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Precision Wealth Strategies, LLC
> MORN
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Morningstar, Inc. | MORN | 1,076 | 1,076 | 210,971,000 | 210,971,000 | $196,069.70 |
| 03/31/2023 | Morningstar, Inc. | MORN | 0 | -2,452 | 0 | -531,087,000 | |
| 12/31/2022 | Morningstar, Inc. | MORN | 2,452 | -197 | 531,087,000 | 530,484,000 | $216,593.39 |
| 06/30/2022 | Morningstar, Inc. | MORN | 2,649 | 200 | 603,000 | -66,000 | $227.63 |
| 03/31/2022 | Morningstar, Inc. | MORN | 2,449 | 29 | 669,000 | 42,000 | $273.17 |
| 09/30/2021 | Morningstar, Inc. | MORN | 2,420 | 525 | 627,000 | 140,000 | $259.09 |
| 06/30/2021 | Morningstar, Inc. | MORN | 1,895 | 248 | 487,000 | 116,000 | $256.99 |
| 03/31/2021 | Morningstar, Inc. | MORN | 1,647 | 395 | 371,000 | 81,000 | $225.26 |
| 12/31/2020 | Morningstar, Inc. | MORN | 1,252 | 1,252 | 290,000 | 290,000 | $231.63 |
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