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 Day 38 None Non-Financial Corporate 485518.46 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 39 None Non-Financial Corporate 1361869.92 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 40 None Non-Financial Corporate 1439014.40 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 41 None Liberty Mortgage Services Corp. Non-Financial Corporate 1498653.13 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 42 None Liberty Capital Markets Inc. Non-Financial Corporate 271707.89 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 43 None Liberty International Finance Ltd. Non-Financial Corporate 1180428.80 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 44 None Non-Financial Corporate 235706.28 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 45 None Non-Financial Corporate 20995.29 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 46 None Liberty Capital Markets Inc. Non-Financial Corporate 914772.79 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 47 None Liberty International Finance Ltd. Non-Financial Corporate 776852.93 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 48 None Non-Financial Corporate 815783.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 49 None Liberty International Finance Ltd. Non-Financial Corporate 793264.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 50 None Non-Financial Corporate 981027.30 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 51 None Non-Financial Corporate 748867.14 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 52 None Non-Financial Corporate 1197561.99 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 53 None Liberty National Bank Non-Financial Corporate 713947.11 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 54 None Non-Financial Corporate 64937.31 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 55 None Liberty Mortgage Services Corp. Non-Financial Corporate 1450326.07 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 56 None Liberty National Bank Non-Financial Corporate 1191541.32 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 57 None Liberty Capital Markets Inc. Non-Financial Corporate 899671.37 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 58 None Liberty Mortgage Services Corp. Non-Financial Corporate 295919.89 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 59 None Liberty Mortgage Services Corp. Non-Financial Corporate 356190.82 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 60 None Liberty International Finance Ltd. Non-Financial Corporate 1445208.56 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 61 - 67 Days None Non-Financial Corporate 634830.92 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 68 - 74 Days None Liberty Mortgage Services Corp. Non-Financial Corporate 384522.54 Yes None