MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

TD PRIVATE CLIENT WEALTH LLC's Holding History (CIK: 0001551017)

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

Q4 2025
Shares 14 Value ($000) $3 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 13 Value ($000) $3 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 13 Value ($000) $4 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 14 Value ($000) $4 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 8 Value ($000) $3 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 7 Value ($000) $2 Avg Close $310.75 Range $294.45 - $330.22
Q3 2022
Shares 2 Value ($000) $0 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 2 Value ($000) $0 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 5 Value ($000) $1 Avg Close $282.62 Range $251.56 - $343.54