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      PBP vs. EFIV ETF Comparison

      Comparison of PowerShares S&P 500 BuyWrite Portfolio (PBP) to SPDR S&P 500 ESG ETF (EFIV)
      PBP

      PowerShares S&P 500 BuyWrite Portfolio

      PBP Description

      The PowerShares S&P 500 BuyWrite Portfolio (Fund) is based on the CBOE S&P 500 BuyWrite IndexTM (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index, including at least 80% of its total assets in common stocks of the 500 companies included in the S&P 500® Index and will write (sell) call options thereon. The Index measures the total rate of return of an S&P 500 covered call strategy. This strategy consists of holding a portfolio indexed to the S&P 500 (Reference Index) and selling a succession of written options, each with an exercise price at or above the prevailing price level of the S&P 500. Dividends paid on the component stocks underlying the S&P 500 and the dollar value of option premiums received from written options are reinvested. The Fund and the Index are rebalanced and reconstituted quarterly.

      Grade (RS Rating)

      Last Trade

      $23.15

      Average Daily Volume

      20,950

      Number of Holdings *

      499

      * may have additional holdings in another (foreign) market
      EFIV

      SPDR S&P 500 ESG ETF

      EFIV Description • Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

      Grade (RS Rating)

      Last Trade

      $57.77

      Average Daily Volume

      109,257

      Number of Holdings *

      313

      * may have additional holdings in another (foreign) market
      Performance
      Period PBP EFIV
      30 Days 2.75% 2.81%
      60 Days 3.53% 4.79%
      90 Days 5.13% 5.59%
      12 Months 19.51% 30.64%
      313 Overlapping Holdings
      Symbol Grade Weight in PBP Weight in EFIV Overlap
      A D 0.08% 0.11% 0.08%
      AAPL C 7.01% 9.53% 7.01%
      ABBV D 0.61% 0.84% 0.61%
      ABT B 0.4% 0.56% 0.4%
      ACGL D 0.08% 0.11% 0.08%
      ACN C 0.46% 0.65% 0.46%
      ADBE C 0.47% 0.66% 0.47%
      ADM D 0.05% 0.07% 0.05%
      ADP B 0.25% 0.35% 0.25%
      ADSK A 0.13% 0.19% 0.13%
      AFL B 0.11% 0.16% 0.11%
      AIG B 0.1% 0.14% 0.1%
      AIZ A 0.02% 0.03% 0.02%
      AJG B 0.13% 0.18% 0.13%
      AKAM D 0.03% 0.04% 0.03%
      ALB C 0.02% 0.04% 0.02%
      ALL A 0.1% 0.15% 0.1%
      ALLE D 0.02% 0.03% 0.02%
      AMAT F 0.31% 0.42% 0.31%
      AMCR D 0.03% 0.04% 0.03%
      AMD F 0.45% 0.63% 0.45%
      AME A 0.09% 0.13% 0.09%
      AMGN D 0.32% 0.45% 0.32%
      AMP A 0.11% 0.15% 0.11%
      AMT D 0.18% 0.25% 0.18%
      AON A 0.17% 0.23% 0.17%
      APD A 0.14% 0.19% 0.14%
      APTV D 0.03% 0.04% 0.03%
