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

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3
Rhea-AI Filing Summary

Sonya Morris filed an initial Form 3 reporting her relationship to PIMCO Income Strategy Fund (PFL) as a Director. The filing states no securities are beneficially owned by the reporting person. The form was signed by Ryan Leshaw as attorney-in-fact for Sonya Morris on 09/25/2025, and the event date requiring the statement is listed as 09/18/2025. Exhibit 24 (Power of Attorney) is referenced.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine initial Section 16 filing indicating director status with no beneficial ownership reported.

The Form 3 documents an initial Section 16 filing for Sonya Morris as a director of PIMCO Income Strategy Fund (PFL) and explicitly states that no securities are beneficially owned. The filing includes a Power of Attorney exhibit and is signed by an attorney-in-fact, which is consistent with administrative filing practices. From a compliance perspective, this satisfies the disclosure requirement to report initial relationships even when no ownership exists.

TL;DR: Non-material disclosure: director appointment recorded without personal holdings.

The document records the reporting person’s relationship to the issuer as a director but confirms zero beneficial ownership. This is a routine governance disclosure; it establishes the director role on public record while clarifying there are no direct or indirect holdings to report. The signature by attorney-in-fact and inclusion of Exhibit 24 ensure procedural completeness.

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*
Morris Sonya

(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 Sonya Morris 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

Who filed the Form 3 for PFL?

The Form 3 was filed on behalf of Sonya Morris, with the signature executed by Ryan Leshaw, Attorney-in-Fact.

What relationship to PIMCO Income Strategy Fund (PFL) is reported?

The filing indicates the reporting person is a Director of PIMCO Income Strategy Fund (PFL).

Does the Form 3 report any beneficial ownership of PFL securities?

No. The filing explicitly states no securities are beneficially owned by the reporting person.

What are the key dates on the filing?

The event date requiring the statement is 09/18/2025 and the form is dated/signed 09/25/2025.

Are there any exhibits included with the filing?

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

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