Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.3: Required Operational Balances

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Open None Liberty Mortgage Services Corp. Debt Issuing SPE 332311.46 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 1 None Liberty National Bank Debt Issuing SPE 184443.04 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 2 None Liberty Capital Markets Inc. Debt Issuing SPE 984978.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 3 None Debt Issuing SPE 921001.38 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 4 None Liberty Capital Markets Inc. Debt Issuing SPE 890423.64 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 5 None Debt Issuing SPE 1401369.62 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 6 None Debt Issuing SPE 1352315.62 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 7 None Liberty International Finance Ltd. Debt Issuing SPE 1398890.92 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 8 None Liberty Capital Markets Inc. Debt Issuing SPE 333952.04 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 9 None Debt Issuing SPE 441149.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 10 None Liberty Capital Markets Inc. Debt Issuing SPE 812913.56 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 11 None Liberty Capital Markets Inc. Debt Issuing SPE 245320.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 12 None Debt Issuing SPE 1114997.65 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 13 None Liberty International Finance Ltd. Debt Issuing SPE 4213.52 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 14 None Liberty International Finance Ltd. Debt Issuing SPE 1184807.87 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 15 None Liberty Capital Markets Inc. Debt Issuing SPE 795532.50 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 16 None Debt Issuing SPE 797225.56 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 17 None Debt Issuing SPE 918323.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 18 None Debt Issuing SPE 1038938.27 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 19 None Liberty Mortgage Services Corp. Debt Issuing SPE 1462923.58 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 20 None Liberty Mortgage Services Corp. Debt Issuing SPE 745255.90 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 21 None Liberty Mortgage Services Corp. Debt Issuing SPE 1215584.01 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 22 None Debt Issuing SPE 631966.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 23 None Debt Issuing SPE 176980.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 24 None Debt Issuing SPE 816052.13 No None