Schedule of Investments PIMCO California Municipal Income Fund II

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 170.4% ¤

 

 

 

 

MUNICIPAL BONDS & NOTES 168.6%

 

 

 

 

ARIZONA 0.0%

 

 

 

 

Arizona Industrial Development Authority Revenue Bonds, Series 2020
7.750% due 07/01/2050 ^(a)

$

940

$

56

CALIFORNIA 153.1%

 

 

 

 

Alameda Corridor Transportation Authority, California Revenue Bonds, (AGM Insured), Series 2024
0.000% due 10/01/2052 (b)

 

2,400

 

628

Alameda Corridor Transportation Authority, California Revenue Bonds, Series 2022
0.000% due 10/01/2049 (c)

 

3,085

 

1,705

Anaheim City School District, California General Obligation Bonds, (BAM Insured), Series 2023
4.250% due 08/01/2050

 

2,700

 

2,718

Antelope Valley Community College District, California General Obligation Bonds, Series 2022
0.000% due 08/01/2047 (b)

 

720

 

224

Bay Area Toll Authority, California Revenue Bonds, Series 2014
5.000% due 10/01/2054

 

3,000

 

3,023

Bay Area Toll Authority, California Revenue Bonds, Series 2017
4.000% due 04/01/2047

 

3,000

 

2,969

Bay Area Toll Authority, California Revenue Bonds, Series 2023
4.125% due 04/01/2054

 

1,800

 

1,787

Butte-Glenn Community College District, California General Obligation Bonds, Series 2022
4.000% due 08/01/2047

 

1,600

 

1,592

California Community Choice Financing Authority Revenue Bonds, Series 2023
5.250% due 11/01/2054

 

2,000

 

2,153

California Community Housing Agency Revenue Bonds, Series 2019
5.000% due 04/01/2049

 

2,700

 

2,246

California Community Housing Agency Revenue Bonds, Series 2021
4.000% due 02/01/2056

 

1,000

 

783

California Community Housing Agency Revenue Bonds, Series 2022
4.500% due 08/01/2052

 

1,000

 

855

California County Tobacco Securitization Agency Revenue Bonds, Series 2002

 

 

 

 

5.875% due 06/01/2043

 

885

 

890

6.125% due 06/01/2038

 

1,000

 

1,001

California County Tobacco Securitization Agency Revenue Bonds, Series 2007
0.000% due 06/01/2057 (b)

 

9,000

 

1,373

California County Tobacco Securitization Agency Revenue Bonds, Series 2020
0.000% due 06/01/2055 (b)

 

5,100

 

995

California Educational Facilities Authority Revenue Bonds, Series 2018

 

 

 

 

5.000% due 10/01/2043

 

1,300

 

1,364

5.000% due 10/01/2048

 

1,320

 

1,374

California Health Facilities Financing Authority Revenue Bonds, Series 2015
5.000% due 08/15/2054

 

5,000

 

5,057

California Health Facilities Financing Authority Revenue Bonds, Series 2016
5.000% due 08/15/2055

 

6,275

 

6,393

California Health Facilities Financing Authority Revenue Bonds, Series 2017

 

 

 

 

4.000% due 11/01/2038

 

1,500

 

1,518

4.000% due 11/01/2044

 

1,000

 

1,003

4.000% due 11/01/2051

 

2,750

 

2,727

California Health Facilities Financing Authority Revenue Bonds, Series 2021
4.000% due 08/15/2048

 

1,200

 

1,176

California Health Facilities Financing Authority Revenue Bonds, Series 2024
5.000% due 11/15/2044

 

1,800

 

2,040

California Housing Finance Revenue Bonds, Series 2024
5.700% due 06/01/2054

 

1,400

 

1,401

California Infrastructure & Economic Development Bank Revenue Bonds, Series 2020

 

 

 

 

0.000% due 01/01/2060 (b)

 

6,250

 

488

4.000% due 11/01/2045

 

850

 

829

8.000% due 01/01/2050

 

1,900

 

1,939

California Municipal Finance Authority Certificates of Participation Bonds, (AGM Insured), Series 2022
5.250% due 11/01/2052

 

