MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Oak Thistle LLC's Holding History (CIK: 0001755987)

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

Q4 2025
Shares 3,535 Value ($000) $768 Avg Close $216.57 Range $202.89 - $233.46
Q1 2025
Shares 1,202 Value ($000) $360 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 4,276 Value ($000) $1,440 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,450 Value ($000) $463 Avg Close $310.75 Range $294.45 - $330.22
Q2 2023
Shares 3,336 Value ($000) $654 Avg Close $198.02 Range $163.28 - $210.95
Q1 2022
Shares 2,573 Value ($000) $703 Avg Close $282.62 Range $251.56 - $343.54