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
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 7123133810.36 <1 Day Yes Treasuries 822086155.33 Uninsured None Yes Yes Affil-S0JZl Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances GSE No 9913348178.54 <1 Day Partial Equities 182667890.15 Other Maturity Date Yes Yes Affil-F5vNp Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances PSE No 7134127785.06 <1 Day Partial Agency MBS 347839447.83 Uninsured None Yes Yes Affil-HLfSu Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 2483547457.01 <1 Day Partial Agency MBS 338614584.04 Other Maturity Date No Yes Affil-RiSv6 Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE No 9052097465.19 <1 Day No Treasuries 676551164.78 Other Credit Event No Yes Affil-XfI67 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances PSE No 4583582263.05 <1 Day Partial Corporate Bonds 69103468.66 Other Maturity Date Yes Yes Affil-kQM2e Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Central Bank No 8873285702.70 <1 Day Yes Agency MBS 404380194.46 Uninsured None No Yes Affil-5NYvb Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 6308214280.17 <1 Day No Equities 295804605.34 Uninsured Credit Event Yes Yes Affil-sWLcW Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Financial Market Utility No 225431332.33 <1 Day No Treasuries 621863012.97 Uninsured Maturity Date No Yes Affil-9aHww Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Central Bank Yes 3622402742.86 <1 Day Yes Corporate Bonds 887564897.68 Uninsured None No Yes Affil-xhn69 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 9279999901.35 <1 Day Yes Other 665441258.10 Uninsured None Yes Yes Affil-khjnR Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Other No 2312417010.58 <1 Day No Treasuries 230537798.35 Uninsured Credit Event Yes Yes Affil-99W7z Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Small Business No 9517179154.10 <1 Day No Treasuries 740167696.92 FDIC None Yes Yes Affil-37r3H Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate No 9177589548.37 <1 Day Yes Cash 398203130.96 Uninsured None Yes Yes Affil-bkYzm Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Financial Market Utility No 7297671143.89 <1 Day Partial None 0.00 FDIC Credit Event Yes Yes Affil-YLOes Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate No 4901819244.62 <1 Day Yes Agency MBS 184887106.92 Other Credit Event Yes Yes Affil-hG28Q Operations
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances MDB Yes 5062254305.20 <1 Day Yes Equities 79665945.43 Uninsured Credit Event Yes Yes Affil-tH7EB Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Sovereign No 8244339399.95 <1 Day No Corporate Bonds 288647255.88 FDIC None Yes Yes Affil-bHtpn Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances MDB No 4244480223.64 <1 Day Yes None 0.00 Other Credit Event Yes Yes Affil-5Rttc Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Central Bank No 8610366977.60 <1 Day Partial Corporate Bonds 175282990.44 Uninsured None Yes Yes Affil-mtlih Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Non-Regulated Fund No 2923712923.47 <1 Day No Treasuries 882284841.79 FDIC None Yes Yes Affil-AUtHI Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Sovereign No 2210544510.59 <1 Day No None 0.00 FDIC None Yes Yes Affil-tH3jF Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate Yes 3109685197.90 <1 Day Partial Equities 164977331.31 FDIC None No Yes Affil-ychMI Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances GSE No 1528479232.04 <1 Day No None 0.00 Uninsured Credit Event Yes Yes Affil-p8fUu Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Pension Fund No 5884749600.59 <1 Day No Treasuries 729134942.87 Other None Yes Yes Affil-yQeoT Operations