Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.S.9: Synthetic Customer 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
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 120838.94 Open Yes 830.76 31-90 Days G-1-Q 127487.87 No T+1 Yes Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 37829.12 Open Yes 1773.43 <7 Days G-2-Q 35441.01 Yes T+1 No No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 65836.81 Open Yes 2831.98 <7 Days G-3-Q 61510.18 Yes T+0 Yes No Treasury
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 14743.76 Open No 37.77 <7 Days S-5-Q 15051.57 Yes T+1 Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 84722.46 Open Yes 3734.59 7-30 Days S-6-Q 92822.89 Yes T+1 Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 122008.42 Open No 3714.14 31-90 Days S-7-Q 118405.67 Yes T+1 No No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 100287.19 Open Yes 1742.23 31-90 Days E-1-Q 96234.66 No T+2 Yes No Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 63656.96 Open No 1035.47 <7 Days E-2-Q 61318.62 Yes T+2 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 92768.77 Open Yes 4288.76 7-30 Days IG-1-Q 87803.62 No T+1 No No Funding
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 90369.80 Open No 2745.31 31-90 Days IG-2-Q 83306.91 Yes T+0 No Yes Liberty Capital Markets Inc. Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 70790.97 Open No 2040.89 7-30 Days C-1 64686.16 No T+0 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 68661.48 Open No 871.59 7-30 Days CB-4 72975.03 Yes T+2 No No Funding
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 108293.61 Open No 4703.58 7-30 Days E-10 107192.56 No T+1 Yes No Funding
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 27482.06 Open Yes 1130.99 <7 Days E-3 30125.46 No T+0 No Yes Liberty Mortgage Services Corp. Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 39438.64 Open No 1888.79 <7 Days E-4 39487.30 Yes T+2 Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 114826.14 Open No 4745.62 31-90 Days E-5 105207.80 No T+1 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 80389.00 Open Yes 1002.47 <7 Days E-6 75213.12 No T+1 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 21264.86 Open Yes 1051.42 31-90 Days E-7 21517.00 Yes T+0 Yes Yes Liberty Mortgage Services Corp. Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 124122.47 Open No 5730.81 <7 Days E-8 119509.17 Yes T+2 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 116192.02 Open Yes 3494.00 31-90 Days E-9 114596.90 No T+1 No Yes Liberty International Finance Ltd. Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 58247.92 Open Yes 1988.02 31-90 Days G-4 60034.83 No T+2 Yes Yes Liberty International Finance Ltd. Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 96748.43 Open No 3445.86 31-90 Days IG-3 91794.10 No T+2 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 120763.68 Open No 1197.95 <7 Days IG-4 116925.97 Yes T+0 Yes No Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail No 3461.10 Open No 169.47 31-90 Days IG-5 3785.27 Yes T+1 No Yes Liberty Capital Markets Inc. Trading
2025-10-08 Liberty National Bank O.S.9 Synthetic Customer Shorts Retail Yes 54720.71 Open Yes 2292.84 31-90 Days IG-6 49668.04 Yes T+2 No Yes Liberty International Finance Ltd. Treasury