Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

Home Contact Us Demo Reporting Entity

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 Wealth Management LLC I.U.3 Required Operational Balances USD 75 - 82 Days None Non-Financial Corporate 3646.15 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty Mortgage Services Corp. Non-Financial Corporate 754256.46 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 91 - 120 Days None Non-Financial Corporate 784672.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty International Finance Ltd. Non-Financial Corporate 792017.79 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty Mortgage Services Corp. Non-Financial Corporate 1028746.50 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 180 - 270 Days None Non-Financial Corporate 427556.05 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 271 - 364 Days None Liberty International Finance Ltd. Non-Financial Corporate 727610.30 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Non-Financial Corporate 929388.38 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Liberty Capital Markets Inc. Non-Financial Corporate 178845.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Non-Financial Corporate 1054200.71 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Liberty National Bank Non-Financial Corporate 1120661.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >5 Yr None Liberty National Bank Non-Financial Corporate 207307.75 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Perpetual None Liberty Mortgage Services Corp. Non-Financial Corporate 242745.06 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Open None Liberty National Bank Sovereign 1027955.28 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 1 None Sovereign 1106048.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 2 None Liberty Mortgage Services Corp. Sovereign 1034811.42 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 3 None Sovereign 47425.99 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 4 None Liberty International Finance Ltd. Sovereign 179197.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 5 None Sovereign 635018.12 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 6 None Liberty International Finance Ltd. Sovereign 1484244.49 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 7 None Sovereign 608590.73 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 8 None Liberty National Bank Sovereign 479389.59 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 9 None Liberty International Finance Ltd. Sovereign 900225.14 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 10 None Sovereign 772468.66 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 11 None Liberty International Finance Ltd. Sovereign 163201.88 Yes None