ZACKS TRUST

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

Prosperity Financial Group, Inc.'s Holding History (CIK: 0001991334)

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

Q4 2025
Shares 53,262 Value ($000) $1,970 Avg Close — Range —
Q3 2025
Shares 53,395 Value ($000) $1,994 Avg Close — Range —
Q2 2025
Shares 53,369 Value ($000) $1,809 Avg Close — Range —
Q1 2025
Shares 53,853 Value ($000) $1,629 Avg Close — Range —
Q4 2024
Shares 104,034 Value ($000) $3,452 Avg Close — Range —
Q3 2024
Shares 100,013 Value ($000) $3,310 Avg Close — Range —