Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.D.12: Other Product Sweep Accounts

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Collateral Class Collateral Value Insured Trigger Rehypothecated Internal Internal Counterparty Business Line
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 18309.77 Day 31 Yes CB-4 3608.54 Other Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 9748.53 Day 31 No E-10 4803.35 Uninsured Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 24254.61 Day 31 Yes E-3 8135.44 Other Credit Event Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 850.49 Day 31 Partial E-4 113.32 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 6010.88 Day 31 Yes E-5 655.80 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 34607.06 Day 31 Yes E-6 9086.85 Other Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 24963.11 Day 31 Yes E-7 12144.49 FDIC Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 10616.85 Day 31 Yes E-8 3018.45 Other None No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 25005.76 Day 31 Partial E-9 7932.75 Uninsured Maturity Date No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 26409.20 Day 31 No G-4 9813.33 FDIC None No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 38448.17 Day 31 Partial IG-3 4347.67 Uninsured Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 36184.86 Day 31 No IG-4 4412.42 Other None Yes Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 13860.11 Day 31 Yes IG-5 5071.84 Other Maturity Date No No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 7173.70 Day 31 Partial IG-6 1931.48 Other None No Yes Liberty Mortgage Services Corp. Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 15203.00 Day 31 Yes IG-7 6718.78 Uninsured None Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 6887.17 Day 31 Yes IG-8 2204.16 Other None No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 30157.25 Day 31 No L-1 5066.49 Uninsured None Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 42635.35 Day 31 Partial L-10 5940.92 Other Credit Event No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 29750.91 Day 31 Yes L-11 9138.29 Uninsured None Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 12163.58 Day 31 No L-2 5957.04 Uninsured Maturity Date Yes Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 28769.75 Day 31 Yes L-3 8540.93 FDIC None Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 23457.64 Day 31 No L-4 9370.13 Other Maturity Date Yes Yes Liberty Mortgage Services Corp. Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 33207.07 Day 31 Yes L-5 15874.98 FDIC None No No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 31820.52 Day 31 No L-6 5624.76 Uninsured Credit Event Yes Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 25249.02 Day 31 Partial L-7 7534.49 FDIC Credit Event No Yes Liberty Capital Markets Inc. Retail Banking