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 Yes 12379.82 >2 Yr <= 3 Yr Yes 199.58 7-30 Days L-10 12402.46 No T+0 Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 2196.04 >2 Yr <= 3 Yr No 39.96 31-90 Days L-11 2335.68 No T+2 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 9751.63 >2 Yr <= 3 Yr Yes 43.23 <7 Days L-2 9690.24 No T+2 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 10928.97 >2 Yr <= 3 Yr Yes 508.79 31-90 Days L-3 10564.19 No T+0 Yes Yes Liberty Mortgage Services Corp. Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 9684.09 >2 Yr <= 3 Yr Yes 81.53 <7 Days L-4 8859.49 Yes T+0 Yes No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 11897.05 >2 Yr <= 3 Yr Yes 65.54 31-90 Days L-5 11062.60 No T+0 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 6646.52 >2 Yr <= 3 Yr No 145.18 7-30 Days L-6 6451.43 Yes T+2 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 16008.61 >2 Yr <= 3 Yr No 668.85 <7 Days L-7 16060.67 No T+0 No Yes Liberty Capital Markets Inc. Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 13920.49 >2 Yr <= 3 Yr No 460.13 7-30 Days L-8 12718.62 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 4043.20 >2 Yr <= 3 Yr No 95.89 31-90 Days L-9 3978.04 Yes T+0 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 15784.53 >2 Yr <= 3 Yr Yes 102.58 31-90 Days LC-1 15003.52 No T+2 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 4644.97 >2 Yr <= 3 Yr Yes 209.54 <7 Days LC-2 4648.26 Yes T+2 No No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 3609.00 >2 Yr <= 3 Yr No 114.42 31-90 Days N-1 3653.18 No T+0 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 9695.04 >2 Yr <= 3 Yr No 108.57 7-30 Days N-2 9963.03 Yes T+2 No Yes Liberty Wealth Management LLC Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 15617.76 >2 Yr <= 3 Yr No 715.11 <7 Days N-3 14375.29 No T+1 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 4688.76 >2 Yr <= 3 Yr No 89.00 7-30 Days N-4 5144.87 Yes T+2 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 12068.48 >2 Yr <= 3 Yr No 156.85 31-90 Days N-5 12672.44 Yes T+2 No No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 5811.34 >2 Yr <= 3 Yr Yes 130.12 31-90 Days N-6 5384.55 Yes T+0 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 14756.91 >2 Yr <= 3 Yr Yes 558.46 <7 Days N-7 13950.14 No T+0 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 11148.32 >2 Yr <= 3 Yr Yes 297.08 <7 Days P-1 10168.22 Yes T+2 No No Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 16643.43 >2 Yr <= 3 Yr Yes 131.20 <7 Days P-2 16293.59 Yes T+0 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 1342.80 >2 Yr <= 3 Yr Yes 63.40 31-90 Days S-8 1396.32 No T+2 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 13130.06 >2 Yr <= 3 Yr Yes 291.42 7-30 Days Y-1 14094.06 Yes T+1 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 14219.22 >2 Yr <= 3 Yr Yes 626.99 <7 Days Y-2 13637.53 No T+2 No Yes Liberty National Bank Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 8970.84 >2 Yr <= 3 Yr No 66.62 <7 Days Y-3 9766.26 No T+0 No Yes Liberty National Bank Funding