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 Wealth Management LLC I.U.4 Excess Operational Balances USD Day 41 None Central Bank 914166.19 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 42 None Liberty Mortgage Services Corp. Central Bank 1402291.44 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 43 None Central Bank 1493331.49 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 44 None Liberty Mortgage Services Corp. Central Bank 473358.56 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 45 None Liberty Capital Markets Inc. Central Bank 909215.05 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 46 None Liberty Capital Markets Inc. Central Bank 1439608.04 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 47 None Central Bank 959812.58 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 48 None Liberty International Finance Ltd. Central Bank 689650.00 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 49 None Central Bank 1348160.68 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 50 None Liberty Capital Markets Inc. Central Bank 1456701.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 51 None Liberty National Bank Central Bank 957692.41 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 52 None Liberty International Finance Ltd. Central Bank 217302.30 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 53 None Liberty National Bank Central Bank 1119995.34 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 54 None Liberty Capital Markets Inc. Central Bank 552810.16 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 55 None Central Bank 971896.05 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 56 None Central Bank 508013.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 57 None Central Bank 1076172.77 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 58 None Liberty Mortgage Services Corp. Central Bank 849556.33 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 59 None Central Bank 1181429.09 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 60 None Central Bank 1385220.14 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD 61 - 67 Days None Central Bank 875429.89 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD 68 - 74 Days None Liberty Capital Markets Inc. Central Bank 1232489.74 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD 75 - 82 Days None Central Bank 1131059.27 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD 83 - 90 Days None Central Bank 1006703.33 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD 91 - 120 Days None Liberty International Finance Ltd. Central Bank 1056289.04 Yes None