MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 14 Value ($000) $3 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 13 Value ($000) $3 Avg Close $266.56 Range $230.09 - $313.40