Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.8: Short-Term Investments

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.8 I.U.8: Short-Term Investments JPY No Day 7 227797.38 Day 12 Liberty International Finance Ltd. Syndicated Loans PSE No 219255.98 No Day 6 Unsecured No 0.42
2025-09-09 Liberty National Bank I.U.8 I.U.8: Short-Term Investments GBP No Day 10 3471443.46 Day 47 Liberty Financial Group, Inc. Client Treasury Services Financial Market Utility Yes 3098556.84 No Day 34 Unsecured No 24.62
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.8 I.U.8: Short-Term Investments JPY No Day 41 963197.77 Day 55 Liberty Mortgage Services Corp. Capital Markets Trading Non-Regulated Fund No 1121354.30 No Day 33 Unsecured No 24.45
2025-09-09 Liberty Capital Markets Inc. I.U.8 I.U.8: Short-Term Investments USD Yes Day 60 4059875.10 Day 36 Liberty International Finance Ltd. Retail Banking Other Supervised Non-Bank Financial Entity Yes 3858270.12 No Day 9 Unsecured Yes 34.04
2025-09-09 Liberty National Bank I.U.8 I.U.8: Short-Term Investments EUR Yes Day 5 2897809.87 Perpetual Liberty Financial Group, Inc. Retail Banking Debt Issuing SPE Yes 3173054.38 No Day 10 Unsecured No 15.81
2025-09-09 Liberty International Finance Ltd. I.U.8 I.U.8: Short-Term Investments JPY No Day 13 3543913.29 Day 21 Liberty Mortgage Services Corp. Syndicated Loans Pension Fund No 3409535.58 No Day 8 Unsecured Yes 29.88
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.8 I.U.8: Short-Term Investments CAD No Day 9 4289227.04 Day 8 Liberty Capital Markets Inc. Wealth Management GSE Yes 4958435.10 No Day 60 Unsecured Yes 21.09
2025-09-09 Liberty Mortgage Services Corp. I.U.8 I.U.8: Short-Term Investments EUR No Day 21 832727.78 Day 47 Liberty National Bank Securities Services Bank No 983474.92 No Day 17 Unsecured No 36.74
2025-09-09 Liberty Financial Group, Inc. I.U.8 I.U.8: Short-Term Investments EUR No Day 25 999000.98 >3 Yr <= 4 Yr Liberty International Finance Ltd. Wealth Management MDB Yes 1180656.78 Yes Day 19 Unsecured Yes 38.24
2025-09-09 Liberty International Finance Ltd. I.U.8 I.U.8: Short-Term Investments JPY No >= 1 Yr <= 2 Yr 4002778.10 Day 20 Liberty International Finance Ltd. Capital Markets Trading GSE No 4367990.80 Yes Day 55 Unsecured No 45.10
2025-09-09 Liberty Capital Markets Inc. I.U.8 I.U.8: Short-Term Investments JPY Yes >= 1 Yr <= 2 Yr 2571012.12 61 - 67 Days Liberty Financial Group, Inc. Retail Banking Central Bank Yes 2582446.00 Yes 271 - 364 Days Unsecured Yes 23.76
2025-09-09 Liberty Capital Markets Inc. I.U.8 I.U.8: Short-Term Investments GBP Yes >2 Yr <= 3 Yr 1632979.31 Day 46 Liberty Financial Group, Inc. Treasury Operations Non-Financial Corporate Yes 1856618.69 No Day 57 Unsecured No 37.37
2025-09-09 Liberty Financial Group, Inc. I.U.8 I.U.8: Short-Term Investments GBP Yes Day 3 2320602.48 Day 37 Liberty Financial Group, Inc. Investment Banking GSE Yes 2290587.79 Yes Day 14 Unsecured No 45.30
2025-09-09 Liberty Financial Group, Inc. I.U.8 I.U.8: Short-Term Investments JPY No 180 - 270 Days 4648556.30 Day 30 Liberty Financial Group, Inc. - Parent Only Capital Markets Trading Bank Yes 4922327.72 Yes Day 48 Unsecured Yes 30.10
2025-09-09 Liberty National Bank I.U.8 I.U.8: Short-Term Investments GBP No Day 29 2386974.56 Day 33 Liberty Financial Group, Inc. - Parent Only Foreign Exchange Desk PSE Yes 1986304.45 No 68 - 74 Days Unsecured No 15.28
2025-09-09 Liberty International Finance Ltd. I.U.8 I.U.8: Short-Term Investments GBP No Day 53 1634046.61 Perpetual Liberty Mortgage Services Corp. Foreign Exchange Desk GSE No 1645532.62 Yes Day 9 Unsecured Yes 1.21
2025-09-09 Liberty National Bank I.U.8 I.U.8: Short-Term Investments JPY Yes Day 25 3460159.97 Day 13 Liberty Capital Markets Inc. Capital Markets Trading Sovereign Yes 3621577.12 Yes 180 - 270 Days Unsecured Yes 44.54
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.8 I.U.8: Short-Term Investments JPY Yes Day 29 1853458.41 Day 60 Liberty Mortgage Services Corp. Client Treasury Services PSE Yes 1550699.42 Yes Day 40 Unsecured No 28.14
2025-09-09 Liberty Mortgage Services Corp. I.U.8 I.U.8: Short-Term Investments EUR No Day 54 1515817.07 Day 39 Liberty International Finance Ltd. Treasury Operations Broker-Dealer No 1566786.65 No Day 4 Unsecured Yes 15.56
2025-09-09 Liberty Capital Markets Inc. I.U.8 I.U.8: Short-Term Investments GBP No Open 4316899.35 Day 30 Liberty Capital Markets Inc. Client Treasury Services Sovereign Yes 3578433.69 No Day 6 Unsecured No 26.97
2025-09-09 Liberty Capital Markets Inc. I.U.8 I.U.8: Short-Term Investments USD No Day 17 1404131.98 Day 42 Liberty Financial Group, Inc. - Parent Only Global Markets Debt Issuing SPE No 1426156.59 Yes 151 - 179 Days Unsecured Yes 47.65
2025-09-09 Liberty International Finance Ltd. I.U.8 I.U.8: Short-Term Investments JPY No Day 37 4934680.33 Day 17 Liberty International Finance Ltd. Capital Markets Trading Pension Fund No 4611909.06 No Day 59 Unsecured Yes 7.41
2025-09-09 Liberty National Bank I.U.8 I.U.8: Short-Term Investments USD No Day 36 726499.94 Perpetual Liberty Financial Group, Inc. - Parent Only Investment Banking Broker-Dealer No 800295.74 No Day 8 Unsecured No 27.41
2025-09-09 Liberty International Finance Ltd. I.U.8 I.U.8: Short-Term Investments GBP No Day 22 1146676.00 Day 17 Liberty Financial Group, Inc. - Parent Only Securities Services Broker-Dealer No 1285405.35 Yes Day 10 Unsecured No 28.34
2025-09-09 Liberty Mortgage Services Corp. I.U.8 I.U.8: Short-Term Investments CAD Yes Day 43 2228294.06 >= 1 Yr <= 2 Yr Liberty Mortgage Services Corp. Retail Banking Small Business No 2148424.04 No Day 19 Unsecured Yes 35.49