MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Merit Financial Group, LLC's Holding History (CIK: 0001621225)

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

Q4 2025

Shares 5,896 Value ($000) $1,281 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 3,081 Value ($000) $715 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 1,350 Value ($000) $424 Avg Close $296.03 Range $250.34 - $316.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,896	$1,281	$216.57	$202.89 - $233.46
Q3 2025	3,081	$715	$266.56	$230.09 - $313.40
Q2 2025	1,350	$424	$296.03	$250.34 - $316.71