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| 09/26/25 | Rulebook | Morningstar Dividend | Equity | |
| 09/26/25 | Rulebook | Morningstar Dividend | Equity | |
| 09/25/25 | Rulebook | Morningstar Evergreen Fund | Alternative Investment | |
| 09/23/25 | Client Consultation | — | Equity | |
| 09/22/25 | Factsheets | Morningstar PitchBook Modern Market | Equity | |
| 09/22/25 | Factsheets | Morningstar PitchBook Modern Market | Equity | |
| 09/22/25 | Factsheets | Morningstar PitchBook Modern Market | Equity | |
| 09/22/25 | Calculation | — | — | |
| 09/19/25 | Client Consultation | — | Equity | |
| 09/19/25 | Index Cessation | — | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Dividend | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Dividend | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Equity Sustainability | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Equity Sustainability | Equity | |
| 09/19/25 | Reconstitution Summary Report | Morningstar Economic Moat | Equity |
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