MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Ballentine Partners, LLC's Holding History (CIK: 0001374889)

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

Q4 2025
Shares 1,636 Value ($000) $356 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 1,932 Value ($000) $448 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 1,866 Value ($000) $586 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,290 Value ($000) $387 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,248 Value ($000) $420 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,235 Value ($000) $394 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,206 Value ($000) $357 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,215 Value ($000) $375 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,203 Value ($000) $344 Avg Close $260.56 Range $219.45 - $289.17