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 44 None Other 4399133.01 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 45 None Other 4027439.47 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 46 None Other 1163118.84 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 47 None Other 414681.38 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 48 None Other 2597688.24 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 49 None Liberty International Finance Ltd. Other 3112678.78 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 50 None Liberty Wealth Management LLC Other 3924382.18 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 51 None Other 524254.55 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 52 None Liberty Wealth Management LLC Other 122319.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 53 None Other 4383911.16 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 54 None Liberty International Finance Ltd. Other 2764084.99 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 55 None Other 378541.98 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 56 None Other 3368.91 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 57 None Liberty Wealth Management LLC Other 3052464.01 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 58 None Liberty International Finance Ltd. Other 3989087.19 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 59 None Liberty Wealth Management LLC Other 3019153.56 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD Day 60 None Liberty National Bank Other 1939290.75 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 61 - 67 Days None Other 205594.90 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty National Bank Other 2731164.28 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 75 - 82 Days None Other 577856.89 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 83 - 90 Days None Other 387119.18 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 91 - 120 Days None Other 427706.16 No None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty International Finance Ltd. Other 852832.86 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty Mortgage Services Corp. Other 4316521.27 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.3 Required Operational Balances USD 180 - 270 Days None Other 1965907.98 No None