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 39846.64 Day 57 No IG-4 4741.70 Uninsured 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 Yes 27339.84 Day 57 No IG-5 5887.52 Other Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 18557.07 Day 57 Partial IG-6 6786.98 FDIC Credit Event Yes Yes Liberty Mortgage Services Corp. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 34403.18 Day 57 Partial IG-7 14195.73 Other 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 1355.82 Day 57 Partial IG-8 570.13 Other Credit Event No Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 3218.12 Day 57 Yes L-1 941.07 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 1382.79 Day 57 No L-10 425.35 Uninsured Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 37770.37 Day 57 No L-11 10435.18 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 9956.48 Day 57 Partial L-2 3230.56 Uninsured Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 6797.44 Day 57 Partial L-3 751.77 Uninsured None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 40265.53 Day 57 Partial L-4 5903.45 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 No 18402.18 Day 57 Yes L-5 4897.57 Other None No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 19892.11 Day 57 No L-6 6062.98 Other Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 36249.50 Day 57 No L-7 16087.11 Other None Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 18944.53 Day 57 Yes L-8 2576.23 Other Credit Event No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 16031.24 Day 57 No L-9 2295.55 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 Yes 30604.46 Day 57 Partial LC-1 6586.86 Uninsured Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 1672.14 Day 57 Partial LC-2 383.52 Other Maturity Date Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 15681.55 Day 57 Yes N-1 5021.36 FDIC Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17371.61 Day 57 Partial N-2 2620.10 Other None Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 32916.38 Day 57 No N-3 13891.07 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16890.68 Day 57 No N-4 3579.63 Other None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 9451.11 Day 57 No N-5 2013.35 Other Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23830.35 Day 57 No N-6 4529.72 FDIC None No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 4122.58 Day 57 No N-7 957.11 Other None Yes No Operations