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 International Finance Ltd. I.U.3 Required Operational Balances USD Day 60 None Investment Company or Advisor 27996.84 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty Capital Markets Inc. Investment Company or Advisor 823951.45 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 68 - 74 Days None Investment Company or Advisor 474381.70 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 75 - 82 Days None Investment Company or Advisor 1908619.40 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty National Bank Investment Company or Advisor 532746.49 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty Capital Markets Inc. Investment Company or Advisor 451162.99 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 121 - 150 Days None Liberty National Bank Investment Company or Advisor 2136099.15 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 151 - 179 Days None Investment Company or Advisor 950699.54 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 180 - 270 Days None Liberty Capital Markets Inc. Investment Company or Advisor 461317.86 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD 271 - 364 Days None Investment Company or Advisor 2823039.68 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Investment Company or Advisor 28820.95 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Liberty Mortgage Services Corp. Investment Company or Advisor 811804.24 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Investment Company or Advisor 45798.84 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Liberty Wealth Management LLC Investment Company or Advisor 1914134.23 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD >5 Yr None Investment Company or Advisor 1480616.45 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Perpetual None Liberty Wealth Management LLC Investment Company or Advisor 1636561.27 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Open None Liberty Capital Markets Inc. Financial Market Utility 2532510.48 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 1 None Liberty Capital Markets Inc. Financial Market Utility 2242102.47 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 2 None Financial Market Utility 2955798.92 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 3 None Liberty Wealth Management LLC Financial Market Utility 1658339.47 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 4 None Liberty Capital Markets Inc. Financial Market Utility 2487389.54 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 5 None Financial Market Utility 1596682.84 No None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 6 None Liberty Wealth Management LLC Financial Market Utility 1765308.92 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 7 None Liberty Capital Markets Inc. Financial Market Utility 1800130.05 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.3 Required Operational Balances USD Day 8 None Financial Market Utility 351526.45 No None