Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.O.8: Principal Payments Receivable on Unencumbered Investment Securities

Report Date Reporting Entity Product ID Product Maturity Bucket Maturity Amount Currency Counterparty Collateral Class Treasury Control Business Line Internal Counterparty
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 37 595.87 JPY Central Bank Z-1 No Treasury Operations Liberty Financial Group, Inc.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 27 3346.65 USD Investment Company or Advisor Z-1 No Asset Management Liberty Mortgage Services Corp.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 42 4233.12 USD Small Business Equities Yes Corporate Banking Liberty Mortgage Services Corp.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 151 - 179 Days 4977.00 CAD Other Supervised Non-Bank Financial Entity Corporate Bonds Yes Fixed Income Sales Liberty Mortgage Services Corp.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 29 5988.50 JPY Other Supranational Equities Yes Fixed Income Sales Liberty International Finance Ltd.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 31 5883.42 USD Other Municipal Bonds Yes Fixed Income Sales Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 53 9364.32 GBP Broker-Dealer Mortgage-Backed Securities Yes Derivatives Trading Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 51 4461.16 CHF Investment Company or Advisor Equities Yes Asset Management Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Capital Markets Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 11 746.28 AUD Other Supranational Municipal Bonds Yes Asset Management Liberty Financial Group, Inc.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 60 5411.05 GBP Other Supervised Non-Bank Financial Entity Other No Client Treasury Services Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 271 - 364 Days 1641.11 CAD MDB Other Yes Treasury Operations Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 56 4885.17 CHF MDB Z-1 Yes Corporate Banking Liberty Mortgage Services Corp.
2025-09-09 Liberty Financial Group, Inc. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 9 4042.47 USD MDB Z-1 Yes Client Treasury Services Liberty National Bank
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 42 3417.05 USD MDB Corporate Bonds Yes Securities Operations Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Open 2946.33 CHF Investment Company or Advisor Z-1 No Client Treasury Services Liberty Mortgage Services Corp.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 26 9812.88 CHF Other US Treasuries No Corporate Banking Liberty International Finance Ltd.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities 61 - 67 Days 9204.13 CAD Investment Company or Advisor Corporate Bonds No Client Treasury Services Liberty Capital Markets Inc.
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 43 4960.47 EUR Other Mortgage-Backed Securities No Client Treasury Services Liberty Financial Group, Inc. - Parent Only
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 3 7907.63 USD Non-Regulated Fund Corporate Bonds Yes Fixed Income Sales Liberty Capital Markets Inc.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 3 5059.73 USD Sovereign Equities No Prime Brokerage Liberty Mortgage Services Corp.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 23 385.42 GBP Other Supervised Non-Bank Financial Entity Mortgage-Backed Securities No Fixed Income Sales Liberty Capital Markets Inc.
2025-09-09 Liberty International Finance Ltd. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 3 8563.58 GBP Other Supervised Non-Bank Financial Entity Municipal Bonds Yes Client Treasury Services Liberty Mortgage Services Corp.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 40 3444.67 AUD MDB Equities No Securities Operations Liberty Mortgage Services Corp.
2025-09-09 Liberty Mortgage Services Corp. I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Day 9 2865.89 EUR Non-Financial Corporate Other Yes Securities Operations Liberty International Finance Ltd.
2025-09-09 Liberty National Bank I.O.8 I.O.8: Principal Payments Receivable on Unencumbered Investment Securities Perpetual 3618.10 AUD Small Business Other No Corporate Banking Liberty Financial Group, Inc.