1,800

 

2,009

California Municipal Finance Authority Revenue Bonds, (BAM Insured), Series 2021
4.000% due 05/15/2041

 

500

 

498

California Municipal Finance Authority Revenue Bonds, Series 2018

 

 

 

 

5.000% due 05/15/2043

 

1,000

 

1,033

5.000% due 06/01/2043

 

1,465

 

1,548

California Municipal Finance Authority Revenue Bonds, Series 2020
4.100% due 10/01/2045

 

1,100

 

1,099

California Municipal Finance Authority Revenue Bonds, Series 2021
4.000% due 09/01/2050 (d)

 

1,500

 

1,292

California Municipal Finance Authority Revenue Bonds, Series 2024
6.000% due 01/01/2039

 

2,000

 

2,088

 

 

 

Schedule of Investments PIMCO California Municipal Income Fund II (Cont.)

March 31, 2024

(Unaudited)

 

California Public Finance Authority Revenue Bonds, Series 2019
6.250% due 07/01/2054

 

1,650

 

1,722

California State General Obligation Bonds, Series 2017
4.000% due 11/01/2047

 

3,250

 

3,252

California State General Obligation Bonds, Series 2018

 

 

 

 

4.000% due 10/01/2039

 

4,500

 

4,524

5.000% due 10/01/2047

 

2,000

 

2,057

California State General Obligation Bonds, Series 2020
4.000% due 11/01/2040

 

1,500

 

1,545

California State General Obligation Bonds, Series 2022
4.000% due 09/01/2042

 

1,500

 

1,541

California State General Obligation Bonds, Series 2023
4.000% due 09/01/2043

 

2,000

 

2,049

California State University Revenue Bonds, Series 2015
5.000% due 11/01/2047

 

5,000

 

5,106

California State University Revenue Bonds, Series 2023
5.000% due 11/01/2044

 

1,000

 

1,141

California Statewide Communities Development Authority Revenue Bonds, (AGM Insured), Series 2022
5.375% due 08/15/2057

 

1,100

 

1,200

California Statewide Communities Development Authority Revenue Bonds, (CM Insured), Series 2018
4.000% due 07/01/2043

 

1,350

 

1,345

California Statewide Communities Development Authority Revenue Bonds, Series 2016

 

 

 

 

4.000% due 08/15/2051

 

225

 

214

5.000% due 06/01/2046

 

2,000

 

2,001

5.000% due 12/01/2046

 

2,600

 

2,621

5.250% due 12/01/2056

 

3,550

 

3,589

California Statewide Communities Development Authority Revenue Bonds, Series 2018

 

 

 

 

4.000% due 07/01/2048

 

1,000

 

982

4.000% due 12/01/2053

 

230

 

215

4.000% due 12/01/2057

 

2,000

 

1,848

5.000% due 03/01/2048

 

2,800

 

2,859

5.500% due 12/01/2058

 

2,200

 

2,261

California Statewide Communities Development Authority Revenue Bonds, Series 2019
4.250% due 11/01/2059

 

1,990

 

1,783

California Statewide Financing Authority Revenue Bonds, Series 2002
6.000% due 05/01/2037

 

1,290

 

1,316

Calistoga Joint Unified School District, California General Obligation Bonds, Series 2023
5.000% due 08/01/2052

 

1,565

 

1,732

Chino Valley Unified School District, California General Obligation Bonds, Series 2020
5.000% due 08/01/2055

 

2,000

 

2,142

Chino Valley Unified School District, California General Obligation Bonds, Series 2022

 

 

 

 

0.000% due 08/01/2037 (b)

 

1,000

 

592

0.000% due 08/01/2040 (b)

 

1,400

 

703

0.000% due 08/01/2043 (b)

 

1,750

 

755

0.000% due 08/01/2044 (b)

 

1,405

 

577

City of California, Eureka City Schools, General Obligation Bonds, (BAM Insured), Series 2020
4.000% due 08/01/2049

 

3,000

 

2,965

CMFA Special Finance Agency VII, California Revenue Bonds, Series 2021

 

 

 

 

3.000% due 08/01/2056

 

1,000

 

