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 41342.29 Day 20 Partial G-2 16007.11 FDIC Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 40796.47 Day 20 Partial G-3 13377.82 Uninsured Credit Event Yes No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 27819.76 Day 20 No IG-1 6539.05 Other Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 21852.69 Day 20 Yes IG-2 8367.38 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 34635.36 Day 20 Partial S-1 9383.73 Uninsured Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 30110.24 Day 20 Partial S-2 11797.58 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 34049.26 Day 20 Partial S-3 14098.23 FDIC Credit Event No Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 167.63 Day 20 No S-4 67.71 Other Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 36057.95 Day 20 No S-5 16567.28 FDIC Credit Event Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 16335.66 Day 20 Partial S-6 4816.07 Uninsured Credit Event Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 39315.86 Day 20 Partial S-7 12740.04 Uninsured Maturity Date Yes No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 26658.52 Day 21 Yes A-0-Q 5032.99 FDIC Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 2212.56 Day 21 Partial A-1-Q 272.13 FDIC Maturity Date No No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 3371.28 Day 21 Partial A-2-Q 1325.39 Uninsured Maturity Date No No Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 3749.86 Day 21 Partial A-3-Q 1758.72 FDIC None Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 8774.33 Day 21 Yes A-4-Q 977.96 FDIC Maturity Date No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 1345.12 Day 21 No A-5-Q 458.60 Uninsured Maturity Date Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 17196.07 Day 21 No CB-1-Q 2655.97 Other Maturity Date Yes Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 20359.66 Day 21 No CB-2-Q 4239.16 Uninsured None Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 9275.27 Day 21 No S-1-Q 1847.87 Uninsured Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 40718.39 Day 21 Yes S-2-Q 5095.51 Uninsured Credit Event No No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 20712.93 Day 21 Yes S-3-Q 5905.48 Other Credit Event No Yes Liberty Wealth Management LLC Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 38080.97 Day 21 Partial S-4-Q 17836.60 Uninsured None No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 2388.32 Day 21 No CB-3-Q 554.04 Uninsured Credit Event No No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 25874.48 Day 21 No G-1-Q 3371.07 Other Credit Event No Yes Liberty Wealth Management LLC Treasury