MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Kestra Advisory Services, LLC's Holding History (CIK: 0001830819)

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

Q4 2025

Shares 1,792 Value ($000) $389 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 1,206 Value ($000) $280 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 741 Value ($000) $233 Avg Close $296.03 Range $250.34 - $316.71

Q4 2022

Shares 980 Value ($000) $212 Avg Close $227.96 Range $207.11 - $252.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,792	$389	$216.57	$202.89 - $233.46
Q3 2025	1,206	$280	$266.56	$230.09 - $313.40
Q2 2025	741	$233	$296.03	$250.34 - $316.71
Q4 2022	980	$212	$227.96	$207.11 - $252.04