ZACKS TRUST

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

Maia Wealth LLC's Holding History (CIK: 0002010858)

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

Q4 2025
Shares 45,411 Value ($000) $1,774 Avg Close Range
Q3 2025
Shares 15,493 Value ($000) $579 Avg Close Range
Q2 2025
Shares 15,215 Value ($000) $516 Avg Close Range
Q1 2025
Shares 15,661 Value ($000) $456 Avg Close Range
Q4 2024
Shares 8,620 Value ($000) $294 Avg Close Range