MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2024

Shares 1,269 Value ($000) $427 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 1,004 Value ($000) $320 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 860 Value ($000) $254 Avg Close $295.99 Range $281.37 - $316.06

Q1 2024

Shares 1,140 Value ($000) $352 Avg Close $288.05 Range $269.51 - $316.05

Q4 2023

Shares 709 Value ($000) $203 Avg Close $260.56 Range $219.45 - $289.17

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	1,269	$427	$341.38	$312.59 - $365.00
Q3 2024	1,004	$320	$310.75	$294.45 - $330.22
Q2 2024	860	$254	$295.99	$281.37 - $316.06
Q1 2024	1,140	$352	$288.05	$269.51 - $316.05
Q4 2023	709	$203	$260.56	$219.45 - $289.17