Announcement PDF 2025 Conference Stocks 18 November 2025 Hearts and Minds Investments Limited ACN 628 753 220 A: 12.04A, Chifley Tower, 2 Chifley Square, Sydney NSW 2000. | W: HM1.com.au | E: ir@hm1.com.au | P: 1300 737 760 or +61 2 9290 9600 Tuesday 18 November 2025 The Manager ASX Market Announcements ASX Limited Exchange Centre Level 27, 39 Martin Place Sydney NSW 2000 Dear Shareholders, Please find attached information about Hearts and Minds Investments Limited's (HM1) 2025/2026 Conference Portfolio. For and on behalf of the board, Eryl Baron Company Secretary 2025 Conference Stocks 18 November 2025 Hearts and Minds Investments Limited ACN 628 753 220 A: 12.04A, Chifley Tower, 2 Chifley Square, Sydney NSW 2000. | W: HM1.com.au | E: ir@hm1.com.au | P: 1300 737 760 or +61 2 9290 9600 HM1 2025/2026 Conference Portfolio Hearts and Minds Investments Limited (HM1) advises that, in line with its investment strategy, it will refresh its Conference Portfolio. The Conference Portfolio which represents 35% of HM1’s total investment portfolio is made up of stocks pitched at the annual Sohn Hearts & Minds Investment Leaders Conference. Stocks in the Conference Portfolio are generally held for a period of 12 months. The latest Sohn Hearts & Minds Investment Leaders Conference was held on Friday 14 November 2025. The stocks that will be acquired for the Conference Portfolio are: Company Ticker Code ACM Research Inc ACMR US Brookdale Senior Living Inc BKD US Heidelberg Materials AG HEI Live Nation Entertainment Inc LYV US Monday.com Ltd MNDY Morimatsu International Holdings Co Ltd 02155 HK PB Fintech Ltd POLICYBZR.NS Puuilo Pyj PUUILO Slb NV SLB Steel Dynamics Inc STLD TKO Group Holdings Inc TKO Disclaimer: This is general information only and does not consider your objectives, financial situation, or needs. You should read the relevant offer documents and seek independent financial advice before making any investment decisions. All investments carry risk, including the potential loss of capital. Past performance is not a reliable indicator of future returns. Hearts and Minds Investments Limited is a Corporate Authorised Representative (CAR No. 1317870) of Quay Arktos RE Services Limited (AFSL No. 563036).