Morningstar, Inc. Trademarks
MORNINGSTAR

MORNINGSTAR

Filed: January 19, 1993
financial investment publications recorded in electronically readable formats
Owned by: Morningstar, Inc.
Serial Number: 74350680

Image Trademark

Image Trademark

Filed: August 15, 1994
printed periodicals, namely newsletters regarding mutual fund investments and mutual fund investment reports
Owned by: Morningstar, Inc.
Serial Number: 74566461

PRINCIPIA

PRINCIPIA

Filed: July 12, 1995
software used by financial intermediaries to analyze financial investments
Owned by: Morningstar, Inc.
Serial Number: 74700096

MORNINGSTAR ASCENT

MORNINGSTAR ASCENT

Filed: December 20, 1995
computer software to analyze financial investments
Owned by: Morningstar, Inc.
Serial Number: 75038901

FUNDTOOLS

FUNDTOOLS

Filed: April 11, 1997
software used to analyze financial investments
Owned by: Morningstar, Inc.
Serial Number: 75287757

STOCKTOOLS

STOCKTOOLS

Filed: April 15, 1997
software used to analyze financial investments
Owned by: Morningstar, Inc.
Serial Number: 75288497

QUICKTAKE

QUICKTAKE

Filed: March 19, 1998
financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75453167

PORTFOLIO X-RAYS

PORTFOLIO X-RAYS

Filed: June 2, 1998
financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75495084

MORNINGSTAR.NET

MORNINGSTAR.NET

Filed: June 2, 1998
financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75495159

MORNINGSTAR

MORNINGSTAR

computer software for analyzing financial and investment information
Owned by: Morningstar, Inc.
Serial Number: 75557589

MORNINGSTAR

MORNINGSTAR

computer software for analyzing financial and investment information
Owned by: Morningstar, Inc.
Serial Number: 75558619

401(K) 400

401(K) 400

computer software for analyzing financial and investment information
Owned by: Morningstar, Inc.
Serial Number: 75613298

MORNINGSTAR PROWEB

MORNINGSTAR PROWEB

financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75719835

MORNINGSTAR SELECT ALLIANCE

MORNINGSTAR SELECT ALLIANCE

financial and investment information services provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75744526

MORNINGSTAR.COM

MORNINGSTAR.COM

Filed: July 30, 1999
financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75764850

MORNINGSTAR ANSWERS

MORNINGSTAR ANSWERS

Printed publications, namely, books, newsletters, reports, pamphlets, and flip-charts containing financial and investment…
Owned by: Morningstar, Inc.
Serial Number: 75811477

Image Trademark

Image Trademark

printed publications, namely, books, newsletters, reports, pamphlets and flip-charts related to the field of finance and…
Owned by: Morningstar, Inc.
Serial Number: 75821199

BEFORE YOU INVEST, INVESTIGATE

BEFORE YOU INVEST, INVESTIGATE

financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75849148

MORNINGSTAR YOUR FIRST SECOND OPINION

MORNINGSTAR YOUR FIRST SECOND OPINION

financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 75849149

MORNINGSTARADVISOR.COM

MORNINGSTARADVISOR.COM

providing on-line electronic bulletin boards and chat rooms for transmission of messages among computer users concerning…
Owned by: Morningstar, Inc.
Serial Number: 76041349

MORNINGSTARADVISOR.COM

MORNINGSTARADVISOR.COM

Providing financial and investment information; financial advisory services in the nature of investment research, portfolio…
Owned by: Morningstar, Inc.
Serial Number: 76042398

MORNINGSTARADVISOR.COM

MORNINGSTARADVISOR.COM

Filed: May 4, 2000
dissemination of advertising and marketing materials for others in the field of finance and investment products and services…
Owned by: Morningstar, Inc.
Serial Number: 76042415

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086413

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Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086417

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Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086420

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086630

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086634

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086648

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086666

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086694

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Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086839

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76086858

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76087130

Image Trademark

Image Trademark

Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76087148

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Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76087149

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Financial and investment services
Owned by: Morningstar, Inc.
Serial Number: 76087159

DATALAB

DATALAB

Financial and investment information provided by electronic means
Owned by: Morningstar, Inc.
Serial Number: 76323758

MORNINGSTAR

MORNINGSTAR

Filed: January 11, 2002
Financial services in the nature of financial and investment instruments and providing indices of financial and investment…
Owned by: Morningstar, Inc.
Serial Number: 76358352

MORNINGSTAR

MORNINGSTAR

Filed: January 17, 2002
Financial services, namely, providing financial and investment information, financial and investment management, financial…
Owned by: Morningstar, Inc.
Serial Number: 76360423

OWNERSHIP ZONE

OWNERSHIP ZONE

Printed publications, namely, books, newsletters, reports, pamphlets and flip-charts related to the field of finance and…
Owned by: Morningstar, Inc.
Serial Number: 76396130