Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.8: Short-Term Investments

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.8 Short-Term Investments USD 75 - 82 Days None Other 3572253.51 No None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 83 - 90 Days None Other 1625765.12 No None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 91 - 120 Days None Liberty International Finance Ltd. Other 2965719.68 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 121 - 150 Days None Other 603223.85 No None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 151 - 179 Days None Liberty Wealth Management LLC Other 2391638.67 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 180 - 270 Days None Liberty Wealth Management LLC Other 233851.45 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD 271 - 364 Days None Liberty Mortgage Services Corp. Other 3576861.81 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD >= 1 Yr <= 2 Yr None Other 4143451.05 No None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD >2 Yr <= 3 Yr None Liberty Wealth Management LLC Other 2513252.72 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD >3 Yr <= 4 Yr None Other 3867968.47 No None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD >4 Yr <= 5 Yr None Liberty Wealth Management LLC Other 4223236.87 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD >5 Yr None Liberty National Bank Other 2085668.20 Yes None
2025-10-09 Liberty Capital Markets Inc. I.U.8 Short-Term Investments USD Perpetual None Liberty National Bank Other 145848.42 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Open None Retail 1496889.62 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 1 None Liberty International Finance Ltd. Retail 1342311.63 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 2 None Retail 99937.48 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 3 None Liberty Mortgage Services Corp. Retail 11291.64 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 4 None Liberty National Bank Retail 1348756.87 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 5 None Liberty National Bank Retail 317275.39 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 6 None Retail 720945.18 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 7 None Liberty International Finance Ltd. Retail 1472175.67 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 8 None Liberty International Finance Ltd. Retail 42751.23 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 9 None Retail 534770.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 10 None Retail 842454.52 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 11 None Retail 1291113.23 No None