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Ada M Healey

STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST

← Washington filings

Filed Mar 30, 2026 · Period Jan 1, 2025 – Dec 31, 2025

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
Savings AccountUS Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
Checking AccountUS Bankbank accountfiler, spouse$200,000 – $499,999$0 – $29,999
Savings AccountUS Bankbank accountfiler, spouse$500,000 – $749,999$0 – $29,999
Savings AccountWells Fargobank accountfiler, spouse$200,000 – $499,999$0 – $29,999
Checking AccountWells Fargobank accountfiler, spouse$60,000 – $99,999$0 – $29,999
Savings AccountWells Fargobank accountfiler, spouse$0 – $29,999$0 – $29,999
FIGXXUS Bankbank accountfiler, spouse$1,000,000 or more$500,000 – $749,999
FETXXUS Bankbank accountfiler, spouse$1,000,000 or more$0 – $29,999
SPDW (SPDR Portfolio Developed World ex-US ETF)Pathstone Investmentsinvestmentfiler$200,000 – $499,999$0 – $29,999
IEMG (IShares Core MSCI Emerging ETF)Pathstone Investmentsinvestmentfiler$100,000 – $199,999$0 – $29,999
VO (Vanguard Mid Cap ETF)Pathstone Investmentsinvestmentfiler$100,000 – $199,999$0 – $29,999
VB (Vanguard Small Cap ETF)Pathstone Investmentsinvestmentfiler$100,000 – $199,999$0 – $29,999
IVV (IShares Core S&P 500 ETF)Pathstone Investmentsinvestmentfiler$750,000 – $999,999$0 – $29,999
IJH (iShares Core S&P Mid Cap ETF)Pathstone Investmentsinvestmentfiler, spouse$750,000 – $999,999$0 – $29,999
IJR (iShares Core S&P Small Cap ETF)Pathstone Investmentsinvestmentfiler, spouse$500,000 – $749,999$0 – $29,999
IVV (iShares Core S&P 500 ETF)Pathstone Investmentsinvestmentfiler, spouse$1,000,000 or more$30,000 – $59,999
LBNYX (Lord Abbett Bond-Debenture I)Pathstone Investmentsinvestmentfiler, spouse$500,000 – $749,999$30,000 – $59,999
PIMIX (PIMCO Income Fund Institutional Class)Pathstone Investmentsinvestmentfiler, spouse$500,000 – $749,999$30,000 – $59,999
SPEM (SPDR Index Shares Emerging Market ETF)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
VEA (Vanguard FTSE Developed Market ETF)Pathstone Investmentsinvestmentfiler, spouse$1,000,000 or more$60,000 – $99,999
VV (Vanguard Large Cap ETF)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
VWIUX (Vanguard Intermediate Term Tax-Exempt Fund Admiral Shares)Pathstone Investmentsinvestmentfiler, spouse$1,000,000 or more$100,000 – $199,999
VWSUX (Vanguard Short-term Tax-Exempt Admiral Shares)Pathstone Investmentsinvestmentfiler, spouse$1,000,000 or more$30,000 – $59,999
IEMG (iShares Core MSCI Emerging ETF)Pathstone Investmentsinvestmentfiler, spouse$100,000 – $199,999$0 – $29,999
SNOXX (Schwab Treasury Oblig Money Inv)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
BGLYX (Brookfield Global Listed Infrastructure EI)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
CSRIX (Cohen & Steers Instl Realty Shares)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
IGF (Ishares Global Infrastructure ETFPathstone Investmentsinvestmentfiler, spouse$500,000 – $749,999$0 – $29,999
SWTXX (Schwab Municipal Money Inv)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
Roth IRA-IEMG (Ishares Core MSCI Emerging Markets)Pathstone Investmentsinvestmentspouse$100,000 – $199,999$0 – $29,999
Roth IRA-SPDW (SPDR Portfolio Dev World ex-US ETF)Pathstone Investmentsinvestmentspouse$200,000 – $499,999$0 – $29,999
Roth IRA-VB (Vanguard Small Cap Index Fund ETF)Pathstone Investmentsinvestmentspouse$100,000 – $199,999$0 – $29,999
Roth IRA-VO (Vanguard Mid Cap Index Fund ETF)Pathstone Investmentsinvestmentspouse$100,000 – $199,999$0 – $29,999
Roth IRA-IVV (ishares Core S&P 500 ETF)Pathstone Investmentsinvestmentspouse$750,000 – $999,999$0 – $29,999
Roth IRA-IEMG (iShares Core MSCI Emerging ETF)Pathstone Investmentsinvestmentfiler$0 – $29,999$0 – $29,999
Roth IRA-SPDW (SPDR Portfolio Dev World ex-US ETF)Pathstone Investmentsinvestmentfiler$0 – $29,999$0 – $29,999
Roth IRA-VB (Vanguard Small Cap ETF)Pathstone Investmentsinvestmentfiler$0 – $29,999$0 – $29,999
Roth IRA-VO (Vanguard Mid Cap ETF)Pathstone Investmentsinvestmentfiler$0 – $29,999$0 – $29,999
Roth IRA-IVV (iShares Core S&P 500 ETF)Pathstone Investmentsinvestmentfiler$30,000 – $59,999$0 – $29,999
