MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

ANGELES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001929170)

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

Q4 2025

Shares 929 Value ($000) $202 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 927 Value ($000) $215 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 926 Value ($000) $291 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 926 Value ($000) $278 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 925 Value ($000) $312 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 925 Value ($000) $295 Avg Close $310.75 Range $294.45 - $330.22

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	929	$202	$216.57	$202.89 - $233.46
Q3 2025	927	$215	$266.56	$230.09 - $313.40
Q2 2025	926	$291	$296.03	$250.34 - $316.71
Q1 2025	926	$278	$314.89	$278.64 - $338.50
Q4 2024	925	$312	$341.38	$312.59 - $365.00
Q3 2024	925	$295	$310.75	$294.45 - $330.22