MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

MARSHALL WACE, LLP's Holding History (CIK: 0001318757)

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

Q4 2025
Shares 3,454 Value ($000) $751 Avg Close $216.57 Range $202.89 - $233.46
Q3 2024
Shares 718 Value ($000) $229 Avg Close $310.75 Range $294.45 - $330.22
Q3 2023
Shares 8,000 Value ($000) $1,874 Avg Close $225.76 Range $188.97 - $257.28
Q4 2022
Shares 2,218 Value ($000) $480 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,859 Value ($000) $395 Avg Close $237.81 Range $208.48 - $261.16
Q4 2021
Shares 417 Value ($000) $143 Avg Close $309.54 Range $253.81 - $350.21
Q2 2020
Shares 1,546 Value ($000) $218 Avg Close $141.17 Range $109.25 - $165.19
Q3 2019
Shares 628 Value ($000) $92 Avg Close $153.95 Range $144.37 - $162.53
Q2 2019
Shares 74,719 Value ($000) $10,807 Avg Close $138.03 Range $126.26 - $149.70
Q1 2019
Shares 45,544 Value ($000) $5,738 Avg Close $120.22 Range $99.67 - $129.99
Q4 2018
Shares 8,767 Value ($000) $963 Avg Close $117.21 Range $104.56 - $133.74