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 42 None Liberty National Bank Non-Regulated Fund 2554990.51 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 43 None Liberty National Bank Non-Regulated Fund 2820353.77 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 44 None Liberty International Finance Ltd. Non-Regulated Fund 106558.64 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 45 None Non-Regulated Fund 3143104.42 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 46 None Liberty Wealth Management LLC Non-Regulated Fund 3720853.91 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 47 None Non-Regulated Fund 1020739.25 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 48 None Non-Regulated Fund 4089323.95 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 49 None Non-Regulated Fund 3252007.97 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 50 None Liberty Mortgage Services Corp. Non-Regulated Fund 1260471.40 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 51 None Liberty Wealth Management LLC Non-Regulated Fund 1720210.27 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 52 None Liberty International Finance Ltd. Non-Regulated Fund 136256.00 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Liberty National Bank Non-Regulated Fund 3114409.47 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Liberty Mortgage Services Corp. Non-Regulated Fund 3069987.44 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Liberty Mortgage Services Corp. Non-Regulated Fund 3638846.53 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Non-Regulated Fund 1356915.31 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Non-Regulated Fund 2851742.33 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Non-Regulated Fund 667729.85 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Liberty National Bank Non-Regulated Fund 2467991.10 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Liberty Wealth Management LLC Non-Regulated Fund 3254560.86 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Non-Regulated Fund 2714207.70 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty Mortgage Services Corp. Non-Regulated Fund 2727588.47 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Liberty Wealth Management LLC Non-Regulated Fund 4429346.03 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Non-Regulated Fund 205827.48 No None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty Wealth Management LLC Non-Regulated Fund 4056196.17 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Non-Regulated Fund 2606658.40 No None