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 46 None Liberty National Bank Investment Company or Advisor 848998.27 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 47 None Liberty International Finance Ltd. Investment Company or Advisor 882650.50 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 48 None Investment Company or Advisor 611378.52 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 49 None Investment Company or Advisor 1218937.41 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 50 None Liberty National Bank Investment Company or Advisor 485354.70 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 51 None Investment Company or Advisor 3294769.47 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 52 None Liberty Wealth Management LLC Investment Company or Advisor 1183372.92 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Liberty Wealth Management LLC Investment Company or Advisor 3598393.22 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Liberty National Bank Investment Company or Advisor 4320169.15 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Liberty International Finance Ltd. Investment Company or Advisor 634932.24 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Liberty Wealth Management LLC Investment Company or Advisor 1876814.51 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Investment Company or Advisor 2533903.27 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Investment Company or Advisor 1046411.14 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Investment Company or Advisor 3111708.73 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Liberty Wealth Management LLC Investment Company or Advisor 3913399.58 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty Mortgage Services Corp. Investment Company or Advisor 4178069.77 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty National Bank Investment Company or Advisor 1057828.36 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Investment Company or Advisor 2673627.09 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Investment Company or Advisor 3182633.54 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty Mortgage Services Corp. Investment Company or Advisor 3218165.42 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty National Bank Investment Company or Advisor 2126694.60 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 151 - 179 Days None Investment Company or Advisor 2111669.25 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 180 - 270 Days None Liberty National Bank Investment Company or Advisor 1031634.88 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 271 - 364 Days None Investment Company or Advisor 3595973.32 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Investment Company or Advisor 1462332.19 No None