MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025
Shares 415 Value ($000) $90 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 93 Value ($000) $22 Avg Close $266.56 Range $230.09 - $313.40
Q1 2025
Shares 61 Value ($000) $18 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 61 Value ($000) $21 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 61 Value ($000) $19 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 43 Value ($000) $13 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 38 Value ($000) $12 Avg Close $288.05 Range $269.51 - $316.05
Q1 2022
Shares 100 Value ($000) $27 Avg Close $282.62 Range $251.56 - $343.54