687

4.000% due 08/01/2047

 

595

 

491

CMFA Special Finance Agency, California Revenue Bonds, Series 2021
4.000% due 08/01/2045

 

750

 

631

Colton Joint Unified School District, California General Obligation Bonds, (BAM Insured), Series 2024
5.000% due 08/01/2049

 

1,500

 

1,669

Corona Norco Unified School District, California General Obligation Bonds, Series 2018
4.000% due 08/01/2047

 

1,790

 

1,790

CSCDA Community Improvement Authority, California Revenue Bonds, Series 2021

 

 

 

 

3.000% due 02/01/2057

 

500

 

354

3.400% due 10/01/2046

 

445

 

363

4.000% due 08/01/2056

 

250

 

215

4.000% due 10/01/2056

 

550

 

409

CSCDA Community Improvement Authority, California Revenue Bonds, Series 2022
0.000% due 09/01/2062 (c)

 

2,200

 

1,190

Department of Veterans Affairs Veteran's Farm & Home Purchase Program, California Revenue Bonds, Series 2022
4.950% due 12/01/2046

 

360

 

373

Desert Community College District, California General Obligation Bonds, Series 2024
4.000% due 08/01/2051

 

1,400

 

1,394

East Bay Municipal Utility District Water System, California Revenue Bonds, Series 2024
5.000% due 06/01/2043

 

700

 

804

El Monte City School District, California General Obligation Bonds, (BAM Insured), Series 2023
5.000% due 08/01/2052

 

1,635

 

1,772

Elk Grove Finance Authority, California Special Tax Bonds, Series 2016
5.000% due 09/01/2046

 

1,670

 

1,683

Folsom Cordova Unified School District, California General Obligation Bonds, (AGM Insured), Series 2019
4.000% due 10/01/2044

 

1,415

 

1,388

Foothill-Eastern Transportation Corridor Agency, California Revenue Bonds, Series 2014
3.950% due 01/15/2053

 

920

 

845

Fremont Community Facilities District No. 1, California Special Tax Bonds, Series 2015
5.000% due 09/01/2045

 

1,400

 

1,412

Fresno Unified School District, California General Obligation Bonds, Series 2016
4.000% due 08/01/2046

 

2,605

 

2,545

Golden State, California Tobacco Securitization Corp. Revenue Bonds, Series 2018

 

 

 

 

5.000% due 06/01/2030

 

1,500

 

1,641

5.000% due 06/01/2034

 

4,500

 

4,923

Golden State, California Tobacco Securitization Corp. Revenue Bonds, Series 2021
0.000% due 06/01/2066 (b)

 

20,000

 

2,268

Schedule of Investments PIMCO California Municipal Income Fund II (Cont.)

March 31, 2024

(Unaudited)

 

Hacienda La Puente Unified School District, California General Obligation Bonds, Series 2017
4.000% due 08/01/2047

 

3,000

 

2,968

Hartnell Community College District, California General Obligation Bonds, Series 2017
4.000% due 08/01/2042

 

3,500

 

3,515

Hastings Campus Housing Finance Authority, California Revenue Bonds, Series 2020
5.000% due 07/01/2061

 

2,650

 

2,257

Hayward Unified School District, California General Obligation Bonds, Series 2015
5.000% due 08/01/2038

 

3,000

 

3,014

Long Beach Bond Finance Authority, California General Obligation Bonds, Series 2023
4.000% due 08/01/2053

 

2,000

 

1,965

Long Beach Bond Finance Authority, California Revenue Bonds, Series 2007
5.500% due 11/15/2037

 

7,500

 

8,534

Los Angeles County, California Facilities, Inc., Revenue Bonds, Series 2018
4.000% due 12/01/2048

 

2,500

 

2,443

Los Angeles County, California Metropolitan Transportation Authority Sales Tax Revenue Bonds, Series 2021
4.000% due 06/01/2037

 

2,000

 

2,130

Los Angeles County, California Sanitation Districts Financing Authority Revenue Bonds, Series 2016
4.000% due 10/01/2042

 

2,000

 

2,004

Los Angeles Department of Airports, California Revenue Bonds, Series 2021
5.000% due 05/15/2048

