Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.O.18: Unfunded Term Margin

Report Date Reporting Entity PID Product Counterparty G-SIB Maturity Amount Maturity Bucket Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Internal Internal Counterparty Business Line
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 3852.15 >4 Yr <= 5 Yr 480.39 <30 Days L-3 167.03 Yes Liberty Wealth Management LLC Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 8310.42 >4 Yr <= 5 Yr 569.96 Open L-4 163.04 No Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 5214.69 >4 Yr <= 5 Yr 491.90 Open L-5 486.69 Yes Liberty National Bank Treasury
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 12852.49 >4 Yr <= 5 Yr 930.10 30-90 Days L-6 231.82 Yes Liberty Mortgage Services Corp. Finance
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 1526.43 >4 Yr <= 5 Yr 153.21 <30 Days L-7 226.34 Yes Liberty Mortgage Services Corp. Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 1176.31 >4 Yr <= 5 Yr 65.08 Open L-8 144.34 No Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 11355.23 >4 Yr <= 5 Yr 218.75 30-90 Days L-9 28.73 Yes Liberty Wealth Management LLC Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 6693.15 >4 Yr <= 5 Yr 599.92 30-90 Days LC-1 66.71 No Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 7586.10 >4 Yr <= 5 Yr 656.54 30-90 Days LC-2 1477.86 No Operations
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 11586.43 >4 Yr <= 5 Yr 177.05 91-180 Days N-1 468.31 Yes Liberty Capital Markets Inc. Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 14646.06 >4 Yr <= 5 Yr 524.05 <30 Days N-2 473.27 No Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 4468.15 >4 Yr <= 5 Yr 107.40 Open N-3 166.82 Yes Liberty Wealth Management LLC Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 7136.75 >4 Yr <= 5 Yr 506.02 91-180 Days N-4 110.22 Yes Liberty Wealth Management LLC Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 1489.58 >4 Yr <= 5 Yr 26.85 Open N-5 222.18 No Operations
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 450.17 >4 Yr <= 5 Yr 16.74 91-180 Days N-6 27.14 No Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 4108.48 >4 Yr <= 5 Yr 500.26 Open N-7 714.01 No Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 2713.72 >4 Yr <= 5 Yr 142.08 30-90 Days P-1 16.92 Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 10260.49 >4 Yr <= 5 Yr 654.52 <30 Days P-2 352.66 No Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 1651.06 >4 Yr <= 5 Yr 213.68 Open S-8 201.94 No Risk Management
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 9522.66 >4 Yr <= 5 Yr 1225.36 91-180 Days Y-1 1375.33 No Finance
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 12195.86 >4 Yr <= 5 Yr 150.88 Open Y-2 2146.67 Yes Liberty Wealth Management LLC Finance
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 13442.87 >4 Yr <= 5 Yr 1147.32 Open Y-3 276.87 No Finance
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 5694.80 >4 Yr <= 5 Yr 453.47 <30 Days Y-4 98.13 No Legal
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund No 12058.25 >4 Yr <= 5 Yr 1199.39 <30 Days Z-1 1471.21 No Finance
2025-10-08 Liberty International Finance Ltd. O.O.18 Unfunded Term Margin Non-Regulated Fund Yes 10096.66 >4 Yr <= 5 Yr 1285.18 <30 Days A-2 976.06 Yes Liberty Wealth Management LLC Treasury