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 56 None Liberty International Finance Ltd. Other Supervised Non-Bank Financial Entity 1441727.95 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 57 None Other Supervised Non-Bank Financial Entity 922985.61 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 58 None Other Supervised Non-Bank Financial Entity 705946.21 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 59 None Other Supervised Non-Bank Financial Entity 1351042.86 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 60 None Liberty Capital Markets Inc. Other Supervised Non-Bank Financial Entity 494537.55 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 Capital Markets Inc. Other Supervised Non-Bank Financial Entity 701133.49 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. Other Supervised Non-Bank Financial Entity 855113.27 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 75 - 82 Days None Other Supervised Non-Bank Financial Entity 1104145.97 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 International Finance Ltd. Other Supervised Non-Bank Financial Entity 748446.41 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 National Bank Other Supervised Non-Bank Financial Entity 1009266.22 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 Capital Markets Inc. Other Supervised Non-Bank Financial Entity 13656.70 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD 151 - 179 Days None Liberty International Finance Ltd. Other Supervised Non-Bank Financial Entity 955037.55 Yes 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. Other Supervised Non-Bank Financial Entity 1203799.87 Yes 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 Other Supervised Non-Bank Financial Entity 120648.04 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 Other Supervised Non-Bank Financial Entity 1266951.18 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 Liberty Mortgage Services Corp. Other Supervised Non-Bank Financial Entity 344121.21 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 Liberty International Finance Ltd. Other Supervised Non-Bank Financial Entity 1013673.20 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 Other Supervised Non-Bank Financial Entity 538975.36 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD >5 Yr None Other Supervised Non-Bank Financial Entity 1365735.37 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 Other Supervised Non-Bank Financial Entity 1118306.61 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Open None Debt Issuing SPE 408004.65 No None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 1 None Liberty Mortgage Services Corp. Debt Issuing SPE 1191923.08 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 2 None Liberty National Bank Debt Issuing SPE 1447194.29 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 3 None Liberty Mortgage Services Corp. Debt Issuing SPE 59122.98 Yes None
2025-10-09 Liberty Wealth Management LLC I.U.7 Cash Items in the Process of Collection USD Day 4 None Liberty International Finance Ltd. Debt Issuing SPE 391401.51 Yes None