MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q2 2025

Shares 711 Value ($000) $223 Avg Close $296.03 Range $250.34 - $316.71

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	711	$223	$296.03	$250.34 - $316.71