Ford Investor Conference Presentation Deck

Q2 2023 Net Receivables Mix ($B) + Total Net Receivables increased $2.3B sequentially and $10.5B YOY + Non-Consumer Financing increased $8.1B YOY + Operating lease portfolio was 16% of Total Net Receivables H/ (L) Q2 2022 H/(L) Q1 2023 $126.1 $20.7 $73.7 $31.7 Total $10.5 2.3 $100.7 $20.5 $58.8 $21.4 U.S. and Canada $6.4 2.0 $20.5 $11.3 $9.0 Europe $4.3 0.3 Operating Leases Consumer Financing Non-Consumer Financing $0.2 $4.9 $3.6 All Other $(0.2) 0.0 $1.3 Ford 21

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