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 Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Liberty Capital Markets Inc. MDB 959724.97 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 83 - 90 Days None Liberty Mortgage Services Corp. MDB 581724.69 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 91 - 120 Days None MDB 14974.17 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None MDB 440706.88 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None MDB 1486655.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 180 - 270 Days None MDB 325955.44 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Liberty International Finance Ltd. MDB 716542.96 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >= 1 Yr <= 2 Yr None MDB 1456909.67 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >2 Yr <= 3 Yr None MDB 1457365.01 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >3 Yr <= 4 Yr None Liberty National Bank MDB 1377222.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >4 Yr <= 5 Yr None MDB 805311.24 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None MDB 998058.16 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Perpetual None Liberty International Finance Ltd. MDB 92462.12 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Other Supranational 113285.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Other Supranational 327521.95 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Liberty International Finance Ltd. Other Supranational 903624.17 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 3 None Liberty Capital Markets Inc. Other Supranational 1151946.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Other Supranational 1427668.41 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 5 None Liberty Capital Markets Inc. Other Supranational 197231.88 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 6 None Liberty International Finance Ltd. Other Supranational 78826.30 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 7 None Liberty Capital Markets Inc. Other Supranational 1453730.42 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 8 None Other Supranational 1079670.35 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 9 None Other Supranational 1464648.82 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 10 None Liberty Mortgage Services Corp. Other Supranational 1180787.67 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 11 None Liberty Mortgage Services Corp. Other Supranational 373552.27 Yes None