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 68 - 74 Days 26452.37 USD Non-Regulated Fund Y-4 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 44163.43 USD Non-Regulated Fund Z-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 53764.84 USD Non-Regulated Fund A-2 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 55328.49 USD Non-Regulated Fund A-3 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 7994.44 USD Non-Regulated Fund A-4 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 32117.53 USD Non-Regulated Fund A-5 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 66102.58 USD Non-Regulated Fund CB-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 38489.48 USD Non-Regulated Fund CB-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 14390.87 USD Non-Regulated Fund CB-3 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 51826.49 USD Non-Regulated Fund E-1 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 17656.87 USD Non-Regulated Fund E-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 79684.53 USD Non-Regulated Fund G-1 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 37169.83 USD Non-Regulated Fund G-2 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 20647.82 USD Non-Regulated Fund G-3 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 23551.49 USD Non-Regulated Fund IG-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 65908.77 USD Non-Regulated Fund IG-2 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 31914.89 USD Non-Regulated Fund S-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 61226.38 USD Non-Regulated Fund S-2 No Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 58440.14 USD Non-Regulated Fund S-3 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 54297.76 USD Non-Regulated Fund S-4 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 45980.03 USD Non-Regulated Fund S-5 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 46937.58 USD Non-Regulated Fund S-6 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 68 - 74 Days 13359.21 USD Non-Regulated Fund S-7 Yes Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 75 - 82 Days 53973.28 USD Non-Regulated Fund A-0-Q Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 75 - 82 Days 49811.85 USD Non-Regulated Fund A-1-Q No