Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.7: Cash Items in the Process of Collection

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 Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 47 None Non-Regulated Fund 1815613.68 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 48 None Non-Regulated Fund 3968522.23 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 49 None Liberty Wealth Management LLC Non-Regulated Fund 734865.37 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 50 None Non-Regulated Fund 874884.94 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 51 None Liberty International Finance Ltd. Non-Regulated Fund 3908700.16 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 52 None Non-Regulated Fund 538932.51 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 53 None Liberty Mortgage Services Corp. Non-Regulated Fund 191954.26 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 54 None Non-Regulated Fund 1302996.59 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 55 None Liberty National Bank Non-Regulated Fund 1424079.78 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 56 None Liberty National Bank Non-Regulated Fund 1563409.37 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 57 None Liberty Wealth Management LLC Non-Regulated Fund 929587.49 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 58 None Liberty National Bank Non-Regulated Fund 110648.49 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 59 None Liberty International Finance Ltd. Non-Regulated Fund 469742.56 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD Day 60 None Non-Regulated Fund 4332953.38 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 61 - 67 Days None Liberty Wealth Management LLC Non-Regulated Fund 2215324.91 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 68 - 74 Days None Non-Regulated Fund 3586404.03 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Non-Regulated Fund 177790.61 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 83 - 90 Days None Non-Regulated Fund 246452.52 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 91 - 120 Days None Non-Regulated Fund 2516419.81 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Non-Regulated Fund 2504958.70 No None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Liberty National Bank Non-Regulated Fund 3536926.37 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 180 - 270 Days None Liberty Wealth Management LLC Non-Regulated Fund 3750821.91 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Liberty Mortgage Services Corp. Non-Regulated Fund 3406320.75 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD >= 1 Yr <= 2 Yr None Liberty Wealth Management LLC Non-Regulated Fund 134428.25 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.7 Cash Items in the Process of Collection USD >2 Yr <= 3 Yr None Non-Regulated Fund 2739817.98 No None