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 >2 Yr <= 3 Yr None Liberty International Finance Ltd. Debt Issuing SPE 3318876.61 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty Wealth Management LLC Debt Issuing SPE 1970154.87 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Liberty International Finance Ltd. Debt Issuing SPE 3244364.52 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >5 Yr None Liberty Wealth Management LLC Debt Issuing SPE 2043553.23 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Perpetual None Debt Issuing SPE 1360081.93 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Open None Non-Regulated Fund 981228.10 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 1 None Liberty Mortgage Services Corp. Non-Regulated Fund 429770.21 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 2 None Liberty Wealth Management LLC Non-Regulated Fund 3506678.38 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 3 None Liberty Wealth Management LLC Non-Regulated Fund 928471.85 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 4 None Non-Regulated Fund 906897.72 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 5 None Non-Regulated Fund 4219581.58 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 6 None Non-Regulated Fund 3707730.96 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 7 None Non-Regulated Fund 1783333.22 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 8 None Liberty Mortgage Services Corp. Non-Regulated Fund 617935.42 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 9 None Non-Regulated Fund 3301815.66 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 10 None Liberty International Finance Ltd. Non-Regulated Fund 1192081.86 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 11 None Non-Regulated Fund 2820892.55 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 12 None Liberty Mortgage Services Corp. Non-Regulated Fund 1022353.79 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 13 None Liberty National Bank Non-Regulated Fund 1097304.72 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 14 None Non-Regulated Fund 2382078.13 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 15 None Liberty Wealth Management LLC Non-Regulated Fund 45192.73 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 16 None Liberty International Finance Ltd. Non-Regulated Fund 2888837.99 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 17 None Non-Regulated Fund 1281096.52 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 18 None Non-Regulated Fund 4419505.70 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 19 None Non-Regulated Fund 2770382.91 No None