Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

Home Contact Us Demo Reporting Entity

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 International Finance Ltd. I.U.3 Required Operational Balances USD 61 - 67 Days None Broker-Dealer 2719215.48 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty Wealth Management LLC Broker-Dealer 1527808.35 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 75 - 82 Days None Broker-Dealer 2595832.30 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty Wealth Management LLC Broker-Dealer 1833489.05 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 91 - 120 Days None Broker-Dealer 1603730.13 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 121 - 150 Days None Broker-Dealer 62452.08 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 151 - 179 Days None Broker-Dealer 2500967.66 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 180 - 270 Days None Liberty Mortgage Services Corp. Broker-Dealer 2618223.22 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 271 - 364 Days None Broker-Dealer 1084198.80 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Broker-Dealer 2763441.39 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Liberty Wealth Management LLC Broker-Dealer 2958663.40 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty Wealth Management LLC Broker-Dealer 860969.36 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Broker-Dealer 1643242.05 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >5 Yr None Broker-Dealer 409155.10 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Perpetual None Liberty Wealth Management LLC Broker-Dealer 2653512.74 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Open None Investment Company or Advisor 1129443.15 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 1 None Investment Company or Advisor 712801.76 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 2 None Investment Company or Advisor 1789179.78 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 3 None Investment Company or Advisor 568860.15 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 4 None Investment Company or Advisor 1990916.90 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 5 None Liberty National Bank Investment Company or Advisor 1450364.90 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 6 None Investment Company or Advisor 993599.95 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 7 None Investment Company or Advisor 85061.09 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 8 None Liberty National Bank Investment Company or Advisor 1699384.53 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 9 None Investment Company or Advisor 61235.25 No None