i3 Verticals, Inc.

• HA Heartland Advisors Heartland Value Fund 1Q26 Portfolio Manager Commentary ↗ Heartland Value Fund argues that geopolitical volatility has not derailed a longer-term rotation toward small-cap value, citing discounted valuations, improving fundamentals and underownership. The fund exited acquired holdings Calavo Growers, SunOpta, Alexander & Baldwin and Plymouth Industrial, while adding conviction in Allegiant, i3 Verticals and Chiron Real Estate. 1Q26 +7.4% ALGT $2.1BCVGW delistedIIIV $436MSTKL delisted

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