MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Precision Wealth Strategies, LLC's Holding History (CIK: 0001844197)

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

Q2 2025
Shares 2,991 Value ($000) $939 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 2,792 Value ($000) $837 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 2,564 Value ($000) $863 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 2,499 Value ($000) $797 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 2,436 Value ($000) $721 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 2,123 Value ($000) $655 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,569 Value ($000) $449 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,538 Value ($000) $360 Avg Close $225.76 Range $188.97 - $257.28
Q2 2023
Shares 1,076 Value ($000) $211 Avg Close $198.02 Range $163.28 - $210.95
Q4 2022
Shares 2,452 Value ($000) $531 Avg Close $227.96 Range $207.11 - $252.04
Q3 2022
Shares 2,496 Value ($000) $536 Avg Close $237.81 Range $208.48 - $261.16
Q2 2022
Shares 2,649 Value ($000) $603 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 2,449 Value ($000) $669 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 2,693 Value ($000) $921 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 2,420 Value ($000) $627 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 1,895 Value ($000) $487 Avg Close $242.63 Range $224.56 - $270.08
Q1 2021
Shares 1,647 Value ($000) $371 Avg Close $234.34 Range $213.55 - $255.75
Q4 2020
Shares 1,252 Value ($000) $290 Avg Close $198.64 Range $159.23 - $232.06