MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025

Shares 2,960 Value ($000) $643 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 1,061 Value ($000) $246 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 800 Value ($000) $251 Avg Close $296.03 Range $250.34 - $316.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,960	$643	$216.57	$202.89 - $233.46
Q3 2025	1,061	$246	$266.56	$230.09 - $313.40
Q2 2025	800	$251	$296.03	$250.34 - $316.71