Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.W.11: Unstructured Long Term Debt

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Loss Absorbency Internal Internal Counterparty Business Line
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 4227.21 83 - 90 Days No 110.18 31-90 Days L-2 5063.82 Partial Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 9270.73 83 - 90 Days No 183.00 7-30 Days L-3 8819.98 Full Yes Liberty Wealth Management LLC Trading
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 28590.28 83 - 90 Days Yes 1395.03 91-180 Days L-4 24188.30 None No Trading
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 32526.10 83 - 90 Days No 851.38 31-90 Days L-5 35890.02 Full Yes Liberty International Finance Ltd. Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 39096.78 83 - 90 Days No 1256.53 91-180 Days L-6 43664.08 Full No Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 29679.21 83 - 90 Days Yes 208.01 91-180 Days L-7 27540.94 Full Yes Liberty Capital Markets Inc. Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 19858.41 83 - 90 Days No 944.57 91-180 Days L-8 17751.75 Full No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 1225.21 83 - 90 Days No 117.89 91-180 Days L-9 1005.65 Full No Trading
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 37030.10 83 - 90 Days No 3231.09 91-180 Days LC-1 30638.45 None Yes Liberty Wealth Management LLC Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 1669.19 83 - 90 Days No 25.88 31-90 Days LC-2 1715.16 None Yes Liberty Mortgage Services Corp. Treasury
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 8010.53 83 - 90 Days No 492.10 <7 Days N-1 6529.21 Partial No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 30786.19 83 - 90 Days Yes 1568.41 7-30 Days N-2 26972.82 Full No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 26398.67 83 - 90 Days Yes 295.62 7-30 Days N-3 25864.14 Partial No Trading
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 4741.54 83 - 90 Days Yes 164.19 7-30 Days N-4 5117.80 Full Yes Liberty International Finance Ltd. Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 30523.73 83 - 90 Days Yes 2347.74 7-30 Days N-5 25293.43 Partial Yes Liberty Capital Markets Inc. Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 1238.65 83 - 90 Days No 13.73 31-90 Days N-6 1030.63 Partial No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 19774.84 83 - 90 Days No 36.86 <7 Days N-7 21585.22 None Yes Liberty Wealth Management LLC Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 34240.08 83 - 90 Days No 1999.57 <7 Days P-1 31789.53 Partial No Capital Markets
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 34513.86 83 - 90 Days No 2227.00 7-30 Days P-2 37847.13 Full No Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 43717.82 83 - 90 Days No 4214.45 7-30 Days S-8 43462.92 Partial Yes Liberty Wealth Management LLC Capital Markets
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 16142.70 83 - 90 Days No 1290.29 91-180 Days Y-1 17632.33 Full No Investment Banking
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 3279.21 83 - 90 Days Yes 255.45 7-30 Days Y-2 3838.28 None Yes Liberty Wealth Management LLC Trading
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 39809.64 83 - 90 Days Yes 2079.51 31-90 Days Y-3 45086.05 Partial No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund No 22864.68 83 - 90 Days No 185.65 31-90 Days Y-4 24621.72 Full No Wholesale Lending
2025-10-13 Liberty National Bank O.W.11 Unstructured Long Term Debt Non-Regulated Fund Yes 35457.50 83 - 90 Days Yes 2254.41 <7 Days Z-1 35155.84 Partial No Investment Banking