November 30
TD Ameritrade Expands Fixed Income Platform
(TD Ameritrade expands its offering of fixed income securities to include new issue municipal bonds underwritten by M. R. Beal).

August 9
TD Ameritrade Appoints Karen E. Maidment to the Board of Directors.

August 9
TD Ameritrade Announces Stock Repurchase Program (repurchase of up to 30 million shares of common stock in the open market and in block trades).

July 29
TD Ameritrade Unveils "TD Ameritrade Mobile."

July 21
TD Ameritrade Institutional Attracts Record Number of Advisors Seeking Independence (a record 212 breakaway brokers in fiscal 2010, surpassing the total number of advisors making the move to independence in all of 2009).

May 24
Omaha's Rosenblatt Stadium to host TD Ameritrade College Home Run Derby in July.

May 16
TD Ameritrade Launches Breakthrough "DVR-like" Paper Trading Technology (for retail traders and investors using simulated cash and positions).

April 20
TD Ameritrade Delivers Record Net New Assets of $10 Billion; Record client assets of $342 Billion, up to 52% March Q Earnings per share of $0.27.

March 16
TD Ameritrade's thinkorswim Named "Best Online Broker" in Barron's 15th Annual Ranking (for the second year in a row; It is the fourth time in five years that thinkorswim has won this coveted distinction).

October 6
TD Ameritrade Unveils New Online Retirement Center, offering new retirement planning tools and action plans tailored to life stage.

September 28
TD Ameritrade Names David Kimm Chief Risk Officer; He will help identify and manage the company's credit, market and operational risks, as well as overseeing the firm's regulatory compliance and audit functions.

June 11
TD Ameritrade Closes Acquisition of thinkorswim.

February 18
TD Ameritrade announces that its board of directors has authorized the repurchase of 34 million shares from its second-largest shareholder, the family of Founder Joe Ricketts.

"TD Ameritrade Park Omaha" Omaha-based financial services firm secures naming rights to new Omaha stadium to host college baseball and other community events.

February 5
TD Ameritrade Institutional's new Veo®Next Generation platform was built in collaboration with advisors to deliver the technology they need in a difficult business environment.

January 8
TD Ameritrade to acquire thinkorswim in a cash and stock deal valued at approximately $606 million; Creates Industry-Leading Trader Platform Introduces State-of-the-Art Education Program to Nearly Seven Million Retail Client Accounts, #1 in Equity Trades, #1 in Options Trades.

January 6
TD Ameritrade names Peter Sidebottom the Company's new executive vice president of product and marketing.

October 30
TD Ameritrade Announces Launch of New Mobile Trading Tools and Services Available on the Apple App Store: Helps provide TD Ameritrade clients with the customization and mobile flexibility in managing their investments amid unprecedented market activity.

July 15
TD Ameritrade introduces Bond Wizard, an easy-to-use fixed income investment tool designed to help investors find bonds and certificates of deposits (CDs) or build a bond ladder.

July 10
TD Ameritrade Bring High-Powered Charting Tool to the Masses; As a means to make more educated and confident trading decisions, TD Ameritrade has launched Pattern Matcher(TM), available for free to all of the Company's retail brokerage clients.

May 15
Joe Moglia to Assume TD Ameritrade Chairmanship in Fiscal 2009; Fred Tomczyk Named Next CEO.

April 24
TD Ameritrade and XShares Advisors LLC Recognized at 4th Annual Global ETF® Awards Dinner & Workshop; Received the "Most Innovative ETF Product Award for the Americas" for TDAX Independence Exchange-Traded Funds.

February 4
TD Ameritrade Closes Deal, completing its purchase of Fiserv's Investment Support Services (ISS) business for approximately $225 million in cash plus the amount of acquired regulatory capital.

January 17
TD Ameritrade Delivers best quarter ever; Record $0.40 EPS Up 67 Percent Over Same Quarter Last Year; Guidance Increased for Fiscal 2008.

December
TD Ameritrade achieves record earnings per share for the fifth consecutive year.

TD Ameritrade completes the largest client integration to date in the history of the U.S. retail brokerage industry with the completion of the TD Waterhouse USA acquisition.

October
Amerivest Investment Management, LLC, a subsidiary of TD Ameritrade Holding, teamed up with XShares Advisors LLC to launch TDAX Funds, Inc. (the company). TDX Independence ETFs are the first true exchange-traded funds to include debt and equity securities in a single target-date ETF.

June
TD Ameritrade names Fred Tomczyk as Chief Operating Officer.

January
TD Ameritrade acquires iRebal, an industry-leading portfolio rebalancing program.

Before investing in an ETF, carefully consider the investing objectives, risks, charges and expenses. For a prospectus containing this and other important information, contact a Client Services representative at 800-669-3900. Please read the prospectus carefully before investing.

ETFs are subject to risks similar to those of stocks and trading prices may not reflect the actual net asset value of the underlying securities.

There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses.

TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management, LLC serves as a sub-advisor to the Funds. TD Ameritrade is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc. Amerivest Investment Management, LLC is a subsidiary of TD Ameritrade Holding Corporation.

iRebal products and services property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc.

April
TD Ameritrade launches new value propositions.

