Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund

March 31, 2024

(Unaudited)

 

(AMOUNTS IN THOUSANDS*, EXCEPT NUMBER OF SHARES, CONTRACTS, UNITS AND OUNCES, IF ANY)

 

 

PRINCIPAL
AMOUNT
(000s)

 

MARKET
VALUE
(000s)

INVESTMENTS IN SECURITIES 107.2% ¤

 

 

 

 

LOAN PARTICIPATIONS AND ASSIGNMENTS 8.9%

 

 

 

 

AI Silk Midco Ltd.
TBD% due 02/24/2031

EUR

3,000

$

3,151

Aligned Data Centers International LP
8.821% (TSFR03M + 3.500%) due 05/16/2028 «~

$

5,000

 

4,900

BDO U.S.A. PC
11.330% (TSFR1M + 6.000%) due 08/31/2028 «~

 

4,512

 

4,539

Caesars Entertainment Corp.
8.040% (TSFR03M + 2.750%) due 02/06/2031 ~

 

3,000

 

3,006

Castlelake Aviation Ltd.
TBD% due 10/22/2027

 

2,963

 

2,968

Chobani, LLC
9.075% (TSFR1M + 3.750%) due 10/25/2027 ~

 

2,993

 

3,013

Cotiviti, Inc.
TBD% due 02/21/2031

 

3,000

 

2,996

Forward Air Corp.
9.827% (TSFR1M + 4.500%) due 12/19/2030 ~

 

3,472

 

3,428

Gateway Casinos & Entertainment Ltd.

 

 

 

 

13.413% (CDOR03 + 8.000%) due 10/18/2027 ~

CAD

3,182

 

2,355

13.469% due 10/15/2027

$

1,818

 

1,823

iHeartCommunications, Inc.
8.445% due 05/01/2026

 

2,900

 

2,547

Janus International Group LLC
8.623% (TSFR03M + 3.250%) due 08/03/2030 ~

 

4,987

 

5,011

Kohler Energy LLC
TBD% due 01/30/2031

 

2,000

 

2,005

Lifepoint Health, Inc.
11.087% due 11/16/2028

 

6,700

 

6,726

MITER Brands
TBD% due 03/21/2031

 

2,500

 

2,515

Mitnick Corporate Purchaser, Inc.
TBD% due 05/02/2029

 

4,300

 

4,116

Osaic Holdings, Inc.
TBD% due 08/16/2028

 

3,000

 

3,015

Project Alpha Intermediate Holding, Inc.
10.063% (TSFR03M + 4.750%) due 10/28/2030 ~

 

4,000

 

4,026

Promotora de Informaciones SA
9.123% (EUR003M + 5.220%) due 12/31/2026 ~

EUR

2,400

 

2,559

PUG LLC
10.075% (TSFR03M + 4.750%) due 03/15/2030 ~

$

3,000

 

3,008

Steenbok Lux Finco 2 SARL
1TBD% due 06/30/2026

EUR

10,000

 

4,208

Syniverse Holdings, Inc.
12.302% (TSFR03M + 7.000%) due 05/13/2027 ~

$

2,793

 

2,674

Teneo Holdings LLC
TBD% due 03/13/2031

 

2,300

 

2,310

TGP Holdings LLC
8.680% (TSFR1M + 3.250%) due 06/29/2028 ~

 

2,940

 

2,796

Triton Water Holdings, Inc.
9.312% (TSFR03M + 4.000%) due 03/31/2028 ~

 

4,000

 

3,961

U.S. Renal Care, Inc.
10.442% (TSFR1M + 5.000%) due 06/20/2028 ~

 

4,413

 

3,846

Wand NewCo 3, Inc.
9.080% (TSFR1M + 3.750%) due 01/30/2031 ~

 

5,000

 

5,020

Whatabrands LLC
8.692% (TSFR1M + 3.250%) due 08/03/2028 ~

 

3,100

 

3,105

Total Loan Participations and Assignments (Cost $94,942)

 

 

 

95,627

CORPORATE BONDS & NOTES 26.1%

 

 

 

 

BANKING & FINANCE 2.8%

 

 

 

 

Banca Monte dei Paschi di Siena SpA
10.500% due 07/23/2029

EUR

2,100

 

2,674

Brandywine Operating Partnership LP
8.050% due 03/15/2028 (m)

$

2,000

 

2,033

Burford Capital Global Finance LLC
9.250% due 07/01/2031

 

4,100

 

4,344

EPR Properties
3.750% due 08/15/2029 (m)

 

3,100

 

2,741

GA Global Funding Trust
2.900% due 01/06/2032 (m)

 

2,700

 

2,218

 

 

 

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

HAT Holdings LLC
8.000% due 06/15/2027

 

5,000

 

5,220

Integrity Re Ltd.

 

 

 

 

22.362% (T-BILL 1MO + 17.000%) due 06/06/2026 ~

 

650

 

650

28.362% (T-BILL 1MO + 23.000%) due 06/06/2026 ~

 

650

 

650

Sammons Financial Group, Inc.
6.875% due 04/15/2034

 

5,000

 

5,039

Starwood Property Trust, Inc.
7.250% due 04/01/2029

 

2,700

 

2,725

Winston RE Ltd.

 

 

 

 

15.612% (T-BILL 3MO + 10.250%) due 02/26/2031 ~

 

1,000

 

994

17.112% (T-BILL 3MO + 11.750%) due 02/26/2031 ~

 

1,000

 

993

 

 

 

 

30,281

INDUSTRIALS 20.5%

 

 

 

 

Altice France Holding SA

 

 

 

 

8.000% due 05/15/2027

EUR

1,800

 

650

10.500% due 05/15/2027

$

2,400

 

900

American Builders & Contractors Supply Co., Inc.
3.875% due 11/15/2029

 

4,600

 

4,139

B.C. Unlimited Liability Co.
3.875% due 01/15/2028 (m)

 

2,300

 

2,163

Caesars Entertainment, Inc.
6.500% due 02/15/2032 (m)

 

3,000

 

3,028

Carvana Co. (13.000% PIK)
13.000% due 06/01/2030 (d)

 

3,178

 

3,049

Carvana Co. (14.000% PIK)
14.000% due 06/01/2031 (d)

 

3,830

 

3,784

Cheniere Energy, Inc.
4.625% due 10/15/2028 (m)

 

4,000

 

3,880

Chobani LLC
7.625% due 07/01/2029

 

1,650

 

1,675

Cloud Software Group, Inc.
6.500% due 03/31/2029

 

4,400

 

4,179

CNX Midstream Partners LP
4.750% due 04/15/2030 (h)

 

2,300

 

2,052

Community Health Systems, Inc.
5.625% due 03/15/2027

 

5,700

 

5,252

Comstock Resources, Inc.
6.750% due 03/01/2029 (m)

 

2,350

 

2,243

Continental Resources, Inc.

 

 

 

 

2.875% due 04/01/2032 (m)

 

2,750

 

2,242

5.750% due 01/15/2031 (m)

 

1,050

 

1,044

CQP Holdco LP
5.500% due 06/15/2031

 

6,200

 

5,865

DISH DBS Corp.

 

 

 

 

5.250% due 12/01/2026

 

4,800

 

3,789

5.750% due 12/01/2028

 

5,200

 

3,584

DISH Network Corp.
11.750% due 11/15/2027

 

2,500

 

2,555

DT Midstream, Inc.

