General Updates

Morningstar Category Updates – Apr. 30, 2025 Morningstar FTP Disaster Recovery Test - Feb. 23, 2025, & Mar. 23, 2025 Morningstar Institutional Category Retirement - Oct. 31, 2025 Morningstar Canadian Category Updates – Mar. 31, 2025 Morningstar Canadian Category Updates – Mar. 31, 2025 Morningstar Medalist Rating Update: Expanded Coverage for CITs – Mar. 25, 2025 New Private Fund Activation Process - Mar. 17, 2025 Morningstar Medalist Rating: New Strategy Age Requirement - Mar. 25, 2025 Upcoming Enhancements to our Sustainalytics Enterprise Value Including Cash (EVIC) Calculations - Apr. 4, 2025 Morningstar Maintenance - Mar. 15, 2025 Morningstar Introduces New Process for Converting Mutual Funds to ETFs Starting March 13, 2025 Morningstar Data Testing Maintenance - Apr. 12, 2025

Equity

Managed Investments

API	Upcoming Renaming for Morningstar Sustainability Rating for Funds for Morningstar Fund API Center - May 7, 2025

Data Feeds

Morningstar OnDemand: Important Update for RIPS Files - Apr. 2, 2025 Upcoming Renaming for Morningstar Sustainability Rating for Funds in Morningstar Data Services - Mar. 27, 2025 Morningstar Data Services: Morningstar European ESG Template (EET) v1.1.3 Upcoming EET Updates Morningstar On Demand: Morningstar European ESG Template (EET) v1.1.3 Upcoming EET Updates Morningstar On Demand Document Library Maintenance - Mar. 18, 2025 Upcoming Renaming for Morningstar Sustainability Rating for Funds in Morningstar On Demand - Mar. 27, 2025

Essentials

Upcoming Renaming for Morningstar Sustainability Rating for Funds for Morningstar Essentials - Mar. 31, 2025