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 Wealth Management LLC I.U.3 Required Operational Balances USD Day 6 None Pension Fund 881748.27 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 7 None Pension Fund 763591.33 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 8 None Pension Fund 1048840.97 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 9 None Liberty National Bank Pension Fund 1161755.26 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 10 None Liberty Mortgage Services Corp. Pension Fund 499043.21 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 11 None Pension Fund 398640.75 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 12 None Liberty Mortgage Services Corp. Pension Fund 1331385.60 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 13 None Pension Fund 324936.10 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 14 None Liberty Capital Markets Inc. Pension Fund 228706.03 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 15 None Liberty Capital Markets Inc. Pension Fund 1583.12 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 16 None Liberty National Bank Pension Fund 406778.88 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 17 None Pension Fund 974133.96 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 18 None Liberty Mortgage Services Corp. Pension Fund 565673.33 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 19 None Pension Fund 1175185.22 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 20 None Pension Fund 87037.46 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 21 None Pension Fund 739945.68 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 22 None Liberty Capital Markets Inc. Pension Fund 675435.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 23 None Liberty Capital Markets Inc. Pension Fund 1442189.53 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 24 None Pension Fund 381982.26 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 25 None Liberty Capital Markets Inc. Pension Fund 1139967.69 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 26 None Pension Fund 633774.66 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 27 None Pension Fund 845500.30 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 28 None Pension Fund 1136222.98 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 29 None Liberty Mortgage Services Corp. Pension Fund 324022.79 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 30 None Liberty National Bank Pension Fund 790977.26 Yes None