MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Legacy Advisors, LLC's Holding History (CIK: 0001720969)

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

Q1 2025
Shares 2,905 Value ($000) $871 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 2,947 Value ($000) $992 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,910 Value ($000) $929 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 3,025 Value ($000) $895 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,976 Value ($000) $918 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 2,752 Value ($000) $788 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 3,187 Value ($000) $747 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 3,029 Value ($000) $594 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 2,887 Value ($000) $586 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 2,661 Value ($000) $576 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 1,827 Value ($000) $388 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 1,380 Value ($000) $334 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 820 Value ($000) $224 Avg Close $282.62 Range $251.56 - $343.54