SIMON PPTY GROUP INC NEW

Ticker: SPG CUSIP: 828806109 Class: COM

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025

Shares 134 Value ($000) $25 Avg Close $179.99 Range $170.10 - $189.05

Q3 2025

Shares 124 Value ($000) $23 Avg Close $169.06 Range $155.54 - $185.85

Q2 2025

Shares 28 Value ($000) $4 Avg Close $152.73 Range $131.37 - $165.87

Q1 2025

Shares 125 Value ($000) $21 Avg Close $166.88 Range $152.46 - $180.96

Q4 2024

Shares 85 Value ($000) $15 Avg Close $165.60 Range $156.18 - $175.00

Q3 2024

Shares 79 Value ($000) $13 Avg Close $147.59 Range $135.13 - $160.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	134	$25	$179.99	$170.10 - $189.05
Q3 2025	124	$23	$169.06	$155.54 - $185.85
Q2 2025	28	$4	$152.73	$131.37 - $165.87
Q1 2025	125	$21	$166.88	$152.46 - $180.96
Q4 2024	85	$15	$165.60	$156.18 - $175.00
Q3 2024	79	$13	$147.59	$135.13 - $160.77