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 9 None Liberty International Finance Ltd. Investment Company or Advisor 733826.47 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 10 None Investment Company or Advisor 481354.01 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 11 None Investment Company or Advisor 493050.96 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 12 None Investment Company or Advisor 791576.40 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 13 None Investment Company or Advisor 530732.53 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 14 None Investment Company or Advisor 1108838.58 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 15 None Liberty Capital Markets Inc. Investment Company or Advisor 182980.25 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 16 None Investment Company or Advisor 1026044.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 17 None Liberty Capital Markets Inc. Investment Company or Advisor 719854.17 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 18 None Liberty Capital Markets Inc. Investment Company or Advisor 1386674.85 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 19 None Liberty Capital Markets Inc. Investment Company or Advisor 262762.47 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 20 None Investment Company or Advisor 1092828.87 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 21 None Investment Company or Advisor 1049955.74 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 22 None Liberty Mortgage Services Corp. Investment Company or Advisor 682853.87 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 23 None Liberty National Bank Investment Company or Advisor 686832.07 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 24 None Investment Company or Advisor 759926.06 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 25 None Liberty National Bank Investment Company or Advisor 878897.62 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 26 None Investment Company or Advisor 427277.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 27 None Investment Company or Advisor 1475413.09 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 28 None Liberty International Finance Ltd. Investment Company or Advisor 1250900.23 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 29 None Liberty National Bank Investment Company or Advisor 858139.26 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 30 None Liberty National Bank Investment Company or Advisor 1247272.12 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 31 None Investment Company or Advisor 1120566.21 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 32 None Liberty International Finance Ltd. Investment Company or Advisor 486490.19 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 33 None Liberty Capital Markets Inc. Investment Company or Advisor 48607.81 Yes None