MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025

Shares 1,704 Value ($000) $370 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 900 Value ($000) $209 Avg Close $266.56 Range $230.09 - $313.40

Q4 2020

Shares 1,008 Value ($000) $233 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 1,348 Value ($000) $0 Avg Close $157.98 Range $140.37 - $178.57

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,704	$370	$216.57	$202.89 - $233.46
Q3 2025	900	$209	$266.56	$230.09 - $313.40
Q4 2020	1,008	$233	$198.64	$159.23 - $232.06
Q3 2020	1,348	$0	$157.98	$140.37 - $178.57