      ARE D 0.03% 0.05% 0.03%
      AVB B 0.07% 0.09% 0.07%
      AVY D 0.03% 0.05% 0.03%
      AWK D 0.05% 0.07% 0.05%
      AXON A 0.09% 0.12% 0.09%
      AXP A 0.33% 0.45% 0.33%
      BAC A 0.63% 0.86% 0.63%
      BALL D 0.04% 0.05% 0.04%
      BAX D 0.03% 0.05% 0.03%
      BBY D 0.04% 0.05% 0.04%
      BDX F 0.13% 0.19% 0.13%
      BEN C 0.01% 0.02% 0.01%
      BIIB F 0.05% 0.07% 0.05%
      BK A 0.12% 0.16% 0.12%
      BKR B 0.09% 0.12% 0.09%
      BLK C 0.29% 0.4% 0.29%
      BMY B 0.24% 0.33% 0.24%
      BR A 0.05% 0.07% 0.05%
      BSX B 0.26% 0.36% 0.26%
      BWA D 0.02% 0.02% 0.02%
      BXP D 0.02% 0.03% 0.02%
      C A 0.26% 0.37% 0.26%
      CAG D 0.03% 0.04% 0.03%
      CAH B 0.06% 0.09% 0.06%
      CARR D 0.13% 0.18% 0.13%
      CAT B 0.38% 0.52% 0.38%
      CB C 0.22% 0.3% 0.22%
      CBOE B 0.04% 0.06% 0.04%
      CBRE B 0.08% 0.11% 0.08%
      CCL B 0.05% 0.07% 0.05%
      CF B 0.03% 0.04% 0.03%
      CFG B 0.04% 0.06% 0.04%
      CHRW C 0.03% 0.04% 0.03%
      CI F 0.18% 0.26% 0.18%
      CL D 0.15% 0.21% 0.15%
      CMCSA B 0.34% 0.47% 0.34%
      CME A 0.16% 0.23% 0.16%
      CMG B 0.17% 0.23% 0.17%
      CMI A 0.1% 0.14% 0.1%
      CNC D 0.06% 0.09% 0.06%
      COF B 0.14% 0.2% 0.14%
      COR B 0.09% 0.12% 0.09%
      COST B 0.83% 1.15% 0.83%
      CPAY A 0.05% 0.07% 0.05%
      CPB D 0.02% 0.02% 0.02%
      CRL C 0.02% 0.03% 0.02%
      CRM B 0.65% 0.92% 0.65%
      CSCO B 0.47% 0.66% 0.47%
      CSGP D 0.06% 0.09% 0.06%
      CSX B 0.14% 0.2% 0.14%
      CTAS B 0.15% 0.21% 0.15%
      CTVA C 0.08% 0.11% 0.08%
      CVS D 0.14% 0.19% 0.14%
      CVX A 0.56% 0.75% 0.56%
      CZR F 0.02% 0.02% 0.02%
      DAL C 0.08% 0.12% 0.08%
      DAY B 0.02% 0.03% 0.02%
      DE A 0.2% 0.28% 0.2%
      DECK A 0.05% 0.08% 0.05%
      DFS B 0.09% 0.12% 0.09%
      DGX A 0.04% 0.05% 0.04%
      DHI D 0.1% 0.13% 0.1%
      DHR F 0.31% 0.43% 0.31%
      DIS B 0.4% 0.52% 0.4%
      DLR B 0.11% 0.15% 0.11%
      DOC D 0.03% 0.04% 0.03%
      DOV A 0.06% 0.08% 0.06%
      DOW F 0.06% 0.09% 0.06%
      DVA B 0.01% 0.02% 0.01%
      DVN F 0.05% 0.07% 0.05%
      EA A 0.08% 0.11% 0.08%
      EBAY D 0.06% 0.08% 0.06%
      ECL D 0.13% 0.18% 0.13%
      ED D 0.07% 0.09% 0.07%
      EG C 0.03% 0.04% 0.03%
      EIX B 0.06% 0.09% 0.06%
      EL F 0.03% 0.04% 0.03%
      ELV F 0.19% 0.27% 0.19%
      EMR A 0.15% 0.21% 0.15%
      EQIX A 0.17% 0.24% 0.17%
      EQR B 0.05% 0.07% 0.05%
      EQT B 0.05% 0.07% 0.05%
      ES D 0.04% 0.06% 0.04%
      ETN A 0.29% 0.41% 0.29%
      ETR B 0.06% 0.09% 0.06%
      EW C 0.08% 0.11% 0.08%
      EXC C 0.08% 0.11% 0.08%
      EXPE B 0.05% 0.06% 0.05%
      EXR D 0.07% 0.1% 0.07%
      FANG D 0.07% 0.09% 0.07%
      FCX D 0.13% 0.17% 0.13%
