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 55 None Non-Regulated Fund 425116.18 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 56 None Liberty Capital Markets Inc. Non-Regulated Fund 1417074.56 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 57 None Liberty Mortgage Services Corp. Non-Regulated Fund 1225314.17 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 58 None Liberty Capital Markets Inc. Non-Regulated Fund 856230.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 59 None Liberty Mortgage Services Corp. Non-Regulated Fund 830620.95 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 Non-Regulated Fund 1332146.71 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 61 - 67 Days None Liberty Capital Markets Inc. Non-Regulated Fund 1385633.49 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 68 - 74 Days None Liberty Capital Markets Inc. Non-Regulated Fund 1031490.22 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 75 - 82 Days None Non-Regulated Fund 217915.65 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 83 - 90 Days None Non-Regulated Fund 839842.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 91 - 120 Days None Liberty Mortgage Services Corp. Non-Regulated Fund 523693.18 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 121 - 150 Days None Non-Regulated Fund 498353.99 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 151 - 179 Days None Liberty International Finance Ltd. Non-Regulated Fund 230570.82 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 180 - 270 Days None Liberty Mortgage Services Corp. Non-Regulated Fund 1460236.10 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD 271 - 364 Days None Non-Regulated Fund 757831.30 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >= 1 Yr <= 2 Yr None Non-Regulated Fund 179133.58 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >2 Yr <= 3 Yr None Non-Regulated Fund 133956.35 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >3 Yr <= 4 Yr None Liberty International Finance Ltd. Non-Regulated Fund 1090833.70 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >4 Yr <= 5 Yr None Liberty National Bank Non-Regulated Fund 1254002.26 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD >5 Yr None Liberty Capital Markets Inc. Non-Regulated Fund 1298406.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Perpetual None Liberty Mortgage Services Corp. Non-Regulated Fund 447530.01 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Open None Other 1426287.03 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 1 None Liberty Mortgage Services Corp. Other 29338.67 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 2 None Other 911104.94 No None
2025-10-09 Liberty Wealth Management LLC I.U.5 Outstanding Draws on Unsecured Revolving Facilities USD Day 3 None Other 1091005.31 No None