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
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 42 None Liberty Wealth Management LLC Investment Company or Advisor 5001024.76 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 43 None Liberty International Finance Ltd. Investment Company or Advisor 2938765.46 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 44 None Liberty Wealth Management LLC Investment Company or Advisor 2700688.93 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 45 None Investment Company or Advisor 1306950.36 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 46 None Investment Company or Advisor 6720050.56 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 47 None Liberty Wealth Management LLC Investment Company or Advisor 5432037.37 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 48 None Liberty International Finance Ltd. Investment Company or Advisor 987403.04 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 49 None Investment Company or Advisor 6658864.93 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 50 None Liberty Capital Markets Inc. Investment Company or Advisor 1625308.38 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 51 None Investment Company or Advisor 4581768.11 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 52 None Liberty Capital Markets Inc. Investment Company or Advisor 3477053.80 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 53 None Investment Company or Advisor 7661945.11 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 54 None Liberty Mortgage Services Corp. Investment Company or Advisor 5531009.22 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 55 None Liberty Mortgage Services Corp. Investment Company or Advisor 6939592.26 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 56 None Investment Company or Advisor 105765.27 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 57 None Liberty Mortgage Services Corp. Investment Company or Advisor 5862724.47 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 58 None Liberty Capital Markets Inc. Investment Company or Advisor 1573801.67 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 59 None Liberty Capital Markets Inc. Investment Company or Advisor 5500675.52 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD Day 60 None Liberty Capital Markets Inc. Investment Company or Advisor 324312.21 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty International Finance Ltd. Investment Company or Advisor 3715469.04 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 68 - 74 Days None Investment Company or Advisor 3875388.16 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 75 - 82 Days None Liberty Wealth Management LLC Investment Company or Advisor 1271921.40 Yes None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 83 - 90 Days None Investment Company or Advisor 1483565.92 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 91 - 120 Days None Investment Company or Advisor 3247002.63 No None
2025-10-13 Liberty National Bank I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty International Finance Ltd. Investment Company or Advisor 2458473.53 Yes None