MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

KERR FINANCIAL PLANNING Corp's Holding History (CIK: 0002095947)

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

Q4 2025
Shares 24 Value ($000) $4 Avg Close $216.57 Range $202.89 - $233.46
Q3 2025
Shares 25 Value ($000) $5 Avg Close $266.56 Range $230.09 - $313.40