MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

BARLOW WEALTH PARTNERS, INC.'s Holding History (CIK: 0001999928)

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

Q4 2025
Shares 55,533 Value ($000) $12,041 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 57,475 Value ($000) $12,643 Avg Close $266.56 Range $230.09 - $313.40
Q2 2025
Shares 49,072 Value ($000) $15,237 Avg Close $296.03 Range $250.34 - $316.71
Q1 2025
Shares 36,722 Value ($000) $10,305 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 35,962 Value ($000) $11,762 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 34,144 Value ($000) $10,682 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 33,503 Value ($000) $10,218 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 32,918 Value ($000) $10,068 Avg Close $288.05 Range $269.51 - $316.05
Q4 2023
Shares 31,906 Value ($000) $9,133 Avg Close $260.56 Range $219.45 - $289.17