MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

CVA Family Office, LLC's Holding History (CIK: 0001802084)

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

Q4 2025
Shares 230 Value ($000) $50 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 228 Value ($000) $53 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 230 Value ($000) $72 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 230 Value ($000) $69 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 230 Value ($000) $77 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 230 Value ($000) $73 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 230 Value ($000) $68 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 228 Value ($000) $70 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 228 Value ($000) $65 Avg Close $260.56 Range $219.45 - $289.17
Q2 2023
Shares 228 Value ($000) $45 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 228 Value ($000) $46 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 228 Value ($000) $49 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 228 Value ($000) $48 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 228 Value ($000) $55 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 228 Value ($000) $62 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 228 Value ($000) $78 Avg Close $309.54 Range $253.81 - $350.21
Q2 2021
Shares 228 Value ($000) $59 Avg Close $242.63 Range $224.56 - $270.08