Research. (Basic Features)

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1 Overview The Streetscape User Guide The menu provides access to financial information to help you make informed decisions to better meet your customers investment needs. Features include: stock recommendations, and analysis and opinions on industries companies financial markets mutual funds, and the economy. Features Not Covered in This Section Depending on your Streetscape package, you may be have access to additional Premium and Select features, which are covered in a separate section of this user guide. Accessing Options on the Menu To access options on the menu 1. From the Brokerage Center main menu, select. 2. From the menu, select one of the options described in the table below. the results of company and industry research and analysis from premier research providers daily and weekly commentary and analysis of financial markets weekly and monthly economic indicators, calendars, and commentary information and performance data on more than 4,1000 mutual funds performance data on the fixed income securities market Equity/Industry. Commentary. Economics. Mutual Funds. Fixed Income. In This Section The Equity/Industry Menu... 3 Accessing Features on the Equity/Industry Menu... 3 The Commentary Menu... 5 Accessing Features on the Commentary Menu... 5 The Economics Menu... 6 Accessing Features on the Economics Menu... 6 The Mutual Funds Menu... 7 Clearing, custody or other brokerage services may be provided by National Financial Services LLC, or March 2001 Fidelity Brokerage Services LLC, Members NYSE, SIPC 1 of 8

2 Accessing Features on the Mutual Funds Menu...7 The Fixed Income Menu...8 Accessing Features on the Fixed Income Menu of 8 March 2001

3 The Equity/Industry Menu The Streetscape User Guide From the Equity/Industry menu you can access a selection of tools for conducting company and industry research and analysis from premier research providers. Accessing Features on the Equity/Industry Menu To perform company research 1 For the security you want to view, either enter the symbol in the Enter Symbol box on the left navigation menu, or look up the symbol. Reference: For instructions on looking up a symbol, refer to the Site Basics section of this user guide. Note: After you have entered a symbol in the left navigation menu, you can click on any of the symbol-driven features below to retrieve information for that symbol. Select a feature from the left navigation menu, using the guidelines in the table below. up to ten-years worth of historical closing prices and volume charts for the company s listed equities company profiles that include earnings and performance data using graphs, charts, and reports the following Standard and Poor s Stock Reports: (in.pdf format) Basic News Industy Outlook Wall Street Consensus. the performance ranking of individual companies within a market sector Chart. Note: This feature is also accessible from the Market Data / Quotes & News menu. Reference: For detailed information on using this feature, refer to the Market Data section of this user guide. Baseline Company Report, or Baseline Earnings Report. Note: These services are provided by BASELINE Financial Services, Inc. S&P Company Report. Note: This service is provided by Standard & Poor s. Hotspot Basic or Premium. Note: This service is provided by Dataview, LLC is also accessible from the Market Data / Market menu, and the Market Data / Quotes & News menu. March of 8

4 To generate ideas Select an option from the left navigation menu, using the guidelines in the table below. Note: These services are provided by Lehman Brothers, Inc., and are also accessible from the / Commentary menu. IF YOU WANT TO the latest notes published by Lehman Brothers, Inc (in.pdf format) on focus stocks industry news, and investment strategy view an the current week s commentary published by Lehman Brothers (in.pdf format) on global investment strategies valuations, and analysis. view a Lehman Brothers top ten stock recommendations for the upcoming year (in.pdf format) Lehman Brothers Daily Notes Lehman Global Economics & Strategy. Lehman Brothers 10 Uncommon Values. 4 of 8 March 2001

