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 10 None Non-Regulated Fund 4254403.31 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 11 None Non-Regulated Fund 6475479.82 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 12 None Liberty Wealth Management LLC Non-Regulated Fund 6641967.73 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 13 None Non-Regulated Fund 4535163.88 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 14 None Liberty Wealth Management LLC Non-Regulated Fund 5459331.09 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 15 None Liberty Capital Markets Inc. Non-Regulated Fund 2821773.11 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 16 None Liberty Capital Markets Inc. Non-Regulated Fund 435756.33 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 17 None Liberty International Finance Ltd. Non-Regulated Fund 5490401.41 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 18 None Non-Regulated Fund 3654904.56 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 19 None Non-Regulated Fund 558568.67 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 20 None Non-Regulated Fund 6883992.46 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 21 None Non-Regulated Fund 1448328.53 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 22 None Liberty Mortgage Services Corp. Non-Regulated Fund 3738019.74 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 23 None Non-Regulated Fund 6300778.99 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 24 None Non-Regulated Fund 4994304.14 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 25 None Non-Regulated Fund 1756579.58 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 26 None Liberty Mortgage Services Corp. Non-Regulated Fund 6657301.85 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 27 None Non-Regulated Fund 6174104.45 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 28 None Liberty International Finance Ltd. Non-Regulated Fund 5065797.80 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 29 None Liberty Capital Markets Inc. Non-Regulated Fund 7378837.75 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 30 None Liberty Wealth Management LLC Non-Regulated Fund 1727593.99 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 31 None Liberty Wealth Management LLC Non-Regulated Fund 1263588.79 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 32 None Liberty Wealth Management LLC Non-Regulated Fund 5690703.72 Yes None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 33 None Non-Regulated Fund 7134634.14 No None
2025-10-09 Liberty National Bank I.U.3 Required Operational Balances USD Day 34 None Liberty Wealth Management LLC Non-Regulated Fund 2836306.78 Yes None