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
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 47 None Liberty International Finance Ltd. Investment Company or Advisor 6764099.62 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 48 None Investment Company or Advisor 7466008.43 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 49 None Liberty Capital Markets Inc. Investment Company or Advisor 3123708.78 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 50 None Liberty Mortgage Services Corp. Investment Company or Advisor 3965187.34 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 51 None Liberty Wealth Management LLC Investment Company or Advisor 6584509.19 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 52 None Investment Company or Advisor 1254502.65 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 53 None Investment Company or Advisor 5477849.42 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 54 None Liberty International Finance Ltd. Investment Company or Advisor 5552504.45 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 55 None Liberty Wealth Management LLC Investment Company or Advisor 2928508.11 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 56 None Investment Company or Advisor 5427466.63 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 57 None Liberty Wealth Management LLC Investment Company or Advisor 622181.60 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 58 None Liberty Mortgage Services Corp. Investment Company or Advisor 4312006.86 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 59 None Investment Company or Advisor 212590.94 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD Day 60 None Liberty International Finance Ltd. Investment Company or Advisor 7308797.09 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 61 - 67 Days None Investment Company or Advisor 5766672.70 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 68 - 74 Days None Investment Company or Advisor 368296.21 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 75 - 82 Days None Investment Company or Advisor 1993534.41 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 83 - 90 Days None Investment Company or Advisor 1882933.91 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 91 - 120 Days None Investment Company or Advisor 1611364.60 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 121 - 150 Days None Investment Company or Advisor 1959328.26 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 151 - 179 Days None Liberty Wealth Management LLC Investment Company or Advisor 5138914.04 Yes None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 180 - 270 Days None Investment Company or Advisor 5613314.19 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD 271 - 364 Days None Investment Company or Advisor 7252606.78 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD >= 1 Yr <= 2 Yr None Investment Company or Advisor 6467751.54 No None
2025-10-13 Liberty National Bank I.U.4 Excess Operational Balances USD >2 Yr <= 3 Yr None Liberty Capital Markets Inc. Investment Company or Advisor 4229802.51 Yes None