Retirement Planning Group (New York)’s PIMCO Dynamic Income Fund PDI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.7M	Buy	193,036 +1,109	+0.6%	+$21.3K	3.25%	10
2025 Q1	$3.8M	Buy	191,927 +4,992	+3%	+$98.8K	3.87%	8
2024 Q4	$3.43M	Buy	+186,935	New	+$3.43M	3.77%	10