      FDS B 0.04% 0.05% 0.04%
      FI A 0.25% 0.34% 0.25%
      FIS C 0.1% 0.14% 0.1%
      FITB A 0.06% 0.09% 0.06%
      FMC D 0.01% 0.02% 0.01%
      FRT B 0.02% 0.02% 0.02%
      FTV C 0.05% 0.07% 0.05%
      GE D 0.39% 0.55% 0.39%
      GILD C 0.23% 0.32% 0.23%
      GIS D 0.07% 0.1% 0.07%
      GL B 0.02% 0.03% 0.02%
      GM B 0.13% 0.18% 0.13%
      GOOG C 1.72% 2.42% 1.72%
      GOOGL C 2.08% 2.92% 2.08%
      GPC D 0.03% 0.05% 0.03%
      GPN B 0.06% 0.08% 0.06%
      GS A 0.38% 0.52% 0.38%
      GWW B 0.11% 0.15% 0.11%
      HAL C 0.05% 0.07% 0.05%
      HAS D 0.02% 0.02% 0.02%
      HBAN A 0.05% 0.07% 0.05%
      HD A 0.81% 1.13% 0.81%
      HES B 0.08% 0.11% 0.08%
      HIG B 0.07% 0.1% 0.07%
      HLT A 0.12% 0.17% 0.12%
      HOLX D 0.04% 0.05% 0.04%
      HPE B 0.06% 0.08% 0.06%
      HPQ B 0.07% 0.1% 0.07%
      HRL D 0.02% 0.02% 0.02%
      HST C 0.02% 0.03% 0.02%
      HSY F 0.05% 0.08% 0.05%
      HUBB B 0.05% 0.07% 0.05%
      HUM C 0.07% 0.1% 0.07%
      ICE C 0.18% 0.25% 0.18%
      IDXX F 0.07% 0.1% 0.07%
      IEX B 0.04% 0.05% 0.04%
      IFF D 0.05% 0.06% 0.05%
      INCY C 0.03% 0.04% 0.03%
      INTC D 0.22% 0.3% 0.22%
      IPG D 0.02% 0.03% 0.02%
      IR B 0.08% 0.12% 0.08%
      IRM D 0.07% 0.09% 0.07%
      ITW B 0.15% 0.21% 0.15%
      IVZ B 0.02% 0.02% 0.02%
      JBHT C 0.03% 0.04% 0.03%
      JCI C 0.12% 0.16% 0.12%
      JKHY D 0.03% 0.04% 0.03%
      JPM A 1.39% 1.91% 1.39%
      K A 0.04% 0.06% 0.04%
      KDP D 0.07% 0.11% 0.07%
      KEY B 0.04% 0.05% 0.04%
      KHC F 0.06% 0.08% 0.06%
      KIM A 0.03% 0.05% 0.03%
      KLAC D 0.18% 0.24% 0.18%
      KMI A 0.1% 0.14% 0.1%
      KMX B 0.02% 0.03% 0.02%
      KO D 0.49% 0.68% 0.49%
      KR B 0.08% 0.11% 0.08%
      LIN D 0.44% 0.61% 0.44%
      LKQ D 0.02% 0.03% 0.02%
      LLY F 1.25% 1.79% 1.25%
      LOW D 0.31% 0.43% 0.31%
      LRCX F 0.2% 0.27% 0.2%
      LULU C 0.08% 0.1% 0.08%
      LVS C 0.03% 0.05% 0.03%
      LW C 0.02% 0.03% 0.02%
      LYB F 0.04% 0.06% 0.04%
      MA C 0.87% 1.2% 0.87%
      MAR B 0.13% 0.19% 0.13%
      MAS D 0.03% 0.05% 0.03%
      MCD D 0.43% 0.59% 0.43%
      MCO B 0.15% 0.21% 0.15%
      MDLZ F 0.18% 0.25% 0.18%
      MDT D 0.22% 0.31% 0.22%
      MET A 0.1% 0.13% 0.1%
      MGM D 0.02% 0.02% 0.02%
      MHK D 0.01% 0.02% 0.01%
      MKC D 0.04% 0.05% 0.04%
      MKTX D 0.02% 0.03% 0.02%
      MMC B 0.22% 0.31% 0.22%
      MOS F 0.02% 0.02% 0.02%
      MPC D 0.11% 0.15% 0.11%
      MRK F 0.5% 0.7% 0.5%
      MRNA F 0.03% 0.04% 0.03%
      MS A 0.33% 0.46% 0.33%
      MSCI C 0.1% 0.14% 0.1%
      MSFT F 6.41% 8.8% 6.41%
      MTB A 0.07% 0.1% 0.07%
      MTD D 0.05% 0.07% 0.05%
      MU D 0.22% 0.31% 0.22%
