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 52 None Liberty National Bank Pension Fund 4040164.39 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Liberty Mortgage Services Corp. Pension Fund 379744.62 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Pension Fund 4407041.67 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Pension Fund 3239288.91 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Liberty National Bank Pension Fund 2223261.84 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Pension Fund 2891640.82 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Liberty International Finance Ltd. Pension Fund 2279592.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Liberty Mortgage Services Corp. Pension Fund 2737561.46 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Pension Fund 1600541.90 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Pension Fund 1695518.06 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty Wealth Management LLC Pension Fund 252571.66 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Pension Fund 4316507.66 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty Wealth Management LLC Pension Fund 2233414.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty Wealth Management LLC Pension Fund 1924575.30 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Pension Fund 1342120.15 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty Mortgage Services Corp. Pension Fund 299859.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 180 - 270 Days None Liberty Mortgage Services Corp. Pension Fund 3502000.69 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 271 - 364 Days None Pension Fund 1271058.24 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Pension Fund 410403.57 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Pension Fund 2497210.57 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty National Bank Pension Fund 4145286.69 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Pension Fund 3809337.52 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >5 Yr None Pension Fund 2432058.76 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Perpetual None Liberty International Finance Ltd. Pension Fund 40755.84 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Open None Liberty Wealth Management LLC Bank 3143319.08 Yes None