Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess 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.4 Excess Operational Balances USD 121 - 150 Days None Broker-Dealer 2308451.36 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD 151 - 179 Days None Liberty National Bank Broker-Dealer 602626.75 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD 180 - 270 Days None Broker-Dealer 553919.57 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD 271 - 364 Days None Broker-Dealer 815456.93 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD >= 1 Yr <= 2 Yr None Liberty Capital Markets Inc. Broker-Dealer 1379336.12 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD >2 Yr <= 3 Yr None Broker-Dealer 2983452.72 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD >3 Yr <= 4 Yr None Liberty Mortgage Services Corp. Broker-Dealer 2161780.08 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD >4 Yr <= 5 Yr None Broker-Dealer 2063025.83 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD >5 Yr None Broker-Dealer 981705.80 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Perpetual None Broker-Dealer 2177261.88 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Open None Liberty Wealth Management LLC Investment Company or Advisor 115910.79 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 1 None Liberty Mortgage Services Corp. Investment Company or Advisor 2549727.80 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 2 None Liberty National Bank Investment Company or Advisor 1592608.80 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 3 None Liberty National Bank Investment Company or Advisor 2921499.57 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 4 None Liberty Capital Markets Inc. Investment Company or Advisor 1702286.98 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 5 None Liberty National Bank Investment Company or Advisor 1387416.00 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 6 None Liberty Capital Markets Inc. Investment Company or Advisor 1470702.60 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 7 None Liberty Wealth Management LLC Investment Company or Advisor 1092077.78 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 8 None Investment Company or Advisor 1390848.11 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 9 None Investment Company or Advisor 927898.34 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 10 None Liberty National Bank Investment Company or Advisor 1421439.55 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 11 None Investment Company or Advisor 422166.40 No None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 12 None Liberty Wealth Management LLC Investment Company or Advisor 1199038.40 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 13 None Liberty Mortgage Services Corp. Investment Company or Advisor 1314372.14 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.4 Excess Operational Balances USD Day 14 None Liberty Capital Markets Inc. Investment Company or Advisor 2649366.67 Yes None