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 Day 25 None Liberty National Bank Debt Issuing SPE 129224.64 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 26 None Liberty Capital Markets Inc. Debt Issuing SPE 869171.38 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 27 None Liberty International Finance Ltd. Debt Issuing SPE 1445846.89 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 28 None Debt Issuing SPE 1066522.99 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 29 None Liberty National Bank Debt Issuing SPE 973763.01 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 30 None Debt Issuing SPE 41177.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 31 None Liberty Capital Markets Inc. Debt Issuing SPE 419371.44 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 32 None Liberty International Finance Ltd. Debt Issuing SPE 518071.49 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 33 None Debt Issuing SPE 1361055.00 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 34 None Debt Issuing SPE 890349.04 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 35 None Debt Issuing SPE 74641.62 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 36 None Liberty Mortgage Services Corp. Debt Issuing SPE 608570.25 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 37 None Liberty National Bank Debt Issuing SPE 229880.39 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 38 None Debt Issuing SPE 1476749.95 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 39 None Debt Issuing SPE 401279.41 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 40 None Liberty Capital Markets Inc. Debt Issuing SPE 1318899.10 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 41 None Liberty National Bank Debt Issuing SPE 1044578.56 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 42 None Debt Issuing SPE 887676.51 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 43 None Liberty National Bank Debt Issuing SPE 1399359.96 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 44 None Liberty Capital Markets Inc. Debt Issuing SPE 1170950.02 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 45 None Debt Issuing SPE 617435.51 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 46 None Debt Issuing SPE 1415426.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 47 None Liberty National Bank Debt Issuing SPE 1140468.41 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 48 None Debt Issuing SPE 1064928.46 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 49 None Liberty National Bank Debt Issuing SPE 1364177.09 Yes None