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 36 None Pension Fund 225595.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 37 None Liberty Capital Markets Inc. Pension Fund 1369896.34 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 38 None Pension Fund 937950.57 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 39 None Pension Fund 1059555.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 40 None Liberty International Finance Ltd. Pension Fund 316422.00 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 41 None Pension Fund 521229.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 42 None Liberty National Bank Pension Fund 8738.02 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 43 None Liberty National Bank Pension Fund 1324306.49 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 44 None Pension Fund 605127.24 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 45 None Liberty Mortgage Services Corp. Pension Fund 1067528.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 46 None Liberty Mortgage Services Corp. Pension Fund 823844.07 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 47 None Liberty International Finance Ltd. Pension Fund 1143848.05 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 48 None Liberty National Bank Pension Fund 473400.25 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 49 None Pension Fund 64021.18 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 50 None Liberty Mortgage Services Corp. Pension Fund 637842.96 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 51 None Pension Fund 488137.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 52 None Pension Fund 898300.15 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 53 None Liberty International Finance Ltd. Pension Fund 1327749.11 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 54 None Pension Fund 990438.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 55 None Pension Fund 157929.69 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 56 None Liberty International Finance Ltd. Pension Fund 73923.23 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 57 None Pension Fund 1195010.09 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 58 None Pension Fund 597952.64 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 59 None Liberty Capital Markets Inc. Pension Fund 218441.79 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 60 None Pension Fund 1115554.87 No None