MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

SRS Capital Advisors, Inc.'s Holding History (CIK: 0001586767)

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

Q4 2025
Shares 152 Value ($000) $33 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 6,240 Value ($000) $1,448 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 173 Value ($000) $54 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 57 Value ($000) $17 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 17 Value ($000) $6 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 24 Value ($000) $8 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 8 Value ($000) $2 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 3 Value ($000) $1 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 3 Value ($000) $1 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1 Value ($000) $0 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 4 Value ($000) $1 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2 Value ($000) $0 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 2 Value ($000) $0 Avg Close $227.96 Range $207.11 - $252.04
Q1 2022
Shares 11 Value ($000) $3 Avg Close $282.62 Range $251.56 - $343.54