MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

MERCER GLOBAL ADVISORS INC /ADV's Holding History (CIK: 0000853758)

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

Q4 2025
Shares 10,061 Value ($000) $2,186 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 3,977 Value ($000) $923 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 2,238 Value ($000) $702 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 698 Value ($000) $208 Avg Close $314.89 Range $278.64 - $338.50
Q3 2024
Shares 1,273 Value ($000) $403 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 956 Value ($000) $283 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,000 Value ($000) $0 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,066 Value ($000) $0 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 977 Value ($000) $0 Avg Close $225.76 Range $188.97 - $257.28
Q2 2022
Shares 832 Value ($000) $201 Avg Close $252.01 Range $218.25 - $293.64