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 Day 49 None Other 2237505.87 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 50 None Other 3644881.56 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 51 None Other 1327306.63 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 52 None Liberty Mortgage Services Corp. Other 3001500.47 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 53 None Liberty Mortgage Services Corp. Other 4338048.03 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 54 None Other 892714.60 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 55 None Liberty Mortgage Services Corp. Other 3779303.67 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 56 None Liberty Wealth Management LLC Other 2496609.77 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 57 None Liberty Wealth Management LLC Other 1211570.23 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 58 None Liberty Wealth Management LLC Other 939610.59 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 59 None Other 2309657.35 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 60 None Liberty International Finance Ltd. Other 3317945.13 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 61 - 67 Days None Liberty Mortgage Services Corp. Other 2359030.59 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 68 - 74 Days None Liberty National Bank Other 3935154.89 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 75 - 82 Days None Liberty Wealth Management LLC Other 1009455.21 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 83 - 90 Days None Liberty International Finance Ltd. Other 4350922.10 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 91 - 120 Days None Other 1378199.07 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 121 - 150 Days None Other 2592945.74 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 151 - 179 Days None Other 1430945.75 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 180 - 270 Days None Liberty National Bank Other 420623.04 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD 271 - 364 Days None Liberty Wealth Management LLC Other 3341430.11 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >= 1 Yr <= 2 Yr None Liberty National Bank Other 3890566.43 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >2 Yr <= 3 Yr None Other 345866.27 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >3 Yr <= 4 Yr None Liberty National Bank Other 3425704.94 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD >4 Yr <= 5 Yr None Other 606898.99 No None