U.S. Floorplan Risk Management

Strategic Highlights Winning Portfolio Propulsion Choices F-Series: Over 1 million sold globally in 2018; largest-ever lead on competition; ATPs about $2k higher than segment Ranger: In the U.S., launched Ranger, the second best selling medium pickup outside of the U.S. All-new Focus in China: Higher ATP than segment; new mid-size SUV Territory in dealer showrooms by the end of January ✓ All-new Shelby GT500 revealed, most powerful street legal Ford in history ✓ Explorer: America's all-time best-selling SUV. All-new in 2019 with performance-tuned ST and no-compromise hybrid. Hybrid is the first of our next generation of advanced hybrids that provide both capability and efficiency ކ New all-electric utility to be revealed this year and go on sale in 2020 Early work started on all-electric F-150 Autonomous Technology Mobility Experiences ✓ Miami AV drive highlighting technology and business models for moving people and goods - exceeded expectations Acquired e-scooter company SPIN to deliver first-mile / last-mile mobility solutions Announced plan to deploy cellular vehicle-to-everything technology (C-V2X) in all-new vehicles in the U.S. beginning in 2022 80 Fitness Ford FORD CREDIT Redesign of our global salaried workforce to increase effectiveness and efficiency complete in 2Q Began consultation with labor partners on restructuring and redesign of European operations to reach sustainable profitability Russia business under strategic review ✓ Auto structural costs flat in 2018 YoY versus average annual increase of $1.7 billion 2013 - 2017 Entered into alliance with VW to develop medium-sized pickup trucks and commercial vans

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