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 >4 Yr <= 5 Yr None Other 1309654.08 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >5 Yr None Other 949275.69 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Perpetual None Other 532189.95 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Open None Liberty Mortgage Services Corp. Retail 190446.62 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 1 None Liberty Capital Markets Inc. Retail 2671595.43 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 2 None Liberty Wealth Management LLC Retail 1374470.22 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 3 None Retail 1759374.83 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 4 None Liberty Capital Markets Inc. Retail 1699415.07 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 5 None Liberty Mortgage Services Corp. Retail 1751422.53 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 6 None Retail 474915.33 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 7 None Liberty National Bank Retail 429317.51 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 8 None Retail 192070.92 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 9 None Liberty Wealth Management LLC Retail 2900343.44 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 10 None Retail 1016216.24 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 11 None Retail 1489445.37 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 12 None Retail 170476.61 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 13 None Liberty Capital Markets Inc. Retail 802618.68 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 14 None Liberty National Bank Retail 1033988.52 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 15 None Retail 2496982.91 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 16 None Retail 1215194.68 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 17 None Retail 392914.07 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 18 None Retail 2333363.00 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 19 None Retail 2127010.57 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 20 None Liberty Wealth Management LLC Retail 1835437.35 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 21 None Retail 533800.43 No None