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 42 1363687.29 Day 52 Liberty Capital Markets Inc. Wealth Management Retail No 1606707.63 No Day 2 Unsecured No 39.24
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 18 3503004.66 Day 26 Liberty Mortgage Services Corp. Foreign Exchange Desk Other Supranational No 2823986.69 Yes Day 14 Unsecured No 37.42
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances JPY No Day 50 199176.05 Day 2 Liberty National Bank Retail Banking Central Bank No 203640.37 Yes Day 22 Unsecured No 1.16
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances EUR No 271 - 364 Days 3145716.12 Day 44 Liberty Financial Group, Inc. Wealth Management Other Supranational No 3494807.47 Yes Day 7 Unsecured Yes 7.53
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 48 2783034.26 Day 8 Liberty National Bank Wealth Management PSE Yes 2438100.58 No 83 - 90 Days Unsecured No 25.50
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances GBP No Day 37 585041.67 Day 6 Liberty Mortgage Services Corp. Retail Banking Central Bank Yes 578387.82 No Day 19 Unsecured Yes 29.83
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances CAD No Open 2739878.49 75 - 82 Days Liberty Financial Group, Inc. - Parent Only Client Treasury Services Investment Company or Advisor Yes 3022470.39 Yes Day 8 Unsecured Yes 26.42
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances EUR Yes Day 39 2031765.56 Day 52 Liberty Capital Markets Inc. Treasury Operations Pension Fund Yes 1715093.53 Yes Day 41 Unsecured No 7.63
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 41 125215.85 Day 28 Liberty International Finance Ltd. Treasury Operations Pension Fund No 108184.71 Yes 271 - 364 Days Unsecured Yes 38.64
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances EUR Yes Day 20 333456.79 Day 26 Liberty Capital Markets Inc. Foreign Exchange Desk Other Supervised Non-Bank Financial Entity No 274039.37 No Day 25 Unsecured Yes 16.43
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances JPY No Day 50 1209695.19 >4 Yr <= 5 Yr Liberty Financial Group, Inc. - Parent Only Foreign Exchange Desk Retail No 1242906.30 No Day 55 Unsecured Yes 32.53
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances JPY Yes Day 35 4518126.57 83 - 90 Days Liberty Capital Markets Inc. Treasury Operations Other Supranational Yes 4304213.67 Yes Day 6 Unsecured No 45.34
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 40 2057633.52 Day 42 Liberty National Bank Securities Services Central Bank No 2404327.08 Yes Day 45 Unsecured No 0.51
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances USD No Day 6 4665573.26 Day 33 Liberty Financial Group, Inc. - Parent Only Global Markets Debt Issuing SPE Yes 4893210.07 No Day 29 Unsecured No 21.00
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 33 694006.75 Day 41 Liberty Mortgage Services Corp. Global Markets Central Bank Yes 593587.56 Yes Day 46 Unsecured Yes 2.88
2025-09-09 Liberty International Finance Ltd. I.U.4 I.U.4: Excess Operational Balances EUR No 180 - 270 Days 772940.78 180 - 270 Days Liberty Financial Group, Inc. - Parent Only Retail Banking Bank Yes 792526.54 No Day 24 Unsecured Yes 28.85
2025-09-09 Liberty National Bank I.U.4 I.U.4: Excess Operational Balances EUR No Day 20 64354.73 Day 57 Liberty Financial Group, Inc. - Parent Only Wealth Management Financial Market Utility No 67862.14 Yes Day 4 Unsecured Yes 6.43
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.4 I.U.4: Excess Operational Balances GBP Yes Day 55 585589.17 Day 30 Liberty Financial Group, Inc. - Parent Only Securities Services Other Supranational Yes 588107.34 Yes Day 21 Unsecured No 44.76
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 42 3900369.43 Day 29 Liberty National Bank Client Treasury Services Bank No 3491202.10 Yes 121 - 150 Days Unsecured Yes 32.69
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 7 2621760.19 Day 15 Liberty Financial Group, Inc. - Parent Only Client Treasury Services GSE No 3124585.08 Yes Day 38 Unsecured Yes 22.22
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances USD No Day 28 3284574.82 Open Liberty Capital Markets Inc. Client Treasury Services PSE Yes 3712189.20 Yes Day 27 Unsecured No 49.39
2025-09-09 Liberty Capital Markets Inc. I.U.4 I.U.4: Excess Operational Balances CAD No Day 19 1879280.31 Day 35 Liberty International Finance Ltd. Foreign Exchange Desk GSE Yes 1832901.26 Yes 75 - 82 Days Unsecured No 14.82
2025-09-09 Liberty Financial Group, Inc. I.U.4 I.U.4: Excess Operational Balances CAD Yes Day 38 4451725.46 Day 54 Liberty Mortgage Services Corp. Wealth Management GSE No 4885866.56 Yes Day 59 Unsecured No 32.85
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances CAD No Day 43 713183.95 >4 Yr <= 5 Yr Liberty Capital Markets Inc. Syndicated Loans Sovereign No 779855.25 Yes Day 58 Unsecured No 8.96
2025-09-09 Liberty Mortgage Services Corp. I.U.4 I.U.4: Excess Operational Balances USD No Day 11 237350.00 Day 15 Liberty International Finance Ltd. Wealth Management Sovereign No 235257.72 No >= 1 Yr <= 2 Yr Unsecured No 13.13