Norris Financial Group’s iShares Silver Trust SLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$410K	Sell	6,010 -1,631	-21%	-$124K	0.13%	66
2025 Q4	$492K	Sell	7,641 -1,485	-16%	-$74.3K	0.17%	65
2025 Q3	$387K	Buy	+9,126	New	+$328K	0.14%	69
2025 Q2	–	Sell	-10,444	Closed	-$324K	–	96
2025 Q1	$324K	Sell	10,444 -46,325	-82%	-$1.35M	0.15%	68
2024 Q4	$1.49M	Sell	56,769 -6,505	-10%	-$186K	0.7%	39
2024 Q3	$1.8M	Buy	63,274 +10,349	+20%	+$278K	0.88%	31
2024 Q2	$1.41M	Buy	+52,925	New	+$1.39M	0.73%	38
2024 Q1	–	Sell	-12,094	Closed	-$263K	–	79
2023 Q4	$263K	Sell	12,094 -3,569	-23%	-$76K	0.16%	58
2023 Q3	$319K	Sell	15,663 -55,513	-78%	-$1.2M	0.22%	49
2023 Q2	$1.49M	Buy	71,176 +35,017	+97%	+$778K	1.03%	34
2023 Q1	$800K	Buy	36,159 +1,292	+4%	+$26.8K	0.59%	38
2022 Q4	$768K	Buy	34,867 +6,604	+23%	+$129K	0.65%	36
2022 Q3	$495K	Buy	28,263 +479	+2%	+$8.49K	0.45%	43
2022 Q2	$518K	Buy	27,784 +15,212	+121%	+$317K	0.42%	42
2022 Q1	$288K	Buy	+12,572	New	+$279K	0.17%	64
2021 Q1	–	Sell	-18,582	Closed	-$457K	–	93
2020 Q4	$457K	Sell	18,582 -148,331	-89%	-$3.37M	0.36%	45
2020 Q3	$3.61M	Buy	+166,913	New	+$3.79M	3.06%	6