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 46 None Debt Issuing SPE 1740794.41 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 47 None Liberty Wealth Management LLC Debt Issuing SPE 375658.28 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 48 None Liberty Mortgage Services Corp. Debt Issuing SPE 486357.37 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 49 None Liberty International Finance Ltd. Debt Issuing SPE 3175418.38 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 50 None Liberty National Bank Debt Issuing SPE 3850842.71 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 51 None Debt Issuing SPE 2126535.74 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 52 None Debt Issuing SPE 1948186.10 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Liberty Wealth Management LLC Debt Issuing SPE 3318224.12 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Liberty Wealth Management LLC Debt Issuing SPE 2618075.68 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Debt Issuing SPE 4337123.05 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Liberty Mortgage Services Corp. Debt Issuing SPE 965267.61 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Debt Issuing SPE 3179540.77 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Debt Issuing SPE 1871112.73 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Liberty Mortgage Services Corp. Debt Issuing SPE 111395.10 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Liberty National Bank Debt Issuing SPE 2127354.43 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty Wealth Management LLC Debt Issuing SPE 608546.91 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Debt Issuing SPE 1113573.77 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Debt Issuing SPE 4044972.25 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty Mortgage Services Corp. Debt Issuing SPE 4055598.14 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Debt Issuing SPE 1070344.16 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty International Finance Ltd. Debt Issuing SPE 1639468.82 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty Wealth Management LLC Debt Issuing SPE 1181231.72 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 180 - 270 Days None Debt Issuing SPE 214837.24 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 271 - 364 Days None Debt Issuing SPE 1352399.54 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Debt Issuing SPE 3700706.38 No None