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 59 None Liberty International Finance Ltd. Investment Company or Advisor 553467.64 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 60 None Liberty National Bank Investment Company or Advisor 1018761.70 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 61 - 67 Days None Investment Company or Advisor 911312.35 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 68 - 74 Days None Liberty International Finance Ltd. Investment Company or Advisor 967323.78 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 75 - 82 Days None Liberty National Bank Investment Company or Advisor 214618.59 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 83 - 90 Days None Liberty Mortgage Services Corp. Investment Company or Advisor 749914.90 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 91 - 120 Days None Investment Company or Advisor 1248756.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 121 - 150 Days None Liberty National Bank Investment Company or Advisor 1117832.86 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 151 - 179 Days None Investment Company or Advisor 405236.17 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 180 - 270 Days None Investment Company or Advisor 806934.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 271 - 364 Days None Liberty National Bank Investment Company or Advisor 588990.03 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >= 1 Yr <= 2 Yr None Liberty Mortgage Services Corp. Investment Company or Advisor 90348.67 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >2 Yr <= 3 Yr None Investment Company or Advisor 970741.36 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >3 Yr <= 4 Yr None Investment Company or Advisor 106706.15 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >4 Yr <= 5 Yr None Investment Company or Advisor 1220748.66 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >5 Yr None Investment Company or Advisor 17201.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Perpetual None Investment Company or Advisor 1050679.52 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Open None Financial Market Utility 491755.04 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 1 None Financial Market Utility 57508.14 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 2 None Financial Market Utility 1294015.66 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 3 None Liberty International Finance Ltd. Financial Market Utility 168585.02 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 Financial Market Utility 840926.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 5 None Financial Market Utility 140946.01 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 6 None Financial Market Utility 1322435.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 7 None Liberty International Finance Ltd. Financial Market Utility 64089.27 Yes None