MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

YOUSIF CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001858789)

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

Q4 2025
Shares 7,350 Value ($000) $1,521 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 7,651 Value ($000) $1,775 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 8,961 Value ($000) $2,813 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 9,287 Value ($000) $2,785 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 9,487 Value ($000) $3,195 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 9,881 Value ($000) $3,153 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 10,927 Value ($000) $3,233 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 11,871 Value ($000) $3,661 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 12,103 Value ($000) $3,464 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 12,205 Value ($000) $2,859 Avg Close $225.76 Range $188.97 - $257.28