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 151 - 179 Days 17778.65 USD Non-Regulated Fund L-5 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 27273.60 USD Non-Regulated Fund L-6 No Liberty Mortgage Services Corp.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 42140.56 USD Non-Regulated Fund L-7 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 22329.52 USD Non-Regulated Fund L-8 Yes Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 79833.62 USD Non-Regulated Fund L-9 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 47495.63 USD Non-Regulated Fund LC-1 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 7167.57 USD Non-Regulated Fund LC-2 Yes Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 50949.50 USD Non-Regulated Fund N-1 Yes Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 50052.57 USD Non-Regulated Fund N-2 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 85733.68 USD Non-Regulated Fund N-3 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 41025.20 USD Non-Regulated Fund N-4 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 32114.96 USD Non-Regulated Fund N-5 No Liberty International Finance Ltd.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 13618.74 USD Non-Regulated Fund N-6 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 68736.62 USD Non-Regulated Fund N-7 Yes Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 41662.56 USD Non-Regulated Fund P-1 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 2855.59 USD Non-Regulated Fund P-2 Yes Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 8904.62 USD Non-Regulated Fund S-8 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 58876.32 USD Non-Regulated Fund Y-1 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 84462.12 USD Non-Regulated Fund Y-2 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 62615.62 USD Non-Regulated Fund Y-3 No Liberty Capital Markets Inc.
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 56325.17 USD Non-Regulated Fund Y-4 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 36334.50 USD Non-Regulated Fund Z-1 Yes
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 16327.96 USD Non-Regulated Fund A-2 No
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 31219.39 USD Non-Regulated Fund A-3 No Liberty Wealth Management LLC
2025-10-13 Liberty National Bank I.O.6 Interest and Dividends Receivable 151 - 179 Days 8943.28 USD Non-Regulated Fund A-4 No