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 61 - 67 Days None Liberty International Finance Ltd. Pension Fund 538393.45 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 68 - 74 Days None Liberty National Bank Pension Fund 532471.52 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Pension Fund 1141114.58 No 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. Pension Fund 789567.94 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 91 - 120 Days None Liberty Capital Markets Inc. Pension Fund 596011.02 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Liberty International Finance Ltd. Pension Fund 505957.75 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Pension Fund 937238.60 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 180 - 270 Days None Liberty International Finance Ltd. Pension Fund 438450.19 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Pension Fund 1028147.81 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >= 1 Yr <= 2 Yr None Pension Fund 559900.21 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 Pension Fund 746967.98 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 Pension Fund 1480367.11 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >4 Yr <= 5 Yr None Pension Fund 45230.73 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None Pension Fund 367294.56 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Perpetual None Pension Fund 139430.74 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Liberty International Finance Ltd. Bank 536679.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Bank 1050759.13 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Bank 1372253.20 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 3 None Bank 1132783.28 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Bank 1182646.89 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 5 None Liberty National Bank Bank 467928.32 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 6 None Liberty National Bank Bank 619573.11 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 7 None Liberty Mortgage Services Corp. Bank 1494331.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 8 None Bank 1113112.85 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 9 None Bank 616002.98 No None