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Two general points to keep in mind: (1) each of these exceptions is independent of the others; so an issue could qualify under more than one, and (2) the spending exceptions are not automatically applied; so an issuer can choose NOT to apply them.

United statesRebate seriesMonth spendingGross proceedsTransferred proceedsInvestment proceedsInancial and investment lawmonth and 18 spending exceptionsDebate requirement