MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q3 2025

Shares 3,683 Value ($000) $863 Avg Close $266.56 Range $230.09 - $313.40

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	3,683	$863	$266.56	$230.09 - $313.40