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[Form 3] PIMCO INCOME STRATEGY FUND Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Form 3 filed for PIMCO Income Strategy Fund (PFL) by Mark D. Michel, reporting his relationship to the issuer as a Director. The filing reports no securities beneficially owned by the reporting person at the time of the event dated 09/18/2025. The form is signed by an attorney-in-fact on behalf of Mark D. Michel and includes an Exhibit 24 power of attorney. This is an initial ownership statement required under Section 16 that discloses the absence of any direct or indirect holdings.

Modulo 3 depositato per PIMCO Income Strategy Fund (PFL) da Mark D. Michel, che riporta la sua relazione con l'emittente come Membro del consiglio di amministrazione. Il deposito riporta nessuna titolarità di titoli detenuta direttamente o indirettamente dalla persona dichiarante al momento dell'evento datato 18/09/2025. Il modulo è firmato da un procuratore-in-fact per conto di Mark D. Michel e include una procura allegata come Allegato 24. Si tratta di una dichiarazione iniziale di possesso richiesta ai sensi della Sezione 16 che manifesta l'assenza di partecipazioni dirette o indirette.

Formulario 3 presentado para PIMCO Income Strategy Fund (PFL) por Mark D. Michel, reportando su relación con el emisor como Director. El informe indica ninguna participación de valores de forma beneficiosa por la persona que presenta el informe en el momento del evento fechado el 18/09/2025. El formulario está firmado por un apoderado en nombre de Mark D. Michel e incluye un poder notarial, como el Anexo 24. Se trata de una declaración de propiedad inicial requerida por la Sección 16 que divulga la ausencia de participaciones directas o indirectas.

Form 3을 PIMCO Income Strategy Fund(PFL)용으로 Mark D. Michel이 제출하며, 발행자와의 관계를 이사로 보고합니다. 2025-09-18에 해당하는 사건 시점에 보고자가 실질적으로 보유한 증권이 없음을 보고합니다. 이 양식은 Mark D. Michel의 대리인에 의해 서명되었으며, Exhibit 24 위임장을 포함합니다. 이는 제16조에 따라 필요한 최초의 소유 진술로, 직·간접 보유가 없음을 공시합니다.

Formulaire 3 déposé pour le fonds PIMCO Income Strategy Fund (PFL) par Mark D. Michel, indiquant sa relation avec l'émetteur en tant que Membre du conseil d'administration. Le dépôt indique aucune valeur mobilière détenue directement ou indirectement par la personne déclarant au moment de l'événement daté du 18/09/2025. Le formulaire est signé par un mandataire agissant au nom de Mark D. Michel et inclut une procuration en tant que Pièce justificative 24 (Exhibit 24). Il s'agit d'une déclaration de propriété initiale requise en vertu de la Section 16 qui révèle l'absence de participations directes ou indirectes.

Formular 3 eingereicht für den PIMCO Income Strategy Fund (PFL) von Mark D. Michel, der seine Beziehung zum Emittenten als Direktor angibt. Der Bericht verzeichnet keine wirtschaftlich berechtigten Wertpapierbestände der meldenden Person zum Zeitpunkt der am 18.09.2025 datierten Veranstaltung. Das Formular ist von einem Bevollmächtigten im Namen von Mark D. Michel unterzeichnet und enthält eine Exhibit 24 Vollmacht. Dies ist eine anfängliche Eigentumsangabe gemäß Abschnitt 16, die das Fehlen direkter oder indirekter Beteiligungen offenlegt.

النموذج 3 مقدم لـ PIMCO Income Strategy Fund (PFL) من قبل Mark D. Michel، وهو يبلّغ عن علاقته بالجهة المصدرة بوصفه مديراً. يذكر الإيداع عدم امتلاك أي أدوات مالية بشكل فعّال من قبل الشخص المبلّغ عنه عند تاريخ الحدث 18/09/2025. تم توقيع النموذج من قبل وكيل نيابة نيابةً عن Mark D. Michel ويتضمن توكيل Exhibit 24. هذه بيان الملكية الأولي المطلوب بموجب القسم 16 الذي يكشف عن عدم وجود أي حصص مباشرة أو غير مباشرة.

Form 3 由 Mark D. Michel 就 PIMCO Income Strategy Fund (PFL) 提交,报告他与发行人的关系为 董事。该申报在日期为 2025-09-18 的事件时,报告人并未实际持有任何证券(没有受益所有权的证券)。该表格由代表 Mark D. Michel 的代理人签署,并包含作为 Exhibit 24 的授权委托书。这是根据第16条规定的初始所有权声明,披露直接或间接持有的缺失情况。

Positive
  • Director relationship disclosed for transparency
  • Form filed and signed, meeting SEC disclosure requirements
  • Exhibit 24 power of attorney included indicating proper authorization
Negative
  • No securities beneficially owned, so no stake disclosed in the issuer

Insights

TL;DR: Routine Form 3 disclosure showing directorship with no reported holdings; neutral for investors.

