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 57 None Other Supranational 654169.80 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 58 None Other Supranational 223255.27 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 59 None Liberty National Bank Other Supranational 1036785.44 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 60 None Other Supranational 1301522.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty National Bank Other Supranational 1192484.37 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 68 - 74 Days None Other Supranational 380662.01 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 75 - 82 Days None Other Supranational 236878.87 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 83 - 90 Days None Other Supranational 1214427.70 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty International Finance Ltd. Other Supranational 725196.01 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 121 - 150 Days None Other Supranational 1039057.63 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty National Bank Other Supranational 1190186.38 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 180 - 270 Days None Other Supranational 377816.12 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 271 - 364 Days None Other Supranational 1291376.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Liberty International Finance Ltd. Other Supranational 860030.49 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Other Supranational 574499.25 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty National Bank Other Supranational 396934.58 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Liberty International Finance Ltd. Other Supranational 999182.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >5 Yr None Liberty Mortgage Services Corp. Other Supranational 922207.22 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Perpetual None Other Supranational 379739.45 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Open None Pension Fund 223332.22 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 1 None Liberty National Bank Pension Fund 155434.16 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 2 None Liberty International Finance Ltd. Pension Fund 328104.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 3 None Liberty Mortgage Services Corp. Pension Fund 1086226.60 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 4 None Pension Fund 762933.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 5 None Pension Fund 1270254.52 No None