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 37671.98 >5 Yr Yes CB-3 13176.32 Uninsured Credit Event Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 38142.65 >5 Yr No E-1 4495.52 FDIC None No No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 11658.37 >5 Yr Yes E-2 5551.81 FDIC None Yes Yes Liberty International Finance Ltd. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 39050.81 >5 Yr Yes G-1 13574.05 Other None Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 13878.96 >5 Yr No G-2 1460.19 FDIC None Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 24292.50 >5 Yr No G-3 6347.16 Uninsured None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 36912.84 >5 Yr Partial IG-1 8944.37 Uninsured Credit Event No Yes Liberty Mortgage Services Corp. Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 33965.28 >5 Yr Yes IG-2 14859.97 Other Maturity Date Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 21879.94 >5 Yr Partial S-1 6745.54 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 5982.38 >5 Yr Yes S-2 1202.81 Uninsured Credit Event Yes No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 9628.83 >5 Yr Partial S-3 3788.05 Other None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 22879.03 >5 Yr Yes S-4 2506.06 Uninsured None Yes No Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 34932.75 >5 Yr Yes S-5 14462.28 Other None No No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 30889.14 >5 Yr Partial S-6 8909.13 Other Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 38802.93 >5 Yr Partial S-7 11267.77 FDIC Credit Event Yes No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 34852.83 Perpetual Partial A-0-Q 10759.67 Uninsured 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 31679.25 Perpetual Yes A-1-Q 13625.39 FDIC Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 710.77 Perpetual Yes A-2-Q 142.39 Uninsured None Yes No Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 5204.54 Perpetual Yes A-3-Q 841.19 Other None No Yes Liberty Wealth Management LLC Treasury
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 36534.86 Perpetual Yes A-4-Q 9368.64 Uninsured Credit Event No No Corporate Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 10316.03 Perpetual Yes A-5-Q 3017.68 Other Credit Event No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 287.95 Perpetual Yes CB-1-Q 76.63 FDIC Maturity Date No No Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other No 457.24 Perpetual Yes CB-2-Q 158.44 FDIC Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 39793.32 Perpetual Partial S-1-Q 10074.82 Uninsured Maturity Date No Yes Liberty Wealth Management LLC Operations
2025-10-13 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 41242.15 Perpetual No S-2-Q 20305.60 Other None Yes Yes Liberty Capital Markets Inc. Retail Banking