      NCLH B 0.02% 0.03% 0.02%
      NDAQ A 0.07% 0.09% 0.07%
      NEE D 0.31% 0.42% 0.31%
      NEM D 0.09% 0.13% 0.09%
      NKE D 0.18% 0.26% 0.18%
      NSC B 0.12% 0.17% 0.12%
      NTRS A 0.04% 0.06% 0.04%
      NVDA C 7.29% 10.02% 7.29%
      NWS B 0.01% 0.01% 0.01%
      NWSA B 0.02% 0.03% 0.02%
      OKE A 0.13% 0.18% 0.13%
      OMC C 0.04% 0.06% 0.04%
      ON D 0.06% 0.08% 0.06%
      OTIS C 0.08% 0.11% 0.08%
      OXY D 0.07% 0.1% 0.07%
      PARA C 0.01% 0.02% 0.01%
      PAYX C 0.09% 0.13% 0.09%
      PCAR B 0.12% 0.17% 0.12%
      PEG A 0.09% 0.12% 0.09%
      PEP F 0.46% 0.63% 0.46%
      PFG D 0.04% 0.05% 0.04%
      PG A 0.8% 1.09% 0.8%
      PH A 0.18% 0.25% 0.18%
      PHM D 0.05% 0.07% 0.05%
      PLD D 0.21% 0.3% 0.21%
      PNC B 0.17% 0.23% 0.17%
      PNR A 0.04% 0.05% 0.04%
      POOL C 0.03% 0.04% 0.03%
      PPG F 0.06% 0.08% 0.06%
      PRU A 0.09% 0.12% 0.09%
      PSA D 0.11% 0.15% 0.11%
      PSX C 0.11% 0.15% 0.11%
      PWR A 0.1% 0.13% 0.1%
      PYPL B 0.18% 0.25% 0.18%
      QCOM F 0.37% 0.5% 0.37%
      RCL A 0.11% 0.15% 0.11%
      REG B 0.02% 0.03% 0.02%
      REGN F 0.17% 0.24% 0.17%
      RF A 0.05% 0.07% 0.05%
      RJF A 0.06% 0.08% 0.06%
      RL B 0.02% 0.02% 0.02%
      RMD C 0.07% 0.1% 0.07%
      ROK B 0.07% 0.09% 0.07%
      ROST C 0.1% 0.13% 0.1%
      RSG A 0.09% 0.12% 0.09%
      RVTY F 0.03% 0.04% 0.03%
      SBAC D 0.05% 0.06% 0.05%
      SBUX A 0.23% 0.32% 0.23%
      SCHW B 0.24% 0.33% 0.24%
      SHW A 0.18% 0.25% 0.18%
      SJM D 0.02% 0.03% 0.02%
      SLB C 0.12% 0.17% 0.12%
      SPGI C 0.33% 0.45% 0.33%
      SRE A 0.12% 0.16% 0.12%
      STT A 0.06% 0.08% 0.06%
      SW A 0.05% 0.07% 0.05%
      SWK D 0.03% 0.04% 0.03%
      SYF B 0.05% 0.07% 0.05%
      SYK C 0.27% 0.37% 0.27%
      SYY B 0.07% 0.11% 0.07%
      T A 0.32% 0.45% 0.32%
      TAP C 0.02% 0.03% 0.02%
      TFC A 0.13% 0.17% 0.13%
      TFX F 0.02% 0.03% 0.02%
      TGT F 0.14% 0.2% 0.14%
      TJX A 0.27% 0.38% 0.27%
      TMUS B 0.24% 0.33% 0.24%
      TPR B 0.03% 0.03% 0.03%
      TRGP B 0.08% 0.12% 0.08%
      TROW B 0.05% 0.07% 0.05%
      TRV B 0.12% 0.16% 0.12%
      TSCO D 0.06% 0.08% 0.06%
      TSLA B 1.75% 2.55% 1.75%
      TSN B 0.04% 0.05% 0.04%
      TT A 0.19% 0.26% 0.19%
      TTWO A 0.06% 0.08% 0.06%
      UBER D 0.3% 0.42% 0.3%
      UDR B 0.03% 0.04% 0.03%
      ULTA F 0.04% 0.05% 0.04%
      UNH C 1.11% 1.56% 1.11%
      UNP C 0.29% 0.41% 0.29%
      UPS C 0.2% 0.27% 0.2%
      URI B 0.12% 0.16% 0.12%
      USB A 0.16% 0.22% 0.16%
      V A 1.04% 1.44% 1.04%
      VLO C 0.09% 0.12% 0.09%
      VRSK A 0.08% 0.11% 0.08%
      VTR C 0.05% 0.07% 0.05%
      WAB B 0.07% 0.1% 0.07%
      WAT B 0.04% 0.06% 0.04%
