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Ford Investor Conference

Company Effective Tax Rate Reconciliation To Adjusted Effective Tax Rate Pre-Tax Results ($M) Income / (loss) before income taxes (GAAP) Less: Impact of special items Adjusted earnings before taxes (Non-GAAP) Taxes ($M) (Provision for) / benefit from income taxes (GAAP) Less: Impact of special items* Adjusted (provision for) / benefit from income taxes (Non-GAAP) $ Tax Rate (%) Effective tax rate (GAAP) Adjusted effective tax rate (Non-GAAP) * 2022 reflects the tax consequences of unrealized losses on marketable securities and favorable changes in our valuation allowances Q3 $ 1,387 (487) $ 1,874 2023 (214) 87 (301) 15.4% 16.1% Year-To-Date Full Year 2022 $ $ $ 5,834 (2,593) 8,427 (982) 408 (1,390) 16.8% 16.5 % $ (3,016) (12,172) 9,156 $ Memo: $ $ 864 2,573 (1,709) 28.6% 18.7 % Ford 48
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