MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Jefferies Financial Group Inc.'s Holding History (CIK: 0000096223)

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

Q4 2025
Shares 8,499 Value ($000) $1,847 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 2,507 Value ($000) $582 Avg Close $266.56 Range $230.09 - $313.40
Q1 2025
Shares 1,783 Value ($000) $535 Avg Close $314.89 Range $278.64 - $338.50
Q3 2024
Shares 2,317 Value ($000) $739 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,500 Value ($000) $444 Avg Close $295.99 Range $281.37 - $316.06