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 1 None Investment Company or Advisor 1478516.84 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 2 None Investment Company or Advisor 266616.92 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 3 None Investment Company or Advisor 4489517.00 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 4 None Investment Company or Advisor 3926371.52 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 5 None Liberty Wealth Management LLC Investment Company or Advisor 3031780.08 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 6 None Investment Company or Advisor 2779810.96 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 7 None Investment Company or Advisor 4246072.79 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 8 None Liberty International Finance Ltd. Investment Company or Advisor 2272188.14 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 9 None Investment Company or Advisor 994852.88 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 10 None Liberty National Bank Investment Company or Advisor 4538340.89 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 11 None Liberty International Finance Ltd. Investment Company or Advisor 989865.44 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 12 None Investment Company or Advisor 3389182.32 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 13 None Liberty Wealth Management LLC Investment Company or Advisor 501006.15 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 14 None Investment Company or Advisor 2342725.88 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 15 None Investment Company or Advisor 577277.54 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 16 None Investment Company or Advisor 57895.97 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 17 None Investment Company or Advisor 3041711.80 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 18 None Investment Company or Advisor 3680762.04 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 19 None Liberty Mortgage Services Corp. Investment Company or Advisor 3007704.23 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 20 None Liberty International Finance Ltd. Investment Company or Advisor 3001381.13 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 21 None Investment Company or Advisor 581005.55 No None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 22 None Liberty International Finance Ltd. Investment Company or Advisor 2935060.59 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 23 None Liberty Mortgage Services Corp. Investment Company or Advisor 1264644.20 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 24 None Liberty International Finance Ltd. Investment Company or Advisor 4359172.30 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 25 None Liberty Mortgage Services Corp. Investment Company or Advisor 415028.36 Yes None