Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess 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 Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 51 None Investment Company or Advisor 1236416.98 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 52 None Liberty Mortgage Services Corp. Investment Company or Advisor 1882262.72 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 53 None Liberty National Bank Investment Company or Advisor 4538719.55 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 54 None Liberty Mortgage Services Corp. Investment Company or Advisor 3125088.78 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 55 None Investment Company or Advisor 2537403.84 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 56 None Investment Company or Advisor 167463.99 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 57 None Liberty National Bank Investment Company or Advisor 600006.59 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 58 None Liberty Wealth Management LLC Investment Company or Advisor 3269237.50 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 59 None Investment Company or Advisor 4230644.73 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 60 None Liberty National Bank Investment Company or Advisor 1705625.65 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 61 - 67 Days None Liberty National Bank Investment Company or Advisor 3984180.84 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 68 - 74 Days None Investment Company or Advisor 780174.84 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 75 - 82 Days None Investment Company or Advisor 733617.51 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 83 - 90 Days None Investment Company or Advisor 482954.59 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 91 - 120 Days None Liberty International Finance Ltd. Investment Company or Advisor 412081.33 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 121 - 150 Days None Investment Company or Advisor 1861730.85 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 151 - 179 Days None Investment Company or Advisor 1399644.34 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 180 - 270 Days None Investment Company or Advisor 465348.01 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 271 - 364 Days None Investment Company or Advisor 1525046.56 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >= 1 Yr <= 2 Yr None Investment Company or Advisor 3633109.69 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >2 Yr <= 3 Yr None Investment Company or Advisor 551585.02 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >3 Yr <= 4 Yr None Investment Company or Advisor 973767.23 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >4 Yr <= 5 Yr None Investment Company or Advisor 2522888.84 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >5 Yr None Investment Company or Advisor 690355.10 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Perpetual None Investment Company or Advisor 3837275.88 No None