Quarterly Financial Results

Q1 2023 Net Receivables Mix ($B) $123.8 + Total Net Receivables are $6.4B higher YoY and up $1.5B sequentially + Operating lease portfolio was 17% of Total Net Receivables, down 4 Pts. YoY and 1 Pt. sequentially $21.1 $98.7 $72.0 $21.0 $57.0 Operating Leases ■Consumer Financing ■Non-Consumer Financing $20.2 $30.7 $11.2 $20.7 $4.9 $8.9 Total U.S. and Canada Europe All Other H/ (L) Q1 2022 H/ (L) Q4 2022 $6.4 $4.7 $2.2 1.5 (0.2) 1.8 $(0.5) (0.1) Ford 20 20

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