MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Caprock Group, LLC's Holding History (CIK: 0001610769)

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

Q4 2025
Shares 3,925 Value ($000) $853 Avg Close $216.57 Range $202.89 - $233.46
Q1 2025
Shares 947 Value ($000) $284 Avg Close $314.89 Range $278.64 - $338.50