Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.5: Outstanding Draws on Unsecured Revolving Facilities

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.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 60 None Broker-Dealer 1072557.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 61 - 67 Days None Broker-Dealer 722104.43 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 68 - 74 Days None Liberty National Bank Broker-Dealer 1406919.90 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 75 - 82 Days None Liberty Mortgage Services Corp. Broker-Dealer 341416.26 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 83 - 90 Days None Broker-Dealer 1447874.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 91 - 120 Days None Broker-Dealer 91114.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 121 - 150 Days None Liberty Capital Markets Inc. Broker-Dealer 1147134.02 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 151 - 179 Days None Liberty Capital Markets Inc. Broker-Dealer 1160148.08 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 180 - 270 Days None Broker-Dealer 574055.10 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 271 - 364 Days None Broker-Dealer 1190997.77 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >= 1 Yr <= 2 Yr None Broker-Dealer 410339.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >2 Yr <= 3 Yr None Liberty Mortgage Services Corp. Broker-Dealer 439344.17 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >3 Yr <= 4 Yr None Broker-Dealer 1061978.46 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >4 Yr <= 5 Yr None Broker-Dealer 934157.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >5 Yr None Liberty National Bank Broker-Dealer 1428638.57 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Perpetual None Liberty National Bank Broker-Dealer 483993.14 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Open None Investment Company or Advisor 627479.70 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 1 None Liberty Capital Markets Inc. Investment Company or Advisor 401030.37 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 2 None Investment Company or Advisor 755420.04 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 3 None Liberty Mortgage Services Corp. Investment Company or Advisor 1092303.78 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 4 None Liberty National Bank Investment Company or Advisor 893640.10 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 5 None Liberty National Bank Investment Company or Advisor 1254208.67 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 6 None Investment Company or Advisor 871617.03 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 7 None Investment Company or Advisor 1194236.71 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 8 None Investment Company or Advisor 486022.05 No None