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 Sovereign No 7221618983.84 <1 Day Yes Agency MBS 699240552.49 Other Credit Event Yes Yes Affil-2p4hB Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Broker-Dealer No 9320508303.46 <1 Day Partial Equities 223282496.00 Other None No Yes Affil-V9GGV Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances GSE No 1860645157.01 <1 Day Yes None 0.00 Uninsured Maturity Date Yes Yes Affil-uGls6 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances MDB No 8885932550.73 <1 Day Partial Other 715724979.58 Other Maturity Date No Yes Affil-5QZlw Operations
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Central Bank Yes 7540718709.52 <1 Day No Treasuries 20950976.55 Other Credit Event No Yes Affil-1qwRD Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9144645142.22 <1 Day Yes Agency MBS 799559226.89 Uninsured None Yes Yes Affil-YUwwL Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Small Business Yes 4956574749.55 <1 Day Yes Other 456856932.73 FDIC Maturity Date No Yes Affil-HReQb Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate No 6260098240.84 <1 Day Yes Agency MBS 149872485.17 FDIC Maturity Date Yes Yes Affil-lfvMD Operations
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances GSE No 9754077552.84 <1 Day No Treasuries 298385764.15 Uninsured None No Yes Affil-SFgv9 Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 3779400441.76 <1 Day Yes Cash 564938436.65 Uninsured Credit Event No Yes Affil-oSVCz Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Other Supranational Yes 6225731793.81 <1 Day Yes Cash 825723893.95 FDIC Credit Event No Yes Affil-lpbHT Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances PSE Yes 8594571130.68 <1 Day Yes Other 91619859.53 FDIC None No Yes Affil-EY5bF Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 9080440218.47 <1 Day Yes Agency MBS 140542933.31 Uninsured Maturity Date Yes Yes Affil-vBncX Corporate Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate Yes 4058839512.72 <1 Day Partial None 0.00 FDIC Credit Event No Yes Affil-dVFV3 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances PSE Yes 4608622139.05 <1 Day No None 0.00 Uninsured None Yes Yes Affil-9Ta0s Operations
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances MDB No 4479017201.02 <1 Day No Treasuries 961170078.90 Uninsured None Yes Yes Affil-hY5og Operations
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity No 3697642204.68 <1 Day Yes Equities 741608173.44 Uninsured Maturity Date Yes Yes Affil-tXP4Z Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Investment Company or Advisor Yes 9559892903.27 <1 Day Partial Other 778685759.75 Other Maturity Date No Yes Affil-NUIoT Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances PSE No 5979505916.86 <1 Day Partial Other 868077100.48 Other Maturity Date No Yes Affil-H6wXS Operations
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 4024664526.58 <1 Day Partial None 0.00 Uninsured Credit Event Yes Yes Affil-Ni7OX Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity Yes 6617184023.29 <1 Day Yes Agency MBS 222326111.82 Other Credit Event Yes Yes Affil-3aryN Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 7433988778.77 <1 Day Partial Corporate Bonds 968686946.94 FDIC Maturity Date No Yes Affil-Txuct Retail Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Central Bank Yes 9877043076.46 <1 Day Partial None 0.00 Uninsured None No Yes Affil-1mJ3Z Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 2194106423.72 <1 Day Partial None 0.00 Other None Yes Yes Affil-i8ZNI Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Investment Company or Advisor No 9602934382.47 <1 Day Partial Treasuries 261516293.95 FDIC Credit Event No Yes Affil-9iGfY Treasury