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 57 None Financial Market Utility 952124.52 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 58 None Liberty International Finance Ltd. Financial Market Utility 938673.89 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 59 None Liberty National Bank Financial Market Utility 705897.14 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 60 None Liberty Mortgage Services Corp. Financial Market Utility 975799.74 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 61 - 67 Days None Liberty Mortgage Services Corp. Financial Market Utility 712640.74 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 Capital Markets Inc. Financial Market Utility 1355254.90 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Financial Market Utility 1092848.89 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 83 - 90 Days None Financial Market Utility 1296904.89 No 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. Financial Market Utility 1280220.70 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 121 - 150 Days None Financial Market Utility 108101.68 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Financial Market Utility 1492764.23 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 180 - 270 Days None Financial Market Utility 953580.19 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 National Bank Financial Market Utility 632442.66 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 Liberty National Bank Financial Market Utility 50284.64 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >2 Yr <= 3 Yr None Financial Market Utility 335989.24 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 Capital Markets Inc. Financial Market Utility 1237089.78 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 Liberty National Bank Financial Market Utility 843845.53 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None Financial Market Utility 108907.02 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Perpetual None Liberty National Bank Financial Market Utility 121793.19 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Other Supervised Non-Bank Financial Entity 734733.98 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Liberty Capital Markets Inc. Other Supervised Non-Bank Financial Entity 500017.34 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Liberty Capital Markets Inc. Other Supervised Non-Bank Financial Entity 1286851.21 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 3 None Other Supervised Non-Bank Financial Entity 232725.72 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Other Supervised Non-Bank Financial Entity 139041.33 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 5 None Other Supervised Non-Bank Financial Entity 404435.22 No None