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 24 None Investment Company or Advisor 3630896.88 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 25 None Liberty Mortgage Services Corp. Investment Company or Advisor 2629514.42 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 26 None Liberty International Finance Ltd. Investment Company or Advisor 53729.71 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 27 None Liberty National Bank Investment Company or Advisor 195484.40 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 28 None Investment Company or Advisor 1845839.97 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 29 None Liberty Mortgage Services Corp. Investment Company or Advisor 3011882.79 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 30 None Investment Company or Advisor 1662433.41 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 31 None Liberty Wealth Management LLC Investment Company or Advisor 2624137.08 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 32 None Liberty International Finance Ltd. Investment Company or Advisor 1855560.72 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 33 None Investment Company or Advisor 4339696.97 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 34 None Investment Company or Advisor 1823498.79 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 35 None Investment Company or Advisor 2870670.15 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 36 None Liberty Mortgage Services Corp. Investment Company or Advisor 298600.15 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 37 None Investment Company or Advisor 3768016.22 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 38 None Investment Company or Advisor 407056.76 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 39 None Liberty National Bank Investment Company or Advisor 2324721.68 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 40 None Liberty National Bank Investment Company or Advisor 273331.25 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 41 None Liberty National Bank Investment Company or Advisor 2182818.15 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 42 None Liberty International Finance Ltd. Investment Company or Advisor 4395559.40 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 43 None Liberty National Bank Investment Company or Advisor 3608448.08 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 44 None Investment Company or Advisor 2950658.41 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 45 None Investment Company or Advisor 4294470.67 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 46 None Liberty National Bank Investment Company or Advisor 2245861.10 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 47 None Investment Company or Advisor 3715693.95 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 48 None Liberty National Bank Investment Company or Advisor 4030001.23 Yes None