MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CIBC Private Wealth Group, LLC's Holding History (CIK: 0001298088)

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

Q4 2025

Shares 1,738 Value ($000) $378 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 4,117 Value ($000) $955 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 5,777 Value ($000) $1,813 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 5,848 Value ($000) $1,493 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 5,819 Value ($000) $1,876 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 5,885 Value ($000) $1,878 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 5,885 Value ($000) $1,760 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 5,179 Value ($000) $1,586 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 4,325 Value ($000) $1,238 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 4,467 Value ($000) $1,046 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 1,346 Value ($000) $264 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 1,595 Value ($000) $324 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 1,595 Value ($000) $314 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 1,595 Value ($000) $339 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 1,594 Value ($000) $386 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 1,612 Value ($000) $440 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 1,554 Value ($000) $531 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 1,304 Value ($000) $338 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 1,304 Value ($000) $335 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 1,304 Value ($000) $293 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 1,304 Value ($000) $302 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 1,304 Value ($000) $209 Avg Close $157.98 Range $140.37 - $178.57

Q4 2019

Shares 1,506 Value ($000) $228 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 1,506 Value ($000) $220 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 1,488 Value ($000) $215 Avg Close $138.03 Range $126.26 - $149.70

Q2 2018

Shares 1,480 Value ($000) $190 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 1,630 Value ($000) $156 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 1,630 Value ($000) $158 Avg Close $90.03 Range $82.64 - $99.11

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,738	$378	$216.57	$202.89 - $233.46
Q3 2025	4,117	$955	$266.56	$230.09 - $313.40
Q2 2025	5,777	$1,813	$296.03	$250.34 - $316.71
Q1 2025	5,848	$1,493	$314.89	$278.64 - $338.50
Q4 2024	5,819	$1,876	$341.38	$312.59 - $365.00
Q3 2024	5,885	$1,878	$310.75	$294.45 - $330.22
Q2 2024	5,885	$1,760	$295.99	$281.37 - $316.06
Q1 2024	5,179	$1,586	$288.05	$269.51 - $316.05
Q4 2023	4,325	$1,238	$260.56	$219.45 - $289.17
Q3 2023	4,467	$1,046	$225.76	$188.97 - $257.28
Q2 2023	1,346	$264	$198.02	$163.28 - $210.95
Q1 2023	1,595	$324	$219.87	$180.99 - $259.28
Q4 2022	1,595	$314	$227.96	$207.11 - $252.04
Q3 2022	1,595	$339	$237.81	$208.48 - $261.16
Q2 2022	1,594	$386	$252.01	$218.25 - $293.64
Q1 2022	1,612	$440	$282.62	$251.56 - $343.54
Q4 2021	1,554	$531	$309.54	$253.81 - $350.21
Q3 2021	1,304	$338	$262.72	$242.31 - $288.54
Q2 2021	1,304	$335	$242.63	$224.56 - $270.08
Q1 2021	1,304	$293	$234.34	$213.55 - $255.75
Q4 2020	1,304	$302	$198.64	$159.23 - $232.06
Q3 2020	1,304	$209	$157.98	$140.37 - $178.57
Q4 2019	1,506	$228	$153.53	$141.94 - $163.94
Q3 2019	1,506	$220	$153.95	$144.37 - $162.53
Q2 2019	1,488	$215	$138.03	$126.26 - $149.70
Q2 2018	1,480	$190	$114.36	$93.30 - $134.95
Q1 2018	1,630	$156	$96.16	$90.00 - $103.46
Q4 2017	1,630	$158	$90.03	$82.64 - $99.11