Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.8: Short-Term Investments

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 International Finance Ltd. I.U.8 Short-Term Investments USD Day 53 None Non-Regulated Fund 2438532.85 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 54 None Liberty Mortgage Services Corp. Non-Regulated Fund 2760291.72 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 55 None Liberty Wealth Management LLC Non-Regulated Fund 1473602.67 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 56 None Non-Regulated Fund 2051908.01 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 57 None Liberty Mortgage Services Corp. Non-Regulated Fund 2845040.71 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 58 None Liberty National Bank Non-Regulated Fund 1833121.46 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 59 None Liberty Capital Markets Inc. Non-Regulated Fund 227327.69 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 60 None Non-Regulated Fund 2265341.60 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 61 - 67 Days None Non-Regulated Fund 465747.20 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 68 - 74 Days None Non-Regulated Fund 1774549.34 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 75 - 82 Days None Liberty National Bank Non-Regulated Fund 1071199.39 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 83 - 90 Days None Non-Regulated Fund 678243.29 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 91 - 120 Days None Non-Regulated Fund 223936.02 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 121 - 150 Days None Non-Regulated Fund 1410504.32 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 151 - 179 Days None Non-Regulated Fund 2491132.86 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 180 - 270 Days None Liberty Capital Markets Inc. Non-Regulated Fund 1976076.94 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD 271 - 364 Days None Non-Regulated Fund 617805.14 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD >= 1 Yr <= 2 Yr None Non-Regulated Fund 2277619.65 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD >2 Yr <= 3 Yr None Liberty Mortgage Services Corp. Non-Regulated Fund 1499925.86 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD >3 Yr <= 4 Yr None Liberty National Bank Non-Regulated Fund 1844563.47 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD >4 Yr <= 5 Yr None Liberty Mortgage Services Corp. Non-Regulated Fund 2624505.14 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD >5 Yr None Non-Regulated Fund 2915314.75 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Perpetual None Non-Regulated Fund 641425.67 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Open None Other 97605.62 No None
2025-10-09 Liberty International Finance Ltd. I.U.8 Short-Term Investments USD Day 1 None Other 563159.69 No None