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 32 None Other Supranational 1430097.61 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 33 None Other Supranational 202883.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 34 None Liberty International Finance Ltd. Other Supranational 930577.86 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 35 None Liberty Mortgage Services Corp. Other Supranational 945506.12 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 36 None Other Supranational 298508.94 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 37 None Other Supranational 1480339.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 38 None Liberty International Finance Ltd. Other Supranational 1094500.45 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 39 None Other Supranational 1394637.08 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 40 None Other Supranational 731528.68 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 41 None Other Supranational 1355270.43 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 42 None Liberty Capital Markets Inc. Other Supranational 1407662.09 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 43 None Other Supranational 882475.53 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 44 None Other Supranational 323461.63 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 45 None Other Supranational 1382916.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 46 None Liberty Capital Markets Inc. Other Supranational 779695.63 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 47 None Liberty International Finance Ltd. Other Supranational 84419.10 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 48 None Liberty Capital Markets Inc. Other Supranational 1152788.73 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 49 None Other Supranational 79314.92 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 50 None Other Supranational 1331134.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 51 None Other Supranational 566992.55 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 52 None Liberty International Finance Ltd. Other Supranational 818112.78 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 53 None Other Supranational 753717.56 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 54 None Other Supranational 945286.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 55 None Liberty International Finance Ltd. Other Supranational 1406764.32 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 56 None Other Supranational 1479353.49 No None