I3 VERTICALS INC

Ticker: IIIV CUSIP: 46571Y107 Class: Common Stock

Simplicity Wealth,LLC's Holding History (CIK: 0001913243)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,841 Value ($000) $374 Avg Close $28.15 Range $22.00 - $33.97
Q3 2025
Shares 15,127 Value ($000) $491 Avg Close $30.14 Range $27.03 - $33.44