ZACKS TRUST

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

Freedom Investment Management, Inc.'s Holding History (CIK: 0001566653)

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

Q2 2025
Shares 13,087 Value ($000) $444 Avg Close — Range —
Q1 2025
Shares 13,096 Value ($000) $396 Avg Close — Range —
Q4 2024
Shares 11,664 Value ($000) $387 Avg Close — Range —
Q3 2024
Shares 11,967 Value ($000) $396 Avg Close — Range —
Q2 2024
Shares 9,997 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 14,358 Value ($000) $454 Avg Close — Range —