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| Stock | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) | Latest Transaction |
|---|---|---|---|---|---|
| Morningstar, Inc. | - | 209.86 | -29 | -6,086 | 01 Sep 2026 Disposed (-) |
01 Sep
| Stock | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|
| Morningstar, Inc. | Disposed (-) | 29 | 209.86 | 6,086 |