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 91 - 120 Days 74711.08 USD Non-Regulated Fund L-8 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 39211.25 USD Non-Regulated Fund L-9 Yes Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 82705.30 USD Non-Regulated Fund LC-1 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 27847.19 USD Non-Regulated Fund LC-2 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 10674.75 USD Non-Regulated Fund N-1 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 40764.34 USD Non-Regulated Fund N-2 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 49942.20 USD Non-Regulated Fund N-3 Yes Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 16351.63 USD Non-Regulated Fund N-4 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 7917.84 USD Non-Regulated Fund N-5 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 84989.65 USD Non-Regulated Fund N-6 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 79889.56 USD Non-Regulated Fund N-7 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 83264.31 USD Non-Regulated Fund P-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 7635.09 USD Non-Regulated Fund P-2 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 23183.16 USD Non-Regulated Fund S-8 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 55066.80 USD Non-Regulated Fund Y-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 12667.78 USD Non-Regulated Fund Y-2 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 77411.94 USD Non-Regulated Fund Y-3 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 1498.46 USD Non-Regulated Fund Y-4 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 31098.11 USD Non-Regulated Fund Z-1 No Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 56793.12 USD Non-Regulated Fund A-2 No Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 85450.54 USD Non-Regulated Fund A-3 No Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 33497.38 USD Non-Regulated Fund A-4 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 22726.01 USD Non-Regulated Fund A-5 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 82662.71 USD Non-Regulated Fund CB-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 91 - 120 Days 49175.11 USD Non-Regulated Fund CB-2 No