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 Capital Markets Inc. I.U.3 Required Operational Balances USD Day 8 None Sovereign 4471001.94 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 9 None Liberty Wealth Management LLC Sovereign 1799463.76 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 10 None Sovereign 1444655.80 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 11 None Sovereign 2735808.76 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 12 None Liberty Wealth Management LLC Sovereign 2037061.31 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 13 None Liberty International Finance Ltd. Sovereign 4369177.03 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 14 None Sovereign 3189813.88 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 15 None Liberty Mortgage Services Corp. Sovereign 3259061.34 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 16 None Sovereign 3599344.77 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 17 None Liberty Mortgage Services Corp. Sovereign 3511529.02 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 18 None Liberty Wealth Management LLC Sovereign 4490759.36 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 19 None Liberty International Finance Ltd. Sovereign 1250542.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 20 None Liberty International Finance Ltd. Sovereign 337278.97 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 21 None Liberty National Bank Sovereign 1495293.54 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 22 None Liberty National Bank Sovereign 2977685.06 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 23 None Liberty Wealth Management LLC Sovereign 1523039.36 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 24 None Sovereign 2764295.71 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 25 None Sovereign 3484337.11 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 26 None Sovereign 578722.91 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 27 None Liberty National Bank Sovereign 1627159.49 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 28 None Sovereign 3659362.99 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 29 None Liberty Mortgage Services Corp. Sovereign 411212.57 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 30 None Liberty National Bank Sovereign 3808258.52 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 31 None Sovereign 1357903.50 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 32 None Liberty Wealth Management LLC Sovereign 3669407.34 Yes None