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 National Bank O.D.9 Stable Affiliated Sweep Account Balances Pension Fund No 8548165836.32 <1 Day No Other 990549178.97 FDIC Credit Event Yes Yes Affil-K3uqL Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances GSE Yes 2364038008.64 <1 Day Yes Cash 846556596.60 FDIC None No Yes Affil-Glen8 Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 8343176190.52 <1 Day Yes Corporate Bonds 640486436.40 FDIC Maturity Date No Yes Affil-7zpfN Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Central Bank Yes 1648335144.71 <1 Day No Agency MBS 574701212.13 Other Maturity Date Yes Yes Affil-HL1KH Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate Yes 6571350471.82 <1 Day Partial Other 318322548.08 Other Credit Event Yes Yes Affil-9b1Vv Corporate Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Broker-Dealer No 7210284601.82 <1 Day No None 0.00 Other Credit Event No Yes Affil-RRjn3 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 2516990962.97 <1 Day No Cash 512917821.05 Other Credit Event Yes Yes Affil-oHaeH Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Bank No 2363419252.48 <1 Day Partial Agency MBS 954663582.88 Other Maturity Date Yes Yes Affil-PRLGQ Corporate Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 5710788059.62 <1 Day Yes Cash 128938901.53 Other Credit Event Yes Yes Affil-Dqw8Y Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Other Yes 3428793974.26 <1 Day No Treasuries 214325901.25 Other None No Yes Affil-ioAoe Retail Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Non-Regulated Fund Yes 6950527012.10 <1 Day Partial Treasuries 699807144.57 Other Maturity Date Yes Yes Affil-pwhMZ Retail Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Non-Regulated Fund No 4684029193.53 <1 Day Yes Cash 880427300.16 FDIC Credit Event No Yes Affil-z0LVg Treasury
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Central Bank No 250264577.76 <1 Day No Cash 839246851.85 Uninsured Maturity Date No Yes Affil-y4B77 Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Central Bank Yes 1290289989.90 <1 Day No Treasuries 284185813.26 Other None Yes Yes Affil-dX0FC Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Financial Market Utility No 4769267025.31 <1 Day Partial Other 802429344.21 Uninsured Credit Event No Yes Affil-G5j2g Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE No 4680520166.31 <1 Day Partial Treasuries 646288188.44 FDIC Credit Event Yes Yes Affil-Xf7j3 Operations
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Investment Company or Advisor No 3510265640.64 <1 Day No Cash 912127795.06 Other None No Yes Affil-UnIu1 Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 9537848236.98 <1 Day Partial Equities 427494101.90 FDIC None Yes Yes Affil-Fhtkb Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Broker-Dealer Yes 3448574110.69 <1 Day No Corporate Bonds 716787351.62 FDIC Credit Event No Yes Affil-Ajr6l Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 3426364507.59 <1 Day Yes None 0.00 Uninsured Maturity Date No Yes Affil-HaTsu Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Sovereign Yes 7624620495.49 <1 Day Yes Other 619800263.31 Other None No Yes Affil-e6HQs Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Bank Yes 903713589.10 <1 Day Partial Equities 955838656.84 FDIC None No Yes Affil-suZXH Corporate Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Other Yes 1201858438.06 <1 Day Yes Equities 90589235.65 Uninsured Credit Event Yes Yes Affil-NQTva Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Bank No 9894877209.75 <1 Day No Treasuries 66525388.17 FDIC None Yes Yes Affil-FpLfD Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Debt Issuing SPE Yes 9771822885.52 <1 Day No Corporate Bonds 831484902.47 FDIC None Yes Yes Affil-KOHVn Treasury