MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Wallace Advisory Group, LLC's Holding History (CIK: 0001932645)

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

Q3 2025
Shares 898 Value ($000) $282 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 1,136 Value ($000) $341 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 1,080 Value ($000) $364 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 1,061 Value ($000) $339 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 1,144 Value ($000) $338 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 1,144 Value ($000) $338 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 1,196 Value ($000) $342 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 1,114 Value ($000) $261 Avg Close $260.56 Range $219.45 - $289.17
Q3 2023
Shares 1,203 Value ($000) $236 Avg Close $225.76 Range $188.97 - $257.28