Virginia Estate & Retirement Planning Advisors Inc.

Pension

Position in PSLV — Sprott Physical Silver Trust

CIK 2115327 GLEN ALLEN, VA

Position in PSLV

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,601,893

+$1,196,776 QoQ

Shares Held

84,891

+411.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

10.24%

of 13F equity value

Holder Rank

#162

of 473 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Virginia Estate & Retirement Planning Advisors Inc. holds $1,679,997 across 3 Asset Management names. PSLV ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust This page	84,891	$1,601,893
2	VRTS	Virtus Investment Partners, Inc.	500	$71,750
3	BX	Blackstone Inc.	54	$6,354

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,601,893	84,891	+411.1%	Shares	Sole	2026-07-28
2026-03-31	$405,117	16,610	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.