Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.O.18: Unfunded Term Margin

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Internal Internal Counterparty Business Line
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer No 2413024505.16 <1 Day 232365284.39 30-90 Days Corporate Bonds 1659194437.34 No Risk Management
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.O.18 Unfunded Term Margin Broker-Dealer Yes 2143715266.20 <1 Day 371760194.27 30-90 Days Cash 768655964.61 Yes IntO-7370 Treasury
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer No 1962852099.11 <1 Day 162227423.41 30-90 Days Other 789125571.31 No Risk Management
2025-09-09 Liberty National Bank O.O.18 Unfunded Term Margin Broker-Dealer Yes 481619419.55 <1 Day 482188749.07 Open Equities 1605854866.59 No Finance
2025-09-09 Liberty Mortgage Services Corp. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2446776841.98 <1 Day 322413884.52 <30 Days Other 1197188916.18 No Risk Management
2025-09-09 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Broker-Dealer Yes 2311625680.96 <1 Day 498642345.51 <30 Days Other 1965515510.51 No Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 40384.91 Open 4103.00 <30 Days A-0-Q 588.55 No Operations
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 15813.65 Open 1068.89 Open A-1-Q 212.34 Yes Liberty Capital Markets Inc. Legal
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 89059.90 Open 6401.36 30-90 Days A-2-Q 12917.76 Yes Liberty Wealth Management LLC Legal
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 19796.66 Open 2403.58 91-180 Days A-3-Q 480.33 No Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 65890.98 Open 5602.70 30-90 Days A-4-Q 515.06 Yes Liberty Capital Markets Inc. Risk Management
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 38505.89 Open 813.28 <30 Days A-5-Q 175.98 No Finance
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 42167.10 Open 517.46 <30 Days CB-1-Q 8163.80 Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 6009.11 Open 447.86 91-180 Days CB-2-Q 309.03 Yes Liberty Capital Markets Inc. Finance
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 55103.76 Open 839.23 <30 Days S-1-Q 221.30 No Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 78767.59 Open 10924.28 91-180 Days S-2-Q 4890.06 Yes Liberty Capital Markets Inc. Risk Management
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 27610.50 Open 3341.89 <30 Days S-3-Q 1813.38 No Operations
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 76691.46 Open 1389.64 91-180 Days S-4-Q 909.60 No Finance
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 24794.84 Open 3031.23 <30 Days CB-3-Q 3963.90 Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 93438.94 Open 9838.60 91-180 Days G-1-Q 10494.58 No Legal
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 83891.26 Open 12142.55 <30 Days G-2-Q 12847.32 No Operations
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 27857.54 Open 477.99 Open G-3-Q 3990.94 No Finance
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 38651.31 Open 101.85 30-90 Days S-5-Q 7301.27 Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail No 84311.10 Open 9686.54 30-90 Days S-6-Q 3250.66 No Finance
2025-10-08 Liberty National Bank O.O.18 Unfunded Term Margin Retail Yes 28135.85 Open 3606.54 91-180 Days S-7-Q 3759.30 Yes Liberty Mortgage Services Corp. Finance