 

 

 

 

4.125% due 06/15/2029 (m)

 

2,350

 

2,163

4.375% due 06/15/2031 (m)

 

1,200

 

1,088

Energy Transfer LP
6.250% due 04/15/2049 (h)(m)

 

3,000

 

3,082

EQM Midstream Partners LP

 

 

 

 

4.500% due 01/15/2029 (i)(m)

 

1,800

 

1,689

4.750% due 01/15/2031 (i)(m)

 

2,400

 

2,234

5.500% due 07/15/2028 (i)(m)

 

1,100

 

1,086

7.500% due 06/01/2030 (i)(m)

 

3,100

 

3,317

EQT Corp.
5.750% due 02/01/2034 (m)

 

3,700

 

3,690

Fiesta Purchaser, Inc.
7.875% due 03/01/2031

 

3,500

 

3,617

Global Partners LP
8.250% due 01/15/2032 (h)(m)

 

200

 

208

GN Bondco LLC
9.500% due 10/15/2031 (m)

 

1,800

 

1,799

Howard Midstream Energy Partners LLC
8.875% due 07/15/2028 (m)

 

800

 

845

Intelsat Jackson Holdings SA
6.500% due 03/15/2030 (m)

 

1,547

 

1,441

Inter Media & Communication SpA
6.750% due 02/09/2027

EUR

3,100

 

3,290

Kodiak Gas Services LLC
7.250% due 02/15/2029 (m)

$

4,000

 

4,077

Market Bidco Finco PLC
4.750% due 11/04/2027

EUR

2,600

 

2,647

Matador Resources Co.

 

 

 

 

6.500% due 04/15/2032 (c)

$

4,000

 

4,010

6.875% due 04/15/2028 (m)

 

3,000

 

3,072

Mineral Resources Ltd.
9.250% due 10/01/2028 (m)

 

4,000

 

4,218

Miter Brands Acquisition Holdco, Inc.
6.750% due 04/01/2032

 

2,500

 

2,510

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

New Fortress Energy, Inc.
8.750% due 03/15/2029

 

2,290

 

2,283

Newfold Digital Holdings Group, Inc.

 

 

 

 

6.000% due 02/15/2029

 

500

 

392

11.750% due 10/15/2028

 

3,800

 

4,117

NextEra Energy Operating Partners LP

 

 

 

 

4.500% due 09/15/2027 (j)(m)

 

1,275

 

1,194

7.250% due 01/15/2029 (j)(m)

 

800

 

819

Noble Finance LLC
8.000% due 04/15/2030 (m)

 

500

 

521

Northriver Midstream Finance LP
5.625% due 02/15/2026 (m)

 

2,000

 

1,987

Olympus Water U.S. Holding Corp.

 

 

 

 

4.250% due 10/01/2028

 

6,600

 

5,995

6.250% due 10/01/2029 (m)

 

4,000

 

3,665

Parkland Corp.

 

 

 

 

4.500% due 10/01/2029 (m)

 

3,900

 

3,611

4.625% due 05/01/2030 (m)

 

3,000

 

2,768

Permian Resources Operating LLC
5.875% due 07/01/2029 (m)

 

2,300

 

2,264

Phinia, Inc.
6.750% due 04/15/2029 (c)

 

500

 

505

Rand Parent LLC
8.500% due 02/15/2030

 

5,000

 

4,959

Rivian Holdings LLC
11.493% due 10/15/2026 •

 

4,900

 

4,952

Santos Finance Ltd.
6.875% due 09/19/2033 (m)

 

300

 

318

Seadrill Finance Ltd.
8.375% due 08/01/2030 (m)

 

5,750

 

6,038

Sitio Royalties Operating Partnership LP
7.875% due 11/01/2028 (j)(m)

 

6,000

 

6,211

Southwestern Energy Co.
5.375% due 03/15/2030 (m)

 

2,250

 

2,168

Strathcona Resources Ltd.
6.875% due 08/01/2026 (m)

 

3,200

 

3,208

Suburban Propane Partners LP
5.000% due 06/01/2031 (h)(m)

 

2,900

 

2,646

Sunoco LP

 

 

 

 

4.500% due 05/15/2029 (h)

 

6,500

 

6,048

4.500% due 04/30/2030 (h)(m)

 

3,000

 

2,750

Surgery Center Holdings, Inc.
7.250% due 04/15/2032 (c)

 

4,000

 

4,036

Transocean, Inc.
7.250% due 11/01/2025

 

2,965

 

2,954

Triton Water Holdings, Inc.
6.250% due 04/01/2029

 

2,500

 

2,279

UKG, Inc.
6.875% due 02/01/2031

 

4,000

 

4,078

USA Compression Partners LP

 

 

 

 

6.875% due 09/01/2027 (h)(m)

 

2,500

 

2,508

7.125% due 03/15/2029 (h)

 

3,000

 

3,039

Valaris Ltd.
8.375% due 04/30/2030

 

6,700

 

6,917

Vital Energy, Inc.

 

 

 

 

7.875% due 04/15/2032

 

5,000

 

5,083

9.750% due 10/15/2030 (m)

 

200

 

219

Vmed O2 U.K. Financing PLC
7.750% due 04/15/2032 (c)

 

4,000

 

4,017

Weatherford International Ltd.
8.625% due 04/30/2030 (m)

 

3,000

 

3,134

Xerox Holdings Corp.
8.875% due 11/30/2029

 

1,900

 

1,937

ZipRecruiter, Inc.
5.000% due 01/15/2030

 

4,800

 

4,232

 

 

 

 

220,008

UTILITIES 2.8%

 

 

 

 

Antero Midstream Partners LP
5.750% due 01/15/2028 (j)(m)

 

3,200

 

3,153

Blue Racer Midstream LLC
7.625% due 12/15/2025 (m)

 

1,000

 

1,006

Enel Finance International NV
2.250% due 07/12/2031 (m)

 

5,200

 

4,213

Hilcorp Energy LP
6.000% due 02/01/2031 (m)

 

3,400

 

3,319

ONEOK, Inc.
6.050% due 09/01/2033 (m)

 

8,000

 

8,348

Tallgrass Energy Partners LP

 

 

 

 

6.000% due 12/31/2030 (i)

 

5,700

 

5,419

7.375% due 02/15/2029 (i)(m)

 

2,000

 

2,013

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

Targa Resources Partners LP
4.875% due 02/01/2031 (i)(m)

 

2,300

 

2,204

 

 

 

 

29,675

Total Corporate Bonds & Notes (Cost $273,205)

 

 

 

279,964

MUNICIPAL BONDS & NOTES 0.0%

 

 

 

 

MICHIGAN 0.0%

 

 

 

 

Detroit, Michigan General Obligation Bonds, Series 2014
4.000% due 04/01/2044

 

500

 

397

Total Municipal Bonds & Notes (Cost $396)

 

 

 

397

NON-AGENCY MORTGAGE-BACKED SECURITIES 7.6%

 

 

 

 

Angel Oak Mortgage Trust
4.800% due 11/25/2067 þ

 

965

 

938

APS Resecuritization Trust
1.437% due 08/28/2054 ~

 

6,636

 

1,702

Atrium Hotel Portfolio Trust
9.023% due 06/15/2035 •

 

4,600

 

4,453

BX Trust

 

 

 

 

8.043% due 05/15/2035 •

 

5,000

 

4,942

8.365% due 01/17/2039 •

 

3,000

 

2,915

Colony Mortgage Capital Ltd.

 

 

 

 

6.914% due 11/15/2038 •

 

3,115

 

3,019

8.157% due 11/15/2038 •

 

2,500

 

2,219

Credit Suisse Mortgage Capital Mortgage-Backed Trust
3.778% due 11/10/2032 ~

 

5,200

 

1,284

GCAT Trust
4.250% due 05/25/2067 ~

 

971

 

903

GS Mortgage Securities Corp. Trust
6.572% due 07/15/2035 •

 

998

 

775

GS Mortgage-Backed Securities Trust
3.750% due 10/25/2057

 

2,719

 

2,619

HarborView Mortgage Loan Trust
5.961% due 03/19/2036 •

 

20,929

 

13,639

JP Morgan Chase Commercial Mortgage Securities Trust

 

 

 

 

6.972% due 11/15/2035 •

 

5,000

 

4,197

7.322% due 11/15/2035 •

 

5,000

 

3,728

8.623% due 02/15/2035 •

 

1,048

 

1,025

MFA Trust
6.105% due 12/25/2068 þ

 

964

 

964

Morgan Stanley Capital Trust
8.169% due 07/15/2035 •

 

1,360

 

1,320

OBX Trust
6.465% due 10/25/2063 þ

 

956

 

962

OPEN Trust
8.414% due 10/15/2028 •

 

478

 

485

PRKCM Trust
7.225% due 11/25/2058 þ

 

