Recent 8-K filings for PFL

• June 24, 2026, 4:04 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  PIMCO Income Strategy Fund expands strategy to invest in and originate loans

  Effective June 24, 2026, the Fund may invest in/originate residential/commercial real estate, consumer, and other loans.

• August 20, 2024, 7:59 PM ET other material materiality 0.50 neutral item 8.01item 9.01

  PIMCO Income Strategy Fund adopts 50% minimum corporate securities guideline, effective Sept 20, 2024

  Board approved non-fundamental investment guideline on Aug 15, 2024; becomes effective Sept 20, 2024.

• September 26, 2023, 7:59 PM ET leadership materiality 0.55 neutral item 8.01item 9.01

  PIMCO Income Strategy Fund adds Giang Bui as co-portfolio manager effective October 2, 2023

  Giang Bui, Executive Vice President, joins Alfred T. Murata and Mohit Mittal as co-portfolio manager.

• December 2, 2022, 6:59 PM ET dividend materiality 0.15 neutral item 8.01item 9.01

  PIMCO closed-end funds declare monthly distributions for January 2023, unchanged from prior month

  Monthly distributions declared for 20 PIMCO closed-end funds, payable Jan 3, 2023; record date Dec 12, 2022, ex-div Dec 9, 2022.

• March 30, 2022, 7:59 PM ET other material materiality 0.50 neutral item 5.03item 8.01item 9.01

  PIMCO Income Strategy Fund changes fiscal year end and removes foreign currency investment limit

  Board approved fiscal year end change from July 31 to June 30, effective April 1, 2022, for the current fiscal year.

Materiality & sentiment trend

Max materiality 0.65 · Median 0.50 · Most common event other_material

0 positive 0 negative 5 neutral

source · PFL on sec.gov