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Ada M Healey
STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST
← Washington filingsFiled Apr 1, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Roth IRA-VUSFX (Vanguard Ultra-Short-Term Bond Fund Admiral Shares)Pathstone Investments | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-DODIX (Dodge & Cox Income)Pathstone Investments | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VTWAX (Vanguard Total World Stock Index Admiral)Pathstone Investments | investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| TLH (Shares 10-20 Year Treasury Bond ETF)Pathstone Investments | investment | filer | $0 – $29,999 | $0 – $29,999 |
| SPDW (SPDR Portfolio Developed World ex-US ETF)Pathstone Investments | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Savings AccountUS Bank | bank account | filer, spouse | $1,000,000 or more | $0 – $29,999 |
| Checking AccountUS Bank | bank account | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Savings AccountUS Bank | bank account | filer, spouse | $1,000,000 or more | $0 – $29,999 |
| Savings AccountWells Fargo | bank account | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Checking AccountWells Fargo | bank account | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| AAAZX (DWS RREEF Real Assets Fund)Pathstone Investments | investment | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| IJH (iShares Core S&P Mid Cap ETF)Pathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| IJR (iShares Core S&P Small Cap ETF)Pathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| IVV (iShares Core S&P 500 ETF)Pathstone Investments | investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| LBNYX (Lord Abbett Bond-Debenture I)Pathstone Investments | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| PIMIX (PIMCO Income Fund Institutional Class)Pathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| PIRMX (PIMCO Inflation Response Multi-Asset Fund Institutional)Pathstone Investments | investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| VUSFX (Vanguard Ultra-Short-Term Bond Fund Admiral Shares)Pathstone Investments | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| SPEM (SPDR Index Shares Emerging Market ETF)Pathstone Investments | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| VEA (Vanguard FTSE Developed Market ETF)Pathstone Investments | investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| VV (Vanguard Large Cap ETF)Pathstone Investments | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VWIUX (Vanguard Intermediate Term Tax-Exempt Fund Admiral Shares)Pathstone Investments | investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| VWSUX (Vanguard Short-term Tax-Exempt Admiral Shares)Pathstone Investments | investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| VMLUX (Vanguard Limited Term Tax-Exempt Admiral Shares)Pathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| IEMG (iShares Core MSCI Emerging ETF)Pathstone Investments | investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| SXTXY (Schwab Municipal Money Market Fund)Pathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| Roth IRA-DODIXPathstone Investments | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Roth IRA-IEMGPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-LBNYXPathstone Investments | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Roth IRA-SPDWPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VBPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VOPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VTWAXPathstone Investments | investment | spouse | $500,000 – $749,999 | $0 – $29,999 |
| Roth IRA-VUSFXPathstone Investments | investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| Roth IRA-TLHPathstone Investments | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| FXAIXFidelity 401(k) | self investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| FSPGXFidelity 401(k) | self investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| FSPTXFidelity 401(k) | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| FID500Fidelity 401(k) | self investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| TRP Large Cap GrowthFidelity 401(k) | self investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| FID Sel TechFidelity 401(k) | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Class B LPFlying Fish Fund I QP | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| (.25%) Override Interest: Gilliam No. 1-H Well, Johnson No. 1-H Well; Embry No. 1-H WellGlobal Oil & Gas (formerly Dome Holdings LLC) | self investment | filer | $60,000 – $99,999 | $0 – $29,999 |
| Defined Benefit PlanVerizon Benefits Center | self investment | filer | $30,000 – $59,999 | Not reported |
| Series A-1 Preferred StockBodiGuide Inc. | self investment | filer | $30,000 – $59,999 | Not reported |
| VIIIXHealth Equity Corporate | self investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| VIGIXHealth Equity Corporate | self investment | filer | $30,000 – $59,999 | $0 – $29,999 |
| Federal MM FundVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VMLUXVanguard | self investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| VTCLXVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VUSFXVanguard | self investment | filer, spouse | $1,000,000 or more | $0 – $29,999 |
| VWIUXVanguard | self investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| VWLUXVanguard | self investment | filer, spouse | $750,000 – $999,999 | $30,000 – $59,999 |
| VNQVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VDEVanguard | self investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| VXFVanguard | self investment | filer, spouse | $1,000,000 or more | $0 – $29,999 |
| MGCVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| MGKVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VOVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VOOVanguard | self investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| VOOGVanguard | self investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| VTIVanguard | self investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| XLVVanguard | self investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| VXUSVanguard | self investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| BRK/A - BerkshireVanguard | self investment | filer, spouse | $0 – $29,999 | $500,000 – $749,999 |
| VTVVanguard | self investment | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| Defined Benefit PlanMarsh McClennan Retirement Administration | self investment | spouse | $200,000 – $499,999 | Not reported |
| LPFlying Fish Fund II, QP, LP | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Contributory IRA-CashPathstone | self investment | filer | $0 – $29,999 | $0 – $29,999 |
| Contributory IRA-CashPathstone | self investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Vanguard HarborVest 2021 PE Feeder Fund LPHarborVest Partners LLC | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| Roth IRA-DODIXPathstone Investments | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Roth IRA-IEMGPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-LBNYXPathstone Investments | investment | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Roth IRA-SPDWPathstone Investments | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Roth IRA-VBPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VOPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Roth IRA-VTWAXPathstone Investments | investment | spouse | $500,000 – $749,999 | $0 – $29,999 |
| Roth IRA-VUSFXPathstone Investments | investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| Roth IRA-TLHPathstone Investments | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| FIGXXUS Bank | bank account | filer, spouse | $1,000,000 or more | $200,000 – $499,999 |
| Federal Money MarketVanguard | self investment | dependent | $0 – $29,999 | $0 – $29,999 |
| VXUSVanguard | self investment | dependent | $0 – $29,999 | $0 – $29,999 |
| VTIVanguard | self investment | dependent | $0 – $29,999 | $0 – $29,999 |
| Federal Money MarketVanguard | self investment | dependent | $0 – $29,999 | $0 – $29,999 |
| VXUSVanguard | self investment | dependent | $0 – $29,999 | $0 – $29,999 |
| VTIVanguard | self investment | dependent | $30,000 – $59,999 | $0 – $29,999 |
| Inherited IRA-DODIXPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Inherited IRA-VUSFXPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Inherited IRA-TLHPathstone Investments | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Cornerstone Private Equity Fund IX-B, LPPathstone Investments | investment | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| Pathstone PMA 2021, LPPathstone Investments | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Pathstone PMA Income Series LLC - Series 2021Pathstone Investments | investment | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Pathstone Unified Managed AccountPathstone Investments | investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| Age-based, Moderate Mutual FundsMy 529 | self investment | dependent | $200,000 – $499,999 | Not reported |
| Age-based Moderate Mutual FundsMy 529 | self investment | dependent | $500,000 – $749,999 | Not reported |
| Age-based Moderate Mutual FundsMy 529 | self investment | dependent | $100,000 – $199,999 | Not reported |
| LPFlying Fish Phaidra SPV A LLC | self investment | filer | $100,000 – $199,999 | $0 – $29,999 |