955

 

973

PRPM LLC
4.000% due 11/25/2053 þ

 

467

 

449

PRPM Trust
6.221% due 11/25/2068 þ

 

964

 

963

Residential Asset Securitization Trust
5.500% due 09/25/2035

 

5,447

 

2,665

Seasoned Credit Risk Transfer Trust

 

 

 

 

0.000% due 08/25/2056 (b)(g)

 

3,196

 

379

0.075% due 08/25/2056 ~(a)

 

135,052

 

447

0.965% due 08/25/2056 ~(a)

 

34,901

 

4,139

3.138% due 05/25/2057 ~

 

4,938

 

2,048

3.270% due 10/25/2058 ~

 

12,120

 

4,856

5.518% due 08/25/2059 ~

 

10,240

 

4,593

6.083% due 02/25/2059 ~

 

2,538

 

1,036

SMRT Commercial Mortgage Trust
6.326% due 01/15/2039 •

 

500

 

497

Towd Point Mortgage Trust
3.000% due 06/25/2058 ~

 

1,887

 

1,753

Verus Securitization Trust

 

 

 

 

6.259% due 12/25/2068 þ

 

962

 

966

6.876% due 11/25/2068 ~

 

970

 

983

Wells Fargo Commercial Mortgage Trust
8.931% due 02/15/2037 •

 

3,000

 

2,899

Total Non-Agency Mortgage-Backed Securities (Cost $80,890)

 

 

 

81,735

ASSET-BACKED SECURITIES 5.9%

 

 

 

 

ACE Securities Corp. Home Equity Loan Trust

 

 

 

 

5.744% due 07/25/2037 •

 

2,262

 

853

5.844% due 12/25/2036 •

 

17,669

 

4,713

Apex Credit CLO Ltd.
0.000% due 10/20/2034 ~

 

5,100

 

2,965

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

College Avenue Student Loans LLC

 

 

 

 

0.000% due 06/25/2054 «(g)

 

5

 

2,127

6.610% due 06/25/2054 «

 

626

 

627

8.660% due 06/25/2054 «

 

902

 

904

Countrywide Asset-Backed Certificates Trust
5.993% due 02/25/2036 þ

 

665

 

626

GSAA Home Equity Trust

 

 

 

 

5.804% due 12/25/2046 •

 

13,100

 

4,042

6.064% due 12/25/2035 •

 

5,219

 

4,985

Home Equity Asset Trust
5.924% due 08/25/2036 •

 

3,390

 

3,225

HSI Asset Securitization Corp. Trust
5.644% due 04/25/2037 «•

 

117

 

76

JP Morgan Mortgage Acquisition Trust

 

 

 

 

5.574% due 12/25/2036 •

 

3,290

 

2,015

5.804% due 08/25/2036 •

 

3,603

 

2,242

6.839% due 07/25/2036 •

 

5,000

 

4,021

Long Beach Mortgage Loan Trust

 

 

 

 

5.944% due 07/25/2036 •

 

1,690

 

659

6.094% due 09/25/2034 •

 

1,094

 

1,061

Merrill Lynch Mortgage Investors Trust
7.319% due 04/25/2035 •

 

1,888

 

1,760

MF1 LLC
7.063% due 03/19/2039 •

 

9,000

 

9,020

Morgan Stanley ABS Capital, Inc. Trust
5.564% due 09/25/2036 •

 

800

 

283

NovaStar Mortgage Funding Trust
5.944% due 09/25/2036 •

 

5,151

 

2,220

Residential Asset Mortgage Products Trust
6.372% due 01/25/2034 •

 

3,780

 

3,702

Saxon Asset Securities Trust
6.344% due 12/26/2034 •

 

1,973

 

1,893

Securitized Asset-Backed Receivables LLC Trust
5.884% due 04/25/2037 •

 

1,629

 

1,080

Soundview Home Loan Trust
6.394% due 10/25/2037 •

 

6,876

 

5,122

Structured Asset Securities Corp. Mortgage Loan Trust
7.244% due 05/25/2035 •

 

1,004

 

770

Structured Asset Securities Corp. Mortgage Pass-Through Certificates
6.149% due 02/25/2035 •

 

1,117

 

1,024

Wells Fargo Home Equity Asset-Backed Securities Trust
9.944% due 10/25/2034 •

 

1,707

 

1,712

Total Asset-Backed Securities (Cost $63,133)

 

 

 

63,727

SOVEREIGN ISSUES 0.5%

 

 

 

 

Romania Government International Bond

 

 

 

 

5.375% due 03/22/2031

EUR

2,500

 

2,714

5.625% due 02/22/2036

 

2,500

 

2,693

Total Sovereign Issues (Cost $5,358)

 

 

 

5,407

 

 

SHARES

 

 

COMMON STOCKS 31.3%

 

 

 

 

COMMUNICATION SERVICES 2.0%

 

 

 

 

AT&T, Inc.

 

1,225,600

 

21,571

ENERGY 10.7%

 

 

 

 

Antero Midstream Corp.

 

1,579,100

 

22,202

Enbridge, Inc.

 

450,000

 

16,262

Plains GP Holdings LP 'A' (j)

 

1,358,300

 

24,789

Targa Resources Corp.

 

200,900

 

22,499

Williams Cos., Inc.

 

760,400

 

29,633

 

 

 

 

115,385

FINANCIALS 17.6%

 

 

 

 

Intelsat Emergence SA «(k)

 

21,303

 

584

Venture Global Holdings Cls 'A' «(e)(k)

 

3,473

 

188,462

 

 

 

 

189,046

HEALTH CARE 1.0%

 

 

 

 

Pfizer, Inc.

 

388,900

 

10,792

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

Total Common Stocks (Cost $111,112)

 

 

 

336,794

MASTER LIMITED PARTNERSHIPS 25.9%

 

 

 

 

ENERGY 25.9%

 

 

 

 

Energy Transfer LP

 

5,456,999

 

85,839

Enterprise Products Partners LP

 

2,374,087

 

69,276

MPLX LP

 

1,592,600

 

66,188

Plains All American Pipeline LP

 

1,491,600

 

26,192

Western Midstream Partners LP

 

858,818

 

30,531

Total Master Limited Partnerships (Cost $237,107)

 

 

 

278,026

 

 

PRINCIPAL
AMOUNT
(000s)

 

 

SHORT-TERM INSTRUMENTS 1.0%

 

 

 

 

REPURCHASE AGREEMENTS (l) 0.9%

 

 

 

9,690

U.S. TREASURY BILLS 0.1%

 

 

 

 

5.364% due 05/07/2024 - 05/30/2024 (f)(g)

$

1,061

 

1,054

Total Short-Term Instruments (Cost $10,744)

 

 

 

10,744

Total Investments in Securities (Cost $876,887)

 

 

 

1,152,421

 

 

SHARES

 

 

INVESTMENTS IN AFFILIATES 5.7%

 

 

 

 

SHORT-TERM INSTRUMENTS 5.7%

 

 

 

 

CENTRAL FUNDS USED FOR CASH MANAGEMENT PURPOSES 5.7%

 

 

 

 

PIMCO Short-Term Floating NAV Portfolio III

 

6,287,998

 

61,163

Total Short-Term Instruments (Cost $61,157)

 

 

 

61,163

Total Investments in Affiliates (Cost $61,157)

 

 

 

61,163

Total Investments 112.9% (Cost $938,044)

 

 

$

1,213,584

Financial Derivative Instruments (n)(o) 2.8%(Cost or Premiums, net $(1))

 

 

 

29,782

Other Assets and Liabilities, net (15.7)%

 

 

 

(168,340)

Net Assets Applicable to Common Shareholders 100.0%

 

 

$

1,075,026

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

 

NOTES TO CONSOLIDATED SCHEDULE OF INVESTMENTS:

 

* A zero balance may reflect actual amounts rounding to less than one thousand.

 

¤

The geographical classification of foreign (non-U.S.) securities in this report, if any, are classified by the country of incorporation of a holding. In certain instances, a security's country of incorporation may be different from its country of economic exposure.

