0002004722-24-000003.txt : 20240422 0002004722-24-000003.hdr.sgml : 20240422 20240422124538 ACCESSION NUMBER: 0002004722-24-000003 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240418 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: McElhoe Wenwen CENTRAL INDEX KEY: 0002004722 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 811-23874 FILM NUMBER: 24860531 MAIL ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Institutional Investment Strategy Fund CENTRAL INDEX KEY: 0001976685 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 BUSINESS ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 BUSINESS PHONE: 800-535-7096 MAIL ADDRESS: STREET 1: 2261 MARKET STREET STREET 2: #5190 CITY: SAN FRANCISCO STATE: CA ZIP: 94114 4 1 primary_doc.xml PRIMARY DOCUMENT X0508 4 2024-04-18 0 0001976685 Institutional Investment Strategy Fund XIVYX 0002004722 McElhoe Wenwen 2261 MARKET STREET #5190 SAN FRANCISCO CA 94114 1 0 0 0 0 Institutional Investment Strategy Fund 2024-04-18 4 P 0 4804.933 10.01 A 178199.168 D Wenwen McElhoe 2024-04-22