SIMON PPTY GROUP INC NEW

Ticker: SPG CUSIP: 828806109 Class: COM

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025

Shares 151,573 Value ($000) $28,058 Avg Close $179.99 Range $170.10 - $189.05

Q3 2025

Shares 159,303 Value ($000) $29,896 Avg Close $169.06 Range $155.54 - $185.85

Q2 2025

Shares 154,783 Value ($000) $24,883 Avg Close $152.73 Range $131.37 - $165.87

Q1 2025

Shares 114,156 Value ($000) $18,959 Avg Close $166.88 Range $152.46 - $180.96

Q4 2024

Shares 60,392 Value ($000) $20,078 Avg Close $165.60 Range $156.18 - $175.00

Q3 2024

Shares 61,317 Value ($000) $10,364 Avg Close $147.59 Range $135.13 - $160.77

Q2 2024

Shares 3,438 Value ($000) $1 Avg Close $135.52 Range $127.70 - $143.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	151,573	$28,058	$179.99	$170.10 - $189.05
Q3 2025	159,303	$29,896	$169.06	$155.54 - $185.85
Q2 2025	154,783	$24,883	$152.73	$131.37 - $165.87
Q1 2025	114,156	$18,959	$166.88	$152.46 - $180.96
Q4 2024	60,392	$20,078	$165.60	$156.18 - $175.00
Q3 2024	61,317	$10,364	$147.59	$135.13 - $160.77
Q2 2024	3,438	$1	$135.52	$127.70 - $143.91