«

Security valued using significant unobservable inputs (Level 3).

~

Variable or Floating rate security. Rate shown is the rate in effect as of period end. Certain variable rate securities are not based on a published reference rate and spread, rather are determined by the issuer or agent and are based on current market conditions. Reference rate is as of reset date, which may vary by security. These securities may not indicate a reference rate and/or spread in their description.

Rate shown is the rate in effect as of period end. The rate may be based on a fixed rate, a capped rate or a floor rate and may convert to a variable or floating rate in the future. These securities do not indicate a reference rate and spread in their description.

þ

Coupon represents a rate which changes periodically based on a predetermined schedule or event. Rate shown is the rate in effect as of period end.

(a)

Security is an Interest Only ("IO") or IO Strip.

(b)

Principal only security.

(c)

When-issued security.

(d)

Payment in-kind security.

(e)

Security did not produce income within the last twelve months.

(f)

Coupon represents a weighted average yield to maturity.

(g)

Zero coupon security.

(h)

Comprises of a debt issuance of a qualified publicly-traded partnership (“QPTP”).

(i)

As a result of the completion of a recent corporation action, common units of the previous QPTP are no longer publicly traded. The succeeding entity per the respective corporate action is treated as a Corporation for U.S. Tax purposes.

(j)

This Company is structured like a Master Limited Partnership, but is not treated as a QPTP for required regulated investment company (“RIC”) asset diversification purposes.

(k)

RESTRICTED SECURITIES:

Issuer Description

 

 

Acquisition
Date

 

Cost

 

Market
Value

Market Value
as Percentage
of Net Assets Applicable to Common Shareholders

Intelsat Emergence SA

 

 

06/27/2019 - 09/07/2022

$

1,699

$

584

0.06

%

Venture Global Holdings Cls 'A'

 

 

02/05/2020 - 02/23/2024

 

22,361

 

188,462

17.53

 

 

 

 

 

$

24,060

$

189,046

17.59% 

BORROWINGS AND OTHER FINANCING TRANSACTIONS

(l)

REPURCHASE AGREEMENTS:

Counterparty

Lending
Rate

Settlement
Date

Maturity
Date

 

Principal
Amount

Collateralized By

 

Collateral
(Received)

 

Repurchase
Agreements,
at Value

 

Repurchase
Agreement
Proceeds
to be
Received
(1)

BOS

5.400%

03/28/2024

04/01/2024

$

9,000

U.S. Treasury Bonds 4.250% due 11/15/2040

$

(9,220)

$

9,000

$

9,006

FICC

2.600

03/28/2024

04/01/2024

 

546

U.S. Treasury Notes 5.000% due 09/30/2025

 

(557)

 

546

 

546

SSB

2.600

03/28/2024

04/01/2024

 

144

U.S. Treasury Notes 1.750% due 11/15/2029(2)

 

(147)

 

144

 

144

Total Repurchase Agreements

 

$

(9,924)

$

9,690

$

9,696

REVERSE REPURCHASE AGREEMENTS:

Counterparty

Borrowing Rate

Settlement Date

Maturity Date

 

Amount
Borrowed

 

Payable for
Reverse
Repurchase
Agreements

IND

5.742%

03/11/2024

04/01/2024

$

(565)

$

(567)

 

5.742

03/11/2024

06/10/2024

 

(13,026)

 

(13,070)

 

5.742

04/01/2024

06/10/2024

 

(550)

 

(550)

 

5.792

03/11/2024

06/10/2024

 

(10,361)

 

(10,396)

JPS

4.750

03/18/2024

05/03/2024

 

(1,390)

 

(1,393)

SCX

5.760

02/07/2024

05/07/2024

 

(13,010)

 

(13,123)

 

5.810

02/07/2024

05/07/2024

 

(8,802)

 

(8,878)

SGY

5.750

02/07/2024

04/08/2024

 

(27,216)

 

(27,451)

 

5.750

02/16/2024

04/08/2024

 

(3,318)

 

(3,342)

TDM

5.500

02/01/2024

TBD(3)

 

(17,943)

 

(18,107)

 

5.500

02/07/2024

TBD(3)

 

(8,081)

 

(8,147)

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

 

5.500

02/29/2024

TBD(3)

 

(3,052)

 

(3,066)

Total Reverse Repurchase Agreements

 

 

 

 

 

$

(108,090)

(m)

Securities with an aggregate market value of $120,827 have been pledged as collateral under the terms of master agreements as of March 31, 2024.

(1)

Includes accrued interest.

(2)

Collateral is held in custody by the counterparty.

(3)

The average amount of borrowings outstanding during the period ended March 31, 2024 was $(94,037) at a weighted average interest rate of 5.456%. Average borrowings may include reverse repurchase agreements and sale-buyback transactions, if held during the period.

(4)

Open maturity reverse repurchase agreement.

(n)

FINANCIAL DERIVATIVE INSTRUMENTS: EXCHANGE-TRADED OR CENTRALLY CLEARED

FUTURES CONTRACTS:

LONG FUTURES CONTRACTS

 

Variation Margin

Description

 

 

 

Expiration
Month

 

# of
Contracts

 

Notional
Amount

 

 

Unrealized
Appreciation/
(Depreciation)

 

Asset

 

Liability

California Carbon Allowance December Futures

12/2024

 

601

$

23,926

 

$

(91)

$

367

$

0

California Carbon Allowance December Futures

12/2025

 

5

 

212

 

 

(9)

 

3

 

0

Natural Gas October Futures

09/2024

 

141

 

3,567

 

 

(1,977)

 

72

 

0

 

 

 

 

 

 

 

 

$

(2,077)

$

442

$

0

SHORT FUTURES CONTRACTS

 

Variation Margin

Description

 

 

 

Expiration
Month

 

# of
Contracts

 

Notional
Amount

 

 

Unrealized
Appreciation/
(Depreciation)

 

Asset

 

Liability

Natural Gas December Futures

11/2024

 

141

$

(4,853)

 

$

(4)

$

0

$

(96)

Total Futures Contracts

 

$

(2,081)

$

442

$

(96)

SWAP AGREEMENTS:

INTEREST RATE SWAPS

 

Variation Margin

Pay/
Receive
Floating Rate

Floating Rate Index

Fixed Rate

Payment
Frequency

Maturity
Date

 

Notional
Amount

 

Premiums
Paid/
(Received)

 

Unrealized
Appreciation/
(Depreciation)

 

Market
Value

 

Asset

 

Liability

Pay(1)

1-Day USD-SOFR Compounded-OIS

3.750%

Annual

06/20/2034

$

100

$

(1)

$

1

$

0

$

0

$

0

Total Swap Agreements

$

(1)

$

1

$

0

$

0

$

0

Cash of $1,690 has been pledged as collateral for exchange-traded and centrally cleared financial derivative instruments as of March 31, 2024.

(1)

This instrument has a forward starting effective date.

(o)

FINANCIAL DERIVATIVE INSTRUMENTS: OVER THE COUNTER

FORWARD FOREIGN CURRENCY CONTRACTS:

 

Unrealized Appreciation/(Depreciation)

Counterparty

Settlement
Month

 

Currency to
be Delivered

 

Currency to
be Received

 

Asset

 

Liability

BOA

04/2024

DKK

54,473

$

7,918

$

39

$

0

 

04/2024

EUR

3,567

 

3,873

 

25

 

0

 

05/2024

DKK

11,748

 

1,713

 

12

 

0

 

05/2024

$

3,878

EUR

3,567

 

0

 

(25)

BPS

05/2024

DKK

14,957

$

2,175

 

9

 

0

 

05/2024

EUR

556

 

601

 

0

 

0

BRC

04/2024

$

4,036

DKK

27,710

 

0

 

(28)

 

05/2024

 

403

EUR

372

 

0

 

(1)

 

05/2024

 

6,144

TRY

208,690

 

0

 

(27)

CBK

04/2024

CAD

21,800

$

16,050

 

1

 

(45)

 

04/2024

GBP

119

 

150

 

0

 

0

DUB

04/2024

EUR

13,002

 

14,132

 

105

 

