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 31 None Liberty National Bank Pension Fund 593604.79 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 32 None Pension Fund 827679.73 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 33 None Liberty National Bank Pension Fund 868084.19 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 34 None Pension Fund 38793.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 35 None Pension Fund 943862.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 36 None Liberty International Finance Ltd. Pension Fund 978123.09 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 37 None Liberty National Bank Pension Fund 1496764.16 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 38 None Liberty National Bank Pension Fund 949868.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 39 None Pension Fund 1468553.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 40 None Pension Fund 521563.98 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 41 None Liberty International Finance Ltd. Pension Fund 435349.70 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 42 None Pension Fund 909206.88 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 43 None Liberty International Finance Ltd. Pension Fund 242255.00 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 44 None Pension Fund 1367968.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 45 None Liberty Mortgage Services Corp. Pension Fund 153622.66 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 46 None Liberty Capital Markets Inc. Pension Fund 22310.87 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 47 None Liberty International Finance Ltd. Pension Fund 962736.21 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 48 None Liberty International Finance Ltd. Pension Fund 763444.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 49 None Pension Fund 1333240.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 50 None Liberty National Bank Pension Fund 50806.65 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 51 None Pension Fund 793258.77 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 52 None Pension Fund 201422.91 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 53 None Pension Fund 910865.89 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 54 None Liberty International Finance Ltd. Pension Fund 414477.41 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 55 None Pension Fund 178300.31 No None