Trust Company of Toledo’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.9K	Buy	155 +2	+1%	+$381	﹤0.01%	513
2025 Q4	$28.3K	Hold	153	–	–	﹤0.01%	504
2025 Q3	$28.7K	Hold	153	–	–	﹤0.01%	498
2025 Q2	$24.6K	Buy	+153	New	+$24.2K	﹤0.01%	505
2020 Q1	–	Sell	-1,448	Closed	-$216K	–	179
2019 Q4	$216K	Sell	1,448 -351	-20%	-$52.6K	0.05%	165
2019 Q3	$280K	Sell	1,799 -27	-1%	-$4.2K	0.07%	153
2019 Q2	$292K	Hold	1,826	–	–	0.07%	148
2019 Q1	$332K	Sell	1,826 -107	-6%	-$19K	0.08%	144
2018 Q4	$325K	Sell	1,933 -107	-5%	-$19.1K	0.09%	142
2018 Q3	$360K	Sell	2,040 -357	-15%	-$63.1K	0.09%	142
2018 Q2	$408K	Sell	2,397 -16	-0.7%	-$2.55K	0.11%	133
2018 Q1	$372K	Sell	2,413 -6,922	-74%	-$1.1M	0.1%	143
2017 Q4	$1.6M	Sell	9,335 -1,515	-14%	-$246K	0.4%	70
2017 Q3	$1.75M	Sell	10,850 -2,413	-18%	-$385K	0.44%	64
2017 Q2	$2.15M	Sell	13,263 -344	-3%	-$56K	0.56%	49
2017 Q1	$2.34M	Sell	13,607 -68	-0.5%	-$12.1K	0.64%	42
2016 Q4	$2.43M	Buy	13,675 +81	+0.6%	+$15K	0.68%	41
2016 Q3	$2.81M	Sell	13,594 -144	-1%	-$31.2K	0.8%	36
2016 Q2	$2.98M	Buy	13,738 +745	+6%	+$152K	0.86%	31
2016 Q1	$2.7M	Buy	12,993 +141	+1%	+$27.1K	0.81%	36
2015 Q4	$2.5M	Sell	12,852 -59	-0.5%	-$11.4K	0.77%	37
2015 Q3	$2.37M	Sell	12,911 -142	-1%	-$26K	0.75%	38
2015 Q2	$2.26M	Buy	13,053 +120	+0.9%	+$22.1K	0.66%	44
2015 Q1	$2.53M	Buy	12,933 +489	+4%	+$94.7K	0.76%	35
2014 Q4	$2.27M	Buy	12,444 +5,954	+92%	+$1.06M	0.69%	40
2014 Q3	$1.07M	Buy	6,490 +258	+4%	+$43.4K	0.35%	82
2014 Q2	$1.04M	Sell	6,232 -96	-2%	-$15.7K	0.31%	94
2014 Q1	$976K	Sell	6,328 -686	-10%	-$102K	0.3%	94
2013 Q4	$1M	Sell	7,014 -290	-4%	-$41.8K	0.32%	73
2013 Q3	$1.02M	Sell	7,304 -91	-1%	-$13.2K	0.37%	69
2013 Q2	$1.1M	Buy	+7,395	New	+$1.19M	0.41%	66