Root Financial Partners’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Root Financial Partners’s Portfolio CEF Stock Details CEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$874K	Buy
2025 Q4	–	Sell
2025 Q3	$22.2K	Buy