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 International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Broker-Dealer 1317681.69 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Liberty Wealth Management LLC Broker-Dealer 754203.51 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD 180 - 270 Days None Broker-Dealer 2133761.19 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Liberty Wealth Management LLC Broker-Dealer 623824.79 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD >= 1 Yr <= 2 Yr None Broker-Dealer 721988.47 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD >2 Yr <= 3 Yr None Liberty Capital Markets Inc. Broker-Dealer 962942.92 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD >3 Yr <= 4 Yr None Liberty National Bank Broker-Dealer 2181474.92 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD >4 Yr <= 5 Yr None Broker-Dealer 896516.25 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD >5 Yr None Broker-Dealer 1493396.55 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Perpetual None Broker-Dealer 1004446.86 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Open None Liberty National Bank Investment Company or Advisor 1244568.84 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 1 None Liberty National Bank Investment Company or Advisor 1219394.27 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 2 None Liberty Wealth Management LLC Investment Company or Advisor 1932730.99 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 3 None Liberty National Bank Investment Company or Advisor 2308854.90 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 4 None Investment Company or Advisor 2483213.24 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 5 None Liberty National Bank Investment Company or Advisor 1789313.20 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 6 None Investment Company or Advisor 1827566.73 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 7 None Investment Company or Advisor 2379494.29 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 8 None Investment Company or Advisor 827409.56 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 9 None Investment Company or Advisor 2866443.17 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 10 None Liberty Wealth Management LLC Investment Company or Advisor 497826.29 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 11 None Investment Company or Advisor 705636.97 No None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 12 None Liberty Wealth Management LLC Investment Company or Advisor 342451.89 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 13 None Liberty National Bank Investment Company or Advisor 531179.88 Yes None
2025-10-09 Liberty International Finance Ltd. I.U.7 Cash Items in the Process of Collection USD Day 14 None Liberty Wealth Management LLC Investment Company or Advisor 1600327.63 Yes None