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 39847.76 Day 36 Partial N-2 6221.98 FDIC None No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23457.15 Day 36 No N-3 9064.09 Uninsured Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 21120.37 Day 36 Yes N-4 3168.35 FDIC Maturity Date No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 8484.70 Day 36 No N-5 3110.76 Uninsured Maturity Date No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 43183.60 Day 36 Yes N-6 9288.19 Uninsured None Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23046.68 Day 36 Partial N-7 3667.11 FDIC Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 4757.44 Day 36 Partial P-1 1717.75 FDIC Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17086.83 Day 36 No P-2 3844.82 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 21199.36 Day 36 No S-8 3841.78 Uninsured None Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 3626.92 Day 36 Partial Y-1 640.11 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 25480.97 Day 36 Partial Y-2 10008.72 Uninsured Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 22859.90 Day 36 Partial Y-3 8647.38 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16090.72 Day 36 Partial Y-4 3843.48 Other None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 22583.65 Day 36 No Z-1 5038.83 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 12903.25 Day 36 Yes A-2 3162.58 Other Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 26396.77 Day 36 Yes A-3 5246.08 FDIC Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 19817.80 Day 36 No A-4 7324.16 Uninsured Maturity Date No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 27748.23 Day 36 No A-5 7325.52 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 Yes 19213.17 Day 36 Yes CB-1 7481.71 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 303.37 Day 36 Partial CB-2 141.85 Other Credit Event Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 43188.19 Day 36 Partial CB-3 5162.15 FDIC Credit Event Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 33777.34 Day 36 Partial E-1 6944.91 FDIC None Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 7907.30 Day 36 Yes E-2 1395.03 Uninsured 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 22861.43 Day 36 Partial G-1 5836.33 Uninsured None Yes Yes Liberty Capital Markets Inc. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 2677.08 Day 36 Partial G-2 411.67 FDIC Maturity Date No No Corporate Banking