MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

PARNASSUS INVESTMENTS, LLC's Holding History (CIK: 0000948669)

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

Q3 2025

Shares 42,488 Value ($000) $9,858 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 42,955 Value ($000) $13,485 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 54,242 Value ($000) $16,266 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 70,111 Value ($000) $23,611 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 71,034 Value ($000) $22,668 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 71,034 Value ($000) $21,015 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 94,728 Value ($000) $29,211 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 94,728 Value ($000) $27,115 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 94,728 Value ($000) $22,189 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 94,728 Value ($000) $18,573 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 94,728 Value ($000) $19,233 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 60,210 Value ($000) $13,041 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 66,909 Value ($000) $14,206 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 66,909 Value ($000) $16,181 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 66,909 Value ($000) $18,278 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 92,446 Value ($000) $31,616 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 92,446 Value ($000) $23,946 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 92,446 Value ($000) $23,769 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 92,446 Value ($000) $20,804 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 107,641 Value ($000) $24,926 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 118,491 Value ($000) $19,031 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 161,312 Value ($000) $22,740 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 161,312 Value ($000) $18,753 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 118,661 Value ($000) $17,955 Avg Close $153.53 Range $141.94 - $163.94

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	42,488	$9,858	$266.56	$230.09 - $313.40
Q2 2025	42,955	$13,485	$296.03	$250.34 - $316.71
Q1 2025	54,242	$16,266	$314.89	$278.64 - $338.50
Q4 2024	70,111	$23,611	$341.38	$312.59 - $365.00
Q3 2024	71,034	$22,668	$310.75	$294.45 - $330.22
Q2 2024	71,034	$21,015	$295.99	$281.37 - $316.06
Q1 2024	94,728	$29,211	$288.05	$269.51 - $316.05
Q4 2023	94,728	$27,115	$260.56	$219.45 - $289.17
Q3 2023	94,728	$22,189	$225.76	$188.97 - $257.28
Q2 2023	94,728	$18,573	$198.02	$163.28 - $210.95
Q1 2023	94,728	$19,233	$219.87	$180.99 - $259.28
Q4 2022	60,210	$13,041	$227.96	$207.11 - $252.04
Q3 2022	66,909	$14,206	$237.81	$208.48 - $261.16
Q2 2022	66,909	$16,181	$252.01	$218.25 - $293.64
Q1 2022	66,909	$18,278	$282.62	$251.56 - $343.54
Q4 2021	92,446	$31,616	$309.54	$253.81 - $350.21
Q3 2021	92,446	$23,946	$262.72	$242.31 - $288.54
Q2 2021	92,446	$23,769	$242.63	$224.56 - $270.08
Q1 2021	92,446	$20,804	$234.34	$213.55 - $255.75
Q4 2020	107,641	$24,926	$198.64	$159.23 - $232.06
Q3 2020	118,491	$19,031	$157.98	$140.37 - $178.57
Q2 2020	161,312	$22,740	$141.17	$109.25 - $165.19
Q1 2020	161,312	$18,753	$144.90	$102.59 - $166.59
Q4 2019	118,661	$17,955	$153.53	$141.94 - $163.94