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 30 None Liberty Capital Markets Inc. Non-Regulated Fund 628720.24 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 31 None Non-Regulated Fund 1465867.15 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. Non-Regulated Fund 104226.20 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 33 None Non-Regulated Fund 1249098.34 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 34 None Non-Regulated Fund 258302.70 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 35 None Non-Regulated Fund 1005542.98 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 36 None Liberty National Bank Non-Regulated Fund 1336648.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 37 None Non-Regulated Fund 1334010.48 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 38 None Liberty Mortgage Services Corp. Non-Regulated Fund 613593.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 39 None Liberty Capital Markets Inc. Non-Regulated Fund 824150.41 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 40 None Non-Regulated Fund 826175.20 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 41 None Liberty National Bank Non-Regulated Fund 1086726.74 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 42 None Non-Regulated Fund 93012.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 43 None Liberty National Bank Non-Regulated Fund 902334.04 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 44 None Non-Regulated Fund 1218854.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 45 None Liberty National Bank Non-Regulated Fund 578720.42 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 46 None Non-Regulated Fund 737247.51 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 47 None Liberty National Bank Non-Regulated Fund 995542.91 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 48 None Non-Regulated Fund 1402408.46 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 49 None Non-Regulated Fund 1340253.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 50 None Liberty National Bank Non-Regulated Fund 389101.76 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 51 None Liberty Capital Markets Inc. Non-Regulated Fund 389017.47 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 52 None Non-Regulated Fund 1314971.67 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 53 None Non-Regulated Fund 1124775.09 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 54 None Non-Regulated Fund 908238.82 No None