Ford Investor Conference Presentation Deck slide image

Ford Investor Conference Presentation Deck

U.S LEASE SECURITIZATION Structure Overview Class A notes ("AAA") Class B notes (“AA”) Class C notes (“A”) Class D notes ("BBB") Overcollateralization Reserve Account Excess Spread % of Initial Total Securitization Value 77.05% 5.35% 6.60% 4.00% 7.00% 0.25% Total Initial Class A Hard Credit Enhancement 23.20% Senior/subordinate, sequential pay structure Credit enhancement in the lease securitization program includes: Subordination of junior notes - Overcollateralization Cash reserve Excess spread (used to build target overcollateralization) Target OC is 9.50% of Initial Total Securitization Value - - 7.00% 15.95% Initial Class A Hard Credit Enhancement 7.00% 15.95% 13.50% 9.45% 13.50% 9.45% 0.25% 0.50% 0.25% 0.25% 2023-A 2022-A 2021-B 2021-A Reserve Subordination 12.75% 9.45% 11.20% 8.70% 11.20% 8.70% 1.00% 0.25% 0.25% 2020-B 2020-A 2019-B Initial Overcollateralization 11.20% 8.70% 0.25% 2019-A Ford 37
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