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 11 None Liberty International Finance Ltd. Pension Fund 772441.28 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 12 None Pension Fund 1130816.27 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 13 None Pension Fund 929861.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 14 None Pension Fund 1417765.75 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 15 None Liberty Capital Markets Inc. Pension Fund 1072475.00 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 16 None Pension Fund 1467877.20 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 17 None Pension Fund 387927.50 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 18 None Pension Fund 314773.45 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 19 None Pension Fund 687901.56 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 20 None Liberty Capital Markets Inc. Pension Fund 327886.43 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 21 None Pension Fund 887366.31 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 22 None Pension Fund 318303.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 23 None Pension Fund 26571.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 24 None Liberty National Bank Pension Fund 922107.58 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 25 None Liberty International Finance Ltd. Pension Fund 900695.92 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 26 None Pension Fund 637498.54 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 27 None Pension Fund 382654.32 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 28 None Pension Fund 481736.65 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 29 None Liberty International Finance Ltd. Pension Fund 20657.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 30 None Pension Fund 407152.42 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 31 None Liberty International Finance Ltd. Pension Fund 248984.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 32 None Pension Fund 251943.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 33 None Liberty Mortgage Services Corp. Pension Fund 186293.35 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 34 None Pension Fund 1188521.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 35 None Pension Fund 978981.84 No None