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 22906.24 Day 1 No L-3 11051.99 Uninsured Credit Event Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17676.54 Day 1 Yes L-4 5198.65 Other None Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 21925.75 Day 1 Partial L-5 8277.83 Other Credit Event Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 39925.86 Day 1 Partial L-6 8048.08 Uninsured None No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 41614.27 Day 1 Partial L-7 14733.88 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 4072.75 Day 1 Partial L-8 906.22 Other Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 11494.02 Day 1 No L-9 4426.53 Uninsured None No Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 12162.02 Day 1 No LC-1 3681.66 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 17620.50 Day 1 Partial LC-2 3820.05 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 No 34559.34 Day 1 No N-1 7158.32 FDIC None Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 42997.32 Day 1 Yes N-2 7550.26 Uninsured Credit Event Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 2713.57 Day 1 Yes N-3 887.20 Other Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23488.95 Day 1 Yes N-4 8122.98 Uninsured Credit Event No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 25227.14 Day 1 Yes N-5 10119.18 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 No 29988.54 Day 1 No N-6 8874.67 Other None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 25343.41 Day 1 No N-7 7996.23 Other Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 32397.89 Day 1 No P-1 7386.94 FDIC Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 19686.52 Day 1 Yes P-2 5172.95 Uninsured None No Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 42442.50 Day 1 Yes S-8 9250.86 FDIC None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 31345.89 Day 1 No Y-1 12972.35 Uninsured None Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 19383.10 Day 1 Yes Y-2 5859.39 FDIC None Yes No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 23576.84 Day 1 Yes Y-3 11164.10 Other Credit Event Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 38324.31 Day 1 No Y-4 6327.92 Uninsured Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 15189.39 Day 1 Partial Z-1 7132.12 Other None No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17649.68 Day 1 Partial A-2 2488.70 Other Maturity Date No Yes Liberty Mortgage Services Corp. Retail Banking