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 >= 1 Yr <= 2 Yr None Liberty National Bank Non-Regulated Fund 820531.13 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Liberty Mortgage Services Corp. Non-Regulated Fund 3861662.96 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Non-Regulated Fund 2668354.07 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Liberty International Finance Ltd. Non-Regulated Fund 1846268.20 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD >5 Yr None Liberty National Bank Non-Regulated Fund 154617.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Perpetual None Non-Regulated Fund 2154218.47 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Open None Other 565131.64 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 1 None Liberty National Bank Other 3974028.10 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 2 None Other 3016005.26 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 3 None Other 1733647.47 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 4 None Liberty National Bank Other 3795115.37 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 5 None Other 3103225.02 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 6 None Liberty International Finance Ltd. Other 903339.22 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 7 None Liberty National Bank Other 3150827.46 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 8 None Other 3885932.64 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 9 None Liberty National Bank Other 2104830.62 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 10 None Liberty Wealth Management LLC Other 2335631.00 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 11 None Liberty National Bank Other 4170494.57 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 12 None Liberty Mortgage Services Corp. Other 2768932.10 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 13 None Liberty International Finance Ltd. Other 2681312.97 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 14 None Liberty National Bank Other 722297.37 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 15 None Liberty Wealth Management LLC Other 661167.01 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 16 None Other 3204154.21 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 17 None Liberty National Bank Other 1228900.45 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 18 None Liberty Wealth Management LLC Other 3567454.94 Yes None