Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

Home Contact Us Demo Reporting Entity

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 49 None Investment Company or Advisor 2549198.23 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 50 None Investment Company or Advisor 3992624.75 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 51 None Investment Company or Advisor 4424582.91 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 52 None Investment Company or Advisor 2950564.11 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Investment Company or Advisor 400171.70 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Investment Company or Advisor 3202460.22 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Investment Company or Advisor 94054.84 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Investment Company or Advisor 3937960.71 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Investment Company or Advisor 1251758.44 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Liberty Wealth Management LLC Investment Company or Advisor 2817279.13 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Liberty National Bank Investment Company or Advisor 2447163.81 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Liberty Mortgage Services Corp. Investment Company or Advisor 309891.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty Wealth Management LLC Investment Company or Advisor 3880991.58 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty International Finance Ltd. Investment Company or Advisor 3976632.19 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Investment Company or Advisor 1001052.41 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty Mortgage Services Corp. Investment Company or Advisor 4263762.41 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty National Bank Investment Company or Advisor 996063.09 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty International Finance Ltd. Investment Company or Advisor 3130287.85 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 151 - 179 Days None Investment Company or Advisor 2845777.83 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 180 - 270 Days None Liberty Wealth Management LLC Investment Company or Advisor 450710.43 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 271 - 364 Days None Liberty International Finance Ltd. Investment Company or Advisor 260683.45 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Investment Company or Advisor 3958244.96 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Investment Company or Advisor 2684497.50 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty International Finance Ltd. Investment Company or Advisor 1190054.08 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Investment Company or Advisor 4149181.77 No None