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 National Bank O.S.8 Firm Shorts External Cash Transactions Small Business Yes 6904483419.44 Day 25 No 726169030.13 T+1 Agency MBS 174753347.88 No T+2 No Yes IntS-3093 Securities Finance
2025-09-09 Liberty Mortgage Services Corp. O.S.8 Firm Shorts External Non-Cash Transactions Non-Financial Corporate Yes 1495242785.40 Day 17 Yes 1365271714.37 Open Corporate Bonds 535361832.44 Yes T+2 Yes Yes Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Unsettled - Regular Way Bank Yes 5077688.43 Day 53 No 1447254081.82 T+1 Treasuries 316153395.79 No T+2 No No IntS-3637 Securities Finance
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts Unsettled - Regular Way PSE Yes 2329451643.65 Day 33 No 1101122694.61 T+1 Cash 633694415.26 No T+2 Yes No Treasury
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Unsettled - Regular Way Small Business No 7577193186.71 Day 45 No 1487975879.80 T+1 Equities 2810291886.77 No T+2 No Yes IntS-2767 Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs GSE No 6178145825.98 Day 12 No 1401679613.58 Open Other 1996564134.22 No T+1 Yes No IntS-4238 Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs Pension Fund Yes 4387634824.04 Day 16 No 393952973.40 Open Treasuries 1051946938.52 No T+1 No Yes IntS-3513 Trading
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Unsettled - Regular Way Non-Regulated Fund No 4397795966.36 Day 17 No 1800304441.53 Open Cash 2025049442.83 No T+1 Yes No IntS-9405 Treasury
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Customer Longs Non-Financial Corporate No 346484047.56 61 - 67 Days No 439515970.37 Open Equities 2928435995.22 No T+1 No No IntS-6500 Funding
2025-09-09 Liberty Mortgage Services Corp. O.S.8 Firm Shorts Customer Longs Financial Market Utility No 2573926527.74 Day 25 No 1319290400.50 T+2 None 1515320997.36 No T+0 No No IntS-2907 Funding
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Firm Longs Non-Financial Corporate Yes 2031207814.99 Day 37 No 1221920383.77 Open None 959649881.40 Yes T+1 Yes No Securities Finance
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts Firm Longs MDB Yes 800252563.44 75 - 82 Days No 1714303764.90 Open Other 716416162.78 Yes T+0 Yes No IntS-1011 Securities Finance
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Customer Longs PSE No 7138013966.52 Day 7 No 1284306604.09 Open Agency MBS 696873634.10 Yes T+1 Yes No IntS-6387 Treasury
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs Broker-Dealer Yes 3964815098.94 Day 42 Yes 1213747490.98 Open Corporate Bonds 2561432598.91 Yes T+2 No Yes IntS-8275 Funding
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Unsettled - Regular Way Other Supervised Non-Bank Financial Entity No 1426230212.24 Day 34 No 1543785275.70 T+1 None 1618388749.88 No T+0 No No IntS-4249 Securities Finance
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Customer Longs Financial Market Utility No 5801684810.44 Day 31 No 1840966495.93 Open Equities 2057734946.48 No T+1 Yes No Funding
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts External Non-Cash Transactions Broker-Dealer Yes 6158341305.29 121 - 150 Days Yes 792234897.96 T+1 Treasuries 2614516468.51 Yes T+1 No Yes IntS-3190 Funding
2025-09-09 Liberty Mortgage Services Corp. O.S.8 Firm Shorts Unsettled - Regular Way Broker-Dealer No 6617254446.74 >4 Yr <= 5 Yr No 1494745134.83 T+2 None 2639439078.76 No T+2 No No Treasury
2025-09-09 Liberty National Bank O.S.8 Firm Shorts Firm Longs Pension Fund Yes 6497148240.12 Day 38 Yes 1024983712.17 T+1 Equities 1667185822.57 No T+2 Yes Yes Treasury
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts Firm Longs Non-Regulated Fund No 2264862631.99 Day 12 Yes 1335942118.60 T+2 Other 2816665296.64 No T+1 Yes No IntS-1677 Funding
2025-09-09 Liberty International Finance Ltd. O.S.8 Firm Shorts Customer Longs MDB Yes 4553967160.72 Day 46 Yes 41677350.84 T+1 Corporate Bonds 1815723053.87 Yes T+1 Yes Yes IntS-3575 Funding
2025-09-09 Liberty National Bank O.S.8 Firm Shorts External Cash Transactions Investment Company or Advisor Yes 918633.11 Day 32 No 1953431534.76 T+2 None 2938646564.88 No T+2 Yes Yes Funding
2025-09-09 Liberty Financial Group, Inc. - Global Consolidated Entity O.S.8 Firm Shorts Firm Longs Broker-Dealer No 5611920044.86 Day 38 No 460473077.44 Open Other 419745087.68 No T+0 Yes Yes Trading
2025-09-09 Liberty Financial Group, Inc. - Parent Company Only O.S.8 Firm Shorts External Non-Cash Transactions Other No 7529928463.24 Day 60 Yes 1839167715.82 T+2 None 334759932.49 No T+1 Yes No IntS-5912 Securities Finance
2025-09-09 Liberty Capital Markets Inc. O.S.8 Firm Shorts Unsettled - Regular Way Other Yes 90366088.93 Day 42 Yes 921073732.48 Open Equities 2492048395.62 No T+0 No Yes IntS-4778 Funding