MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

YHB Investment Advisors, Inc.'s Holding History (CIK: 0001469219)

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

Q4 2025

Shares 9,682 Value ($000) $2,104 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 11,214 Value ($000) $2,602 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 12,179 Value ($000) $3,823 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 12,884 Value ($000) $3,864 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 12,876 Value ($000) $4,336 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 12,965 Value ($000) $4,137 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 13,598 Value ($000) $4,023 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 14,037 Value ($000) $4,329 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 14,092 Value ($000) $4,034 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 18,518 Value ($000) $4,338 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 18,912 Value ($000) $3,708 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 19,079 Value ($000) $3,874 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 19,103 Value ($000) $4,138 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 19,481 Value ($000) $4,136 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 19,533 Value ($000) $4,724 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 19,843 Value ($000) $5,421 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 23,023 Value ($000) $7,874 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 23,113 Value ($000) $5,987 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 23,349 Value ($000) $6,003 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 23,518 Value ($000) $5,579 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 23,048 Value ($000) $5,337 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 23,313 Value ($000) $3,744 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 24,781 Value ($000) $3,493 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 23,864 Value ($000) $2,774 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 22,563 Value ($000) $3,414 Avg Close $153.53 Range $141.94 - $163.94

Q3 2019

Shares 22,768 Value ($000) $3,327 Avg Close $153.95 Range $144.37 - $162.53

Q2 2019

Shares 22,305 Value ($000) $3,226 Avg Close $138.03 Range $126.26 - $149.70

Q1 2019

Shares 23,293 Value ($000) $2,935 Avg Close $120.22 Range $99.67 - $129.99

Q4 2018

Shares 23,829 Value ($000) $2,617 Avg Close $117.21 Range $104.56 - $133.74

Q3 2018

Shares 21,666 Value ($000) $2,728 Avg Close $134.79 Range $125.47 - $144.34

Q2 2018

Shares 21,916 Value ($000) $2,811 Avg Close $114.36 Range $93.30 - $134.95

Q1 2018

Shares 22,101 Value ($000) $2,111 Avg Close $96.16 Range $90.00 - $103.46

Q4 2017

Shares 21,786 Value ($000) $2,113 Avg Close $90.03 Range $82.64 - $99.11

Q3 2017

Shares 21,526 Value ($000) $1,829 Avg Close $81.52 Range $77.46 - $85.58

Q2 2017

Shares 22,846 Value ($000) $1,790 Avg Close $75.47 Range $68.43 - $79.55

Q1 2017

Shares 19,701 Value ($000) $1,441 Avg Close $77.78 Range $72.85 - $81.97

Q4 2016

Shares 18,756 Value ($000) $1,380 Avg Close $73.51 Range $67.74 - $79.30

Q3 2016

Shares 17,961 Value ($000) $1,424 Avg Close $82.20 Range $73.84 - $85.49

Q2 2016

Shares 17,761 Value ($000) $1,452 Avg Close $83.58 Range $76.57 - $89.44

Q1 2016

