MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

FORA Capital, LLC's Holding History (CIK: 0001742435)

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

Q3 2025

Shares 1,177 Value ($000) $273 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 1,264 Value ($000) $397 Avg Close $296.03 Range $250.34 - $316.71

Q2 2024

Shares 922 Value ($000) $273 Avg Close $295.99 Range $281.37 - $316.06

Q4 2022

Shares 1,627 Value ($000) $352 Avg Close $227.96 Range $207.11 - $252.04

Q2 2020

Shares 570 Value ($000) $80,000 Avg Close $141.17 Range $109.25 - $165.19

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	1,177	$273	$266.56	$230.09 - $313.40
Q2 2025	1,264	$397	$296.03	$250.34 - $316.71
Q2 2024	922	$273	$295.99	$281.37 - $316.06
Q4 2022	1,627	$352	$227.96	$207.11 - $252.04
Q2 2020	570	$80,000	$141.17	$109.25 - $165.19