MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Ethic Inc.'s Holding History (CIK: 0001780570)

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

Q4 2025
Shares 1,132 Value ($000) $246 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 1,019 Value ($000) $236 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 2,738 Value ($000) $857 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 2,481 Value ($000) $748 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 2,578 Value ($000) $868 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,325 Value ($000) $717 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 2,382 Value ($000) $705 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,325 Value ($000) $717 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,138 Value ($000) $326 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 998 Value ($000) $234 Avg Close $225.76 Range $188.97 - $257.28
Q4 2022
Shares 960 Value ($000) $208 Avg Close $227.96 Range $207.11 - $252.04
Q2 2022
Shares 832 Value ($000) $201 Avg Close $252.01 Range $218.25 - $293.64