Ford Investor Conference Presentation Deck

Ford Credit EBT By Segment* ($M) Results** United States and Canada segment Europe segment All Other segment Total segments Unallocated other Earnings before taxes Taxes Net income Distributions * ** $ $ $ $ $ 2023 271 113 27 411 (30) 381 95 286 Q2 $ (409) 7 35 $ (367) (155) (522) (4) (518) $ $ H/(L) 2022 $ (600) See Appendix for definitions Beginning in Q3 2022, there were changes in the allocation of interest and governance expenses among the operating segments. Prior periods have been adjusted retrospectively to reflect these changes $ $ $ $ $ 2023 544 191 49 YTD $ $ 784 (100) 684 158 526 $ $ H/(L) 2022 (902) 9 221 (672) (301) (973) (26) (947) $ (1,600) Ford 40

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