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 Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Sovereign No 8999357577.50 <1 Day No None 0.00 Other None Yes Yes Affil-1K9GZ Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Pension Fund No 9246847553.30 <1 Day No Corporate Bonds 836249723.92 Other None No Yes Affil-R80fG Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 1006014631.23 <1 Day Partial Corporate Bonds 610844420.07 FDIC None No Yes Affil-alFeZ Operations
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Pension Fund No 7447308761.33 <1 Day No Corporate Bonds 519309975.15 FDIC None Yes Yes Affil-5NSgq Retail Banking
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Investment Company or Advisor Yes 5032682974.59 <1 Day Partial None 0.00 Other Credit Event Yes Yes Affil-XvTw7 Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Retail No 7423469432.43 <1 Day Partial Agency MBS 617796437.65 Uninsured Maturity Date Yes Yes Affil-z3rgw Retail Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Broker-Dealer Yes 6055942145.73 <1 Day Partial Agency MBS 974085374.84 FDIC Credit Event Yes Yes Affil-PvTbf Retail Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Sovereign No 5891725279.39 <1 Day No Treasuries 912363214.45 FDIC None No Yes Affil-Hqy4Z Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Sovereign Yes 6643321865.31 <1 Day No Equities 276094994.32 Other None Yes Yes Affil-qrGkL Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Other Yes 3033131566.21 <1 Day Partial Corporate Bonds 703131610.30 Uninsured Maturity Date Yes Yes Affil-m8O96 Treasury
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Bank No 5129344802.87 <1 Day Yes Treasuries 901317174.70 Other None No Yes Affil-x6XRQ Operations
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Other Supranational No 8969942535.44 <1 Day Yes Treasuries 688359828.04 Other Credit Event No Yes Affil-ByGJw Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Other Yes 7731402682.40 <1 Day Yes Cash 624184772.67 Other Credit Event Yes Yes Affil-vUMtl Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate No 1499859960.61 <1 Day Partial None 0.00 FDIC Maturity Date Yes Yes Affil-OoQQ4 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Sovereign Yes 3286944295.40 <1 Day Yes Agency MBS 181542869.32 Uninsured None No Yes Affil-snQ5x Retail Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Other Yes 5802635904.47 <1 Day Yes Cash 582276795.01 FDIC None Yes Yes Affil-JiZZu Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Central Bank No 8285984624.96 <1 Day Yes Cash 792020937.41 Uninsured Credit Event Yes Yes Affil-lciVU Operations
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity No 1246946152.58 <1 Day Yes Cash 744971257.12 FDIC None Yes Yes Affil-aXUvG Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Other Supervised Non-Bank Financial Entity No 5922251202.26 <1 Day Partial Treasuries 212826032.36 FDIC None No Yes Affil-Fra0E Corporate Banking
2025-09-09 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Non-Financial Corporate Yes 1889580553.19 <1 Day No Treasuries 225789594.69 Uninsured None No Yes Affil-5olZi Operations
2025-09-09 Liberty Capital Markets Inc. O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 9548629424.49 <1 Day Yes Corporate Bonds 166335249.31 FDIC Credit Event No Yes Affil-J6J4Z Corporate Banking
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.D.9 Stable Affiliated Sweep Account Balances Broker-Dealer No 590028688.82 <1 Day Yes None 0.00 Other Maturity Date Yes Yes Affil-C43VD Corporate Banking
2025-09-09 Liberty Mortgage Services Corp. O.D.9 Stable Affiliated Sweep Account Balances Sovereign Yes 879461085.74 <1 Day Partial Treasuries 700479358.04 Other Maturity Date Yes Yes Affil-wrfyz Retail Banking
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.D.9 Stable Affiliated Sweep Account Balances Small Business Yes 867199361.28 <1 Day Partial Equities 984850865.65 Uninsured Maturity Date No Yes Affil-yob9F Corporate Banking
2025-09-09 Liberty International Finance Ltd. O.D.9 Stable Affiliated Sweep Account Balances MDB No 2380848607.93 <1 Day Partial Agency MBS 203503021.12 Other Maturity Date Yes Yes Affil-RnMhH Retail Banking