MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q2 2025

Shares 646 Value ($000) $203 Avg Close $296.03 Range $250.34 - $316.71

Q4 2024

Shares 646 Value ($000) $218 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 676 Value ($000) $216 Avg Close $310.75 Range $294.45 - $330.22

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	646	$203	$296.03	$250.34 - $316.71
Q4 2024	646	$218	$341.38	$312.59 - $365.00
Q3 2024	676	$216	$310.75	$294.45 - $330.22