MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q3 2023
Shares 10 Value ($000) $2 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 10 Value ($000) $2 Avg Close $198.02 Range $163.28 - $210.95
Q1 2023
Shares 10 Value ($000) $2 Avg Close $219.87 Range $180.99 - $259.28
Q4 2022
Shares 10 Value ($000) $2 Avg Close $227.96 Range $207.11 - $252.04
Q2 2022
Shares 10 Value ($000) $2 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 10 Value ($000) $3 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 10 Value ($000) $3 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 10 Value ($000) $3 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 10 Value ($000) $3 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 10 Value ($000) $2 Avg Close $234.34 Range $213.55 - $255.75