959.75 91-180 Days Yes Other 410224782.69 FDIC None No No IntD-8149 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 2442654004.01 31-90 Days Partial Corporate Bonds 722807387.05 Uninsured Maturity Date No No Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 1388703614.12 >1 Year Yes Other 168783808.18 Uninsured None Yes Yes IntD-4955 Retail Banking
2025-09-09 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 361753307.51 181-365 Days No Agency MBS 122840512.48 Other Credit Event No Yes Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 1122605904.14 31-90 Days Partial Equities 44574722.48 FDIC Credit Event No No IntD-4118 Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 1332949415.41 181-365 Days Partial Equities 646448553.30 Uninsured Credit Event Yes No Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 2492271634.63 31-90 Days Yes None 0.00 Uninsured Maturity Date Yes Yes IntD-3427 Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 447371292.62 91-180 Days Yes Agency MBS 12801584.77 Uninsured Maturity Date Yes Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 934824527.82 181-365 Days Partial Cash 398785168.84 Uninsured Credit Event Yes No IntD-4741 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 672931105.21 91-180 Days No Corporate Bonds 358432263.95 Uninsured None No Yes IntD-8477 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer No 2039652673.92 31-90 Days Partial Cash 706658066.90 FDIC Credit Event Yes Yes Operations
2025-09-09 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 1990994257.73 >1 Year No Cash 861864643.20 Other Credit Event Yes No IntD-2775 Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.8 Non-Reciprocal Brokered Accounts Broker-Dealer Yes 940496891.04 31-90 Days Yes Treasuries 76031669.31 Other Credit Event No No IntD-2334 Corporate Banking
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail Yes 40647.68 Open Partial A-0-Q 11940.75 Other Credit Event No Yes Liberty International Finance Ltd. Treasury
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail No 39284.49 Open Yes A-1-Q 5376.56 Other None No No Operations
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail Yes 33887.65 Open Partial A-2-Q 12205.25 Other None No Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail Yes 20308.99 Open No A-3-Q 4088.75 Uninsured None Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail Yes 14153.13 Open Partial A-4-Q 6403.52 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail No 26869.91 Open Yes A-5-Q 6100.60 FDIC None No No Treasury
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail No 11716.35 Open No CB-1-Q 2876.63 Other Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.8 Non-Reciprocal Brokered Accounts Retail No 36217.09 Open Yes CB-2-Q 14939.97 FDIC Maturity Date No Yes Liberty Mortgage Services Corp. Corporate Banking