| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
40351.37 |
151 - 179 Days |
5411.00 |
91-180 Days |
N-5 |
1106.80 |
Yes |
Liberty Wealth Management LLC |
Legal |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
105744.37 |
151 - 179 Days |
839.79 |
<30 Days |
N-6 |
6196.71 |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
47415.85 |
151 - 179 Days |
4099.04 |
Open |
N-7 |
6932.04 |
No |
|
Legal |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
14218.93 |
151 - 179 Days |
1234.89 |
<30 Days |
P-1 |
1563.92 |
No |
|
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
51159.07 |
151 - 179 Days |
463.74 |
Open |
P-2 |
3940.41 |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
39265.00 |
151 - 179 Days |
2822.72 |
<30 Days |
S-8 |
3720.16 |
Yes |
Liberty International Finance Ltd. |
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
4791.37 |
151 - 179 Days |
269.45 |
Open |
Y-1 |
166.06 |
No |
|
Risk Management |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
34572.29 |
151 - 179 Days |
3294.52 |
Open |
Y-2 |
2871.57 |
No |
|
Risk Management |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
44079.91 |
151 - 179 Days |
1320.65 |
91-180 Days |
Y-3 |
7232.85 |
No |
|
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
113474.83 |
151 - 179 Days |
8848.41 |
91-180 Days |
Y-4 |
13168.99 |
Yes |
Liberty International Finance Ltd. |
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
14810.76 |
151 - 179 Days |
404.66 |
<30 Days |
Z-1 |
1435.48 |
No |
|
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
18544.85 |
151 - 179 Days |
114.77 |
30-90 Days |
A-2 |
3011.18 |
Yes |
Liberty Wealth Management LLC |
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
81620.11 |
151 - 179 Days |
4740.56 |
91-180 Days |
A-3 |
11586.94 |
No |
|
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
62388.83 |
151 - 179 Days |
3648.30 |
Open |
A-4 |
3723.96 |
Yes |
Liberty Wealth Management LLC |
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
72587.37 |
151 - 179 Days |
708.98 |
30-90 Days |
A-5 |
11351.77 |
Yes |
Liberty Wealth Management LLC |
Risk Management |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
1444.70 |
151 - 179 Days |
0.18 |
Open |
CB-1 |
258.28 |
No |
|
Treasury |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
43577.42 |
151 - 179 Days |
3257.63 |
91-180 Days |
CB-2 |
2091.76 |
Yes |
Liberty International Finance Ltd. |
Legal |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
105758.59 |
151 - 179 Days |
9468.78 |
Open |
CB-3 |
15403.89 |
No |
|
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
238.44 |
151 - 179 Days |
26.82 |
91-180 Days |
E-1 |
44.75 |
No |
|
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
83264.54 |
151 - 179 Days |
8561.51 |
<30 Days |
E-2 |
10287.59 |
Yes |
Liberty Wealth Management LLC |
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
17453.06 |
151 - 179 Days |
1118.99 |
91-180 Days |
G-1 |
1889.87 |
Yes |
Liberty Capital Markets Inc. |
Legal |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
24546.13 |
151 - 179 Days |
2412.60 |
91-180 Days |
G-2 |
4549.34 |
No |
|
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
72226.02 |
151 - 179 Days |
7486.98 |
91-180 Days |
G-3 |
2045.60 |
No |
|
Operations |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
No |
63516.35 |
151 - 179 Days |
8933.73 |
91-180 Days |
IG-1 |
543.66 |
No |
|
Finance |
| 2025-10-08 |
Liberty National Bank |
O.O.8 |
MTM Impact on Derivative Positions |
Retail |
Yes |
36301.48 |
151 - 179 Days |
2166.23 |
30-90 Days |
IG-2 |
4715.28 |
Yes |
Liberty Wealth Management LLC |
Treasury |