MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025
Shares 11,200 Value ($000) $2,415 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 5,441 Value ($000) $1,231 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 3,425 Value ($000) $1,066 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,802 Value ($000) $540 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,643 Value ($000) $553 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,452 Value ($000) $463 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,455 Value ($000) $430 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,559 Value ($000) $481 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,512 Value ($000) $433 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,800 Value ($000) $422 Avg Close $225.76 Range $188.97 - $257.28
Q3 2018
Shares 7,692 Value ($000) $885 Avg Close $134.79 Range $125.47 - $144.34
Q1 2017
Shares 10,016 Value ($000) $776 Avg Close $77.78 Range $72.85 - $81.97