Quarterly Financial Results

Worldwide Credit Loss Metrics $101 Net Charge-Offs ($M) and LTR Ratio (%) I LTR Ratio % Ford + Worldwide credit loss metrics remain strong, reflecting low losses + Credit Loss Reserve as a % of EOP Receivables is flat sequentially and down YoY $57 $41 $33 0.23% 0.16% $18 0.08% $17 0.07% 0.16% 0.14% $41 0.35% Q1 2020 Q1 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Credit Loss Reserve ($M) and Reserve as a % of EOP Receivables -Reserve as a % of EOP Receivables $1,231 $1,223 $870 $845 $845 $763 $760 1.07% 1.17% Q1 2020 Q1 2021 0.87% Q1 2022 0.80% Q2 2022 0.79% Q3 2022 0.82% Q4 2022 0.82% Q1 2023 22 22

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