Additional Information Corporate Headquarters Transfer Agent and Registrar Ethics Hotline Board of Directors Executive Officers Annual Meeting Investor Questions Morningstar, Inc., 22 West Washington Street, Chicago,  Illinois  60602, +1312 696-6000 Computershare Investor Services LLC, 2 North LaSalle Street,  Chicago, Illinois  60602, +1 866 303-0659 (toll free) Morningstar has established a confidential Ethics Hotline that anyone may use to report complaints or concerns about ethics violations, including accounting irregularities, financial misstatements, problems with internal accounting controls, or non-compliance with external rules and regulations. The Morningstar Ethics Hotline is operated by Global Compliance, an independent company that is not affiliated  with Morningstar. The hotline is available 24 hours a day, seven days a week. Anyone may make a confidential, anonymous report by calling the hotline toll free at:  +1 800 555-8316. Morningstar’s annual meeting of shareholders will be held at 9 a.m. on Tuesday, May 17, 2011 at our corporate headquarters,  22 West Washington Street, Chicago, Illinois  60602. We encourage all interested parties—including securities analysts, potential shareholders, and others—to submit questions to us in writing. We publish responses to these questions on our  website and in Form  8-Ks furnished to the SEC, generally on the first  Friday of every month . If you have a question about our business,  please send it to  investors$_{@}$morningstar.com . Chris Boruff President, Software Division Peng Chen President, Investment Management Division Scott Cooley Chief Financial Officer Bevin Desmond President, International Operations  and Global Human Resources Catherine Gillis Odelbo President, Equity and Credit Research Elizabeth Kirscher President, Data Division Joe Mansueto Chairman and Chief Executive Officer Don Phillips President, Fund Research Richard E. Robbins General Counsel and Corporate Secretary David W. Williams Managing Director, Design Cheryl Francis Co-Chairman, Corporate Leadership Center 1p Steve Kaplan Neubauer Family Professor of Entrepreneurship and Finance, University of Chicago Booth School of Business i1p William Lyons Former President and Chief  Executive Officer, American Century Companies, Inc. i1p Jack Noonan Former Chairman, President and Chief Executive Officer, SPSS Inc. p Paul Sturm Private Investor i1 Hugh Zentmyer Former Executive Vice President, Illinois Tool Works Inc. i Member of audit committee 1 Member of compensation committee p Member of nominating/  governance committee i Don Phillips President, Fund Research  Joe Mansueto Chairman and Chief Executive  Officer, Morningstar, Inc. 146