MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q2 2025

Shares 916 Value ($000) $288 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 777 Value ($000) $233 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 729 Value ($000) $245 Avg Close $341.38 Range $312.59 - $365.00

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	916	$288	$296.03	$250.34 - $316.71
Q1 2025	777	$233	$314.89	$278.64 - $338.50
Q4 2024	729	$245	$341.38	$312.59 - $365.00