Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.S.9: Synthetic Customer Longs

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-09-09 Liberty International Finance Ltd. I.S.9 I.S.9: Synthetic Customer Longs EUR Yes Day 36 2886919.95 Day 19 Liberty Capital Markets Inc. Investment Banking Capital Markets Non-Regulated Fund Yes 2877657.50 No 91 - 120 Days Secured No 31.66
2025-09-09 Liberty Mortgage Services Corp. I.S.9 I.S.9: Synthetic Customer Longs GBP No Day 38 2451820.09 Day 5 Liberty Mortgage Services Corp. Client Services Central Bank Yes 2181972.95 Yes Day 19 Secured No 38.18
2025-09-09 Liberty Financial Group, Inc. I.S.9 I.S.9: Synthetic Customer Longs EUR No Day 47 376217.90 Day 8 Liberty Financial Group, Inc. Repo Desk Other No 381435.83 No 180 - 270 Days Secured Yes 14.77
2025-09-09 Liberty International Finance Ltd. I.S.9 I.S.9: Synthetic Customer Longs CAD Yes 83 - 90 Days 857076.80 Day 13 Liberty Financial Group, Inc. - Parent Only Investment Banking Capital Markets PSE Yes 919654.12 Yes 151 - 179 Days Secured No 14.32
2025-09-09 Liberty Capital Markets Inc. I.S.9 I.S.9: Synthetic Customer Longs EUR Yes Day 51 2931172.62 Day 33 Liberty Financial Group, Inc. - Parent Only Prime Brokerage Other Supervised Non-Bank Financial Entity No 3453162.74 Yes >= 1 Yr <= 2 Yr Secured Yes 13.59
2025-09-09 Liberty Mortgage Services Corp. I.S.9 I.S.9: Synthetic Customer Longs CAD No 151 - 179 Days 1627309.20 Day 15 Liberty National Bank Treasury Operations Other Yes 1426284.15 Yes Day 43 Secured No 8.08
2025-09-09 Liberty Capital Markets Inc. I.S.9 I.S.9: Synthetic Customer Longs CAD Yes 151 - 179 Days 288535.67 Day 56 Liberty Financial Group, Inc. Treasury Operations Other No 325932.07 No Day 7 Secured No 42.89
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.S.9 I.S.9: Synthetic Customer Longs EUR No Day 52 2174794.16 75 - 82 Days Liberty Financial Group, Inc. Fixed Income Trading GSE No 2018018.47 Yes Day 16 Secured No 4.04
2025-09-09 Liberty Capital Markets Inc. I.S.9 I.S.9: Synthetic Customer Longs USD Yes Day 50 3660259.10 Day 28 Liberty Capital Markets Inc. Prime Brokerage PSE No 3389284.23 No Day 15 Secured No 11.80
2025-09-09 Liberty Financial Group, Inc. I.S.9 I.S.9: Synthetic Customer Longs JPY Yes Day 46 4598338.04 Day 16 Liberty International Finance Ltd. Treasury Operations Other Supervised Non-Bank Financial Entity No 4152818.38 No Day 12 Secured Yes 4.33
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 69062.86 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 43033.29 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 32376.62 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 2047.82 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 25215.77 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty Capital Markets Inc. Retail 4544.72 Yes None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 27464.46 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty International Finance Ltd. Retail 27212.22 Yes None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty Wealth Management LLC Retail 64364.11 Yes None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty International Finance Ltd. Retail 71803.13 Yes None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 86054.22 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 16309.28 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Retail 19.59 No None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty International Finance Ltd. Retail 55928.06 Yes None
2025-10-09 Liberty National Bank I.S.9 Synthetic Customer Longs USD Open None Liberty Mortgage Services Corp. Retail 42626.65 Yes None