MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

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

Q2 2025

Shares 151 Value ($000) $47 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 270 Value ($000) $81 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 55 Value ($000) $19 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 53 Value ($000) $17 Avg Close $310.75 Range $294.45 - $330.22

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	151	$47	$296.03	$250.34 - $316.71
Q1 2025	270	$81	$314.89	$278.64 - $338.50
Q4 2024	55	$19	$341.38	$312.59 - $365.00
Q3 2024	53	$17	$310.75	$294.45 - $330.22