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
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances CAD No 75 - 82 Days 671200.72 83 - 90 Days Liberty Financial Group, Inc. - Parent Only Retail Banking Other No 607867.54 No Day 9 Unsecured No 7.84
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances GBP Yes Day 30 66110.08 Day 12 Liberty Mortgage Services Corp. Client Treasury Services Pension Fund No 71330.57 No Day 12 Unsecured No 5.68
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances GBP No Day 5 2743441.66 >4 Yr <= 5 Yr Liberty Financial Group, Inc. Foreign Exchange Desk Non-Financial Corporate Yes 2278878.85 No >2 Yr <= 3 Yr Unsecured Yes 43.53
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances EUR No Day 49 1035942.83 Day 26 Liberty National Bank Syndicated Loans MDB No 1108390.55 Yes Day 20 Unsecured No 45.50
2025-09-09 Liberty Financial Group, Inc. I.U.3 I.U.3: Required Operational Balances EUR Yes Day 4 1247537.35 Day 48 Liberty Capital Markets Inc. Treasury Operations Other No 1492519.75 No Day 40 Unsecured No 44.68
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances CAD No Day 46 801979.36 >2 Yr <= 3 Yr Liberty Capital Markets Inc. Syndicated Loans Bank No 708625.86 No Day 16 Unsecured No 2.15
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances EUR Yes Day 13 970350.39 Day 18 Liberty Financial Group, Inc. Investment Banking Small Business Yes 1119715.80 Yes Day 33 Unsecured No 12.53
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances EUR No Day 37 2683020.41 Open Liberty Mortgage Services Corp. Wealth Management Non-Regulated Fund No 2928015.17 No Day 40 Unsecured No 19.46
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances EUR No Day 50 3931676.73 Day 33 Liberty Mortgage Services Corp. Global Markets Sovereign Yes 3829971.31 No Day 27 Unsecured No 24.71
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances EUR No Day 38 463396.89 Day 13 Liberty International Finance Ltd. Securities Services Non-Financial Corporate No 449180.66 No Day 54 Unsecured No 47.80
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances USD No Day 12 4761506.66 Day 12 Liberty Financial Group, Inc. Retail Banking Central Bank No 4569813.92 No >2 Yr <= 3 Yr Unsecured No 22.76
2025-09-09 Liberty Mortgage Services Corp. I.U.3 I.U.3: Required Operational Balances JPY No Day 3 1354297.38 Day 36 Liberty Financial Group, Inc. - Parent Only Investment Banking Other Supervised Non-Bank Financial Entity Yes 1542093.47 No Day 40 Unsecured No 20.88
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances EUR Yes 83 - 90 Days 172055.70 Day 14 Liberty Mortgage Services Corp. Client Treasury Services Bank Yes 196286.69 Yes 121 - 150 Days Unsecured No 43.79
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances USD Yes Day 29 2817808.13 Day 32 Liberty Financial Group, Inc. Foreign Exchange Desk Central Bank No 2847237.50 Yes Day 19 Unsecured No 22.45
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances EUR No Day 11 533757.94 151 - 179 Days Liberty Mortgage Services Corp. Securities Services Debt Issuing SPE No 541875.82 Yes Day 60 Unsecured No 23.04
2025-09-09 Liberty Financial Group, Inc. I.U.3 I.U.3: Required Operational Balances USD Yes Open 2902752.54 Day 54 Liberty National Bank Client Treasury Services Investment Company or Advisor Yes 2359225.96 No Day 31 Unsecured No 45.03
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances CAD No Perpetual 3861015.10 Day 14 Liberty Capital Markets Inc. Retail Banking Financial Market Utility No 4026364.38 No Day 6 Unsecured No 27.56
2025-09-09 Liberty International Finance Ltd. I.U.3 I.U.3: Required Operational Balances GBP Yes 271 - 364 Days 2321502.34 Day 47 Liberty National Bank Mortgage Lending PSE No 2252020.89 Yes 83 - 90 Days Unsecured Yes 47.29
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances USD Yes Day 39 3311451.37 Day 18 Liberty National Bank Retail Banking Sovereign No 2919678.34 Yes Day 14 Unsecured No 28.41
2025-09-09 Liberty National Bank I.U.3 I.U.3: Required Operational Balances JPY Yes Day 51 3845597.23 Day 32 Liberty Mortgage Services Corp. Capital Markets Trading Small Business No 4409081.21 No >5 Yr Unsecured No 32.41
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances CAD No Day 59 1883902.20 Day 58 Liberty Capital Markets Inc. Foreign Exchange Desk Other Yes 1969188.60 Yes 91 - 120 Days Unsecured No 46.92
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances CAD Yes Day 35 2778271.00 Day 47 Liberty Financial Group, Inc. Capital Markets Trading Central Bank Yes 2281466.33 No Day 36 Unsecured Yes 16.47
2025-09-09 Liberty Financial Group, Inc. - Parent Only I.U.3 I.U.3: Required Operational Balances USD No Day 14 4953025.24 Day 25 Liberty Financial Group, Inc. - Parent Only Syndicated Loans Sovereign Yes 4455155.21 No Day 28 Unsecured No 25.10
2025-09-09 Liberty Mortgage Services Corp. I.U.3 I.U.3: Required Operational Balances GBP No 91 - 120 Days 767102.74 Day 47 Liberty Financial Group, Inc. Client Treasury Services GSE Yes 697317.28 Yes >5 Yr Unsecured Yes 39.55
2025-09-09 Liberty Capital Markets Inc. I.U.3 I.U.3: Required Operational Balances USD Yes Day 12 2455315.71 Day 40 Liberty Mortgage Services Corp. Global Markets Other No 2806447.69 No Day 50 Unsecured Yes 9.60