MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q2 2025

Shares 1,740 Value ($000) $546 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 1,720 Value ($000) $516 Avg Close $314.89 Range $278.64 - $338.50

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	1,740	$546	$296.03	$250.34 - $316.71
Q1 2025	1,720	$516	$314.89	$278.64 - $338.50