Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.S.8: Firm Shorts

Report Date Reporting Entity PID Product Sub Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Treasury Control Settlement Rehypothecated Internal Internal Counterparty Business Line
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts External Non-Cash Transactions Debt Issuing SPE No 3957846441.64 Day 14 Yes 1589368850.93 T+2 Cash 1641225978.19 Yes T+2 Yes Yes Funding
2025-09-09 Liberty National Bank O.S.8 Firm Shorts External Cash Transactions Investment Company or Advisor No 2406312013.31 >2 Yr <= 3 Yr Yes 1277087351.71 T+1 Corporate Bonds 311979554.42 Yes T+0 No Yes IntS-5931 Funding
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts Unsettled - Regular Way PSE No 1628377821.62 Day 6 No 286501125.44 T+2 None 886034802.56 No T+0 Yes Yes IntS-9792 Trading
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts Unsettled - Regular Way Financial Market Utility No 4181533136.38 Day 17 No 1272880949.80 T+2 Cash 1874164732.20 No T+1 No Yes Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts External Non-Cash Transactions Retail No 3990291747.57 >= 1 Yr <= 2 Yr No 1867175520.07 T+2 Treasuries 1923922270.26 No T+1 Yes No Trading
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts External Cash Transactions Central Bank No 849185578.38 Day 21 No 602548423.30 T+1 Agency MBS 415431908.72 Yes T+1 No No Securities Finance
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Unsettled - Regular Way Central Bank Yes 2778438298.17 Day 10 No 1814061024.48 T+2 Corporate Bonds 934034778.02 No T+1 No Yes Funding
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts External Cash Transactions Pension Fund Yes 7925082930.54 Day 16 Yes 467833600.41 T+1 Treasuries 548458278.36 No T+1 Yes Yes IntS-3625 Securities Finance
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts External Cash Transactions Investment Company or Advisor Yes 1865567951.30 Day 28 Yes 564702580.62 Open Agency MBS 580218152.07 Yes T+2 No No Trading
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts External Cash Transactions GSE Yes 4661002590.38 Day 18 Yes 241196189.92 T+2 Equities 1324823142.48 No T+0 Yes No IntS-7055 Treasury
2025-09-09 Liberty Mortgage Services Corp. O.S.8 Firm Shorts Firm Longs Non-Regulated Fund No 5766482486.06 Day 58 Yes 1571085679.45 Open Equities 43152253.63 No T+0 No Yes Funding
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Customer Longs Investment Company or Advisor Yes 5017366808.42 Open Yes 515996103.68 Open Other 95548394.82 Yes T+0 Yes Yes Treasury
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Unsettled - Regular Way Non-Financial Corporate Yes 6268845821.02 Day 57 Yes 1190933031.21 T+2 Other 2187065695.50 No T+0 No Yes Trading
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts Unsettled - Regular Way Sovereign No 438529962.46 Day 21 Yes 317955901.38 T+2 Cash 2609914873.80 Yes T+2 Yes No Securities Finance
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts Unsettled - Regular Way Broker-Dealer Yes 1438085602.52 68 - 74 Days Yes 730625137.78 Open Corporate Bonds 1944128824.99 No T+1 Yes Yes IntS-6229 Funding
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Unsettled - Regular Way PSE Yes 1633859228.99 >5 Yr Yes 341756727.55 T+2 Cash 1430015702.17 No T+2 No Yes IntS-2509 Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs Other Supranational Yes 1889404043.86 83 - 90 Days Yes 764948344.46 T+2 None 2198524744.26 No T+1 No Yes IntS-3918 Trading
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts External Cash Transactions Other Supervised Non-Bank Financial Entity No 6505394046.33 Day 59 Yes 976469893.99 T+2 Equities 292604610.28 Yes T+0 No Yes IntS-3188 Trading
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Unsettled - Regular Way Bank Yes 2961386227.52 Day 12 Yes 1849734931.90 Open Treasuries 2752423701.42 No T+2 Yes No Securities Finance
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts External Cash Transactions GSE No 1893824356.07 Day 45 Yes 1432213605.42 T+1 Corporate Bonds 2156788008.08 Yes T+1 No No IntS-7124 Funding
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Unsettled - Regular Way Financial Market Utility Yes 931025195.81 Day 21 Yes 564134376.40 T+1 Corporate Bonds 542182321.83 No T+1 No Yes IntS-2614 Funding
2025-09-09 Liberty Mortgage Services Corp. O.S.8 Firm Shorts Customer Longs Bank Yes 7740779469.62 Day 14 No 1858815707.83 T+2 Treasuries 272012798.37 Yes T+2 Yes Yes Securities Finance
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs Non-Regulated Fund No 1498226944.39 Day 25 Yes 1014633792.94 T+1 Treasuries 1274397920.91 No T+2 No Yes IntS-4886 Funding
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts External Cash Transactions Debt Issuing SPE Yes 6806536377.32 Day 1 Yes 1044984934.68 T+1 Equities 2522366152.77 No T+0 Yes Yes Trading
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts Customer Longs Non-Financial Corporate No 5088733359.98 Day 34 No 634424802.84 T+2 Treasuries 991876414.12 No T+0 Yes No Securities Finance