Cornerstone Private Equity Fund IX-B, LPPathstone Investmentsinvestmentfiler, spouse$750,000 – $999,999$30,000 – $59,999
Pathstone PMA 2021, LPPathstone Investmentsinvestmentfiler, spouse$750,000 – $999,999$0 – $29,999
Pathstone PMA Income Series LLC - Series 2021Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$30,000 – $59,999
Pathstone Private Equity Select 2024, LPPathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
Pathstone Private Credit Opportunities, 2024, LPPathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
Advent Int'l GPE XI SCSpPathstone Investmentsinvestmentfiler, spouse$500,000 – $749,999$0 – $29,999
SGUXX (DAF)Pathstone Investmentsinvestmentfiler, spouse$200,000 – $499,999$0 – $29,999
FID Sel TechFidelity 401(k)self investmentfiler$750,000 – $999,999$0 – $29,999
FID500Fidelity 401(k)self investmentfiler$750,000 – $999,999$0 – $29,999
TRP Large Cap GrowthFidelity 401(k)self investmentfiler$750,000 – $999,999$0 – $29,999
Class B LPFlying Fish Fund I QPself investmentfiler$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 & Gasself investmentfiler$60,000 – $99,999$0 – $29,999
Defined Benefit PlanVerizon Benefits Centerself investmentfiler$30,000 – $59,999$0 – $29,999
Series A-1 Preferred StockBodiGuide Inc.self investmentfiler$30,000 – $59,999$0 – $29,999
VIIIXHealth Equity Corporateself investmentfiler$60,000 – $99,999$0 – $29,999
VIGIXHealth Equity Corporateself investmentfiler$60,000 – $99,999$0 – $29,999
Federal MM FundVanguardself investmentfiler, spouse$60,000 – $99,999$0 – $29,999
VTCLXVanguardself investmentfiler, spouse$200,000 – $499,999$0 – $29,999
VUSFXVanguardself investmentfiler, spouse$750,000 – $999,999$30,000 – $59,999
VDEVanguardself investmentfiler, spouse$500,000 – $749,999$0 – $29,999
VXFVanguardself investmentfiler, spouse$1,000,000 or more$0 – $29,999
MGCVanguardself investmentfiler, spouse$500,000 – $749,999$0 – $29,999
MGKVanguardself investmentfiler, spouse$200,000 – $499,999$0 – $29,999
VOVanguardself investmentfiler, spouse$200,000 – $499,999$0 – $29,999
VOOVanguardself investmentfiler, spouse$1,000,000 or more$0 – $29,999
VOOGVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
VTIVanguardself investmentfiler, spouse$500,000 – $749,999$0 – $29,999
VWLUXVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
VXUSVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
BRK/A - BerkshireVanguardself investmentfiler, spouse$500,000 – $749,999$0 – $29,999
VTVVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
VXUSVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
VWIUXVanguardself investmentfiler, spouse$1,000,000 or more$60,000 – $99,999
VMLUXVanguardself investmentfiler, spouse$1,000,000 or more$30,000 – $59,999
BRK/B BerkshireVanguardself investmentfiler, spouse$500,000 – $749,999$0 – $29,999
Defined Benefit PlanMarsh McClennan Retirement Administrationself investmentspouse$200,000 – $499,999Not reported
LPFlying Fish Fund II, QP, LPself investmentfiler$200,000 – $499,999$0 – $29,999
Contributory IRA-CashPathstoneself investmentfiler$0 – $29,999$0 – $29,999
Contributory IRA-CashPathstoneself investmentspouse$0 – $29,999$0 – $29,999
Vanguard HarborVest 2021 PE Feeder Fund LPHarborVest Partners LLCself investmentfiler, spouse$1,000,000 or more$0 – $29,999
Federal Money MarketVanguardself investmentdependent$0 – $29,999$0 – $29,999
VXUSVanguardself investmentdependent$0 – $29,999$0 – $29,999
VTIVanguardself investmentdependent$30,000 – $59,999$0 – $29,999
VOOVanguardself investmentdependent$60,000 – $99,999$0 – $29,999
Federal Money MarketVanguardself investmentdependent$0 – $29,999$0 – $29,999
VXUSVanguardself investmentdependent$30,000 – $59,999$0 – $29,999
VTIVanguardself investmentdependent$60,000 – $99,999$0 – $29,999
VOOVanguardself investmentdependent$60,000 – $99,999$0 – $29,999
UTADXMy 529self investmentdependent$200,000 – $499,999Not reported
UTAIXMy 529self investmentdependent$500,000 – $749,999Not reported
UTAEXMy 529self investmentdependent$500,000 – $749,999Not reported
LPFlying Fish Phaidra SPV A LLCself investmentfiler$200,000 – $499,999$0 – $29,999
LPFlying Fish III, LPself investmentfiler$200,000 – $499,999$0 – $29,999
LPFlying Fish Opportunity Fund I LPself investmentfiler$200,000 – $499,999$0 – $29,999

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