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GOLDMAN SACHS GROUP INC
> MORN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 03/31/2023 | Morningstar, Inc. | MORN | 67,245 | -35,054 | 13,652,753,000 | 13,631,033,000 | $203,030.01 |
| 09/30/2022 | Morningstar, Inc. | MORN | 102,299 | 1,769 | 21,720,000 | -2,592,000 | $212.32 |
| 06/30/2022 | Morningstar, Inc. | MORN | 100,530 | 35,593 | 24,312,000 | 2,104,000 | $241.84 |
| 12/31/2021 | Morningstar, Inc. | MORN | 64,937 | 2,751 | 22,208,000 | 6,100,000 | $341.99 |
| 09/30/2021 | Morningstar, Inc. | MORN | 62,186 | -1,534 | 16,108,000 | -275,000 | $259.03 |
| 06/30/2021 | Morningstar, Inc. | MORN | 63,720 | -43,673 | 16,383,000 | -8,486,000 | $257.11 |
| 12/31/2020 | Morningstar, Inc. | MORN | 107,393 | 25,952 | 24,869,000 | 11,789,000 | $231.57 |
| 09/30/2020 | Morningstar, Inc. | MORN | 81,441 | 8,147 | 13,080,000 | 2,748,000 | $160.61 |
| 06/30/2020 | Morningstar, Inc. | MORN | 73,294 | -5,150 | 10,332,000 | 1,213,000 | $140.97 |
| 03/31/2020 | Morningstar, Inc. | MORN | 78,444 | -45,706 | 9,119,000 | -9,666,000 | $116.25 |
| 12/31/2019 | Morningstar, Inc. | MORN | 124,150 | -29,253 | 18,785,000 | -3,633,000 | $151.31 |
| 09/30/2019 | Morningstar, Inc. | MORN | 153,403 | 8,775 | 22,418,000 | 1,499,000 | $146.14 |
| 06/30/2019 | Morningstar, Inc. | MORN | 144,628 | 12,023 | 20,919,000 | 4,212,000 | $144.64 |
| 03/31/2019 | Morningstar, Inc. | MORN | 132,605 | 3,832 | 16,707,000 | 2,562,000 | $125.99 |
| 12/31/2018 | Morningstar, Inc. | MORN | 128,773 | 4,274 | 14,145,000 | -1,530,000 | $109.84 |
| 09/30/2018 | Morningstar, Inc. | MORN | 124,499 | 37,441 | 15,675,000 | 4,510,000 | $125.90 |
| 06/30/2018 | Morningstar, Inc. | MORN | 87,058 | 58,813 | 11,165,000 | 8,426,000 | $128.25 |
| 12/31/2017 | Morningstar, Inc. | MORN | 28,245 | -2,708 | 2,739,000 | 108,000 | $96.97 |
| 09/30/2017 | Morningstar, Inc. | MORN | 30,953 | -19,538 | 2,631,000 | -1,324,000 | $85.00 |
| 06/30/2017 | Morningstar, Inc. | MORN | 50,491 | 3,543 | 3,955,000 | 265,000 | $78.33 |
| 03/31/2017 | Morningstar, Inc. | MORN | 46,948 | -8,177 | 3,690,000 | -365,000 | $78.60 |
| 12/31/2016 | Morningstar, Inc. | MORN | 55,125 | -17,208 | 4,055,000 | -1,679,000 | $73.56 |
| 09/30/2016 | Morningstar, Inc. | MORN | 72,333 | 72,333 | 5,734,000 | 5,734,000 | $79.27 |
| 06/30/2016 | Morningstar, Inc. | MORN | 67,770 | 8,009 | 5,543,000 | 268,000 | $81.79 |
| 03/31/2016 | Morningstar, Inc. | MORN | 59,761 | 29,497 | 5,275,000 | 2,842,000 | $88.27 |
| 12/31/2015 | Morningstar, Inc. | MORN | 30,264 | 15,852 | 2,433,000 | 1,276,000 | $80.39 |
| 09/30/2015 | Morningstar, Inc. | MORN | 14,412 | 5,185 | 1,157,000 | 423,000 | $80.28 |
| 06/30/2015 | Morningstar, Inc. | MORN | 9,227 | 1,690 | 734,000 | 169,000 | $79.55 |
| 03/31/2015 | Morningstar, Inc. | MORN | 7,537 | 654 | 565,000 | 31,000 | $74.96 |
| 12/31/2014 | Morningstar, Inc. | MORN | 5,064 | -13,059 | 328,000 | -903,000 | $64.77 |
| 09/30/2014 | Morningstar, Inc. | MORN | 18,123 | -6,229 | 1,231,000 | -518,000 | $67.92 |
| 06/30/2014 | Morningstar, Inc. | MORN | 24,352 | 11,066 | 1,749,000 | 699,000 | $71.82 |
| 03/31/2014 | Morningstar, Inc. | MORN | 13,286 | 8,395 | 1,050,000 | 668,000 | $79.03 |
| 12/31/2013 | Morningstar, Inc. | MORN | 4,891 | -1,180 | 382,000 | -99,000 | $78.10 |
| 09/30/2013 | Morningstar, Inc. | MORN | 6,071 | -812 | 481,000 | -53,000 | $79.23 |
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