0

FAR

04/2024

$

4,282

EUR

3,939

 

0

 

(32)

GLM

05/2024

 

10,016

TRY

347,380

 

185

 

0

JPM

04/2024

CAD

10,299

$

7,633

 

29

 

0

 

05/2024

$

10,127

BRL

49,994

 

0

 

(190)

 

05/2024

 

3,689

TRY

125,847

 

3

 

0

 

06/2024

MXN

228

$

13

 

0

 

0

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

MBC

04/2024

EUR

556

 

602

 

2

 

0

 

04/2024

$

23,674

CAD

32,105

 

28

 

0

 

04/2024

 

945

DKK

6,510

 

0

 

(3)

 

04/2024

 

7

TRY

245

 

0

 

0

 

05/2024

CAD

32,091

$

23,674

 

0

 

(29)

MYI

04/2024

EUR

4,305

 

4,714

 

69

 

0

 

04/2024

$

18,730

EUR

17,307

 

0

 

(58)

 

05/2024

EUR

17,307

$

18,752

 

59

 

0

RBC

04/2024

DKK

6,500

 

947

 

7

 

0

SSB

05/2024

$

10,114

MXN

171,849

 

155

 

0

Total Forward Foreign Currency Contracts

$

728

$

(438)

SWAP AGREEMENTS:

TOTAL RETURN SWAPS ON EQUITY INDICES

 

Swap Agreements, at Value

Counterparty

Pay/Receive(1)

Underlying
Reference

# of Units

Financing Rate

Payment
Frequency

Maturity
Date

 

Notional
Amount

 

Premiums
Paid/(Received)

 

Unrealized
Appreciation/
(Depreciation)

 

Asset

 

Liability

FAR

Receive

AMZX Index

18,621

5.880% (1-Month USD-LIBOR plus a specified spread)

Maturity

08/21/2024

$

32,132

$

0

$

6,665

$

6,665

$

0

 

Receive

AMZX Index

25,138

5.860% (1-Month USD-LIBOR plus a specified spread)

Maturity

01/08/2025

 

50,002

 

0

 

3,439

 

3,439

 

0

 

Receive

AMZX Index

16,268

5.920% (1-Month USD-LIBOR plus a specified spread)

Maturity

01/22/2025

 

30,627

 

0

 

3,811

 

3,811

 

0

JPM

Receive

Alerian Midstream Energy Total Return Index

27,409

6.010% (1-Month USD-LIBOR plus a specified spread)

Maturity

11/06/2024

 

21,381

 

0

 

2,071

 

2,071

 

0

 

Receive

AMZX Index

12,312

5.880% (1-Month USD-LIBOR plus a specified spread)

Maturity

01/22/2025

 

22,681

 

0

 

3,368

 

3,368

 

0

MYI

Receive

Alerian Midstream Energy Total Return Index

23,390

5.360% (1-Month USD-LIBOR plus a specified spread)

Maturity

01/22/2025

 

18,180

 

0

 

1,892

 

1,892

 

0

 

Receive

Alerian Midstream Energy Total Return Index

5,209

5.780% (1-Month USD-LIBOR plus a specified spread)

Maturity

01/22/2025

 

4,401

 

0

 

122

 

122

 

0

 

 

 

 

 

 

 

 

$

0

$

21,368

$

21,368

$

0

TOTAL RETURN SWAPS ON SECURITIES

 

Swap Agreements, at Value

Counterparty

Pay/Receive(1)

Underlying
Reference

# of Shares

Financing Rate

Payment
Frequency

Maturity
Date

 

Notional
Amount

 

Premiums
Paid/(Received)

 

Unrealized
Appreciation/
(Depreciation)

 

Asset

 

Liability

BOA

Receive

Plains All American Pipeline LP

170,000

5.830% (1-Month USD-LIBOR plus a specified spread)

Monthly

11/13/2024

$

2,985

$

0

$

(13)

$

0

$

(13)

FAR

Receive

Plains All American Pipeline LP

706,000

5.860% (1-Month USD-LIBOR plus a specified spread)

Maturity

11/06/2024

 

11,084

 

0

 

1,427

 

1,427

 

0

 

Receive

Western Gas Partners LP

410,000

5.860% (1-Month USD-LIBOR plus a specified spread)

Maturity

11/06/2024

 

11,341

 

0

 

3,605

 

3,605

 

0

GST

Receive

Energy Transfer LP

938,239

5.931% (1-Month USD-LIBOR plus a specified spread)

Maturity

03/19/2025

 

13,933

 

0

 

738

 

738

 

0

 

Receive

Enterprise Products Partners LP

398,000

5.930% (1-Month USD-LIBOR plus a specified spread)

Maturity

03/19/2025

 

10,997

 

0

 

548

 

548

 

0

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

 

Receive

MPLX LP

399,000

5.930% (1-Month USD-LIBOR plus a specified spread)

Maturity

03/19/2025

 

15,896

 

0

 

587

 

587

 

0

 

Receive

Plains All American Pipeline LP

274,000

5.930% (1-Month USD-LIBOR plus a specified spread)

Maturity

03/19/2025

 

4,526

 

0

 

257

 

257

 

0

 

Receive

Western Gas Partners LP

117,425

5.930% (1-Month USD-LIBOR plus a specified spread)

Maturity

03/19/2025

 

3,544

 

0

 

608

 

608

 

0

MYI

Receive

AIA Group Ltd.

65,000

5.156%

Monthly

02/04/2026

EUR

533

 

0

 

21

 

21

 

0

 

 

 

 

 

 

 

 

$

0

$

7,778

$

7,791

$

(13)

Total Swap Agreements

$

0

$

29,146

$

29,159

$

(13)

(1)

Receive represents that the Fund receives payments for any positive net return on the underlying reference. The Fund makes payments for any negative net return on such underlying reference. Pay represents that the Fund receives payments for any negative net return on the underlying reference. The Fund makes payments for any positive net return on such underlying reference.

FAIR VALUE MEASUREMENTS

The following is a summary of the fair valuations according to the inputs used as of March 31, 2024 in valuing the Fund's assets and liabilities:

 

Category and Subcategory

Level 1

Level 2

Level 3

Fair Value
at 03/31/2024

Investments in Securities, at Value

Loan Participations and Assignments

$

0

$

86,188

$

9,439

$

95,627

 

Corporate Bonds & Notes

 

Banking & Finance

 

0

 

30,281

 

0

 

30,281

 

 

Industrials

 

0

 

220,008

 

0

 

220,008

 

 

Utilities

 

0

 

29,675

 

0

 

29,675

 

Municipal Bonds & Notes

 

Michigan

 

0

 

397

 

0

 

397

 

Non-Agency Mortgage-Backed Securities

 

0

 

81,735

 

0

 

81,735

 

Asset-Backed Securities

 

0

 

59,993

 

3,734

 

63,727

 

Sovereign Issues

 

0

 

5,407

 

0

 

5,407

 

Common Stocks

 

Communication Services

 

21,571

 

0

 

0

 

21,571

 

 

Energy

 

115,385

 

0

 

0

 

115,385

 

 

Financials

 

0

 

0

 

189,046

 

189,046

 

 

Health Care

 

10,792

 

0

 

0

 

10,792

 

Master Limited Partnerships

 

Energy

 

278,026

 

0

 

0

 

278,026

 

Short-Term Instruments

 

Repurchase Agreements

 

0

 

9,690

 

0

 

9,690

 

 

U.S. Treasury Bills

 

0

 

1,054

 

0

 

1,054

 

 

$

425,774

$

524,428

$

202,219

$

1,152,421

 

Investments in Affiliates, at Value

Short-Term Instruments

 

Central Funds Used for Cash Management Purposes

$

61,163

$

0

$

0

$

61,163

 

Total Investments

$

486,937

$

524,428

$

202,219

$

1,213,584

 

Financial Derivative Instruments - Assets

Exchange-traded or centrally cleared

 

442

 

0

 

0

 

442

 

Over the counter

 

0

 

29,887

 

0

 

29,887

 

 

$

442

$

29,887

$

0

$

30,329

 

Financial Derivative Instruments - Liabilities

Exchange-traded or centrally cleared

 

(96)

 

0

 

0

 

(96)

 

Over the counter

 

0

 

(451)

 

0

 

(451)

 

 

$

(96)

$

(451)

$

0

$

(547)

 

Total Financial Derivative Instruments

$

346

$

29,436

$

0

$

29,782

 

Totals

$

487,283

$

553,864

$

202,219

$

1,243,366

 

 

 

 

The following is a reconciliation of the fair valuations using significant unobservable inputs (Level 3) for the Fund during the period ended March 31, 2024:

Category and Subcategory

Beginning
Balance
at 06/30/2023

Net
Purchases

Net
Sales/Settlement
s

Accrued
Discounts/
(Premiums)

Realized
Gain/(Loss)

Net Change in
Unrealized
Appreciation/
(Depreciation)
(1)

Transfers into
Level 3

Transfers out
of Level 3

Ending
Balance
at 03/31/2024

Net Change in
Unrealized
Appreciation/
(Depreciation)
on Investments
Held at
03/31/2024
(1)

Investments in Securities, at Value

Consolidated Schedule of Investments PIMCO Dynamic Income Strategy Fund (Cont.)

