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 Wealth Management LLC I.U.8 Short-Term Investments USD Day 47 None Debt Issuing SPE 417617.69 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 48 None Liberty Capital Markets Inc. Debt Issuing SPE 100354.06 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 49 None Liberty Capital Markets Inc. Debt Issuing SPE 1101738.57 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 50 None Debt Issuing SPE 530928.10 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 51 None Debt Issuing SPE 437731.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 52 None Liberty National Bank Debt Issuing SPE 1020533.53 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 53 None Liberty Capital Markets Inc. Debt Issuing SPE 27675.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 54 None Liberty National Bank Debt Issuing SPE 691201.84 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 55 None Debt Issuing SPE 549829.88 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 56 None Liberty National Bank Debt Issuing SPE 1321283.73 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 57 None Debt Issuing SPE 1127400.74 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 58 None Liberty International Finance Ltd. Debt Issuing SPE 1140893.13 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 59 None Debt Issuing SPE 1159362.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD Day 60 None Debt Issuing SPE 1444719.34 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 61 - 67 Days None Debt Issuing SPE 811101.45 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 68 - 74 Days None Debt Issuing SPE 159038.04 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 75 - 82 Days None Liberty Capital Markets Inc. Debt Issuing SPE 946142.00 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 83 - 90 Days None Debt Issuing SPE 699045.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 91 - 120 Days None Debt Issuing SPE 1314747.04 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 121 - 150 Days None Liberty National Bank Debt Issuing SPE 765280.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 151 - 179 Days None Debt Issuing SPE 1427053.19 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 180 - 270 Days None Liberty Mortgage Services Corp. Debt Issuing SPE 172965.27 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD 271 - 364 Days None Debt Issuing SPE 1355107.83 No None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD >= 1 Yr <= 2 Yr None Liberty International Finance Ltd. Debt Issuing SPE 725962.58 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.8 Short-Term Investments USD >2 Yr <= 3 Yr None Liberty International Finance Ltd. Debt Issuing SPE 569276.18 Yes None