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 Perpetual None Broker-Dealer 2783447.60 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Open None Liberty Wealth Management LLC Investment Company or Advisor 2784373.50 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 1 None Investment Company or Advisor 3578786.76 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 2 None Investment Company or Advisor 4050241.21 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 3 None Investment Company or Advisor 1797280.58 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 4 None Liberty International Finance Ltd. Investment Company or Advisor 4372751.22 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 5 None Investment Company or Advisor 4088151.81 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 6 None Liberty Wealth Management LLC Investment Company or Advisor 410019.58 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 7 None Liberty Mortgage Services Corp. Investment Company or Advisor 4460605.58 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 8 None Liberty National Bank Investment Company or Advisor 1397831.12 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 9 None Liberty International Finance Ltd. Investment Company or Advisor 3079268.20 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 10 None Liberty International Finance Ltd. Investment Company or Advisor 3305147.65 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 11 None Liberty Mortgage Services Corp. Investment Company or Advisor 3155369.80 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 12 None Liberty National Bank Investment Company or Advisor 3991485.13 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 13 None Liberty Mortgage Services Corp. Investment Company or Advisor 1421310.80 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 14 None Investment Company or Advisor 2936885.42 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 15 None Liberty Mortgage Services Corp. Investment Company or Advisor 2931753.73 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 16 None Investment Company or Advisor 3694010.11 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 17 None Liberty International Finance Ltd. Investment Company or Advisor 3789629.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 18 None Investment Company or Advisor 2917998.64 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 19 None Investment Company or Advisor 563717.55 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 20 None Investment Company or Advisor 37857.28 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 21 None Liberty National Bank Investment Company or Advisor 4418786.54 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 22 None Liberty National Bank Investment Company or Advisor 3657125.82 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 23 None Liberty National Bank Investment Company or Advisor 2990381.69 Yes None