MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

PARK AVENUE SECURITIES LLC's Holding History (CIK: 0001071640)

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

Q4 2025
Shares 3,922 Value ($000) $1 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 2,695 Value ($000) $1 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 1,721 Value ($000) $1 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,629 Value ($000) $0 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,464 Value ($000) $0 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,035 Value ($000) $0 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,140 Value ($000) $0 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,665 Value ($000) $1 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,771 Value ($000) $1 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,193 Value ($000) $0 Avg Close $225.76 Range $188.97 - $257.28
Q2 2022
Shares 847 Value ($000) $205 Avg Close $252.01 Range $218.25 - $293.64
Q4 2021
Shares 690 Value ($000) $236,000 Avg Close $309.54 Range $253.81 - $350.21