MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 23,144 Value ($000) $5,029 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 25,361 Value ($000) $5,884 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 24,908 Value ($000) $7,819 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 25,396 Value ($000) $7,615 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 12,919 Value ($000) $4,351 Avg Close $341.38 Range $312.59 - $365.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,144	$5,029	$216.57	$202.89 - $233.46
Q3 2025	25,361	$5,884	$266.56	$230.09 - $313.40
Q2 2025	24,908	$7,819	$296.03	$250.34 - $316.71
Q1 2025	25,396	$7,615	$314.89	$278.64 - $338.50
Q4 2024	12,919	$4,351	$341.38	$312.59 - $365.00