ZACKS TRUST

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

Advyzon Investment Management, LLC's Holding History (CIK: 0002011872)

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

Q4 2025
Shares 36,550 Value ($000) $1,352 Avg Close — Range —
Q3 2025
Shares 22,292 Value ($000) $833 Avg Close — Range —
Q2 2025
Shares 16,201 Value ($000) $549 Avg Close — Range —