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 180 - 270 Days None Debt Issuing SPE 2563640.02 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 271 - 364 Days None Debt Issuing SPE 4233832.87 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Debt Issuing SPE 1336818.00 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Liberty National Bank Debt Issuing SPE 132522.79 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Debt Issuing SPE 4249811.23 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Debt Issuing SPE 3319136.31 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >5 Yr None Debt Issuing SPE 555210.09 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Perpetual None Liberty Wealth Management LLC Debt Issuing SPE 1301569.69 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Open None Non-Regulated Fund 3109919.38 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 1 None Non-Regulated Fund 1097070.19 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 2 None Liberty Mortgage Services Corp. Non-Regulated Fund 2234828.33 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 3 None Non-Regulated Fund 3825136.39 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 4 None Non-Regulated Fund 2650914.60 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 5 None Non-Regulated Fund 3179827.82 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 6 None Liberty National Bank Non-Regulated Fund 622678.11 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 7 None Liberty Wealth Management LLC Non-Regulated Fund 4403271.00 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 8 None Non-Regulated Fund 1587031.00 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 9 None Non-Regulated Fund 495975.93 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 10 None Liberty International Finance Ltd. Non-Regulated Fund 1772320.28 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 11 None Non-Regulated Fund 3395712.53 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 12 None Liberty National Bank Non-Regulated Fund 4223097.89 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 13 None Liberty Wealth Management LLC Non-Regulated Fund 4428691.19 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 14 None Non-Regulated Fund 1197308.05 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 15 None Non-Regulated Fund 959129.10 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 16 None Non-Regulated Fund 1639017.45 No None