ZACKS TRUST

Ticker: SMIZ CUSIP: 98888G204 Class: SMALL/MID CAP

Cambridge Investment Research Advisors, Inc.'s Holding History (CIK: 0001419186)

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

Q4 2025
Shares 25,852 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 24,442 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 26,019 Value ($000) $1 Avg Close — Range —
Q1 2025
Shares 27,881 Value ($000) $1 Avg Close — Range —
Q4 2024
Shares 29,800 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 25,265 Value ($000) $1 Avg Close — Range —