SIMON PPTY GROUP INC NEW

Ticker: SPG CUSIP: 828806109 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025

Shares 19,085 Value ($000) $3,533 Avg Close $179.99 Range $170.10 - $189.05

Q3 2025

Shares 19,597 Value ($000) $3,678 Avg Close $169.06 Range $155.54 - $185.85

Q2 2025

Shares 31,616 Value ($000) $5,082 Avg Close $152.73 Range $131.37 - $165.87

Q1 2025

Shares 29,508 Value ($000) $4,901 Avg Close $166.88 Range $152.46 - $180.96

Q4 2024

Shares 27,981 Value ($000) $4,819 Avg Close $165.60 Range $156.18 - $175.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	19,085	$3,533	$179.99	$170.10 - $189.05
Q3 2025	19,597	$3,678	$169.06	$155.54 - $185.85
Q2 2025	31,616	$5,082	$152.73	$131.37 - $165.87
Q1 2025	29,508	$4,901	$166.88	$152.46 - $180.96
Q4 2024	27,981	$4,819	$165.60	$156.18 - $175.00