MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

PLANNING ALTERNATIVES LTD /ADV's Holding History (CIK: 0000712011)

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

Q4 2025
Shares 2,358 Value ($000) $512 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 2,392 Value ($000) $555 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 2,392 Value ($000) $751 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 2,407 Value ($000) $722 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 2,254 Value ($000) $759 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,254 Value ($000) $719 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 2,205 Value ($000) $652 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,205 Value ($000) $680 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 2,205 Value ($000) $631 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 2,205 Value ($000) $517 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 2,205 Value ($000) $432 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2,270 Value ($000) $461 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 2,270 Value ($000) $492 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 2,270 Value ($000) $482 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 2,270 Value ($000) $549 Avg Close $252.01 Range $218.25 - $293.64