MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025

Shares 136,904 Value ($000) $29,751 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 128,855 Value ($000) $29,896 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 4,296 Value ($000) $1,349 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 3,838 Value ($000) $1,151 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 3,712 Value ($000) $1,281 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 4,897 Value ($000) $1,563 Avg Close $310.75 Range $294.45 - $330.22

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	136,904	$29,751	$216.57	$202.89 - $233.46
Q3 2025	128,855	$29,896	$266.56	$230.09 - $313.40
Q2 2025	4,296	$1,349	$296.03	$250.34 - $316.71
Q1 2025	3,838	$1,151	$314.89	$278.64 - $338.50
Q4 2024	3,712	$1,281	$341.38	$312.59 - $365.00
Q3 2024	4,897	$1,563	$310.75	$294.45 - $330.22