MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025

Shares 5 Value ($000) $1 Avg Close $216.57 Range $202.89 - $233.46

Q2 2024

Shares 117 Value ($000) $35 Avg Close $295.99 Range $281.37 - $316.06

Q3 2023

Shares 1 Value ($000) $0 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 1 Value ($000) $0 Avg Close $198.02 Range $163.28 - $210.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5	$1	$216.57	$202.89 - $233.46
Q2 2024	117	$35	$295.99	$281.37 - $316.06
Q3 2023	1	$0	$225.76	$188.97 - $257.28
Q2 2023	1	$0	$198.02	$163.28 - $210.95