MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Berkeley, Inc's Holding History (CIK: 0002051965)

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

Q4 2025

Shares 17,382 Value ($000) $3,777 Avg Close $216.57 Range $202.89 - $233.46

Q2 2021

Shares 911 Value ($000) $234 Avg Close $242.63 Range $224.56 - $270.08

Q1 2021

Shares 4,258 Value ($000) $958 Avg Close $234.34 Range $213.55 - $255.75

Q4 2020

Shares 4,257 Value ($000) $986 Avg Close $198.64 Range $159.23 - $232.06

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,382	$3,777	$216.57	$202.89 - $233.46
Q2 2021	911	$234	$242.63	$224.56 - $270.08
Q1 2021	4,258	$958	$234.34	$213.55 - $255.75
Q4 2020	4,257	$986	$198.64	$159.23 - $232.06