ZACKS TRUST

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 671 Value ($000) $26 Avg Close — Range —
Q2 2024
Shares 748 Value ($000) $22 Avg Close — Range —
Q1 2024
Shares 549 Value ($000) $17 Avg Close — Range —