Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.3: Required Operational Balances

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.3 Required Operational Balances USD Day 50 None Liberty International Finance Ltd. Debt Issuing SPE 279753.44 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 51 None Liberty International Finance Ltd. Debt Issuing SPE 647477.69 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 52 None Liberty Mortgage Services Corp. Debt Issuing SPE 73870.72 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 53 None Liberty Capital Markets Inc. Debt Issuing SPE 795845.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 54 None Liberty Mortgage Services Corp. Debt Issuing SPE 496877.86 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 55 None Debt Issuing SPE 661741.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 56 None Liberty Capital Markets Inc. Debt Issuing SPE 330266.18 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 57 None Debt Issuing SPE 1104523.56 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 58 None Debt Issuing SPE 451555.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 59 None Liberty Capital Markets Inc. Debt Issuing SPE 1088681.57 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD Day 60 None Debt Issuing SPE 465668.94 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 61 - 67 Days None Liberty International Finance Ltd. Debt Issuing SPE 819210.96 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 68 - 74 Days None Debt Issuing SPE 483583.59 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 75 - 82 Days None Debt Issuing SPE 981903.32 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 83 - 90 Days None Liberty International Finance Ltd. Debt Issuing SPE 1449171.76 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 91 - 120 Days None Liberty Mortgage Services Corp. Debt Issuing SPE 1415431.62 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 121 - 150 Days None Debt Issuing SPE 751067.40 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 151 - 179 Days None Liberty Capital Markets Inc. Debt Issuing SPE 500743.24 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 180 - 270 Days None Debt Issuing SPE 840059.79 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD 271 - 364 Days None Liberty National Bank Debt Issuing SPE 392322.18 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >= 1 Yr <= 2 Yr None Debt Issuing SPE 1171620.20 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >2 Yr <= 3 Yr None Debt Issuing SPE 1418709.03 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >3 Yr <= 4 Yr None Liberty Capital Markets Inc. Debt Issuing SPE 786599.16 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >4 Yr <= 5 Yr None Debt Issuing SPE 1216189.52 No None
2025-10-09 Liberty Wealth Management LLC I.U.3 Required Operational Balances USD >5 Yr None Liberty National Bank Debt Issuing SPE 1201955.74 Yes None