MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

DIVERSIFY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002030780)

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

Q4 2025

Shares 4,168 Value ($000) $900 Avg Close $216.57 Range $202.89 - $233.46

Q3 2025

Shares 4,086 Value ($000) $871 Avg Close $266.56 Range $230.09 - $313.40

Q2 2025

Shares 4,070 Value ($000) $1,051 Avg Close $296.03 Range $250.34 - $316.71

Q1 2025

Shares 3,402 Value ($000) $961 Avg Close $314.89 Range $278.64 - $338.50

Q4 2024

Shares 2,821 Value ($000) $891 Avg Close $341.38 Range $312.59 - $365.00

Q3 2024

Shares 2,245 Value ($000) $767 Avg Close $310.75 Range $294.45 - $330.22

Q2 2024

Shares 2,102 Value ($000) $633 Avg Close $295.99 Range $281.37 - $316.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,168	$900	$216.57	$202.89 - $233.46
Q3 2025	4,086	$871	$266.56	$230.09 - $313.40
Q2 2025	4,070	$1,051	$296.03	$250.34 - $316.71
Q1 2025	3,402	$961	$314.89	$278.64 - $338.50
Q4 2024	2,821	$891	$341.38	$312.59 - $365.00
Q3 2024	2,245	$767	$310.75	$294.45 - $330.22
Q2 2024	2,102	$633	$295.99	$281.37 - $316.06