January
Ameritrade shareholders approve the proposed acquisition of TD Waterhouse USA. The transaction closes, combining two complementary organizations to create TD Ameritrade.

September
Ameritrade appoints Jerry Bartlett as Chief Information Officer.

August
Ameritrade appoints Asiff Hirji as Chief Operating Officer.

June
Ameritrade announces it has entered into a definitive agreement to acquire TD Waterhouse USA.

May
Ameritrade celebrates 30 years of providing individual investors with the tools they need to pursue their financial goals.

March
Ameritrade, Inc. receives a four-star rating in the 2005 Barron's Review of Online Brokers for its Apex active trader program, finishing 2nd overall among browser-based brokers.

Barron’s is a registered trademark of Dow Jones, L.P.

October
Ameritrade completes the purchase of approximately 45,000 online retail accounts from JB Oxford & Company.

Ameritrade unveils Amerivest, a powerful new online advisory service for long-term investors.

September
Ameritrade launches a new Web site experience offering brokerage clients customization, enhanced products, ease of use and an impressive package of risk managment tools.

September
Ameritrade launches new advertising campaign that emphasizes the edge the Company's brokerage subsidiary, Ameritrade, Inc., delivers through cost, execution quality, speed and an innovative suite of products and services.

May
Ameritrade recognized for excellence in client service and process management, based on the J.D. Power and Associates Call Center Certification Program.

February
The Office of the Chief Executive is created and J. Peter Ricketts is appointed to the position of Chief Operating Officer.

Ameritrade completes the purchase of approximately 11,000 online retail accounts from BrokerageAmerica.

January
Completion of the Bidwell & Company acquisition adds approximately 100,000 accounts and $5 billion in client assets.

Amerivest is an investment advisory service of Amerivest Investment Management, LLC, an SEC-registered investment advisor. Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade, Inc. and Amerivest Investment Management, LLC are both wholly owned subsidiaries of TD Ameritrade Holding Corporation. Amerivest is a trademark of TD Ameritrade IP Company, Inc.

For J. D. Power and Associates Certified Call Center Program^SM information, visit  www.jdpower.com or call 866-842-7548. J. D. Power and Associates is a trademark of The McGraw-Hill Companies, Inc.

November
Agreement to acquire Bidwell & Company is announced.

October
“Good Idea, Bad Idea” advertising campaign is launched, portraying how flat pricing, quality executions and real-time information are benefits in the realm of independent investing.

October
BrokerageAmerica account acquisition is announced.

September
Client accounts reach 3 million.

August
Government Liaison function is added to executive management team.

July
Advertising campaign is launched to highlight benefits of Ameritrade's simple, inexpensive pricing.

June
Additional benefits extended to clients with informational Webcast series.

Completion of the Mydiscountbroker.com acquisition adds approximately 16,500 online retail accounts.

April
New advertising campaign breaks, emphasizing trade execution quality.

Michael Feigeles is appointed as executive vice president of special projects.

April
Ameritrade announces agreement to purchase the Mydiscountbroker.com accounts.

March
Chief Information Officer Asiff Hirji joins Ameritrade from Bain & Company.

February
Switchers’ Reserve advertising campaign launches, announcing aid to investors frustrated by extra fees.

October
The Ameritrade's innovative new product suite and simplified $10.99 pricing goes into effect - which includes free Streamer for all clients and other features.

September
A merger is approved by Ameritrade and Datek shareholders and the merger closes. A new board of directors is formed and the new Ameritrade is created.

May
Ameritrade Connection is introduced to further leverage the competitive advantages of the Company to its Institutional clients.

April
A merger agreement with Datek Online Holdings Corp. is announced.

November
Ameritrade Plus service platform begins operation, using most of NDB.com's features and investing tools with Ameritrade's state-of-the-art technology.

September
Ameritrade Pro begins service, advancing the company's segmentation strategy by offering professional and highly active traders direct-access software and fast, reliable tools to better meet their needs.

September
Completion of the acquisition of National Discount Brokers Corporation adds approximately 319,000 accounts and $6.3 billion in client assets.

July
Agreement to acquire National Discount Brokers Corporation is announced.

June
The largest company reorganization in the history of the company creates two principal business units, a Private Client division and an Institutional Client division.

February
TradeCast acquisition adds a business-to-business presence and strengthens Ameritrade’s offering for professional and highly active traders.

Ameritrade announces its first partnership with an independent retirement plan provider that allows 401(k) participants the ability to invest in mutual funds, bonds and stocks through Ameritrade's self-directed online brokerage account within their
401(k) plan.

November
Freetrade is formed, operating exclusively over the Internet. Freetrade.com provides commission-free Internet equity market trades and low-cost commissions on options orders to the experienced individual investor.

October
Ameritrade Institutional Services (AIS) is offered to independent registered investment advisors at one of the lowest commission rates in the industry, charging $8 for Internet equity market orders and stop and limit orders for just $5 more.

June
Ten Bagger, Inc., the maker of the BigEasy Investor, a user-friendly stock research product is acquired.

OmniSky and Ameritrade allow individuals to retrieve real-time quotes and market information; access their accounts; and place equity orders from their personal digital assistants (PDA) through OmniSky service.