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
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Perpetual None Liberty International Finance Ltd. Non-Regulated Fund 754994.83 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Open None Liberty Mortgage Services Corp. Other 3206362.79 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 1 None Liberty International Finance Ltd. Other 4265284.66 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 2 None Liberty International Finance Ltd. Other 2170457.41 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 3 None Liberty Wealth Management LLC Other 877194.41 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 4 None Other 2995945.96 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 5 None Liberty National Bank Other 2207977.93 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 6 None Other 1220839.12 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 7 None Liberty National Bank Other 1776757.39 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 8 None Liberty Wealth Management LLC Other 3019937.09 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 9 None Liberty International Finance Ltd. Other 2901357.53 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 10 None Liberty Wealth Management LLC Other 3811446.44 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 11 None Liberty Wealth Management LLC Other 1760666.06 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 12 None Liberty National Bank Other 2425872.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 13 None Other 3430688.87 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 14 None Other 1577235.01 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 15 None Liberty National Bank Other 3416901.03 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 16 None Liberty Mortgage Services Corp. Other 542373.66 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 17 None Liberty National Bank Other 2763969.42 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 18 None Liberty Wealth Management LLC Other 2687338.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 19 None Other 1052054.87 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 20 None Other 2344392.72 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 21 None Other 354555.26 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 22 None Other 3429756.97 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 23 None Liberty Mortgage Services Corp. Other 3446471.29 Yes None