ZACKS TRUST

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

Sanchez Wealth Management Group's Holding History (CIK: 0001697740)

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

Q4 2025
Shares 208,928 Value ($000) $7,728 Avg Close — Range —
Q3 2025
Shares 190,548 Value ($000) $7,117 Avg Close — Range —
Q2 2025
Shares 183,926 Value ($000) $6,233 Avg Close — Range —
Q1 2025
Shares 178,765 Value ($000) $5,409 Avg Close — Range —