ZACKS TRUST

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

Westside Investment Management, Inc.'s Holding History (CIK: 0001538383)

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

Q4 2025
Shares 5,207 Value ($000) $194 Avg Close — Range —
Q3 2025
Shares 3,507 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 3,507 Value ($000) $119 Avg Close — Range —
Q1 2025
Shares 3,256 Value ($000) $99 Avg Close — Range —
Q4 2024
Shares 1,955 Value ($000) $65 Avg Close — Range —
Q3 2024
Shares 1,955 Value ($000) $62 Avg Close — Range —
Q2 2024
Shares 1,955 Value ($000) $60 Avg Close — Range —
Q1 2024
Shares 1,822 Value ($000) $57 Avg Close — Range —