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 16170.12 >4 Yr <= 5 Yr Yes 155.31 <7 Days L-9 16929.85 No T+0 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 3105.47 >4 Yr <= 5 Yr No 83.30 7-30 Days LC-1 3188.55 No T+1 No Yes Liberty National Bank Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 9118.30 >4 Yr <= 5 Yr No 158.66 7-30 Days LC-2 8427.64 Yes 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 6893.54 >4 Yr <= 5 Yr Yes 200.95 <7 Days N-1 6862.02 Yes T+1 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7217.63 >4 Yr <= 5 Yr Yes 87.22 7-30 Days N-2 7493.97 Yes 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 3365.45 >4 Yr <= 5 Yr No 160.38 31-90 Days N-3 3426.37 Yes T+0 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 8326.25 >4 Yr <= 5 Yr No 397.82 <7 Days N-4 8863.62 No T+2 No Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 13299.89 >4 Yr <= 5 Yr No 160.93 <7 Days N-5 13763.11 Yes T+0 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 9196.35 >4 Yr <= 5 Yr Yes 388.22 7-30 Days N-6 8949.67 Yes T+2 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 15007.87 >4 Yr <= 5 Yr No 502.66 <7 Days N-7 14916.45 Yes T+0 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 13012.27 >4 Yr <= 5 Yr Yes 391.11 7-30 Days P-1 14063.05 No T+1 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7896.27 >4 Yr <= 5 Yr No 249.91 <7 Days P-2 7510.73 No T+1 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 6206.08 >4 Yr <= 5 Yr Yes 208.49 7-30 Days S-8 5696.92 Yes T+2 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 5805.58 >4 Yr <= 5 Yr No 54.82 31-90 Days Y-1 6156.08 Yes T+1 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 11487.53 >4 Yr <= 5 Yr Yes 238.52 31-90 Days Y-2 12396.14 Yes T+0 No Yes Liberty National Bank Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 2938.54 >4 Yr <= 5 Yr Yes 2.62 <7 Days Y-3 2769.91 No T+2 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 3964.19 >4 Yr <= 5 Yr Yes 172.07 31-90 Days Y-4 4067.90 No T+2 No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7752.03 >4 Yr <= 5 Yr No 321.55 7-30 Days Z-1 7676.85 No T+2 No Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 4278.41 >4 Yr <= 5 Yr Yes 31.65 <7 Days A-2 4125.05 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 Yes 11512.11 >4 Yr <= 5 Yr No 370.62 <7 Days A-3 12451.47 Yes T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 12072.75 >4 Yr <= 5 Yr No 110.93 31-90 Days A-4 12153.78 Yes T+0 No Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 8203.87 >4 Yr <= 5 Yr Yes 233.75 7-30 Days A-5 7592.35 No T+2 Yes Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 5332.31 >4 Yr <= 5 Yr No 187.39 31-90 Days CB-1 4972.15 No T+2 No Yes Liberty National Bank Trading
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund No 936.47 >4 Yr <= 5 Yr No 43.41 7-30 Days CB-2 950.60 No T+0 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.7 Customer Shorts Non-Regulated Fund Yes 7669.79 >4 Yr <= 5 Yr Yes 314.28 31-90 Days CB-3 7114.31 Yes T+2 No No Treasury