MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q3 2025

Shares 22,767 Value ($000) $5,282 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 25,978 Value ($000) $8,155 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 25,821 Value ($000) $7,743 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 25,261 Value ($000) $8,507 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 25,090 Value ($000) $8,007 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 24,667 Value ($000) $7,298 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 24,349 Value ($000) $7,509 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 24,024 Value ($000) $6,877 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 24,238 Value ($000) $5,678 Avg Close $225.76 Range $188.97 - $257.28

Q2 2023

Shares 24,696 Value ($000) $4,842 Avg Close $198.02 Range $163.28 - $210.95

Q1 2023

Shares 24,722 Value ($000) $5,019 Avg Close $219.87 Range $180.99 - $259.28

Q4 2022

Shares 16,350 Value ($000) $3,541 Avg Close $227.96 Range $207.11 - $252.04

Q3 2022

Shares 16,530 Value ($000) $3,510 Avg Close $237.81 Range $208.48 - $261.16

Q2 2022

Shares 16,186 Value ($000) $3,914 Avg Close $252.01 Range $218.25 - $293.64

Q1 2022

Shares 16,555 Value ($000) $4,522 Avg Close $282.62 Range $251.56 - $343.54

Q4 2021

Shares 15,745 Value ($000) $5,363 Avg Close $309.54 Range $253.81 - $350.21

Q3 2021

Shares 16,007 Value ($000) $4,149 Avg Close $262.72 Range $242.31 - $288.54

Q2 2021

Shares 16,296 Value ($000) $4,198 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 16,551 Value ($000) $3,730 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 16,488 Value ($000) $3,818 Avg Close $198.64 Range $159.23 - $232.06

Q3 2020

Shares 16,069 Value ($000) $2,581 Avg Close $157.98 Range $140.37 - $178.57

Q2 2020

Shares 15,369 Value ($000) $2,178 Avg Close $141.17 Range $109.25 - $165.19

Q1 2020

Shares 9,401 Value ($000) $1,100 Avg Close $144.90 Range $102.59 - $166.59

Q4 2019

Shares 8,780 Value ($000) $1,329 Avg Close $153.53 Range $141.94 - $163.94

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	22,767	$5,282	$266.56	$230.09 - $313.40
Q2 2025	25,978	$8,155	$296.03	$250.34 - $316.71
Q1 2025	25,821	$7,743	$314.89	$278.64 - $338.50
Q4 2024	25,261	$8,507	$341.38	$312.59 - $365.00
Q3 2024	25,090	$8,007	$310.75	$294.45 - $330.22
Q2 2024	24,667	$7,298	$295.99	$281.37 - $316.06
Q1 2024	24,349	$7,509	$288.05	$269.51 - $316.05
Q4 2023	24,024	$6,877	$260.56	$219.45 - $289.17
Q3 2023	24,238	$5,678	$225.76	$188.97 - $257.28
Q2 2023	24,696	$4,842	$198.02	$163.28 - $210.95
Q1 2023	24,722	$5,019	$219.87	$180.99 - $259.28
Q4 2022	16,350	$3,541	$227.96	$207.11 - $252.04
Q3 2022	16,530	$3,510	$237.81	$208.48 - $261.16
Q2 2022	16,186	$3,914	$252.01	$218.25 - $293.64
Q1 2022	16,555	$4,522	$282.62	$251.56 - $343.54
Q4 2021	15,745	$5,363	$309.54	$253.81 - $350.21
Q3 2021	16,007	$4,149	$262.72	$242.31 - $288.54
Q2 2021	16,296	$4,198	$242.63	$224.56 - $270.08
Q1 2021	16,551	$3,730	$234.34	$213.55 - $255.75
Q4 2020	16,488	$3,818	$198.64	$159.23 - $232.06
Q3 2020	16,069	$2,581	$157.98	$140.37 - $178.57
Q2 2020	15,369	$2,178	$141.17	$109.25 - $165.19
Q1 2020	9,401	$1,100	$144.90	$102.59 - $166.59
Q4 2019	8,780	$1,329	$153.53	$141.94 - $163.94