MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Sone Capital Management, LLC's Holding History (CIK: 0002026215)

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

Q4 2025

Shares 43,658 Value ($000) $9,487 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 39,226 Value ($000) $9,101 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 14,559 Value ($000) $4,571 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 38,549 Value ($000) $11,560 Avg Close $314.89 Range $278.64 - $338.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	43,658	$9,487	$216.57	$202.89 - $233.46
Q3 2025	39,226	$9,101	$266.56	$230.09 - $313.40
Q2 2025	14,559	$4,571	$296.03	$250.34 - $316.71
Q1 2025	38,549	$11,560	$314.89	$278.64 - $338.50