Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.3: Required Operational Balances

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 21 None Liberty Mortgage Services Corp. Investment Company or Advisor 1250442.85 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 22 None Investment Company or Advisor 1677386.44 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 23 None Liberty International Finance Ltd. Investment Company or Advisor 3739484.52 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 24 None Liberty National Bank Investment Company or Advisor 2685808.04 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 25 None Liberty International Finance Ltd. Investment Company or Advisor 1839182.05 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 26 None Investment Company or Advisor 3332857.95 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 27 None Liberty Mortgage Services Corp. Investment Company or Advisor 3631815.95 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 28 None Investment Company or Advisor 531009.87 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 29 None Liberty Mortgage Services Corp. Investment Company or Advisor 3211754.24 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 30 None Investment Company or Advisor 3881070.50 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 31 None Liberty National Bank Investment Company or Advisor 1204213.56 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 32 None Investment Company or Advisor 4234451.59 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 33 None Liberty Mortgage Services Corp. Investment Company or Advisor 1951280.40 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 34 None Investment Company or Advisor 4234164.25 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 35 None Liberty Mortgage Services Corp. Investment Company or Advisor 3624302.52 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 36 None Liberty International Finance Ltd. Investment Company or Advisor 4094556.22 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 37 None Liberty Wealth Management LLC Investment Company or Advisor 118754.94 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 38 None Investment Company or Advisor 3428972.01 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 39 None Liberty Wealth Management LLC Investment Company or Advisor 2318164.55 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 40 None Investment Company or Advisor 2506050.60 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 41 None Investment Company or Advisor 3018969.52 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 42 None Liberty Wealth Management LLC Investment Company or Advisor 2464803.36 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 43 None Liberty Mortgage Services Corp. Investment Company or Advisor 246071.69 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 44 None Investment Company or Advisor 1530861.26 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 45 None Liberty National Bank Investment Company or Advisor 2490883.45 Yes None