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 National Bank I.U.4 Excess Operational Balances USD Day 19 None Liberty Wealth Management LLC Investment Company or Advisor 4985946.41 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 20 None Liberty International Finance Ltd. Investment Company or Advisor 3143789.06 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 21 None Liberty Mortgage Services Corp. Investment Company or Advisor 268608.23 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 22 None Investment Company or Advisor 3036881.18 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 23 None Liberty Capital Markets Inc. Investment Company or Advisor 879448.83 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 24 None Liberty International Finance Ltd. Investment Company or Advisor 2800141.57 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 25 None Liberty Capital Markets Inc. Investment Company or Advisor 1182259.07 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 26 None Liberty Wealth Management LLC Investment Company or Advisor 4680389.15 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 27 None Liberty Mortgage Services Corp. Investment Company or Advisor 3537393.36 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 28 None Liberty Wealth Management LLC Investment Company or Advisor 1544070.81 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 29 None Liberty Wealth Management LLC Investment Company or Advisor 6293015.51 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 30 None Investment Company or Advisor 2047999.46 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 31 None Investment Company or Advisor 7718930.72 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 32 None Liberty Wealth Management LLC Investment Company or Advisor 4070678.84 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 33 None Investment Company or Advisor 2507158.53 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 34 None Liberty Capital Markets Inc. Investment Company or Advisor 4124460.35 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 35 None Liberty Wealth Management LLC Investment Company or Advisor 510340.50 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 36 None Investment Company or Advisor 4798788.55 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 37 None Liberty Mortgage Services Corp. Investment Company or Advisor 6942080.63 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 38 None Investment Company or Advisor 4346462.86 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 39 None Liberty International Finance Ltd. Investment Company or Advisor 6596700.51 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 40 None Investment Company or Advisor 1359042.59 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 41 None Investment Company or Advisor 5867043.90 No None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 42 None Liberty Capital Markets Inc. Investment Company or Advisor 2013651.75 Yes None
2025-10-09 Liberty National Bank I.U.4 Excess Operational Balances USD Day 43 None Investment Company or Advisor 7550467.99 No None