5 The Commentary Menu The Streetscape User Guide From the Commentary menu you can access tools that provide daily and weekly commentary and analysis of the financial markets. Accessing Features on the Commentary Menu To access features on the Commentary menu Select a feature from the left navigation menu, using the guidelines in the table below. An asterisk (*) identifies a feature that may not be available to all Streetscape users. the latest notes published by Lehman Brothers, Inc (in.pdf format) on focus stocks industry news, and investment strategy the current week s commentary published by Lehman Brothers (in.pdf format) on global investment strategies valuations, and analysis. current commentary on how U.S. investors are affected by the performances of world markets and economics. the performance ranking of industries within a market sector industry performance data by sector Lehman Brothers Daily Notes Note: This service is provided by Lehman Brothers, Inc., and is also accessible from the Equity/Industry menu. Lehman Global Economics & Strategy. Note: is provided by Lehman Brothers, Inc., and is also accessible from the Equity/Industry menu. International Perspective. Note: This service is provided by Econoday. Hotspot Basic. Note: This service is provided by Dataview, LLC. Hotspot Premium.* Note: This service is provided by Dataview, LLC. March of 8

6 The Economics Menu From the Economics menu you can access tools that provide weekly and monthly economic indicators calendars, and commentary. Accessing Features on the Economics Menu To access features on the Economics menu Select an option from the left navigation menu, using the guidelines in the table below. Note: These services are provided by Econoday. a global economics calendar of market indicators and banking holidays a description of economic events that occurred during the week, and market reactions to those events a snapshot of the economy that includes graphical depictions of Economic Calendar. Note: This section is also accessible from the Market Data / Markets menu. Simply Economics. Chart Room. stock prices interest rates, and Federal Reserve policy graphical depictions of economic and financial indicators, which assist Federal Reserve officials in making policy decisions explanations and graphical depictions of some of the variables that are in the Federal Reserve s control, such as Fed Watching Indicators. Fed Statistics. money supply, and interest rates the following facts about the Federal Reserve System: Key Fed Facts. key members policy actions from 1990 to the current year dates for FOMC (Federal Open Market Committee) meetings (after which announcements on monetary policy are delivered) current commentary that examines timely topics of primary interest to the market each month Focal Point. 6 of 8 March 2001

7 The Mutual Funds Menu From the Mutual Funds menu you can review information and performance data on more than 4,100 mutual funds, and quickly and easily compare mutual funds based on characteristics you specify, including Morningstar ratings investment objectives expense ratios, and volatility measures. Accessing Features on the Mutual Funds Menu To research a fund 1 For the fund you want to view, either enter the mutual fund symbol in the Enter Symbol box on the left navigation menu, or look up the symbol. Reference: For instructions on looking up a symbol, refer to the Site Basics section of this user guide. Note: Once you have entered a symbol in the left navigation menu, you can click on any of the symbol-driven features below to retrieve information for that symbol. 2 Select a feature from the left navigation menu, using the guidelines in the table below. An asterisk (*) identifies a service that may not be available to all Streetscape users. comprehensive information on over 4,100 mutual funds, including Morningstar Profile. investment objective monthly and quarterly performance asset allocation top 10 holdings sector weightings, and capital gains and dividends Two- to four-page in-depth reports (in PDF format) on over 3,100 open-ended, equity mutual funds Data Group Fund Report.* Note: This service is provided by Data Group, Inc. To view funds that meet characteristics you specify From the left navigation menu select Morningstar Screener.* Note: This service is provided by Morningstar Inc. March of 8

8 The Fixed Income Menu From the Fixed Income menu you can review performance data on the fixed income securities market. Accessing Features on the Fixed Income Menu To access features on the Fixed Income menu Select a feature from the left navigation menu, using the guidelines in the table below. a schedule of upcoming US Treasury Auctions by announcement date security type auction date issue date, and security date Auction Calendar. Note: This service is provided by Econoday. AND/OR results for the following daily auctions: US Treasury Bills, Auction US Treasury Notes and Bonds benchmark activity on U.S. Treasury indices as of the close of the previous business day, including issues from 3 months to 30 years, and the following information: Bid Price Bid Time Bid Yield. Yield Curve.* Note: This services is provided by Moneyline, and if available, is also accessible from the Market Data / Markets menu. 8 of 8 March 2001