ZACKS TRUST

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 8,252 Value ($000) $307 Avg Close — Range —
Q3 2025
Shares 7,419 Value ($000) $277 Avg Close — Range —