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 7333.73 >4 Yr <= 5 Yr Yes 342.79 <7 Days IG-7 7380.91 Yes T+2 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 1197.99 >4 Yr <= 5 Yr Yes 8.64 7-30 Days IG-8 1290.65 Yes T+2 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 13013.99 >4 Yr <= 5 Yr No 521.26 31-90 Days L-1 14037.90 No T+2 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 1537.62 >4 Yr <= 5 Yr Yes 5.27 7-30 Days L-10 1566.80 No T+1 No Yes Liberty Wealth Management LLC Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 2754.29 >4 Yr <= 5 Yr No 20.50 31-90 Days L-11 2924.54 Yes T+0 No Yes Liberty National Bank Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 16047.64 >4 Yr <= 5 Yr Yes 345.85 <7 Days L-2 14805.17 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 No 1204.24 >4 Yr <= 5 Yr Yes 2.05 7-30 Days L-3 1231.85 Yes T+2 Yes No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 510.77 >4 Yr <= 5 Yr Yes 13.86 31-90 Days L-4 528.70 Yes 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 No 4051.00 >4 Yr <= 5 Yr Yes 32.66 31-90 Days L-5 3834.03 No T+0 No No Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 10045.00 >4 Yr <= 5 Yr Yes 3.37 <7 Days L-6 9051.79 Yes T+2 Yes No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 3863.92 >4 Yr <= 5 Yr Yes 5.59 31-90 Days L-7 4019.13 No T+2 Yes No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 12546.96 >4 Yr <= 5 Yr No 103.06 31-90 Days L-8 12598.67 No T+0 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 6237.66 >4 Yr <= 5 Yr No 140.77 31-90 Days L-9 6828.19 No T+2 Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 1039.56 >4 Yr <= 5 Yr Yes 24.80 31-90 Days LC-1 1141.44 No T+2 No No Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 3036.72 >4 Yr <= 5 Yr Yes 11.71 31-90 Days LC-2 3067.42 No T+2 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 9771.80 >4 Yr <= 5 Yr Yes 476.01 7-30 Days N-1 10252.69 Yes T+2 Yes Yes Liberty Capital Markets Inc. Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 16487.68 >4 Yr <= 5 Yr Yes 814.04 <7 Days N-2 16184.89 Yes T+2 No No Securities Finance
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 4136.14 >4 Yr <= 5 Yr Yes 25.39 <7 Days N-3 4119.50 No T+0 Yes Yes Liberty Wealth Management LLC Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 12104.69 >4 Yr <= 5 Yr Yes 146.50 7-30 Days N-4 12415.77 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 No 1119.60 >4 Yr <= 5 Yr No 12.74 7-30 Days N-5 1207.02 Yes T+1 No Yes Liberty Capital Markets Inc. Funding
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 1829.56 >4 Yr <= 5 Yr Yes 70.08 <7 Days N-6 1703.64 No T+1 Yes Yes Liberty Mortgage Services Corp. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 4927.20 >4 Yr <= 5 Yr Yes 237.49 7-30 Days N-7 5062.03 Yes T+2 Yes Yes Liberty Mortgage Services Corp. Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 4571.79 >4 Yr <= 5 Yr Yes 135.52 <7 Days P-1 4924.79 No T+0 Yes Yes Liberty Capital Markets Inc. Treasury
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund Yes 3413.01 >4 Yr <= 5 Yr Yes 102.97 7-30 Days P-2 3724.25 No T+1 Yes Yes Liberty Mortgage Services Corp. Trading
2025-10-08 Liberty International Finance Ltd. O.S.9 Synthetic Customer Shorts Non-Regulated Fund No 10480.44 >4 Yr <= 5 Yr Yes 252.72 <7 Days S-8 10105.20 No T+1 No No Funding