MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q2 2025
Shares 701 Value ($000) $220 Avg Close $296.03 Range $250.34 - $316.71
Q4 2024
Shares 654 Value ($000) $220 Avg Close $341.38 Range $312.59 - $365.00