MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Edgestream Partners, L.P.'s Holding History (CIK: 0001535061)

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

Q2 2025

Shares 20,225 Value ($000) $6,349 Avg Close $296.03 Range $250.34 - $316.71

Q3 2024

Shares 4,778 Value ($000) $1,525 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 4,117 Value ($000) $1,218 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 1,383 Value ($000) $426 Avg Close $288.05 Range $269.51 - $316.05

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	20,225	$6,349	$296.03	$250.34 - $316.71
Q3 2024	4,778	$1,525	$310.75	$294.45 - $330.22
Q2 2024	4,117	$1,218	$295.99	$281.37 - $316.06
Q1 2024	1,383	$426	$288.05	$269.51 - $316.05