      WBA F 0.01% 0.02% 0.01%
      WDC D 0.04% 0.06% 0.04%
      WELL A 0.16% 0.22% 0.16%
      WM A 0.16% 0.23% 0.16%
      WMB A 0.14% 0.19% 0.14%
      WMT A 0.74% 1.03% 0.74%
      WTW B 0.06% 0.09% 0.06%
      WY D 0.05% 0.06% 0.05%
      WYNN D 0.02% 0.02% 0.02%
      XOM B 1.08% 1.5% 1.08%
      XYL D 0.06% 0.08% 0.06%
      YUM B 0.08% 0.11% 0.08%
      ZBH C 0.04% 0.06% 0.04%
      ZTS D 0.16% 0.22% 0.16%
      PBP Overweight 186 Positions Relative to EFIV
      Symbol Grade Weight
      AMZN C 3.99%
      META D 2.55%
      BRK.A B 1.73%
      AVGO D 1.6%
      JNJ D 0.74%
      NFLX A 0.73%
      ORCL B 0.6%
      WFC A 0.5%
      NOW A 0.43%
      TMO F 0.41%
      INTU C 0.4%
      PM B 0.4%
      ISRG A 0.39%
      IBM C 0.39%
      TXN C 0.38%
      VZ C 0.35%
      BKNG A 0.34%
      RTX C 0.32%
      PGR A 0.31%
      PFE D 0.3%
      HON B 0.3%
      COP C 0.27%
      PANW C 0.26%
      BX A 0.26%
      VRTX F 0.25%
      PLTR B 0.24%
      LMT D 0.23%
      KKR A 0.21%
      ADI D 0.21%
      ANET C 0.2%
      BA F 0.2%
      MO A 0.19%
      SO D 0.19%
      APH A 0.18%
      GEV B 0.18%
      MSI B 0.17%
      CDNS B 0.17%
      SNPS B 0.17%
      DUK C 0.17%
      EOG A 0.16%
      MCK B 0.16%
      CRWD B 0.16%
      MMM D 0.15%
      GD F 0.15%
      NOC D 0.14%
      CEG D 0.14%
      ORLY B 0.14%
      TDG D 0.14%
      HCA F 0.13%
      FDX B 0.13%
      NXPI D 0.12%
      FICO B 0.12%
      ABNB C 0.12%
      FTNT C 0.12%
      ROP B 0.12%
      SPG B 0.11%
      FAST B 0.1%
      LHX C 0.1%
      D C 0.1%
      VST B 0.1%
      O D 0.1%
      AEP D 0.1%
      CPRT A 0.1%
      AZO C 0.1%
      ODFL B 0.09%
      F C 0.09%
      KMB D 0.09%
      CCI D 0.09%
      PCG A 0.09%
      KVUE A 0.09%
      HWM A 0.09%
      VMC B 0.08%
      GEHC F 0.08%
      STZ D 0.08%
      CHTR C 0.08%
      XEL A 0.08%
      DELL C 0.08%
      MNST C 0.08%
      CTSH B 0.08%
      LEN D 0.08%
      IT C 0.08%
      GRMN B 0.07%
      EFX F 0.07%
      VICI C 0.07%
      DD D 0.07%
      NUE C 0.07%
      IQV D 0.07%
      MCHP D 0.07%
      MLM B 0.07%
      GLW B 0.07%
      MPWR F 0.06%
      NVR D 0.06%
      ANSS B 0.06%
      DXCM D 0.06%
      UAL A 0.06%
      WEC A 0.06%
      TDY B 0.05%
      ATO A 0.05%
      LDOS C 0.05%
      PTC A 0.05%
      CINF A 0.05%
      AEE A 0.05%
      CDW F 0.05%
      NTAP C 0.05%
      PPL B 0.05%
      WST C 0.05%
      DTE C 0.05%
      VLTO D 0.05%
      BRO B 0.05%
      GDDY A 0.05%
      CHD B 0.05%
      TYL B 0.05%
      KEYS A 0.05%
      TRMB B 0.04%
      TER D 0.04%
      J F 0.04%
      MOH F 0.04%
      WRB A 0.04%
      PODD C 0.04%
      MAA B 0.04%
      CTRA B 0.04%
      SNA A 0.04%
      NRG B 0.04%
