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 Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Liberty Capital Markets Inc. Small Business 905180.76 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >= 1 Yr <= 2 Yr None Liberty National Bank Small Business 89578.01 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >2 Yr <= 3 Yr None Liberty Capital Markets Inc. Small Business 641370.20 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >3 Yr <= 4 Yr None Small Business 1188128.16 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >4 Yr <= 5 Yr None Small Business 1448977.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None Small Business 107157.39 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Perpetual None Liberty Mortgage Services Corp. Small Business 1218495.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Non-Financial Corporate 528257.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Non-Financial Corporate 1277786.53 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Liberty Capital Markets Inc. Non-Financial Corporate 488775.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 3 None Non-Financial Corporate 912042.67 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Non-Financial Corporate 1007048.23 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 5 None Liberty International Finance Ltd. Non-Financial Corporate 327727.20 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 6 None Liberty Capital Markets Inc. Non-Financial Corporate 973698.72 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 7 None Non-Financial Corporate 380230.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 8 None Liberty National Bank Non-Financial Corporate 185723.25 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 9 None Non-Financial Corporate 765395.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 10 None Non-Financial Corporate 1031122.35 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 11 None Non-Financial Corporate 509312.88 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 12 None Non-Financial Corporate 1024048.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 13 None Liberty Capital Markets Inc. Non-Financial Corporate 362934.66 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 14 None Non-Financial Corporate 1366169.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 15 None Non-Financial Corporate 806661.78 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 16 None Non-Financial Corporate 1047009.29 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 17 None Liberty National Bank Non-Financial Corporate 1361333.58 Yes None