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 Day 60 None Bank 1158962.14 No None
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. Bank 1413193.15 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 68 - 74 Days None Bank 1143352.64 No None
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. Bank 1428270.94 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 International Finance Ltd. Bank 841100.09 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 International Finance Ltd. Bank 542488.92 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Bank 398064.75 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Bank 771629.61 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 Capital Markets Inc. Bank 1449786.88 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 271 - 364 Days None Bank 683467.73 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 Bank 1126573.48 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 Liberty National Bank Bank 410701.52 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >3 Yr <= 4 Yr None Bank 1055024.08 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 Liberty Capital Markets Inc. Bank 536309.77 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None Liberty National Bank Bank 583594.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Perpetual None Liberty National Bank Bank 1408444.58 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Broker-Dealer 1341231.37 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Broker-Dealer 98511.20 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Broker-Dealer 172555.29 No 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. Broker-Dealer 1480387.91 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Liberty Capital Markets Inc. Broker-Dealer 1288708.90 Yes 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. Broker-Dealer 828199.71 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 6 None Broker-Dealer 1095804.79 No 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. Broker-Dealer 600172.36 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 8 None Liberty Mortgage Services Corp. Broker-Dealer 730691.25 Yes None