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
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16134.00 Day 12 No Y-3 5730.62 Other None Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 39103.81 Day 12 No Y-4 9200.97 FDIC Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 25335.43 Day 12 Yes Z-1 12345.06 FDIC Credit Event No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 16007.32 Day 12 No A-2 6072.10 Other None No Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 14435.20 Day 12 No A-3 4213.39 Other Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 8076.22 Day 12 No A-4 3074.30 Uninsured None Yes Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 22939.66 Day 12 Yes A-5 5464.90 FDIC Credit Event No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 34384.81 Day 12 Yes CB-1 7442.21 FDIC Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 10663.40 Day 12 No CB-2 5177.97 Other Maturity Date No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 1113.84 Day 12 Partial CB-3 246.33 Uninsured None No No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 28489.08 Day 12 No E-1 4371.97 Other Maturity Date Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 42414.32 Day 12 Yes E-2 16052.35 Other Maturity Date No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 686.34 Day 12 Yes G-1 126.91 Other Credit Event No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 7067.73 Day 12 No G-2 1217.43 Other Maturity Date Yes Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 25923.29 Day 12 No G-3 6548.84 FDIC Maturity Date No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 134.59 Day 12 Yes IG-1 37.09 Uninsured Maturity Date Yes Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 39271.92 Day 12 Partial IG-2 13068.57 Other None No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 16840.18 Day 12 Partial S-1 2553.96 Uninsured Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 24392.10 Day 12 Yes S-2 7775.60 Other Credit Event Yes Yes Liberty International Finance Ltd. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 34486.28 Day 12 Partial S-3 16434.31 FDIC None Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 17333.79 Day 12 No S-4 8350.46 Other Maturity Date No Yes Liberty Mortgage Services Corp. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 4687.46 Day 12 Yes S-5 907.87 FDIC None No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23992.39 Day 12 No S-6 7435.17 Other Maturity Date Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17939.51 Day 12 No S-7 8928.38 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 33140.33 Day 13 No A-0-Q 9693.62 FDIC Credit Event Yes Yes Liberty Capital Markets Inc. Corporate Banking