MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

True Wealth Design, LLC's Holding History (CIK: 0001966033)

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

Q4 2025

Shares 172 Value ($000) $37 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 78 Value ($000) $18 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 8 Value ($000) $3 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

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

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	172	$37	$216.57	$202.89 - $233.46
Q3 2025	78	$18	$266.56	$230.09 - $313.40
Q2 2025	8	$3	$296.03	$250.34 - $316.71
Q1 2025	5	$2	$314.89	$278.64 - $338.50