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 No 4048.93 >4 Yr <= 5 Yr Yes 66.02 31-90 Days E-10 4115.83 No T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 9860.24 >4 Yr <= 5 Yr No 43.36 31-90 Days E-3 9840.94 Yes T+1 No Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 6416.81 >4 Yr <= 5 Yr Yes 206.63 <7 Days E-4 6192.46 No T+0 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7286.86 >4 Yr <= 5 Yr No 89.60 31-90 Days E-5 7042.57 Yes T+1 Yes Yes Liberty Capital Markets Inc. Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 15891.07 >4 Yr <= 5 Yr Yes 627.70 7-30 Days E-6 15780.90 Yes T+1 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 13538.41 >4 Yr <= 5 Yr No 86.29 <7 Days E-7 13191.66 Yes T+0 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 729.74 >4 Yr <= 5 Yr Yes 14.17 <7 Days E-8 667.93 No T+2 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 6856.99 >4 Yr <= 5 Yr No 218.32 31-90 Days E-9 7281.78 No T+1 No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 13540.80 >4 Yr <= 5 Yr Yes 401.21 7-30 Days G-4 12440.01 Yes T+0 No Yes Liberty National Bank Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 8985.90 >4 Yr <= 5 Yr No 413.84 <7 Days IG-3 8159.67 No T+0 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 10462.72 >4 Yr <= 5 Yr Yes 239.02 <7 Days IG-4 11281.83 No T+0 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 16908.73 >4 Yr <= 5 Yr No 797.29 31-90 Days IG-5 18328.81 Yes T+0 Yes Yes Liberty Capital Markets Inc. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 1633.55 >4 Yr <= 5 Yr Yes 68.77 <7 Days IG-6 1504.65 No T+0 No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 15872.96 >4 Yr <= 5 Yr Yes 448.60 31-90 Days IG-7 15728.30 No T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7659.64 >4 Yr <= 5 Yr Yes 11.00 31-90 Days IG-8 7845.63 No T+2 Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 13146.58 >4 Yr <= 5 Yr Yes 633.20 <7 Days L-1 12617.34 Yes T+2 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 983.01 >4 Yr <= 5 Yr Yes 1.44 <7 Days L-10 1006.99 No T+1 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 5692.14 >4 Yr <= 5 Yr No 227.94 31-90 Days L-11 5292.25 No T+1 Yes Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7413.53 >4 Yr <= 5 Yr No 41.28 31-90 Days L-2 6880.40 Yes T+0 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 15193.58 >4 Yr <= 5 Yr No 658.15 7-30 Days L-3 14677.62 No T+0 No Yes Liberty Capital Markets Inc. Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 15473.86 >4 Yr <= 5 Yr Yes 384.15 <7 Days L-4 16053.46 No T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 522.18 >4 Yr <= 5 Yr Yes 1.43 <7 Days L-5 569.39 Yes T+0 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 15710.90 >4 Yr <= 5 Yr No 702.77 7-30 Days L-6 15638.22 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 No 7354.19 >4 Yr <= 5 Yr No 197.86 7-30 Days L-7 6683.26 Yes T+2 No Yes Liberty Capital Markets Inc. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 276.46 >4 Yr <= 5 Yr No 11.31 31-90 Days L-8 268.86 Yes T+0 No Yes Liberty National Bank Trading