MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Petrus Trust Company, LTA's Holding History (CIK: 0001473429)

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

Q2 2025

Shares 2,410 Value ($000) $757 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 1,542 Value ($000) $462 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 997 Value ($000) $336 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 703 Value ($000) $224 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 1,151 Value ($000) $341 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 1,151 Value ($000) $355 Avg Close $288.05 Range $269.51 - $316.05

Q1 2023

Shares 1,153 Value ($000) $234 Avg Close $219.87 Range $180.99 - $259.28

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	2,410	$757	$296.03	$250.34 - $316.71
Q1 2025	1,542	$462	$314.89	$278.64 - $338.50
Q4 2024	997	$336	$341.38	$312.59 - $365.00
Q3 2024	703	$224	$310.75	$294.45 - $330.22
Q2 2024	1,151	$341	$295.99	$281.37 - $316.06
Q1 2024	1,151	$355	$288.05	$269.51 - $316.05
Q1 2023	1,153	$234	$219.87	$180.99 - $259.28