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
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD 151 - 179 Days None Liberty Mortgage Services Corp. Other Supervised Non-Bank Financial Entity 2690050.39 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD 180 - 270 Days None Other Supervised Non-Bank Financial Entity 1592015.38 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD 271 - 364 Days None Liberty Capital Markets Inc. Other Supervised Non-Bank Financial Entity 6989446.51 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD >= 1 Yr <= 2 Yr None Liberty International Finance Ltd. Other Supervised Non-Bank Financial Entity 1567985.95 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD >2 Yr <= 3 Yr None Liberty Wealth Management LLC Other Supervised Non-Bank Financial Entity 6488849.89 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD >3 Yr <= 4 Yr None Liberty Mortgage Services Corp. Other Supervised Non-Bank Financial Entity 4583803.13 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD >4 Yr <= 5 Yr None Liberty Mortgage Services Corp. Other Supervised Non-Bank Financial Entity 1566250.34 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD >5 Yr None Other Supervised Non-Bank Financial Entity 149640.19 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Perpetual None Liberty Wealth Management LLC Other Supervised Non-Bank Financial Entity 3241437.50 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Open None Liberty Wealth Management LLC Debt Issuing SPE 4131729.47 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 1 None Liberty Wealth Management LLC Debt Issuing SPE 3965215.19 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 2 None Debt Issuing SPE 2955465.67 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 3 None Liberty Capital Markets Inc. Debt Issuing SPE 619114.97 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 4 None Liberty Capital Markets Inc. Debt Issuing SPE 5482175.48 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 5 None Debt Issuing SPE 6462863.39 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 6 None Debt Issuing SPE 110610.43 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 7 None Debt Issuing SPE 3564134.44 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 8 None Liberty Wealth Management LLC Debt Issuing SPE 2493568.98 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 9 None Liberty Wealth Management LLC Debt Issuing SPE 5159883.67 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 10 None Debt Issuing SPE 6128073.41 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 11 None Liberty Capital Markets Inc. Debt Issuing SPE 4974009.92 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 12 None Liberty International Finance Ltd. Debt Issuing SPE 939513.41 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 13 None Debt Issuing SPE 3855885.35 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 14 None Liberty Wealth Management LLC Debt Issuing SPE 1795443.67 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 15 None Liberty International Finance Ltd. Debt Issuing SPE 6226686.19 Yes None