General Updates

Morningstar Star Ratings Available for New Zealand ETFs - Dec. 9, 2025 Upcoming Update to Fixed Income Ownership Share Calculations – January 30, 2026 Morningstar Disaster Recovery Test - Jan. 31, 2026 Morningstar Category Updates - Apr. 30, 2026 Morningstar CNFTP & APFTP Disaster Recovery Tests - Feb. 14 & Mar. 8, 2026 2026 Global Monthly Performance Production Schedule Retirement of Category Index ETF Proxy & Active Share - June 30, 2026 Enhanced Estimated Net Flow Estimates for Interval and Tender Offer Funds Consolidation of Morningstar MIC & Exchange IDs (PINX & GREY to OTCM) - May 13, 2026 Updates to Morningstar’s Global Entity Classification Structure (GECS) - July 13, 2026 Morningstar EUFTP Disaster Recovery Test - May 23, 2026 Important Update: Transition to Morningstar’s New FTP Platform - July 2026 Morningstar Off Cycle Category Update - May 29, 2026

Equity

Morningstar Equity Data Enhancement NACE + NAICS Code Updates - April 30, 2026 Equity Comparables 2.0 - April 23, 2026 Morningstar Equity Data Feed Service Disaster Recovery Test - May 9, 2026 Morningstar Equity Data Feed Service Disaster Recovery Test - May 10, 2026

Managed Investments

API	Updates to UI & Endpoint Field Names in Morningstar Fund API Center - Sept. 24, 2026 Morningstar API Center: TLS Version 1.0 & 1.1 Retirement

Data Feeds

Datawarehouse Feed Maintenance – May 31, 2026

Essentials

Essentials Email Feed Delivery Changes – Effective February 3, 2026 Morningstar Essentials: Database Upgrade - Dec. 19, 2025