Sumif with Date Range and Vlookup for user ID

I have a spreadsheet with mutiple tabs. I need to use the Merge Tab and the OLEDB tabs for this function. I need excel to sum column H on the oledb tab in a date range using column G, but i need it to pull based on the specific investor ID in column D on the oledb tab or column b on the merge tab. I need to be able to have it sum the date range for each month by investor. I need the sum to appear on the merge tab in the specific investor row in each months column. For now i have sum ifs, because i only have two dates to work with, but this schedule will get more complex and it needs to be simplier to sort. Can you help. Examples attached. Thank you so much!

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Apolgies! Here is the sample file.