Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess Operational Balances

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.U.4 I.U.4: Excess Operational Balances USD No Day 3 541119.37 180 - 270 Days Liberty Capital Markets Inc. Capital Markets Trading Financial Market Utility Yes 450929.35 No Day 2 Unsecured No 3.57
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances JPY No Day 14 108278.59 Day 37 Liberty International Finance Ltd. Wealth Management Pension Fund No 114866.53 No Day 22 Unsecured No 33.50
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 24 2456536.75 Day 11 Liberty Financial Group, Inc. Wealth Management Other Supranational Yes 2327407.31 No Day 24 Unsecured No 11.18
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 9 2220359.12 Day 51 Liberty Financial Group, Inc. Client Treasury Services Bank No 2022146.70 Yes Day 39 Unsecured No 48.98
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances EUR No Day 7 3723895.74 Day 5 Liberty National Bank Foreign Exchange Desk Other Supranational Yes 3323375.57 No Day 22 Unsecured No 0.88
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances USD No Day 28 2202235.20 Day 30 Liberty International Finance Ltd. Securities Services Central Bank No 2402324.12 No 83 - 90 Days Unsecured Yes 28.80
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances JPY No >3 Yr <= 4 Yr 369499.86 Day 23 Liberty Financial Group, Inc. Securities Services Non-Regulated Fund No 364024.73 Yes Day 38 Unsecured No 33.36
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances USD Yes Day 22 4809301.66 Day 32 Liberty Financial Group, Inc. Capital Markets Trading Broker-Dealer Yes 5085104.70 No Day 5 Unsecured Yes 48.47
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances JPY No Day 23 4454654.19 Day 39 Liberty Capital Markets Inc. Retail Banking Other Supranational Yes 4929570.55 Yes 68 - 74 Days Unsecured Yes 31.80
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 48 3345118.98 Day 13 Liberty National Bank Investment Banking Broker-Dealer Yes 2881366.74 No Day 1 Unsecured No 0.01
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances GBP No 91 - 120 Days 2975615.39 Day 10 Liberty National Bank Wealth Management Financial Market Utility No 3219842.89 No Day 59 Unsecured Yes 48.89
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances USD Yes Day 15 1111024.01 Day 58 Liberty Capital Markets Inc. Wealth Management Other Supervised Non-Bank Financial Entity Yes 1328450.82 No Day 7 Unsecured Yes 35.64
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances GBP No Day 41 3414968.61 Day 49 Liberty Financial Group, Inc. - Parent Only Syndicated Loans Broker-Dealer Yes 4067929.43 Yes 180 - 270 Days Unsecured No 39.25
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances GBP No Day 33 1951047.37 Day 5 Liberty Capital Markets Inc. Syndicated Loans Non-Financial Corporate Yes 1701321.48 No Day 9 Unsecured Yes 18.02
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 45 2684391.33 Day 20 Liberty Capital Markets Inc. Syndicated Loans Non-Financial Corporate No 2554393.14 Yes 151 - 179 Days Unsecured Yes 6.08
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances JPY No Day 35 197212.21 Day 46 Liberty Financial Group, Inc. Global Markets Investment Company or Advisor Yes 168372.16 No 75 - 82 Days Unsecured No 1.04
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances USD Yes Day 19 1482006.65 Day 49 Liberty National Bank Global Markets Broker-Dealer No 1378105.46 Yes Open Unsecured No 27.72
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 25 196355.99 Day 34 Liberty Financial Group, Inc. - Parent Only Capital Markets Trading Pension Fund No 193043.35 Yes Day 56 Unsecured Yes 39.49
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances USD Yes Day 46 382561.28 Day 31 Liberty National Bank Syndicated Loans Sovereign No 351189.97 Yes Day 54 Unsecured Yes 49.86
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances JPY No >3 Yr <= 4 Yr 2001227.09 Day 8 Liberty National Bank Retail Banking Investment Company or Advisor Yes 1639227.40 No Day 2 Unsecured No 1.25
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances CAD No Day 11 484545.90 Day 26 Liberty Financial Group, Inc. - Parent Only Investment Banking Other Supervised Non-Bank Financial Entity Yes 417333.76 No Day 51 Unsecured Yes 49.36
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances JPY Yes Day 4 4750007.36 Day 2 Liberty National Bank Securities Services Other No 4112834.71 No Day 57 Unsecured Yes 21.77
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD Yes >4 Yr <= 5 Yr 3253502.29 Day 35 Liberty Mortgage Services Corp. Treasury Operations Other Supervised Non-Bank Financial Entity Yes 3848558.52 No Perpetual Unsecured No 30.36
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances CAD No Day 40 1691744.10 Day 57 Liberty Financial Group, Inc. - Parent Only Global Markets Small Business Yes 1755397.08 No Day 44 Unsecured No 45.53
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances EUR Yes 121 - 150 Days 3925257.60 Day 48 Liberty Mortgage Services Corp. Securities Services Sovereign Yes 3894155.08 No Day 22 Unsecured Yes 14.46