March 31, 2024

(Unaudited)

 

Loan Participations and Assignments

$

3,720

$

9,345

$

(4,023)

$

27

$

283

$

87

$

0

$

0

$

9,439

$

107

Asset-Backed Securities

 

0

 

3,727

 

(1)

 

0

 

0

 

8

 

0

 

0

 

3,734

 

8

Common Stocks

 

Energy

 

100,536

 

0

 

(22,361)

 

0

 

0

 

(78,175)

 

0

 

0

 

0

 

0

 

Financials

 

489

 

22,361

 

0

 

0

 

0

 

166,196

 

0

 

0

 

189,046

 

166,195

Rights

 

Industrials

 

11

 

0

 

(21)

 

0

 

21

 

(11)

 

0

 

0

 

0

 

0

Warrants

 

Industrials

 

16

 

0

 

(21)

 

0

 

21

 

(16)

 

0

 

0

 

0

 

0

Totals

$

104,772

$

35,433

$

(26,427)

$

27

$

325

$

88,089

$

0

$

0

$

202,219

$

166,310


The following is a summary of significant unobservable inputs used in the fair valuations of assets and liabilities categorized within Level 3 of the fair value hierarchy:

 

(% Unless Noted Otherwise)

 

Category and Subcategory

Ending
Balance
at 03/31/2024

Valuation Technique

Unobservable Inputs

 

Input Value(s)

Weighted Average

Investments in Securities, at Value

Loan Participations and Assignments

$

4,539

Discounted Cash Flow

Discount Rate

 

10.710

 

 

4,900

Recent Transaction

Purchase Price

 

98.000

Asset-Backed Securities

 

76

Fair Valuation of Odd Lot Positions

Adjustment Factor

 

2.500

 

 

3,658

Proxy pricing

Base Price

 

100.000 - 42,417.783

24,702.345

Common Stocks

 

Financials

 

584

Comparable Companies

EBITDA Multiple

X

4.000

 

 

 

188,462

Comparable Companies/DCF

EBITDA Multiple/Discount Rate

X/
%

9.500/16.250

Total

$

202,219

(1)

Any difference between Net Change in Unrealized Appreciation/(Depreciation) and Net Change in Unrealized Appreciation/(Depreciation) on Investments Held at March 31, 2024 may be due to an investment no longer held or categorized as Level 3 at period end.

 

Notes to Financial Statements  

 

1. BASIS FOR CONSOLIDATION

The Cayman Subsidiary, NRGX SPV I LLC and NRGX SPV II LLC (each a “Subsidiary” and, collectively, the “Subsidiaries”), each a Delaware limited liability company, were formed as wholly owned subsidiaries acting as investment vehicles for the PIMCO Dynamic Income Strategy Fund (the “Fund”) in order to effect certain investments for the Fund consistent with the Fund’s investment objectives and policies in effect from time to time. The Fund’s investment portfolio has been consolidated and includes the portfolio holdings of the Fund and the Subsidiaries. Accordingly, the consolidated financial statements include the accounts of the Fund and the Subsidiaries. All intercompany transactions and balances have been eliminated. These structures were established so that certain investments could be held by separate legal entities from the Fund. See the table below for details regarding the structure, incorporation and relationship of each Subsidiary as of period end.

 

Subsidiary

 

Date of Formation

Subsidiary % of Consolidated Fund Net Assets

Cayman Commodity Fund IX, Ltd

 

12/14/2018

1.1%

NRGX SPV I LLC

 

11/07/2022

0.0%

NRGX SPV II LLC

 

11/07/2022

0.0%

 

2. INVESTMENT VALUATION AND FAIR VALUE MEASUREMENTS

(a) Investment Valuation Policies The net asset value (“NAV”) of the Fund's shares, or each of its share classes as applicable, is determined by dividing the total value of portfolio investments and other assets attributable to the Fund or class, less any liabilities, as applicable, by the total number of shares outstanding.

 

On each day that the New York Stock Exchange (“NYSE”) is open, the Fund’s shares are ordinarily valued as of the close of regular trading (normally 4:00 p.m., Eastern time) (“NYSE Close”). Information that becomes known to the Fund or its agents after the time as of which NAV has been calculated on a particular day will not generally be used to retroactively adjust the price of a security or the NAV determined earlier that day. If regular trading on the NYSE closes earlier than scheduled, the Fund may calculate its NAV as of the earlier closing time or calculate its NAV as of the NYSE Close for that day. The Fund generally does not calculate its NAV on days on which the NYSE is not open for business. If the NYSE is closed on a day it would normally be open for business, the Fund may calculate its NAV as of the NYSE Close for such day or such other time that the Fund may determine.

 

For purposes of calculating NAV, portfolio securities and other assets for which market quotations are readily available are valued at market value. A market quotation is readily available only when that quotation is a quoted price (unadjusted) in active markets for identical investments that the Fund can access at the measurement date, provided that a quotation will not be readily available if it is not reliable. Market value is generally determined on the basis of official closing prices or the last reported sales prices. The Fund will normally use pricing data for domestic equity securities received shortly after the NYSE Close and does not normally take into account trading, clearances or settlements that take place after the NYSE Close. A foreign (non-U.S.) equity security traded on a foreign exchange or on more than one exchange is typically valued using pricing information from the exchange considered by Pacific Investment Management Company LLC (“PIMCO” or the “Manager”) to be the primary exchange. If market value pricing is used, a foreign (non-U.S.) equity security will be valued as of the close of trading on the foreign exchange, or the NYSE Close, if the NYSE Close occurs before the end of trading on the foreign exchange.

 

Investments for which market quotations are not readily available are valued at fair value as determined in good faith pursuant to Rule 2a-5 under the Investment Company Act of 1940, as amended (the “Act”). As a general principle, the fair value of a security or other asset is the price that would be received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the measurement date. Pursuant to Rule 2a-5, the Board of Trustees has designated PIMCO as the valuation designee (“Valuation Designee”) for the Fund to perform the fair value determination relating to all Fund investments. PIMCO may carry out its designated responsibilities as Valuation Designee through various teams and committees. The Valuation Designee’s policies and procedures govern the Valuation Designee’s selection and application of methodologies for determining and calculating the fair value of Fund investments. The Valuation Designee may value Fund portfolio securities for which market quotations are not readily available and other Fund assets utilizing inputs from pricing services, quotation reporting systems, valuation agents and other third-party sources (together, “Pricing Sources”).

