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
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 39 None Investment Company or Advisor 4502369.64 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 40 None Liberty International Finance Ltd. Investment Company or Advisor 1398976.51 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 41 None Investment Company or Advisor 3432357.52 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 42 None Investment Company or Advisor 7740607.74 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 43 None Liberty Wealth Management LLC Investment Company or Advisor 7083397.50 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 44 None Liberty Wealth Management LLC Investment Company or Advisor 3895114.82 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 45 None Liberty Capital Markets Inc. Investment Company or Advisor 1537325.11 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 46 None Liberty International Finance Ltd. Investment Company or Advisor 7207591.75 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 47 None Liberty Capital Markets Inc. Investment Company or Advisor 3342312.49 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 48 None Liberty Wealth Management LLC Investment Company or Advisor 2188278.49 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 49 None Liberty Capital Markets Inc. Investment Company or Advisor 439232.98 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 50 None Liberty Mortgage Services Corp. Investment Company or Advisor 6129315.38 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 51 None Investment Company or Advisor 5643338.03 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 52 None Investment Company or Advisor 1299908.44 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 53 None Liberty Mortgage Services Corp. Investment Company or Advisor 2002395.71 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 54 None Investment Company or Advisor 1356613.25 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 55 None Investment Company or Advisor 445425.69 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 56 None Investment Company or Advisor 5502356.75 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 57 None Investment Company or Advisor 3814810.17 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 58 None Investment Company or Advisor 4088052.76 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 59 None Liberty Wealth Management LLC Investment Company or Advisor 6026797.67 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 60 None Liberty Mortgage Services Corp. Investment Company or Advisor 159090.88 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD 61 - 67 Days None Investment Company or Advisor 6258131.41 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD 68 - 74 Days None Investment Company or Advisor 1043448.06 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD 75 - 82 Days None Investment Company or Advisor 7552804.43 No None