MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Activest Wealth Management's Holding History (CIK: 0001883134)

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

Q4 2025

Shares 56 Value ($000) $12 Avg Close $216.57 Range $202.89 - $233.46

Q1 2025

Shares 5 Value ($000) $2 Avg Close $314.89 Range $278.64 - $338.50

Q4 2023

Shares 681 Value ($000) $195 Avg Close $260.56 Range $219.45 - $289.17

Q3 2023

Shares 680 Value ($000) $159 Avg Close $225.76 Range $188.97 - $257.28

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	56	$12	$216.57	$202.89 - $233.46
Q1 2025	5	$2	$314.89	$278.64 - $338.50
Q4 2023	681	$195	$260.56	$219.45 - $289.17
Q3 2023	680	$159	$225.76	$188.97 - $257.28