MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CBIZ Investment Advisory Services, LLC's Holding History (CIK: 0001795934)

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

Q4 2025

Shares 24 Value ($000) $5 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 16 Value ($000) $4 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 1 Value ($000) $0 Avg Close $296.03 Range $250.34 - $316.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	24	$5	$216.57	$202.89 - $233.46
Q3 2025	16	$4	$266.56	$230.09 - $313.40
Q2 2025	1	$0	$296.03	$250.34 - $316.71