Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess 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.4 Excess Operational Balances USD Day 5 None Debt Issuing SPE 1291068.96 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 6 None Debt Issuing SPE 1039028.57 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 7 None Liberty Mortgage Services Corp. Debt Issuing SPE 1210342.78 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 8 None Liberty National Bank Debt Issuing SPE 548290.02 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 9 None Liberty International Finance Ltd. Debt Issuing SPE 99890.54 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 10 None Debt Issuing SPE 721521.22 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 11 None Debt Issuing SPE 187821.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 12 None Liberty Mortgage Services Corp. Debt Issuing SPE 28169.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 13 None Liberty International Finance Ltd. Debt Issuing SPE 685986.03 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 14 None Debt Issuing SPE 816222.84 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 15 None Debt Issuing SPE 436706.93 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 16 None Debt Issuing SPE 447877.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 17 None Debt Issuing SPE 1029813.08 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 18 None Debt Issuing SPE 760873.64 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 19 None Liberty International Finance Ltd. Debt Issuing SPE 675382.42 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 20 None Liberty Mortgage Services Corp. Debt Issuing SPE 526315.08 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 21 None Debt Issuing SPE 939625.40 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 22 None Debt Issuing SPE 64575.18 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 23 None Liberty Mortgage Services Corp. Debt Issuing SPE 935544.96 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 24 None Debt Issuing SPE 1151352.76 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 25 None Debt Issuing SPE 1002746.12 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 26 None Debt Issuing SPE 712731.86 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 27 None Debt Issuing SPE 32206.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 28 None Liberty Mortgage Services Corp. Debt Issuing SPE 184606.68 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.4 Excess Operational Balances USD Day 29 None Liberty National Bank Debt Issuing SPE 1347455.23 Yes None