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 Day 42 None Sovereign 575681.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 43 None Sovereign 719176.74 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 44 None Sovereign 1325530.75 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 45 None Sovereign 904987.97 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 46 None Liberty International Finance Ltd. Sovereign 1196298.46 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 47 None Liberty Capital Markets Inc. Sovereign 1191012.75 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 48 None Sovereign 34968.50 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 49 None Liberty Capital Markets Inc. Sovereign 1105820.66 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 50 None Liberty National Bank Sovereign 844634.86 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 51 None Sovereign 1044703.50 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 52 None Sovereign 615433.22 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 53 None Sovereign 1442580.50 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 54 None Sovereign 402974.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 55 None Sovereign 1041923.63 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 56 None Liberty International Finance Ltd. Sovereign 888589.44 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 57 None Liberty International Finance Ltd. Sovereign 648093.21 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 58 None Liberty Mortgage Services Corp. Sovereign 710218.07 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 59 None Liberty International Finance Ltd. Sovereign 324476.60 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 60 None Sovereign 1357891.34 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 61 - 67 Days None Sovereign 22709.85 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 68 - 74 Days None Liberty Capital Markets Inc. Sovereign 125343.52 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Liberty National Bank Sovereign 192684.92 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 83 - 90 Days None Liberty National Bank Sovereign 498252.94 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 91 - 120 Days None Liberty Capital Markets Inc. Sovereign 736306.14 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Sovereign 1104920.96 No None