Morningstar Investment Services LLC

Morningstar Investment Services LLC is a DE Limited Liability Company with 31 employees that has been approved by the SEC since July 9, 2001. With 15 clients, Morningstar Investment Services LLC is dedicated to providing outstanding investment services in accordance with regulatory standards.

• DANIEL NEEDHAM

  PRESIDENT owns less than 5%

• LORI ANN LOFTUS

  CHIEF COMPLIANCE OFFICER, SECRETARY owns less than 5%

• MATTHEW JOSEPH RADGOWSKI

  EXECUTIVE VICE PRESIDENT AND TREASURER owns less than 5%

• MORNINGSTAR INVESTMENT MANAGEMENT LLC

  SOLE MEMBER owns 75% or more

• PETER JOHN DUGERY

  VICE PRESIDENT owns less than 5%

• JOSEPH DANIEL MANSUETO

  SHAREHOLDER owns more than 50% but less than 75%

• MORNINGSTAR, INC.

  SOLE MEMBER owns 75% or more

• Forest Capital Management LLC
• Walton Street Capital LLC
• Lake Street Financial LLC
• Retirement PLAN Advisors LLC
• WP Global Partners LLC
• Tradelink Capital LLC
• PT Asset Management LLC
• Cedar Street Asset Management LLC
• Cardinal Investment Advisors LLC
• The Mather Group LLC

• Investing for the Future: Analyzing the Changes in Holdings of a Major Fund

• ENBRIDGE INC $144,851k
• Berkshire Hathaway, Inc. $119,618k
• Booking Holdings, Inc. $113,328k
• Facebook Inc $105,835k
• ISHARES $99,203k
• ALPHABET INC $97,082k
• Alphabet Inc $92,647k
• IQVIA HOLDINGS INC $89,631k
• ISHARES TR JPMORGAN USD EMG $86,972k
• ABC $84,004k