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 19059.14 >4 Yr <= 5 Yr No S-7 7185.30 Other Credit Event No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 32588.30 >5 Yr Partial A-0-Q 8795.30 Uninsured Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 44024.04 >5 Yr No A-1-Q 8212.46 FDIC Credit Event No Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 26738.96 >5 Yr Yes A-2-Q 3294.13 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 8499.32 >5 Yr No A-3-Q 2624.66 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 38599.61 >5 Yr Partial A-4-Q 13078.56 Uninsured None Yes Yes Liberty Capital Markets Inc. Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 29785.73 >5 Yr No A-5-Q 10132.64 FDIC Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 5230.12 >5 Yr Partial CB-1-Q 2560.76 Uninsured Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 9342.09 >5 Yr Partial CB-2-Q 3621.10 Other Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 26918.60 >5 Yr No S-1-Q 3742.49 Other None No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 34445.32 >5 Yr No S-2-Q 14711.64 Other Credit Event Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 2515.02 >5 Yr No S-3-Q 621.66 Other Credit Event No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 13791.56 >5 Yr Yes S-4-Q 4288.76 Other Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 28479.84 >5 Yr Partial CB-3-Q 5692.26 FDIC None No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 15050.38 >5 Yr No G-1-Q 2935.16 Uninsured Maturity Date No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 11836.20 >5 Yr Yes G-2-Q 5570.94 Other Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 15819.55 >5 Yr Partial G-3-Q 7331.40 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 20911.35 >5 Yr Partial S-5-Q 6638.84 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 38614.50 >5 Yr Partial S-6-Q 12541.98 FDIC 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 Yes 4992.62 >5 Yr Yes S-7-Q 1278.69 Uninsured 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 32925.97 >5 Yr Yes E-1-Q 12733.86 Other Maturity Date No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 29370.65 >5 Yr Yes E-2-Q 6980.83 Other Credit Event No Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 37228.50 >5 Yr Partial IG-1-Q 12938.86 Other None No Yes Liberty International Finance Ltd. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 39565.79 >5 Yr Partial IG-2-Q 8592.56 FDIC Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 43847.14 >5 Yr No C-1 6597.73 Other Maturity Date Yes Yes Liberty International Finance Ltd. Operations