X0202 SCHEDULE 13G/A 0001104659-24-127182 0002047675 XXXXXXXX LIVE 3 Common Stock, no par value 07/29/2026 0001289419 Morningstar, Inc. 617700109 22 West Washington Street Chicago IL 60602 Rule 13d-1(c) Daniel Mansueto X1 3680796.00 71250.00 0.00 71250.00 3752046.00 N 10.0 IN Line 5 consists of shares of Common Stock held of record by grantor retained annuity trusts for which Reporting Person serves as the voting agent over the shares. Lines 6 and 8 consist of shares of Common Stock held of record by a trust, for which Reporting Person serves as the trustee. Lines 9 and 11 consist of shares of Common Stock held of record by grantor retained annuity trusts for which Reporting Person serves as the voting agent over the shares and shares of Common Stock held of record by a trust, for which Reporting Person serves as the trustee. Morningstar, Inc. 22 West Washington Street Chicago, IL, 60602 Daniel Mansueto 907 Westwood Boulevard, #1026 Los Angeles, CA 90024 U.S.A. Y 3,752,046 10.0 3,680,796(1) (1) Consists of shares of Common Stock held of record by grantor retained annuity trusts for which Reporting Person serves as the voting agent over the shares. 71,250(2) (2) Consists of shares of Common Stock held of record by a trust, for which Reporting Person serves as the trustee 0 71,250(2) (2) Consists of shares of Common Stock held of record by a trust, for which Reporting Person serves as the trustee Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. Daniel Mansueto /s/ Daniel Mansueto 08/03/2026