Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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O.S.9: Synthetic 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.9 Synthetic Customer Shorts Non-Regulated Fund No 992.22 91 - 120 Days No 9.59 <7 Days A-0-Q 1012.14 No T+1 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 14090.41 91 - 120 Days No 120.85 7-30 Days A-1-Q 13439.40 Yes T+1 Yes Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 16714.14 91 - 120 Days No 368.31 <7 Days A-2-Q 16506.88 Yes T+0 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 1545.27 91 - 120 Days Yes 69.81 <7 Days A-3-Q 1657.14 Yes T+0 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 8700.35 91 - 120 Days No 364.73 31-90 Days A-4-Q 8110.02 Yes T+0 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 6414.25 91 - 120 Days No 263.89 31-90 Days A-5-Q 6285.40 No T+2 No Yes Liberty Wealth Management LLC Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 9148.01 91 - 120 Days No 335.56 7-30 Days CB-1-Q 9950.04 No T+2 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 7327.12 91 - 120 Days Yes 227.89 7-30 Days CB-2-Q 7174.38 Yes T+2 No No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 1052.66 91 - 120 Days No 2.20 31-90 Days S-1-Q 1078.83 Yes T+0 No Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 5641.98 91 - 120 Days Yes 244.14 <7 Days S-2-Q 5937.75 No T+2 No Yes Liberty National Bank Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 5788.55 91 - 120 Days Yes 101.07 31-90 Days S-3-Q 6358.73 Yes T+2 No Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 14619.10 91 - 120 Days No 355.24 <7 Days S-4-Q 15785.21 No T+1 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 3778.64 91 - 120 Days No 34.44 31-90 Days CB-3-Q 3823.13 No T+1 No Yes Liberty National Bank Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 12906.58 91 - 120 Days No 59.08 <7 Days G-1-Q 13170.91 Yes T+1 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 9514.09 91 - 120 Days No 192.82 31-90 Days G-2-Q 9095.99 No T+1 No Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 12936.97 91 - 120 Days Yes 23.38 7-30 Days G-3-Q 11989.45 No T+1 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 2380.34 91 - 120 Days No 64.59 31-90 Days S-5-Q 2486.41 Yes T+1 No Yes Liberty Mortgage Services Corp. Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 6080.31 91 - 120 Days Yes 239.57 31-90 Days S-6-Q 6254.25 No T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 2540.51 91 - 120 Days No 95.04 31-90 Days S-7-Q 2701.37 No T+1 No Yes Liberty Mortgage Services Corp. Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 16803.16 91 - 120 Days No 262.14 <7 Days E-1-Q 18384.85 Yes T+1 No Yes Liberty Mortgage Services Corp. Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 14874.35 91 - 120 Days Yes 507.29 31-90 Days E-2-Q 15355.76 No T+0 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 13934.73 91 - 120 Days Yes 601.46 7-30 Days IG-1-Q 14056.46 No T+1 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 787.03 91 - 120 Days No 22.17 7-30 Days IG-2-Q 847.12 No T+0 Yes Yes Liberty Mortgage Services Corp. Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 2477.58 91 - 120 Days No 2.99 <7 Days C-1 2402.55 No T+1 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 13355.24 91 - 120 Days Yes 634.61 31-90 Days CB-4 13977.80 No T+1 No No Securities Finance