      INVH D 0.04%
      LUV C 0.04%
      ESS B 0.04%
      CNP B 0.04%
      STLD B 0.04%
      IP B 0.04%
      DRI B 0.04%
      LH C 0.04%
      CMS C 0.04%
      LYV A 0.04%
      ZBRA B 0.04%
      STX D 0.04%
      CLX B 0.04%
      FE C 0.04%
      PKG A 0.04%
      FSLR F 0.04%
      BLDR D 0.04%
      STE F 0.04%
      WBD C 0.04%
      BG F 0.03%
      JNPR F 0.03%
      CPT B 0.03%
      DLTR F 0.03%
      SWKS F 0.03%
      NDSN B 0.03%
      EPAM C 0.03%
      FFIV B 0.03%
      ROL B 0.03%
      EVRG A 0.03%
      JBL B 0.03%
      VTRS A 0.03%
      L A 0.03%
      LNT A 0.03%
      DPZ C 0.03%
      VRSN F 0.03%
      ALGN D 0.03%
      TXT D 0.03%
      MRO B 0.03%
      NI A 0.03%
      GEN B 0.03%
      DG F 0.03%
      EXPD D 0.03%
      HII D 0.02%
      MTCH D 0.02%
      CE F 0.02%
      APA D 0.02%
      HSIC B 0.02%
      ENPH F 0.02%
      AOS F 0.02%
      SMCI F 0.02%
      SOLV C 0.02%
      AES F 0.02%
      PNW B 0.02%
      ERIE D 0.02%
      CTLT B 0.02%
      FOXA B 0.02%
      PAYC B 0.02%
      GNRC B 0.02%
      TECH D 0.02%
      EMN D 0.02%
      UHS D 0.02%
      FOX A 0.01%
      QRVO F 0.01%
      PBP Underweight 0 Positions Relative to EFIV
      Symbol Grade Weight

      PBP: Top Represented Industries & Keywords

      Industries: Diversified Industrials Software - Application Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Oil & Gas E&P Aerospace & Defense Banks - Regional - US Capital Markets Drug Manufacturers - Major Packaged Foods Medical Devices Medical Instruments & Supplies Specialty Retail Credit Services Health Care Plans Household & Personal Products Information Technology Services
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Dow Jones Component Electronics Chemical Medicine Real Estate Investment Trust Aerospace Telecommunications Bank Semiconductor Banking Insurance Products Petroleum Industry Transport Investment Bank

      EFIV: Top Represented Industries & Keywords

      Industries: Business Services Diversified Industrials Banks - Regional - US Capital Markets Packaged Foods Asset Management Diagnostics & Research Credit Services Drug Manufacturers - Major Specialty Chemicals Health Care Plans Leisure Medical Devices Software - Application Insurance - Life Medical Instruments & Supplies Oil & Gas E&P Semiconductors Specialty Retail Agricultural Inputs
      Keywords: S&P 500 Nasdaq 100 Insurance Dow Jones Component Natural Gas Bank Banking Medicine Real Estate Investment Trust Chemical Investment Bank Computing Insurance Products Mining Petroleum Industry Disability Beverage Cash Management Electronics Financial Products
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