 

2,500

 

2,716

Los Angeles Department of Water & Power Water System, California Revenue Bonds, Series 2022
5.000% due 07/01/2052

 

1,475

 

1,621

Los Angeles Department of Water & Power, California Revenue Bonds, Series 2018
5.000% due 07/01/2043

 

2,000

 

2,145

Los Angeles, California Wastewater System Revenue Bonds, Series 2017
5.000% due 06/01/2039

 

1,000

 

1,063

M-S-R Energy Authority, California Revenue Bonds, Series 2009

 

 

 

 

6.500% due 11/01/2039

 

7,810

 

9,950

7.000% due 11/01/2034

 

1,000

 

1,260

Mount San Jacinto Community College District, California General Obligation Bonds, Series 2018
4.000% due 08/01/2043

 

2,200

 

2,206

Municipal Improvement Corp. of Los Angeles, California Revenue Bonds, Series 2021
5.000% due 11/01/2038

 

2,200

 

2,529

Norwalk-La Mirada Unified School District, California General Obligation Bonds, Series 2019
4.000% due 08/01/2048

 

2,750

 

2,724

Ontario International Airport Authority, California Revenue Bonds, (AGM Insured), Series 2021
4.000% due 05/15/2051

 

500

 

497

Ontario Montclair School District, California General Obligation Bonds, Series 2017
5.000% due 08/01/2046

 

1,825

 

1,909

Orange County, California Community Facilities District Special Tax Bonds, Series 2022
5.000% due 08/15/2052

 

1,360

 

1,382

Pacifica School District, California General Obligation Bonds, Series 2018
4.000% due 08/01/2048

 

2,000

 

1,968

Poway Unified School District, California General Obligation Bonds, Series 2011

 

 

 

 

0.000% due 08/01/2040 (b)

 

11,000

 

5,812

0.000% due 08/01/2046 (b)

 

16,000

 

5,873

Redwood City School District, California General Obligation Bonds, Series 2023
5.000% due 08/01/2052

 

2,140

 

2,376

Richmond, California Wastewater Revenue Bonds, Series 2019
4.000% due 08/01/2049

 

1,460

 

1,460

Rio Hondo Community College District, California General Obligation Bonds, Series 2022
0.000% due 08/01/2045 (b)

 

1,850

 

679

River Islands Public Financing Authority, California Special Tax, (AGM Insured), Series 2022
4.250% due 09/01/2047

 

1,100

 

1,107

Riverside County, California Transportation Commission Revenue Bonds, Series 2013
0.000% due 06/01/2042 (b)

 

1,000

 

459

Riverside County, California Transportation Commission Revenue Bonds, Series 2021
4.000% due 06/01/2047

 

2,185

 

2,105

Riverside, California Electric Revenue Bonds, Series 2024
5.000% due 10/01/2049

 

2,800

 

3,147

Riverside, California Sewer Revenue Bonds, Series 2018
4.000% due 08/01/2038

 

3,500

 

3,552

Sacramento City Unified School District, California General Obligation Bonds, (AGM Insured), Series 2021
4.000% due 08/01/2049

 

1,500

 

1,464

Sacramento County, California Sanitation Districts Financing Authority Revenue Bonds, Series 2020
5.000% due 12/01/2050

 

1,200

 

1,311

Sacramento County, California Special Tax Bonds, Series 2022
5.000% due 09/01/2047

 

500

 

501

Sacramento Municipal Utility District, California Revenue Bonds, Series 2023
5.000% due 08/15/2048

 

500

 

561

San Bernardino Community College District, California General Obligation Bonds, Series 2023
5.000% due 08/01/2049

 

3,700

 

4,065

San Diego County, California Certificates of Participation Bonds, Series 2023
5.000% due 10/01/2053

 

3,650

 

4,022

San Diego County, California Regional Airport Authority Revenue Bonds, Series 2021

 

 

 

 

4.000% due 07/01/2051

 

3,000

 

2,874

5.000% due 07/01/2051

 

2,360

 

2,473

San Diego Public Facilities Financing Authority, California Revenue Bonds, Series 2022
5.000% due 05/15/2047

