SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Kellett Wealth Advisors, LLC's Holding History (CIK: 0001910381)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,610 Value ($000) $253 Avg Close — Range —
Q1 2024
Shares 145,041 Value ($000) $6,109 Avg Close — Range —
Q4 2023
Shares 119,548 Value ($000) $4,495 Avg Close — Range —
Q3 2023
Shares 19,363 Value ($000) $642 Avg Close — Range —