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 56 None Debt Issuing SPE 295154.29 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 57 None Debt Issuing SPE 428727.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 58 None Liberty International Finance Ltd. Debt Issuing SPE 1258543.55 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 59 None Debt Issuing SPE 257942.34 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 60 None Debt Issuing SPE 1483007.78 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 61 - 67 Days None Debt Issuing SPE 71011.26 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 Debt Issuing SPE 1071373.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 75 - 82 Days None Debt Issuing SPE 1392558.14 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 83 - 90 Days None Debt Issuing SPE 1484019.74 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 91 - 120 Days None Debt Issuing SPE 997274.93 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. Debt Issuing SPE 950218.32 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. Debt Issuing SPE 27691.38 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 180 - 270 Days None Debt Issuing SPE 270659.79 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 Debt Issuing SPE 867904.42 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 International Finance Ltd. Debt Issuing SPE 80423.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >2 Yr <= 3 Yr None Debt Issuing SPE 340225.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >3 Yr <= 4 Yr None Debt Issuing SPE 241817.39 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >4 Yr <= 5 Yr None Debt Issuing SPE 169987.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >5 Yr None Debt Issuing SPE 1300247.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Perpetual None Liberty National Bank Debt Issuing SPE 552893.14 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Open None Liberty International Finance Ltd. Non-Regulated Fund 1228552.81 Yes 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. Non-Regulated Fund 589635.88 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 2 None Non-Regulated Fund 205615.76 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 3 None Liberty National Bank Non-Regulated Fund 22632.93 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 4 None Liberty Mortgage Services Corp. Non-Regulated Fund 680046.52 Yes None