 

1,000

 

1,112

San Diego Unified School District, California General Obligation Bonds, Series 2020
4.000% due 07/01/2050

 

900

 

899

San Diego Unified School District, California General Obligation Bonds, Series 2023

 

 

 

 

4.000% due 07/01/2053

 

4,500

 

4,453

5.000% due 07/01/2048

 

1,000

 

1,123

San Francisco Bay Area Rapid Transit District, California General Obligation Bonds, Series 2017
5.000% due 08/01/2047

 

1,000

 

1,044

Schedule of Investments PIMCO California Municipal Income Fund II (Cont.)

March 31, 2024

(Unaudited)

 

San Francisco, California City & County Airport Comm-San Francisco International Airport Revenue Bonds, Series 2017
5.000% due 05/01/2047

 

2,750

 

2,856

San Francisco, California City & County Airport Comm-San Francisco International Airport Revenue Bonds, Series 2019
5.000% due 05/01/2049

 

4,000

 

4,118

San Francisco, California City & County Certificates of Participation Bonds, Series 2015
4.000% due 09/01/2033

 

1,530

 

1,531

San Francisco, California City & County Public Utilities Commission Power Revenue Bonds, Series 2023
5.000% due 11/01/2048

 

1,800

 

2,021

San Francisco, California Public Utilities Commission Water Revenue Bonds, Series 2020
5.000% due 11/01/2050

 

1,200

 

1,311

San Jose Evergreen Community College District, California General Obligation Bonds, Series 2014
4.125% due 09/01/2043

 

1,750

 

1,755

San Jose Financing Authority, California Revenue Bonds, Series 2022
5.000% due 11/01/2052

 

1,800

 

2,005

San Juan Unified School District, California General Obligation Bonds, Series 2024
4.000% due 08/01/2049

 

1,800

 

1,782

San Marcos Redevelopment Agency Successor Agency, California Tax Allocation Bonds, Series 2015

 

 

 

 

5.000% due 10/01/2032

 

850

 

873

5.000% due 10/01/2033

 

1,125

 

1,155

San Mateo County, California Community College District General Obligation Bonds, (NPFGC Insured), Series 2006
0.000% due 09/01/2034 (b)

 

12,000

 

8,664

San Mateo Joint Powers Financing Authority, California Revenue Bonds, Series 2018
4.000% due 07/15/2052

 

1,800

 

1,768

Santa Ana Unified School District, California General Obligation Bonds, Series 2019
4.000% due 08/01/2048

 

1,750

 

1,731

Santa Clarita Community College District, California General Obligation Bonds, Series 2016
4.000% due 08/01/2046

 

2,200

 

2,171

Santa Monica, California Community College District General Obligation Bonds, Series 2022
4.000% due 08/01/2045

 

1,270

 

1,292

Silicon Valley Tobacco Securitization Authority, California Revenue Bonds, Series 2007
0.000% due 06/01/2036 (b)

 

1,000

 

514

South San Francisco Unified School District, California General Obligation Bonds, Series 2023
4.000% due 09/01/2052

 

1,000

 

990

Southwestern Community College District, California General Obligation Bonds, Series 2021
4.000% due 08/01/2046

 

4,850

 

4,883

State Center Community College District, California General Obligation Bonds, Series 2022
5.000% due 08/01/2047

 

1,815

 

2,005

Sweetwater Union High School District, California General Obligation Bonds, Series 2022
5.000% due 08/01/2052

 

2,190

 

2,375

Tobacco Securitization Authority of Northern California Revenue Bonds, Series 2021
0.000% due 06/01/2060 (b)

 

19,480

 

3,395

Tobacco Securitization Authority of Southern California Revenue Bonds, Series 2006
0.000% due 06/01/2046 (b)

 

5,000

 

956

Tobacco Securitization Authority of Southern California Revenue Bonds, Series 2019
5.000% due 06/01/2048

 

2,160

 

2,250

University of California Revenue Bonds, Series 2022
5.000% due 05/15/2052

 

8,800

 

9,661

University of California Revenue Bonds, Series 2024
5.000% due 05/15/2043

 

