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 National Bank I.U.8 I.U.8: Short-Term Investments EUR Yes Day 56 3678529.50 Day 54 Liberty National Bank Securities Services Investment Company or Advisor No 4177438.10 No 75 - 82 Days Unsecured Yes 31.27
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.8 I.U.8: Short-Term Investments CAD Yes Day 36 1442049.43 83 - 90 Days Liberty International Finance Ltd. Retail Banking Pension Fund No 1321094.70 No >5 Yr Unsecured No 31.70
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Open None Liberty Wealth Management LLC Retail 528584.12 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 1 None Liberty Mortgage Services Corp. Retail 5600316.48 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 2 None Retail 1685157.26 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 3 None Retail 3671878.18 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 4 None Liberty Wealth Management LLC Retail 304515.01 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 5 None Retail 7524741.24 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 6 None Retail 2879552.17 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 7 None Retail 5550488.85 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 8 None Liberty Capital Markets Inc. Retail 3983702.19 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 9 None Liberty International Finance Ltd. Retail 1654290.88 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 10 None Liberty Mortgage Services Corp. Retail 362735.21 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 11 None Liberty Mortgage Services Corp. Retail 3744165.68 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 12 None Retail 7138771.35 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 13 None Retail 6251343.66 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 14 None Liberty Wealth Management LLC Retail 4456309.41 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 15 None Retail 6680735.65 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 16 None Retail 2631878.97 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 17 None Liberty International Finance Ltd. Retail 1631747.80 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 18 None Liberty International Finance Ltd. Retail 3790966.80 Yes None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 19 None Retail 7359184.27 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 20 None Retail 7410931.18 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 21 None Retail 5876195.06 No None
2025-10-09 Liberty National Bank I.U.8 Short-Term Investments USD Day 22 None Retail 2059796.96 No None