Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.O.6: Interest and Dividends Receivable

Report Date Reporting Entity Product ID Product Maturity Bucket Maturity Amount Currency Counterparty Collateral Class Treasury Control Business Line Internal Counterparty
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 54174.80 USD Non-Regulated Fund Y-2 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 13165.02 USD Non-Regulated Fund Y-3 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 26337.24 USD Non-Regulated Fund Y-4 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 21222.25 USD Non-Regulated Fund Z-1 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 45155.22 USD Non-Regulated Fund A-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 54132.85 USD Non-Regulated Fund A-3 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 20588.09 USD Non-Regulated Fund A-4 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 79790.95 USD Non-Regulated Fund A-5 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 28845.36 USD Non-Regulated Fund CB-1 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 13439.71 USD Non-Regulated Fund CB-2 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 75110.76 USD Non-Regulated Fund CB-3 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 61665.16 USD Non-Regulated Fund E-1 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 59825.73 USD Non-Regulated Fund E-2 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 68598.16 USD Non-Regulated Fund G-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 33547.08 USD Non-Regulated Fund G-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 64343.91 USD Non-Regulated Fund G-3 No Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 52917.12 USD Non-Regulated Fund IG-1 No Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 32888.11 USD Non-Regulated Fund IG-2 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 7915.62 USD Non-Regulated Fund S-1 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 412.07 USD Non-Regulated Fund S-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 21054.94 USD Non-Regulated Fund S-3 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 8239.47 USD Non-Regulated Fund S-4 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 6378.37 USD Non-Regulated Fund S-5 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 26693.76 USD Non-Regulated Fund S-6 No Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable Day 55 20265.00 USD Non-Regulated Fund S-7 No