1,000

 

1,144

Upland, California Certificates of Participation Bonds, Series 2017
4.000% due 01/01/2042

 

3,000

 

2,753

Victor Valley Community College District, California General Obligation Bonds, Series 2024
5.000% due 08/01/2051

 

680

 

748

Washington Township Health Care District, California General Obligation Bonds, Series 2015
4.000% due 08/01/2045

 

3,000

 

2,930

Washington Township Health Care District, California General Obligation Bonds, Series 2023
5.500% due 08/01/2053

 

1,500

 

1,686

 

 

 

 

329,897

DELAWARE 1.4%

 

 

 

 

Affordable Housing Opportunities Trust, Delaware Revenue Bonds, Series 2022

 

 

 

 

3.167% due 10/01/2038

 

2,925

 

2,539

7.120% due 10/01/2038

 

515

 

501

 

 

 

 

3,040

ILLINOIS 2.3%

 

 

 

 

Chicago, Illinois General Obligation Bonds, Series 2007
5.500% due 01/01/2042

 

2,350

 

2,360

Illinois State General Obligation Bonds, Series 2018
5.000% due 05/01/2035

 

1,000

 

1,057

Illinois State General Obligation Bonds, Series 2020
4.125% due 10/01/2036

 

1,500

 

1,522

 

 

 

 

4,939

NEW HAMPSHIRE 1.0%

 

 

 

 

New Hampshire Business Finance Authority Revenue Bonds, Series 2023
4.817% due 12/20/2036

 

2,104

 

2,106

NEW YORK 0.9%

 

 

 

 

New York Liberty Development Corp. Revenue Bonds, Series 2005
5.250% due 10/01/2035

 

1,250

 

1,477

Schedule of Investments PIMCO California Municipal Income Fund II (Cont.)

March 31, 2024

(Unaudited)

 

New York Power Authority Revenue Bonds, Series 2020
4.000% due 11/15/2055

 

550

 

527

 

 

 

 

2,004

NORTH DAKOTA 0.0%

 

 

 

 

Grand Forks County, North Dakota Revenue Bonds, Series 2021
7.000% due 12/15/2043 ^(a)

 

720

 

22

PENNSYLVANIA 0.7%

 

 

 

 

Pennsylvania Economic Development Financing Authority Revenue Bonds, Series 2021
9.000% due 04/01/2051

 

1,275

 

1,412

PUERTO RICO 7.2%

 

 

 

 

Children's Trust Fund, Puerto Rico Revenue Bonds, Series 2008
0.000% due 05/15/2057 (b)

 

24,300

 

1,834

Commonwealth of Puerto Rico Bonds, Series 2022
0.000% due 11/01/2051

 

2,752

 

1,480

Commonwealth of Puerto Rico General Obligation Bonds, Series 2021

 

 

 

 

0.000% due 07/01/2033 (b)

 

1,250

 

822

4.000% due 07/01/2041

 

1,300

 

1,227

Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue Bonds, Series 2018
0.000% due 07/01/2051 (b)

 

20,000

 

4,689

Puerto Rico Sales Tax Financing Corp. Sales Tax Revenue Bonds, Series 2019
4.784% due 07/01/2058

 

5,425

 

5,411

 

 

 

 

15,463

TEXAS 1.5%

 

 

 

 

Angelina & Neches River Authority, Texas Revenue Bonds, Series 2021

 

 

 

 

7.500% due 12/01/2045

 

500

 

337

12.000% due 12/01/2045

 

850

 

746

San Antonio Municipal Facilities Corp., Texas Revenue Bonds, Series 2021
4.000% due 08/01/2048

 

2,300

 

2,227

 

 

 

 

3,310

VIRGINIA 0.5%

 

 

 

 

Virginia Small Business Financing Authority Revenue Bonds, Series 2019

 

 

 

 

0.000% due 07/01/2061 (b)

 

19,000

 

605

5.500% due 07/01/2044

 

500

 

458

 

 

 

 

1,063

Total Municipal Bonds & Notes (Cost $354,553)

 

 

 

363,312

U.S. GOVERNMENT AGENCIES 0.9%

 

 

 

