MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Physician Wealth Advisors, Inc.'s Holding History (CIK: 0001795173)

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

Q4 2025

Shares 16 Value ($000) $3 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 4 Value ($000) $1 Avg Close $266.56 Range $230.09 - $313.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16	$3	$216.57	$202.89 - $233.46
Q3 2025	4	$1	$266.56	$230.09 - $313.40