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 No 42983.39 >5 Yr Yes L-8 5668.64 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 16394.88 >5 Yr No L-9 5081.86 Other None No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 27324.73 >5 Yr No LC-1 6851.40 Other Credit Event No Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 42005.25 >5 Yr Partial LC-2 8295.09 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 215.47 >5 Yr Yes N-1 70.48 Uninsured None Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 4700.61 >5 Yr No N-2 2159.01 Uninsured Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 22947.98 >5 Yr Partial N-3 10767.23 Uninsured Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 17123.57 >5 Yr Partial N-4 8024.83 Other 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 Yes 26189.28 >5 Yr Partial N-5 9460.71 FDIC Credit Event Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 14505.10 >5 Yr Partial N-6 6049.04 Other None Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 36653.45 >5 Yr Yes N-7 9597.76 FDIC Maturity Date Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 29708.71 >5 Yr No P-1 12220.54 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 35577.47 >5 Yr Yes P-2 10524.75 FDIC Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 23471.51 >5 Yr Partial S-8 4638.90 Uninsured Maturity Date No No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 995.79 >5 Yr Yes Y-1 283.43 FDIC Maturity Date No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 22119.26 >5 Yr No Y-2 9153.89 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 4530.74 >5 Yr No Y-3 783.36 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 39010.28 >5 Yr No Y-4 7022.00 FDIC None No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 26209.02 >5 Yr Yes Z-1 12720.60 Uninsured Credit Event Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 39637.97 >5 Yr Partial A-2 13655.08 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 27165.40 >5 Yr Partial A-3 9571.40 FDIC Maturity Date Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 16577.06 >5 Yr Yes A-4 4963.62 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 13677.57 >5 Yr Partial A-5 1450.41 Uninsured Maturity Date Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 6197.41 >5 Yr No CB-1 736.43 Other Maturity Date No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 2262.23 >5 Yr No CB-2 448.24 Uninsured Maturity Date Yes No Operations