Shares 17,840 Value ($000) $1,575 Avg Close $79.71 Range $74.78 - $88.66

Q4 2015

Shares 17,900 Value ($000) $1,439 Avg Close $81.02 Range $77.61 - $84.99

Q3 2015

Shares 18,950 Value ($000) $1,521 Avg Close $81.64 Range $76.60 - $86.88

Q2 2015

Shares 18,685 Value ($000) $1,486 Avg Close $76.58 Range $71.89 - $80.93

Q1 2015

Shares 18,380 Value ($000) $1,377 Avg Close $70.94 Range $62.14 - $78.51

Q4 2014

Shares 17,405 Value ($000) $1,126 Avg Close $66.23 Range $61.03 - $71.08

Q3 2014

Shares 16,525 Value ($000) $1,122 Avg Close $68.45 Range $66.30 - $72.76

Q2 2014

Shares 17,205 Value ($000) $1,235 Avg Close $73.12 Range $67.77 - $80.00

Q1 2014

Shares 16,140 Value ($000) $1,275 Avg Close $79.64 Range $73.97 - $84.05

Q4 2013

Shares 15,605 Value ($000) $1,219 Avg Close $79.53 Range $73.40 - $85.97

Q3 2013

Shares 15,105 Value ($000) $1,197 Avg Close $77.30 Range $74.19 - $80.00

Q2 2013

Shares 15,150 Value ($000) $1,175 Avg Close $69.29 Range $63.01 - $77.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,682	$2,104	$216.57	$202.89 - $233.46
Q3 2025	11,214	$2,602	$266.56	$230.09 - $313.40
Q2 2025	12,179	$3,823	$296.03	$250.34 - $316.71
Q1 2025	12,884	$3,864	$314.89	$278.64 - $338.50
Q4 2024	12,876	$4,336	$341.38	$312.59 - $365.00
Q3 2024	12,965	$4,137	$310.75	$294.45 - $330.22
Q2 2024	13,598	$4,023	$295.99	$281.37 - $316.06
Q1 2024	14,037	$4,329	$288.05	$269.51 - $316.05
Q4 2023	14,092	$4,034	$260.56	$219.45 - $289.17
Q3 2023	18,518	$4,338	$225.76	$188.97 - $257.28
Q2 2023	18,912	$3,708	$198.02	$163.28 - $210.95
Q1 2023	19,079	$3,874	$219.87	$180.99 - $259.28
Q4 2022	19,103	$4,138	$227.96	$207.11 - $252.04
Q3 2022	19,481	$4,136	$237.81	$208.48 - $261.16
Q2 2022	19,533	$4,724	$252.01	$218.25 - $293.64
Q1 2022	19,843	$5,421	$282.62	$251.56 - $343.54
Q4 2021	23,023	$7,874	$309.54	$253.81 - $350.21
Q3 2021	23,113	$5,987	$262.72	$242.31 - $288.54
Q2 2021	23,349	$6,003	$242.63	$224.56 - $270.08
Q1 2021	23,518	$5,579	$234.34	$213.55 - $255.75
Q4 2020	23,048	$5,337	$198.64	$159.23 - $232.06
Q3 2020	23,313	$3,744	$157.98	$140.37 - $178.57
Q2 2020	24,781	$3,493	$141.17	$109.25 - $165.19
Q1 2020	23,864	$2,774	$144.90	$102.59 - $166.59
Q4 2019	22,563	$3,414	$153.53	$141.94 - $163.94
Q3 2019	22,768	$3,327	$153.95	$144.37 - $162.53
Q2 2019	22,305	$3,226	$138.03	$126.26 - $149.70
Q1 2019	23,293	$2,935	$120.22	$99.67 - $129.99
Q4 2018	23,829	$2,617	$117.21	$104.56 - $133.74
Q3 2018	21,666	$2,728	$134.79	$125.47 - $144.34
Q2 2018	21,916	$2,811	$114.36	$93.30 - $134.95
Q1 2018	22,101	$2,111	$96.16	$90.00 - $103.46
Q4 2017	21,786	$2,113	$90.03	$82.64 - $99.11
Q3 2017	21,526	$1,829	$81.52	$77.46 - $85.58
Q2 2017	22,846	$1,790	$75.47	$68.43 - $79.55
Q1 2017	19,701	$1,441	$77.78	$72.85 - $81.97
Q4 2016	18,756	$1,380	$73.51	$67.74 - $79.30
Q3 2016	17,961	$1,424	$82.20	$73.84 - $85.49
Q2 2016	17,761	$1,452	$83.58	$76.57 - $89.44
Q1 2016	17,840	$1,575	$79.71	$74.78 - $88.66
Q4 2015	17,900	$1,439	$81.02	$77.61 - $84.99
Q3 2015	18,950	$1,521	$81.64	$76.60 - $86.88
Q2 2015	18,685	$1,486	$76.58	$71.89 - $80.93
Q1 2015	18,380	$1,377	$70.94	$62.14 - $78.51
Q4 2014	17,405	$1,126	$66.23	$61.03 - $71.08
Q3 2014	16,525	$1,122	$68.45	$66.30 - $72.76
Q2 2014	17,205	$1,235	$73.12	$67.77 - $80.00
Q1 2014	16,140	$1,275	$79.64	$73.97 - $84.05
Q4 2013	15,605	$1,219	$79.53	$73.40 - $85.97
Q3 2013	15,105	$1,197	$77.30	$74.19 - $80.00
Q2 2013	15,150	$1,175	$69.29	$63.01 - $77.83