The filing simply establishes the reporting persons status as a director of PIMCO Income Strategy Fund and states that no securities are beneficially owned. There are no non-derivative or derivative positions disclosed, and no transactions or holdings to quantify. For market or valuation impact, the filing provides no actionable financial data.

TL;DR: Governance disclosure completed; absence of holdings is noted but not unusual for initial filings.

The form fulfills Section 16 disclosure obligations and includes a signed power of attorney exhibit. The director designation is disclosed, but because there are no reported equity interests, there are no potential insider trading or beneficial ownership concerns raised by this filing.

Modulo 3 depositato per PIMCO Income Strategy Fund (PFL) da Mark D. Michel, che riporta la sua relazione con l'emittente come Membro del consiglio di amministrazione. Il deposito riporta nessuna titolarità di titoli detenuta direttamente o indirettamente dalla persona dichiarante al momento dell'evento datato 18/09/2025. Il modulo è firmato da un procuratore-in-fact per conto di Mark D. Michel e include una procura allegata come Allegato 24. Si tratta di una dichiarazione iniziale di possesso richiesta ai sensi della Sezione 16 che manifesta l'assenza di partecipazioni dirette o indirette.

Formulario 3 presentado para PIMCO Income Strategy Fund (PFL) por Mark D. Michel, reportando su relación con el emisor como Director. El informe indica ninguna participación de valores de forma beneficiosa por la persona que presenta el informe en el momento del evento fechado el 18/09/2025. El formulario está firmado por un apoderado en nombre de Mark D. Michel e incluye un poder notarial, como el Anexo 24. Se trata de una declaración de propiedad inicial requerida por la Sección 16 que divulga la ausencia de participaciones directas o indirectas.

Form 3을 PIMCO Income Strategy Fund(PFL)용으로 Mark D. Michel이 제출하며, 발행자와의 관계를 이사로 보고합니다. 2025-09-18에 해당하는 사건 시점에 보고자가 실질적으로 보유한 증권이 없음을 보고합니다. 이 양식은 Mark D. Michel의 대리인에 의해 서명되었으며, Exhibit 24 위임장을 포함합니다. 이는 제16조에 따라 필요한 최초의 소유 진술로, 직·간접 보유가 없음을 공시합니다.

Formulaire 3 déposé pour le fonds PIMCO Income Strategy Fund (PFL) par Mark D. Michel, indiquant sa relation avec l'émetteur en tant que Membre du conseil d'administration. Le dépôt indique aucune valeur mobilière détenue directement ou indirectement par la personne déclarant au moment de l'événement daté du 18/09/2025. Le formulaire est signé par un mandataire agissant au nom de Mark D. Michel et inclut une procuration en tant que Pièce justificative 24 (Exhibit 24). Il s'agit d'une déclaration de propriété initiale requise en vertu de la Section 16 qui révèle l'absence de participations directes ou indirectes.

Formular 3 eingereicht für den PIMCO Income Strategy Fund (PFL) von Mark D. Michel, der seine Beziehung zum Emittenten als Direktor angibt. Der Bericht verzeichnet keine wirtschaftlich berechtigten Wertpapierbestände der meldenden Person zum Zeitpunkt der am 18.09.2025 datierten Veranstaltung. Das Formular ist von einem Bevollmächtigten im Namen von Mark D. Michel unterzeichnet und enthält eine Exhibit 24 Vollmacht. Dies ist eine anfängliche Eigentumsangabe gemäß Abschnitt 16, die das Fehlen direkter oder indirekter Beteiligungen offenlegt.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Michel Mark D.

(Last) (First) (Middle)
C/O PIMCO
650 NEWPORT CENTER DRIVE

(Street)
NEWPORT BEACH CA 92660

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/18/2025
3. Issuer Name and Ticker or Trading Symbol
PIMCO INCOME STRATEGY FUND [ PFL ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
Exhibit List: Exhibit 24 - Power of Attorney No Securities are beneficially owned.
No securities are beneficially owned.
/s/ Ryan Leshaw, Attorney-in-Fact for Mark D. Michel 09/25/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the Form 3 for PFL filed by Mark D. Michel report?

The filing discloses that Mark D. Michel is a Director of PIMCO Income Strategy Fund (PFL) and that he does not beneficially own any securities of the issuer as of the event date 09/18/2025.

When is the event date reported on this Form 3 for PFL?

The event date listed on the Form 3 is 09/18/2025.

Was the Form 3 signed and by whom?

Yes, the form is signed by Ryan Leshaw, Attorney-in-Fact for Mark D. Michel on 09/25/2025.

Does the filing list any derivative or non-derivative holdings for PFL?

No. The filing explicitly states no securities are beneficially owned and lists no derivative or non-derivative positions.

Is there any exhibit attached to the Form 3?

Yes. The filing includes Exhibit 24, which is a Power of Attorney.
PIMCO Income Strategy Fund

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