ZACKS TRUST

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

Axim Planning & Wealth's Holding History (CIK: 0001950607)

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

Q4 2025
Shares 20,618 Value ($000) $763 Avg Close — Range —
Q3 2025
Shares 17,487 Value ($000) $653 Avg Close — Range —