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
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 20555.62 >4 Yr <= 5 Yr No Y-1 9542.13 FDIC Credit Event No Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 38085.99 >4 Yr <= 5 Yr Partial Y-2 14745.67 Uninsured Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 9683.65 >4 Yr <= 5 Yr No Y-3 2016.73 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 20369.53 >4 Yr <= 5 Yr Partial Y-4 8118.20 Uninsured None No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 13951.77 >4 Yr <= 5 Yr Partial Z-1 6120.21 Other Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 7097.83 >4 Yr <= 5 Yr No A-2 3006.59 Other Credit Event No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 30399.56 >4 Yr <= 5 Yr No A-3 14866.42 Other None No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 26493.76 >4 Yr <= 5 Yr Partial A-4 3271.98 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 14431.17 >4 Yr <= 5 Yr No A-5 2145.44 Uninsured None No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 33097.68 >4 Yr <= 5 Yr Partial CB-1 14687.23 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 7155.25 >4 Yr <= 5 Yr Yes CB-2 2940.20 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 7844.96 >4 Yr <= 5 Yr No CB-3 2068.82 Other None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 40637.04 >4 Yr <= 5 Yr Yes E-1 20071.52 FDIC None Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 7989.60 >4 Yr <= 5 Yr No E-2 3263.19 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 9316.04 >4 Yr <= 5 Yr Yes G-1 1215.27 Uninsured Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 25693.16 >4 Yr <= 5 Yr No G-2 2882.86 FDIC Maturity Date Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 36166.63 >4 Yr <= 5 Yr Yes G-3 14664.25 Other None No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 12973.59 >4 Yr <= 5 Yr Yes IG-1 2306.51 Other None No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 20243.70 >4 Yr <= 5 Yr Partial IG-2 5298.34 FDIC Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 22321.35 >4 Yr <= 5 Yr No S-1 7420.29 Uninsured Maturity Date Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 11318.72 >4 Yr <= 5 Yr Yes S-2 3821.06 Other None Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 34365.04 >4 Yr <= 5 Yr Partial S-3 6827.90 Other Maturity Date Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 12641.51 >4 Yr <= 5 Yr Yes S-4 3870.08 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 39414.94 >4 Yr <= 5 Yr Partial S-5 6689.23 Other Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 24648.22 >4 Yr <= 5 Yr Yes S-6 8753.04 Other Credit Event Yes Yes Liberty Mortgage Services Corp. Retail Banking