Senior Credit Officer Opinion Survey

38) How Has the Intensity of Efforts by Nonfinancial Corporations to Negotiate More Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Decreased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

26) How Has the Intensity of Efforts by Insurance Companies to Negotiate More Favorable Price and Nonprice Terms Changed Over the Past Three Months?| Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

36) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Nonfinancial Corporations Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Somewhat Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: Very Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

2) Over the Past Three Months, How Has the Amount of Resources and Attention Your Firm Devotes to Management of Concentrated Credit Exposure to Central Counterparties and Other Financial Utilities Changed?| Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: Very Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

12) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Trading REITs Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

12) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Trading REITs Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed Over the Past Three Months?| A. Mutual Funds. | Answer Type: Decreased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

17) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Mutual Funds, ETFs, Pension Plans, and Endowments as Reflected Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Eased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed Over the Past Three Months?| Answer Type: Decreased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: Somewhat Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Increased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

Net Percentage of Respondents Tightening Nonprice Terms to: Insurance Companies

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?| Answer Type: Decreased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed Over the Past Three Months?| Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: Somewhat Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

17) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Mutual Funds, ETFs, Pension Plans, and Endowments as Reflected Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Decreased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 3. Adoption of Less-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: Somewhat Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q4 2011 (2023-02-22)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 4. Lower Internal Treasury Charges for Funding. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

29) Over the Past Three Months, How Have the Price Terms (for Example, Financing Rates) Offered to Separately Managed Accounts Established with Investment Advisers as Reflected Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Nonprice Terms?| Answer Type: Tightened Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Very Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Somewhat Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?| Answer Type: Decreased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 2. Reduced Willingness of Your Institution to Take on Risk. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: Very Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

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