 

Freddie Mac
3.720% due 01/01/2041

 

2,098

 

1,974

Total U.S. Government Agencies (Cost $1,934)

 

 

 

1,974

SHORT-TERM INSTRUMENTS 0.9%

 

 

 

 

REPURCHASE AGREEMENTS (e) 0.9%

 

 

 

1,851

Total Short-Term Instruments (Cost $1,851)

 

 

 

1,851

Total Investments in Securities (Cost $358,338)

 

 

 

367,137

Total Investments 170.4% (Cost $358,338)

 

 

$

367,137

Auction Rate Preferred Shares (45.4)%

 

 

 

(97,875)

Remarketable Variable Rate MuniFund Term Preferred Shares, at liquidation value (26.2)%

 

 

 

(56,541)

Other Assets and Liabilities, net 1.2%

 

 

 

2,780

Net Assets Applicable to Common Shareholders 100.0%

 

 

$

215,501

Schedule of Investments PIMCO California Municipal Income Fund II (Cont.)

March 31, 2024

(Unaudited)

 

 

NOTES TO 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 is in default.

(a)

Security is not accruing income as of the date of this report.

(b)

Zero coupon security.

(c)

Security becomes interest bearing at a future date.

(d)

RESTRICTED SECURITIES:

Issuer Description

Coupon

Maturity
Date

Acquisition
Date

 

Cost

 

Market
Value

Market Value
as Percentage
of Net Assets
Applicable to

Common

Shareholders

California Municipal Finance Authority Revenue Bonds, Series 2021

4.000

%

09/01/2050

08/03/2022

$

1,361

$

1,292

0.60

%

BORROWINGS AND OTHER FINANCING TRANSACTIONS

(e)

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)

FICC

2.600%

03/28/2024

04/01/2024

$

1,851

U.S. Treasury Bills 0.010% due 06/18/2024

$

(1,888)

$

1,851

$

1,852

Total Repurchase Agreements

 

$

(1,888)

$

1,851

$

1,852

(1)

Includes accrued interest.

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

Municipal Bonds & Notes

 

Arizona

$

0

$

56

$

0

$

56

 

 

California

 

0

 

329,897

 

0

 

329,897

 

 

Delaware

 

0

 

3,040

 

0

 

3,040

 

 

Illinois

 

0

 

4,939

 

0

 

4,939

 

 

New Hampshire

 

0

 

2,106

 

0

 

2,106

 

 

New York

 

0

 

2,004

 

0

 

2,004

 

 

North Dakota

 

0

 

22

 

0

 

22

 

 

Pennsylvania

 

0

 

1,412

 

0

 

1,412

 

 

Puerto Rico

 

0

 

15,463

 

0

 

15,463

 

 

Texas

 

0

 

3,310

 

0

 

3,310

 

 

Virginia

 

0

 

1,063

 

0

 

1,063

 

U.S. Government Agencies

 

0

 

1,974

 

0

 

1,974

 

Short-Term Instruments

 

Repurchase Agreements

 

0

 

1,851

 

0

 

1,851

 

Total Investments

$

0

$

367,137

$

0

$

367,137

 

 

There were no significant transfers into or out of Level 3 during the period ended March 31, 2024.

 

<

Notes to Financial Statements

 

1. 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.

 

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 Pacific Investment Management Company LLC (“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 portfolio 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”).

 

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 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 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:

 

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.

 

 

 

Notes to Financial Statements (Cont.)

 

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 believe reflects fair value and are categorized as Level 3 of the fair value hierarchy.

 

2. 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 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.

 

 

 

 

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Glossary: (abbreviations that may be used in the preceding statements)           (Unaudited)
                     
Counterparty Abbreviations:                
FICC   Fixed Income Clearing Corporation                 
                     
Currency Abbreviations:                
USD (or $)   United States Dollar                
                     
Municipal Bond or Agency Abbreviations:                
AGM   Assured Guaranty Municipal   CM   California Mortgage Insurance   NPFGC   National Public Finance Guarantee Corp.
BAM   Build America Mutual Assurance                
                     
Other  Abbreviations:                
TBA   To-Be-Announced                


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