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 No 19728.04 Day 21 Partial G-2-Q 6396.91 Uninsured Credit Event Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 24668.54 Day 21 Yes G-3-Q 6047.20 FDIC None No Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 29093.21 Day 21 Partial S-5-Q 3489.99 Uninsured Maturity Date Yes Yes Liberty International Finance Ltd. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 23239.70 Day 21 No S-6-Q 6175.96 FDIC None No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 39400.52 Day 21 Yes S-7-Q 14309.61 Uninsured None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 17482.56 Day 21 Partial E-1-Q 3979.94 FDIC Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 28734.64 Day 21 Yes E-2-Q 9227.23 Other Maturity Date Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 38432.40 Day 21 Yes IG-1-Q 15192.69 Other Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 33361.82 Day 21 Yes IG-2-Q 7500.14 Uninsured None Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 34.90 Day 21 Partial C-1 10.70 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 19149.84 Day 21 Partial CB-4 3403.63 FDIC Maturity Date No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 35814.98 Day 21 Partial E-10 4813.37 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 25901.52 Day 21 Yes E-3 10876.33 Uninsured None Yes No Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 1732.93 Day 21 No E-4 771.78 Other Maturity Date Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail No 5899.46 Day 21 Yes E-5 2414.77 Other Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 726.70 Day 21 Partial E-6 260.14 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 39778.38 Day 21 Yes E-7 6722.11 Uninsured Maturity Date Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 10266.13 Day 21 Yes E-8 3464.68 Other Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 41879.26 Day 21 No E-9 16451.75 Other Maturity Date No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 32557.94 Day 21 Partial G-4 9584.86 Uninsured Credit Event No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 44131.00 Day 21 No IG-3 11035.00 Other None No No Retail Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 334.80 Day 21 Yes IG-4 166.33 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 21592.91 Day 21 No IG-5 10296.11 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 25269.77 Day 21 No IG-6 8538.70 Uninsured Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.9 Stable Affiliated Sweep Account Balances Retail Yes 3778.33 Day 21 Partial IG-7 1446.66 Other None Yes No Corporate Banking