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 No 40016.66 Open No S-2 13792.57 FDIC Credit Event Yes Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 13990.37 Open Yes S-3 6210.49 FDIC None No Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 29724.72 Open Yes S-4 3502.65 Uninsured Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 28778.30 Open Yes S-5 3660.92 Other None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 42517.80 Open Yes S-6 9872.22 Other Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 7798.22 Open Partial S-7 3526.60 FDIC None Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 35921.18 Day 1 Partial A-0-Q 4748.65 Uninsured None No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 12743.31 Day 1 No A-1-Q 4566.89 Uninsured None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 31700.93 Day 1 Yes A-2-Q 6327.31 Other Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 18269.67 Day 1 Yes A-3-Q 4610.47 Other None No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 13788.18 Day 1 No A-4-Q 6637.18 Uninsured Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 11363.06 Day 1 Yes A-5-Q 5494.68 FDIC None Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 30374.48 Day 1 Yes CB-1-Q 5283.80 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 15589.66 Day 1 Yes CB-2-Q 5793.79 Other Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 36781.64 Day 1 Yes S-1-Q 7506.85 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 2926.86 Day 1 Yes S-2-Q 839.07 Other Credit Event No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 40646.97 Day 1 Yes S-3-Q 9545.29 Uninsured Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 16603.39 Day 1 Yes S-4-Q 3034.64 Uninsured None Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 30942.14 Day 1 Yes CB-3-Q 9006.82 FDIC Credit Event No Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16749.06 Day 1 No G-1-Q 2464.43 FDIC Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 15438.78 Day 1 Partial G-2-Q 3278.38 Uninsured None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 35939.71 Day 1 No G-3-Q 16906.21 Uninsured Credit Event No Yes Liberty Mortgage Services Corp. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 2958.19 Day 1 Yes S-5-Q 455.07 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 18591.26 Day 1 Partial S-6-Q 4435.41 Other Credit Event No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 42033.76 Day 1 Yes S-7-Q 9085.07 Other Credit Event Yes No Treasury