ZACKS TRUST

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

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025
Shares 102 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 102 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 197 Value ($000) $7 Avg Close — Range —
Q1 2025
Shares 197 Value ($000) $6 Avg Close — Range —
Q4 2024
Shares 54 Value ($000) $2 Avg Close — Range —