Morningstar® Investment Profile™   Morningstar® Disclosure   Format for Print PIMCO StocksPLUS® Global Port Instl Release date as of 2022-05-31. Data on page is subject to change. Snapshot Ratings & Risk Portfolio Nuts & Bolts

Morningstar Report Overall Morningstar Rating™ What is this? As of 2022-05-31 Out of 301 Global Large-Stock Blend Funds Morningstar® Style Box™ What is this? As of 2022-03-31 Total Fund Assets ($ Mil) 202.63 View Historical Morningstar Star Ratings and Definitions

Investment Objective & Strategy   The investment seeks total return which exceeds that of its secondary benchmark index consistent with prudent investment management. The fund seeks to exceed the total return of its secondary benchmark index by investing under normal circumstances in S&P 500 Index derivatives and MSCI Europe Australasia Far East ("EAFE") Net Dividend Index (USD Unhedged) derivatives, backed by a portfolio of Fixed Income Instruments. "Fixed Income Instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest in common stocks, options, futures, options on futures and swaps.

Morningstar Category: Global Large-Stock Blend Global large-stock blend portfolios invest in a variety of international stocks and typically skew towards large caps that are fairly representative of the global stock market in size, growth rates, and price. World large stock blend portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in developed markets, with the remainder divided among the globe’s emerging markets. These portfolios are not significantly overweight U.S. equity exposure relative to the Morningstar Global Market Index and maintain at least a 20% absolute U.S. exposure.

Investment Risks There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.

Portfolio Profile Asset Allocation % of Net Assets U.S. Stocks 50.1 Non-U.S. Stocks 49.9 Bonds 60.7 Cash -62.7 Other 2.0 Total 100.0 Data through 2022-03-31 Morningstar Equity Sectors % of Stocks Cyclical 34.88 Basic Materials 5.29 Consumer Cyclical 11.28 Financial Services 15.48 Real Estate 2.83 Sensitive 40.26 Communication Services 7.28 Energy 4.06 Industrials 11.64 Technology 17.28 Defensive 24.87 Consumer Defensive 8.34 Healthcare 13.56 Utilities 2.97 Data through 2022-03-31 Morningstar World Regions % Fund Americas 50.2 North America 50.1 Latin America 0.1 Greater Europe 32.3 United Kingdom 7.6 Europe Developed 24.4 Europe Emerging 0.0 Africa/Middle East 0.3 Greater Asia 17.5 Japan 11.2 Australasia 4.2 Asia Developed 2.2 Asia Emerging 0.0 Data through 2022-03-31 Holding Status Total Number of Stock Holdings 0 Total Number of Bond Holdings 184 % of Net Assets in Top 10 Holdings 131.23 Turnover % (as of 2021-12-31) 111.00 30 Day SEC Yield % 0.84 Top Holdings Sector Country % of Net Assets E-mini S&P 500 Future June 22 --- United States 50.06 MSCI EAFE Index TAS Future June 22 --- 49.96 5 Year Treasury Note Future June 22 --- United States 9.93 United States Treasury Bills 0% 0% --- United States 7.99 10 Year Treasury Note Future June 22 --- United States 5.02 2 Year Treasury Note Future June 22 --- United States 3.11 United States Treasury Notes 2.875% 2.875% --- United States 2.32 Mountain View Clo Ix Limited 1.28129% 1.28129% --- Cayman Islands 1.02 Israel (State Of) 0% 0% --- Israel 0.99 BSPRT ISSUER LTD 1.49657% 1.49657% --- United States 0.83 Data through 2022-03-31

Principal Risks    Short Sale, Credit and Counterparty, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, Issuer, Interest Rate, Market/Market Volatility, Equity Securities, ETF, Futures, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Restricted/Illiquid Securities, Derivatives, Leverage, Sovereign Debt, Management, Structured Products Show Risk Definitions

Other Information Inception Date: 2010-04-14 Portfolio Manager(s) Jing Yang   (2018-07-20) Ms. Yang is an executive vice president and a mortgage specialist in the structured credit group in the Newport Beach office. Prior to joining Pacific Investment Management Company LLC in 2006, she worked in home equity loan structuring at Morgan Stanley in New York. She has eight years of investment experience and holds a Ph.D. in Bioinformatics and a master's degree in statistics from the University of Chicago.Ms. Yang is an Executive Vice President of Pacific Investment Management Company LLC. Bryan Tsu   (2018-07-20) Mr. Tsu is a senior vice president and portfolio manager in the Newport Beach office, focusing on commercial mortgage-backed securities (CMBS) and collateralized loan obligations (CLOs). Prior to joining Pacific Investment Management Company LLC in 2008, he worked at Bear Stearns in New York, syndicating collateralized loan and collateralized debt obligations and other asset-backed transactions. He has eight years of investment experience and holds a bachelor's degree in economics and operations research from Columbia University.Mr. Tsu is one of Executive Vice Presidents of Pacific Investment Management Company LLC. Marc P. Seidner   (2021-02-04) Mr. Seidner is CIO Non-traditional Strategies, a managing director and head of portfolio management in the New York office. He is also a generalist portfolio manager and a member of the Investment Committee. He rejoined PIMCO in November 2014 after serving as head of fixed income at GMO LLC. Prior to joining PIMCO in 2009, he was a managing director and domestic fixed income portfolio manager at Harvard Management Company. Previously, he was director of active core strategies at Standish Mellon Asset Management. He holds an undergraduate degree in economics from Boston College. Investment Advisor(s) Pacific Investment Management Company, LLC Issuer PIMCO Subadvisor(s) ---

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