 

Domestic and foreign (non-U.S.) fixed income securities, non-exchange traded derivatives, and equity options are normally valued on the basis of quotes obtained from brokers and dealers or Pricing Sources using data reflecting the earlier closing of the principal markets for those securities. Prices obtained from Pricing Sources may be based on, among other things, information provided by market makers or estimates of market values obtained from yield data relating to investments or securities with similar characteristics. Certain fixed income securities purchased on a delayed-delivery basis are marked to market daily until settlement at the forward settlement date. Common stocks, ETFs, exchange-traded notes and financial derivative instruments, such as futures contracts, rights and warrants, or options on futures that are traded on a national securities exchange, are stated at the last reported sale or settlement price on the day of valuation. Exchange-traded options, except equity options, futures and options on futures are valued at the settlement price determined by the relevant exchange. Swap agreements are valued on the basis of bid quotes obtained from brokers and dealers or market-based prices supplied by Pricing Sources. With respect to any portion of the Fund’s assets that are invested in one or more open-end management investment companies (other than ETFs), the Fund’s NAV will be calculated based on the NAVs of such investments.

 

If a foreign (non-U.S.) equity security’s value has materially changed after the close of the security’s primary exchange or principal market but before the NYSE Close, the security may be valued at fair value. Foreign (non-U.S.) equity securities that do not trade when the NYSE is open are also valued at fair value. With respect to foreign (non-U.S.) equity securities, the Fund may determine the fair value of investments based on information provided by Pricing Sources, which may recommend fair value or adjustments with reference to other securities, indexes or assets. In considering whether fair valuation is required and in determining fair values, the Valuation Designee may, among other things, consider significant events (which may be considered to include changes in the value of U.S. securities or securities indexes) that occur after the close of the relevant market and before the NYSE Close. The Fund may utilize modeling tools provided by third-party vendors to determine fair values of foreign (non-U.S.) securities. For these purposes, unless otherwise determined by the Valuation Designee, any movement in the applicable reference index or instrument (“zero trigger”) between the earlier close of the applicable foreign market and the NYSE Close may be deemed to be a significant event, prompting the application of the pricing model (effectively resulting in daily fair valuations). Foreign exchanges may permit trading in foreign (non-U.S.) equity securities on days when the Fund is not open for business, which may result in the Fund's portfolio investments being affected when shareholders are unable to buy or sell shares.

 

Investments valued in currencies other than the U.S. dollar are converted to the U.S. dollar using exchange rates obtained from Pricing Sources. As a result, the value of such investments and, in turn, the NAV of the Fund's shares may be affected by changes in the value of currencies in relation to the U.S. dollar. The value of investments traded in markets outside the United States or denominated in currencies other than the U.S. dollar may be affected significantly on a day that the Fund is not open for business. As a result,

 

Notes to Financial Statements (Cont.)

 

to the extent that the Fund holds foreign (non-U.S.) investments, the value of those investments may change at times when shareholders are unable to buy or sell shares and the value of such investments will be reflected in the Fund's next calculated NAV.

 

Fair valuation may require subjective determinations about the value of a security. While the Fund’s and Valuation Designee's policies and procedures are intended to result in a calculation of the Fund's NAV that fairly reflects security values as of the time of pricing, the Fund cannot ensure that fair values accurately reflect the price that the Fund could obtain for a security if it were to dispose of that security as of the time of pricing (for instance, in a forced or distressed sale). The prices used by the Fund may differ from the value that would be realized if the securities were sold.

 

(b) Fair Value Hierarchy U.S. GAAP describes fair value as the price that the Fund would receive to sell an asset or pay to transfer a liability in an orderly transaction between market participants at the measurement date. It establishes a fair value hierarchy that prioritizes inputs to valuation methods and requires disclosure of the fair value hierarchy, separately for each major category of assets and liabilities, that segregates fair value measurements into levels (Level 1, 2 or 3). The inputs or methodology used for valuing securities are not necessarily an indication of the risks associated with investing in those securities. Levels 1, 2 and 3 of the fair value hierarchy are defined as follows:

 

• Level 1 — Quoted prices (unadjusted) in active markets or exchanges for identical assets and liabilities.

 

• Level 2 — Significant other observable inputs, which may include, but are not limited to, quoted prices for similar assets or liabilities in markets that are active, quoted prices for identical or similar assets or liabilities in markets that are not active, inputs other than quoted prices that are observable for the assets or liabilities (such as interest rates, yield curves, volatilities, prepayment speeds, loss severities, credit risks and default rates) or other market corroborated inputs.

 

• Level 3 — Significant unobservable inputs based on the best information available in the circumstances, to the extent observable inputs are not available, which may include assumptions made by the Valuation Designee that are used in determining the fair value of investments.

 

In accordance with the requirements of U.S. GAAP, the amounts of transfers into and out of Level 3, if material, are disclosed in the Notes to Consolidated Schedule of Investments for the Fund.

 

For fair valuations using significant unobservable inputs, U.S. GAAP requires a reconciliation of the beginning to ending balances for reported fair values that presents changes attributable to realized gain (loss), unrealized appreciation (depreciation), purchases and sales, accrued discounts (premiums), and transfers into and out of the Level 3 category during the period. The end of period value is used for the transfers between Levels of the Fund's assets and liabilities. Additionally, U.S. GAAP requires quantitative information regarding the significant unobservable inputs used in the determination of fair value of assets or liabilities categorized as Level 3 in the fair value hierarchy. In accordance with the requirements of U.S. GAAP, a fair value hierarchy and, if material, a Level 3 reconciliation and details of significant unobservable inputs, have been included in the Notes to Consolidated Schedule of Investments for the Fund.

 

(c) Valuation Techniques and the Fair Value Hierarchy

Level 1, Level 2 and Level 3 trading assets and trading liabilities, at fair value The valuation methods (or “techniques”) and significant inputs used in determining the fair values of portfolio securities or other assets and liabilities categorized as Level 1, Level 2 and Level 3 of the fair value hierarchy are as follows:

 

Common stocks, ETFs, exchange-traded notes and financial derivative instruments, such as futures contracts, rights and warrants, or options on futures that are traded on a national securities exchange, are stated at the last reported sale or settlement price on the day of valuation. To the extent these securities are actively traded and valuation adjustments are not applied, they are categorized as Level 1 of the fair value hierarchy.

 

Investments in registered open-end investment companies (other than ETFs) will be valued based upon the NAVs of such investments and are categorized as Level 1 of the fair value hierarchy. Investments in unregistered open-end investment companies will be calculated based upon the NAVs of such investments and are considered Level 1 provided that the NAVs are observable, calculated daily and are the value at which both purchases and sales will be conducted.

 

Fixed income securities including corporate, convertible and municipal bonds and notes, U.S. government agencies, U.S. treasury obligations, sovereign issues, bank loans, convertible preferred securities, non-U.S. bonds, and short-term debt instruments (such as commercial paper, time deposits, and certificates of deposit) are normally valued on the basis of quotes obtained from brokers and dealers or Pricing Sources that use broker-dealer quotations, reported trades or valuation estimates from their internal pricing models. The Pricing Sources' internal models use inputs that are observable such as issuer details, interest rates, yield curves, prepayment speeds, credit risks/spreads, default rates and quoted prices for similar assets. Securities that use similar valuation techniques and inputs as described above are categorized as Level 2 of the fair value hierarchy.

 

Fixed income securities purchased on a delayed-delivery basis or as a repurchase commitment in a sale-buyback transaction are marked to market daily until settlement at the forward settlement date and are categorized as Level 2 of the fair value hierarchy.

 

Mortgage-related and asset-backed securities are usually issued as separate tranches, or classes, of securities within each deal. These securities are also normally valued by Pricing Sources that use broker-dealer quotations, reported trades or valuation estimates from their internal pricing models. The pricing models for these securities usually consider tranche-level attributes, current market data, estimated cash flows and market-based yield spreads for each tranche, and incorporate deal collateral performance, as available. Mortgage-related and asset-backed securities that use similar valuation techniques and inputs as described above are categorized as Level 2 of the fair value hierarchy.

 

Valuation adjustments may be applied to certain securities that are solely traded on a foreign exchange to account for the market movement between the close of the foreign market and the NYSE Close. These securities are valued using Pricing Sources that consider the correlation of the trading patterns of the foreign security to the intraday trading in the U.S. markets for investments. Securities using these valuation adjustments are categorized as Level 2 of the fair value hierarchy. Preferred securities and other equities traded on inactive markets or valued by reference to similar instruments are also categorized as Level 2 of the fair value hierarchy.

