General Updates

Morningstar Category Changes - Oct. 31, 2024 Introducing Smart Brevity for Morningstar Stock Analyst Notes Morningstar to Update Proxy Fund Voting Data Set Processing - Q4 2024 Morningstar to Update Index Names – Nov. 11, 2024 Decommission of Wilshire US Real Estate Sector Indices – Dec. 31, 2024 Morningstar Server Maintenance - Nov. 16, 2024 Morningstar to Expand Data Coverage for ETF Cross-Listings - Nov. 21, 2024 Morningstar Server Maintenance - Dec. 7, 2024

Equity

Morningstar to Retire CINS in Morningstar Global Equity Data Feeds - Dec. 15, 2024 Morningstar to Enhance Our Quantitative Equity Rating in Morningstar Equity API Center – Dec. 2, 2024 Morningstar to Enhance Our Quantitative Equity Rating in Morningstar Global Equity Data Feeds – Dec. 2, 2024

Managed Investments

API	Morningstar to Retire CINS from Morningstar Fund API Center - Dec. 15, 2024 Morningstar API Center Response Code Enhancement - Nov. 20, 2024 Morningstar APICenter Disaster Recovery Test - Nov. 23, 2024

Data Feeds

Morningstar to Retire CINS from Morningstar Data Services - Dec. 15, 2024 Morningstar to Retire CINS from Morningstar On Demand - Dec. 15, 2024 Morningstar to Retire CINS from Morningstar Data Feeds - Dec. 15, 2024 Morningstar to Retire CINS from Morningstar Research Feeds - Dec. 15, 2024 Morningstar to Enhance Our Quantitative Equity Rating in Morningstar Research Feeds – Dec. 2, 2024 Morningstar Private Fund Categories Assignment Update - Nov. 30, 2024 Morningstar On Demand Maintenance - Nov. 23, 2024 Morningstar On Demand - Decommission of Wilshire US Real Estate Sector Indices – Dec. 31, 2024

Essentials

Morningstar Essentials packages will be coming exclusively via email starting on Dec. 15, 2024 Morningstar Essentials Website Maintenance - Nov. 23, 2024