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 Yes 8804.79 Day 23 No IG-5 2762.10 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 42126.07 Day 23 Partial IG-6 20226.87 Other Maturity Date No No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 37382.78 Day 23 Partial IG-7 18617.04 Uninsured None No Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 32237.25 Day 23 Yes IG-8 12023.56 Other None No Yes Liberty International Finance Ltd. Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 35972.74 Day 23 No L-1 12543.10 Other Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 24898.53 Day 23 Partial L-10 6748.13 Uninsured Credit Event No Yes Liberty Capital Markets Inc. Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 39471.40 Day 23 No L-11 4306.60 Other Credit Event Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 5532.09 Day 23 Partial L-2 2175.30 FDIC Maturity Date Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 26352.86 Day 23 Yes L-3 9257.15 FDIC Maturity Date No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 382.51 Day 23 No L-4 88.02 Other Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 864.46 Day 23 No L-5 162.67 Uninsured None Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 3456.99 Day 23 Yes L-6 1422.37 Uninsured Credit Event Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 4733.48 Day 23 Partial L-7 2197.61 FDIC Maturity Date Yes Yes Liberty International Finance Ltd. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 28061.74 Day 23 Yes L-8 11508.31 Other None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 18672.08 Day 23 Yes L-9 2398.76 Other Maturity Date No No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 37056.03 Day 23 Partial LC-1 12901.60 Uninsured Maturity Date Yes No Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 25517.28 Day 23 No LC-2 6358.12 FDIC None Yes Yes Liberty International Finance Ltd. Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 3639.76 Day 23 No N-1 1265.33 Other Credit Event Yes Yes Liberty Wealth Management LLC Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 22269.81 Day 23 Yes N-2 3909.45 FDIC None No Yes Liberty International Finance Ltd. Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 36792.27 Day 23 No N-3 3707.23 FDIC None Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 26673.72 Day 23 Yes N-4 10956.40 Uninsured None No Yes Liberty Capital Markets Inc. Corporate Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail No 9844.46 Day 23 Yes N-5 1698.95 FDIC Credit Event No No Retail Banking
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 21352.03 Day 23 Yes N-6 6348.54 Uninsured Credit Event No Yes Liberty Wealth Management LLC Operations
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 24812.29 Day 23 Partial N-7 5449.42 Uninsured Maturity Date Yes No Treasury
2025-10-08 Liberty National Bank O.D.12 Other Product Sweep Accounts Retail Yes 39322.94 Day 23 Partial P-1 8850.70 FDIC Credit Event Yes Yes Liberty Wealth Management LLC Operations