Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.9: Stable Affiliated Sweep Account Balances

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
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 43744.65 Open Partial N-6 14315.33 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 1958.23 Open Yes N-7 641.66 Other None Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 5534.66 Open No P-1 832.38 FDIC None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 26749.90 Open Yes P-2 7099.83 FDIC Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 35146.77 Open No S-8 7643.07 FDIC Maturity Date Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16282.37 Open Yes Y-1 6604.47 FDIC Maturity Date No Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 33166.91 Open No Y-2 15194.34 Uninsured Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 20669.01 Open No Y-3 7187.75 FDIC None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 25572.47 Open Partial Y-4 4570.12 Uninsured None Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 8721.06 Open Yes Z-1 3119.09 FDIC Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 32457.84 Open No A-2 15022.08 FDIC None No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 24968.63 Open Yes A-3 9946.85 Uninsured None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 20277.54 Open Partial A-4 7242.71 Other Credit Event Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 6152.16 Open Partial A-5 1305.55 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 37458.54 Open Partial CB-1 17821.48 Other None Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16575.29 Open Yes CB-2 3287.89 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 16825.82 Open Yes CB-3 2472.96 Other None No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 14355.38 Open Yes E-1 5376.02 Uninsured None No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 22240.73 Open Yes E-2 3562.06 Uninsured None No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 1903.72 Open Yes G-1 594.34 Other Credit Event Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 34424.68 Open Yes G-2 8286.93 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 5525.93 Open Yes G-3 1725.61 Other None Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 33702.38 Open Yes IG-1 8161.74 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23610.76 Open Yes IG-2 7336.64 FDIC None Yes No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 37479.19 Open No S-1 5699.84 Other None No No Retail Banking