 

Valuation adjustments may be applied to certain exchange traded futures and options to account for market movement between the exchange settlement and the NYSE Close. These securities are valued using quotes obtained from a quotation reporting system, established market makers or Pricing Sources. Financial derivatives using these valuation adjustments are categorized as Level 2 of the fair value hierarchy.

 

Notes to Financial Statements (Cont.)

 

 

Equity exchange-traded options and over the counter financial derivative instruments, such as forward foreign currency contracts and options contracts derive their value from underlying asset prices, indexes, reference rates, and other inputs or a combination of these factors. These contracts are normally valued on the basis of quotes obtained from a quotation reporting system, established market makers or Pricing Sources (normally determined as of the NYSE Close). Depending on the product and the terms of the transaction, financial derivative instruments can be valued by Pricing Sources using a series of techniques, including simulation pricing models. The pricing models use inputs that are observed from actively quoted markets such as quoted prices, issuer details, indexes, bid/ask spreads, interest rates, implied volatilities, yield curves, dividends and exchange rates. Financial derivative instruments that use similar valuation techniques and inputs as described above are categorized as Level 2 of the fair value hierarchy.

 

Centrally cleared swaps and over the counter swaps derive their value from underlying asset prices, indexes, reference rates, and other inputs or a combination of these factors. They are valued using a broker-dealer bid quotation or on market-based prices provided by Pricing Sources (normally determined as of the NYSE Close). Centrally cleared swaps and over the counter swaps can be valued by Pricing Sources using a series of techniques, including simulation pricing models. The pricing models may use inputs that are observed from actively quoted markets such as the overnight index swap rate, LIBOR forward rate, interest rates, yield curves and credit spreads. These securities are categorized as Level 2 of the fair value hierarchy.

 

The Discounted Cash Flow model is based on future cash flows generated by the investment and may be normalized based on expected investment performance. Future cash flows are discounted to present value using an appropriate rate of return, typically calibrated to the initial transaction date and adjusted based on Capital Asset Pricing Model and/or other market-based inputs. Significant changes in the unobservable inputs would result in direct and proportional changes in the fair value of the security. These securities are categorized as Level 3 of the fair value hierarchy.

 

The Comparable Companies model is based on application of valuation multiples from publicly traded comparable companies to the financials of the subject company. Adjustments may be made to the market-derived valuation multiples based on differences between the comparable companies and the subject company. Significant changes in the unobservable inputs would result in direct and proportional changes in the fair value of the security. These securities are categorized as Level 3 of the fair value hierarchy.

 

Securities may be valued based on purchase prices of privately negotiated transactions. Significant changes in the unobservable inputs would result in direct and proportional changes in the fair value of the security. These securities are categorized as Level 3 of the fair value hierarchy.

 

Short-term debt instruments (such as commercial paper, time deposits and certificates of deposit) having a remaining maturity of 60 days or less may be valued at amortized cost, so long as the amortized cost value of such short-term debt instruments is approximately the same as the fair value of the instrument as determined without the use of amortized cost valuation. These securities are categorized as Level 2 or Level 3 of the fair value hierarchy depending on the source of the base price.

 

When a fair valuation method is applied by PIMCO that uses significant unobservable inputs, investments will be priced by a method that the Valuation Designee believes reflects fair value and are categorized as Level 3 of the fair value hierarchy.

 

3. FEDERAL INCOME TAX MATTERS

The Fund intends to qualify as a regulated investment company under Subchapter M of the Internal Revenue Code (the “Code”) and distribute all of its taxable income and net realized gains, if applicable, to shareholders. Accordingly, no provision for Federal income taxes has been made.

 

The Fund may be subject to local withholding taxes, including those imposed on realized capital gains. Any applicable foreign capital gains tax is accrued daily based upon net unrealized gains, and may be payable following the sale of any applicable investments.

 

In accordance with U.S. GAAP, the Manager has reviewed the Fund's tax positions for all open tax years. As of March 31, 2024, the Fund has recorded no liability for net unrecognized tax benefits relating to uncertain income tax positions it has taken or expects to take in future tax returns.

 

The Fund files U.S. federal, state, and local tax returns as required. The Fund's tax returns are subject to examination by relevant tax authorities until expiration of the applicable statute of limitations, which is generally three years after the filing of the tax return but which can be extended to six years in certain circumstances. Tax returns for open years have incorporated no uncertain tax positions that require a provision for income taxes.

 

4. INVESTMENTS IN AFFILIATES

The Fund may invest in the PIMCO Short Asset Portfolio and the PIMCO Short-Term Floating NAV Portfolio III ("Central Funds") to the extent permitted by the Act, rules thereunder or exemptive relief therefrom. The Central Funds are registered investment companies created for use solely by the series of the Trust and other series of registered investment companies advised by the Adviser, in connection with their cash management activities. The main investments of the Central Funds are money market and short maturity fixed income instruments. The Central Funds may incur expenses related to their investment activities, but do not pay Investment Advisory Fees or Supervisory and Administrative Fees to the Adviser. The Central Funds are considered to be affiliated with the Fund. A copy of each affiliate fund’s shareholder report is available at the U.S Securities and Exchange Commission (“SEC”) website at www.sec.gov, on the Fund’s website at www.pimco.com, or upon request, as applicable. The tables below show the Fund's transactions in and earnings from investments in the affiliated Funds for the period ended March 31, 2024 (amounts in thousands):

Investment in PIMCO Short-Term Floating NAV Portfolio III

 

 

Market Value
06/30/2023

 

Purchases at
Cost

 

Proceeds from
Sales

 

Net
Realized
Gain (Loss)

 

Change in
Unrealized
Appreciation
(Depreciation)

 

Market Value
03/31/2024

 

Dividend
Income
(1)

 

Realized Net
Capital
Gain
Distributions
(1)

$

0

$

300,288

$

(239,150)

$

19

$

6

$

61,163

$

1,443

$

0

 

A zero balance may reflect actual amounts rounding to less than one thousand.

(1) The tax characterization of distributions is determined in accordance with Federal income tax regulations and may contain a return of capital. The actual tax characterization of distributions received is determined at the end of the fiscal year of the affiliated fund.

 

Glossary: (abbreviations that may be used in the preceding statements)       (Unaudited)
                     
Counterparty Abbreviations:                
BOA   Bank of America N.A.   FICC   Fixed Income Clearing Corporation    MYI   Morgan Stanley & Co. International PLC
BOS   BofA Securities, Inc.   GLM   Goldman Sachs Bank USA   PER   Pershing LLC
BPS   BNP Paribas S.A.   GST   Goldman Sachs International   RBC   Royal Bank of Canada
BRC   Barclays Bank PLC   IND   Crédit Agricole Corporate and Investment Bank
S.A.
  SCX   Standard Chartered Bank, London
CBK   Citibank N.A.   JPM   JP Morgan Chase Bank N.A.   SGY   Societe Generale, NY
DUB   Deutsche Bank AG   JPS   J.P. Morgan Securities LLC   SSB   State Street Bank and Trust Co.
FAR   Wells Fargo Bank National Association   MBC   HSBC Bank Plc   TDM   TD Securities (USA) LLC
                     
Currency Abbreviations:                
BRL   Brazilian Real   EUR   Euro   TRY   Turkish New Lira
CAD   Canadian Dollar   GBP   British Pound   USD (or $)   United States Dollar
DKK   Danish Krone   MXN   Mexican Peso        
                     
Index/Spread Abbreviations:                
AMZX   Alerian MLP Total Return Index   EUR003M   3 Month EUR Swap Rate   TSFR1M   Term SOFR 1-Month
CDOR03   3 month CDN Swap Rate   SOFR   Secured Overnight Financing Rate        
                     
Other  Abbreviations:                
ABS   Asset-Backed Security   LIBOR   London Interbank Offered Rate   TBA   To-Be-Announced
CLO   Collateralized Loan Obligation   OIS   Overnight Index Swap   TBD   To-Be-Determined
EBITDA    Earnings before Interest, Taxes,
Depreciation and Amoritization
  PIK   Payment-in-Kind   TBD%   Interest rate to be determined when loan
settles or at the time of funding


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