FMWA

Forvis Mazars Wealth Advisors’s Simon Property Group SPG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,346	Closed	-$215K	–	308
2021 Q4	$215K	Buy	+1,346	New	+$215K	0.01%	275
2021 Q1	–	Sell	-2,913	Closed	-$248K	–	343
2020 Q4	$248K	Buy	+2,913	New	+$248K	0.01%	319