MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

TUCKER ASSET MANAGEMENT LLC's Holding History (CIK: 0001870012)

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

Q4 2025
Shares 24 Value ($000) $5 Avg Close $216.57 Range $202.89 - $233.46
Q4 2024
Shares 44 Value ($000) $15 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 57 Value ($000) $18 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 57 Value ($000) $17 Avg Close $295.99 Range $281.37 - $316.06