Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.S.7: Customer Shorts

Report Date Reporting Entity PID Product Sub Product Counterparty G-SIB Maturity Amount Maturity Bucket Maturity Optionality Forward Start Amount Forward Start Bucket Collateral Class Collateral Value Treasury Control Settlement Rehypothecated Internal Internal Counterparty Business Line
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 14280.96 83 - 90 Days No 610.23 <7 Days E-3 15133.97 No T+0 Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 1696.98 83 - 90 Days Yes 12.31 31-90 Days E-4 1797.66 Yes T+1 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 13530.81 83 - 90 Days No 233.24 <7 Days E-5 14225.46 No T+1 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7216.73 83 - 90 Days Yes 188.40 7-30 Days E-6 7628.33 Yes T+2 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 2214.34 83 - 90 Days Yes 78.05 7-30 Days E-7 2399.64 Yes T+2 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 4331.23 83 - 90 Days Yes 60.09 31-90 Days E-8 4674.44 Yes T+2 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 4487.18 83 - 90 Days No 167.68 31-90 Days E-9 4176.05 No T+0 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 9724.02 83 - 90 Days No 120.74 31-90 Days G-4 9259.74 No T+1 Yes Yes Liberty Mortgage Services Corp. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 770.48 83 - 90 Days No 23.81 7-30 Days IG-3 773.65 Yes T+0 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 11823.56 83 - 90 Days No 332.65 7-30 Days IG-4 11925.80 Yes T+1 No Yes Liberty National Bank Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 11101.15 83 - 90 Days Yes 153.90 <7 Days IG-5 10133.69 No T+2 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 543.83 83 - 90 Days No 24.27 31-90 Days IG-6 528.96 No T+2 Yes Yes Liberty Mortgage Services Corp. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 15984.75 83 - 90 Days Yes 29.05 7-30 Days IG-7 16617.39 Yes T+0 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 505.98 83 - 90 Days No 11.51 7-30 Days IG-8 520.82 Yes T+1 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 2553.56 83 - 90 Days No 117.71 <7 Days L-1 2586.83 No T+1 Yes Yes Liberty Mortgage Services Corp. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 3789.97 83 - 90 Days No 62.95 31-90 Days L-10 4155.46 No T+2 Yes Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 14859.06 83 - 90 Days No 8.41 31-90 Days L-11 14413.94 No T+2 Yes Yes Liberty Capital Markets Inc. Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 12041.35 83 - 90 Days Yes 310.92 31-90 Days L-2 13052.57 Yes T+1 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 6333.58 83 - 90 Days Yes 303.26 31-90 Days L-3 6812.65 No T+2 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 6084.52 83 - 90 Days Yes 197.86 <7 Days L-4 6096.96 Yes T+1 No Yes Liberty National Bank Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 2803.83 83 - 90 Days Yes 72.75 <7 Days L-5 2721.31 Yes T+0 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 12566.38 83 - 90 Days Yes 208.60 31-90 Days L-6 12541.75 No T+1 No Yes Liberty Mortgage Services Corp. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 6320.97 83 - 90 Days Yes 121.36 <7 Days L-7 5930.20 No T+0 No No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 15101.42 83 - 90 Days No 63.99 <7 Days L-8 15451.54 No T+1 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7203.00 83 - 90 Days No 358.34 31-90 Days L-9 7854.12 No T+2 No Yes Liberty Wealth Management LLC Securities Finance