Ford Investor Conference

Q3 2023 Net Receivables Mix ($B) + Total Net Receivables increased $10.8B YOY and $0.2B sequentially + Non-Consumer Financing increased $6.1B YOY + Operating lease portfolio was 16% of Total Net Receivables H/ (L) Q3 2022 H/ (L) Q2 2023 $126.3 $20.3 $74.7 $31.3 Total $10.8 0.2 I $102.0 $20.1 $60.2 $21.7 U.S. and Canada $8.1 1.3 $19.2 $11.0 $8.0 Europe $2.7 (1.3) Operating Leases Consumer Financing Non-Consumer Financing $0.2 $5.1 $3.5 All Other $0.0 0.2 $1.6 Ford 22

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