MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

WEST PACES ADVISORS INC.'s Holding History (CIK: 0002004720)

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

Q1 2025
Shares 10 Value ($000) $3 Avg Close $314.89 Range $278.64 - $338.50
Q4 2024
Shares 10 Value ($000) $3 Avg Close $341.38 Range $312.59 - $365.00
Q3 2024
Shares 10 Value ($000) $3 Avg Close $310.75 Range $294.45 - $330.22
Q2 2024
Shares 10 Value ($000) $3 Avg Close $295.99 Range $281.37 - $316.06
Q1 2024
Shares 10 Value ($000) $3 Avg Close $288.05 Range $269.51 - $316.05
Q2 2022
Shares 23 Value ($000) $6 Avg Close $252.01 Range $218.25 - $293.64
Q1 2022
Shares 23 Value ($000) $6 Avg Close $282.62 Range $251.56 - $343.54
Q4 2021
Shares 23 Value ($000) $8 Avg Close $309.54 Range $253.81 - $350.21
Q3 2021
Shares 20 Value ($000) $5 Avg Close $262.72 Range $242.31 - $288.54
Q2 2021
Shares 20 Value ($000) $5 Avg Close $242.63 Range $224.56 - $270.08