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DIMENSIONAL FUND ADVISORS LP
> MORN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Morningstar, Inc. | MORN | 294,731 | -2,471 | 57,785,030,000 | -2,550,913,000 | $196,060.24 |
| 03/31/2023 | Morningstar, Inc. | MORN | 297,202 | -4,792 | 60,335,943,000 | 60,270,532,000 | $203,013.25 |
| 12/31/2022 | Morningstar, Inc. | MORN | 301,994 | -3,894 | 65,411,000 | 463,000 | $216.60 |
| 09/30/2022 | Morningstar, Inc. | MORN | 305,888 | 122 | 64,948,000 | -8,991,000 | $212.33 |
| 06/30/2022 | Morningstar, Inc. | MORN | 305,766 | -9,599 | 73,939,000 | -12,215,000 | $241.82 |
| 03/31/2022 | Morningstar, Inc. | MORN | 315,365 | 1,623 | 86,154,000 | -21,142,000 | $273.19 |
| 12/31/2021 | Morningstar, Inc. | MORN | 313,742 | -1,256 | 107,296,000 | 25,696,000 | $341.99 |
| 09/30/2021 | Morningstar, Inc. | MORN | 314,998 | 1,257 | 81,600,000 | 935,000 | $259.05 |
| 06/30/2021 | Morningstar, Inc. | MORN | 313,741 | 597 | 80,665,000 | 8,154,000 | $257.11 |
| 12/31/2020 | Morningstar, Inc. | MORN | 313,144 | -1,603 | 72,511,000 | 21,963,000 | $231.56 |
| 09/30/2020 | Morningstar, Inc. | MORN | 314,747 | 1,020 | 50,548,000 | 6,323,000 | $160.60 |
| 06/30/2020 | Morningstar, Inc. | MORN | 313,727 | -1,177 | 44,225,000 | 7,617,000 | $140.97 |
| 03/31/2020 | Morningstar, Inc. | MORN | 314,904 | 2,649 | 36,608,000 | -10,638,000 | $116.25 |
| 12/31/2019 | Morningstar, Inc. | MORN | 312,255 | -3,899 | 47,246,000 | 1,043,000 | $151.31 |
| 09/30/2019 | Morningstar, Inc. | MORN | 316,154 | 561 | 46,203,000 | 557,000 | $146.14 |
| 06/30/2019 | Morningstar, Inc. | MORN | 315,593 | -22,616 | 45,646,000 | 3,037,000 | $144.64 |
| 03/31/2019 | Morningstar, Inc. | MORN | 338,209 | -48,430 | 42,609,000 | 139,000 | $125.98 |
| 12/31/2018 | Morningstar, Inc. | MORN | 386,639 | -8,994 | 42,470,000 | -7,340,000 | $109.84 |
| 09/30/2018 | Morningstar, Inc. | MORN | 395,633 | 3,353 | 49,810,000 | -500,000 | $125.90 |
| 06/30/2018 | Morningstar, Inc. | MORN | 392,280 | -2,378 | 50,310,000 | 12,612,000 | $128.25 |
| 03/31/2018 | Morningstar, Inc. | MORN | 394,658 | 23,656 | 37,698,000 | 1,721,000 | $95.52 |
| 12/31/2017 | Morningstar, Inc. | MORN | 371,002 | 18,867 | 35,977,000 | 6,049,000 | $96.97 |
| 09/30/2017 | Morningstar, Inc. | MORN | 352,135 | 36,914 | 29,928,000 | 5,233,000 | $84.99 |
| 06/30/2017 | Morningstar, Inc. | MORN | 315,221 | 50,747 | 24,695,000 | 3,908,000 | $78.34 |
| 03/31/2017 | Morningstar, Inc. | MORN | 264,474 | 11,299 | 20,787,000 | 2,164,000 | $78.60 |
| 12/31/2016 | Morningstar, Inc. | MORN | 253,175 | -4,237 | 18,623,000 | -1,781,000 | $73.56 |
| 09/30/2016 | Morningstar, Inc. | MORN | 257,412 | 6,044 | 20,404,000 | -151,000 | $79.27 |
| 06/30/2016 | Morningstar, Inc. | MORN | 251,368 | -2,519 | 20,555,000 | -1,855,000 | $81.77 |
| 03/31/2016 | Morningstar, Inc. | MORN | 253,887 | 173,983 | 22,410,000 | 17,391,000 | $88.27 |
| 12/31/2015 | Morningstar, Inc. | MORN | 238,298 | 89,535 | 19,162,000 | 9,534,000 | $80.41 |
| 09/30/2015 | Morningstar, Inc. | MORN | 202,894 | 54,131 | 16,284,000 | 6,656,000 | $80.26 |
| 06/30/2015 | Morningstar, Inc. | MORN | 177,525 | 28,762 | 14,122,000 | 4,494,000 | $79.55 |
| 03/31/2015 | Morningstar, Inc. | MORN | 162,580 | 13,817 | 12,179,000 | 2,551,000 | $74.91 |
| 12/31/2014 | Morningstar, Inc. | MORN | 148,763 | 68,859 | 9,628,000 | 4,609,000 | $64.72 |
| 09/30/2014 | Morningstar, Inc. | MORN | 94,819 | 4,084 | 6,439,000 | -76,000 | $67.91 |
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