One American Road Ford Ecosystem Dearborn, MI 48126 Phone: (313) 322-3000 www.ford.com

Securities Outside Relationships Ford Motor Company (Delaware Corporation) Regulation and Outside Relationships Debt Stock Structure Equity Structure Exchange Regulators Capital Suppliers Customers Automotive Credit Ratings: Moody’s (Ba2), S&P (BB+) Ford Credit Credit Ratings: Moody’s (Ba2), S&P (BB+) Other Customers Suppliers Capital Regulators Equity Listing Rules Segment Debt Debt Debt Common Stock (6B Authorized; 4.025B Lenders Securities Bond ($27.2B at 12/31/20) ($137.7B at Fixed and Floating Rate Public ($471M at Outstanding) (60% voting power) Delayed Draw Term Loan Due 2022 ($1.5B) Class A Significant Regulators Financing 12/31/20) Unsecured Debt at 1.5% - 2.7% ($71.382B) 12/31/20) Equity Capital Public Debt Holders Stockholders Commercial Public Unsecured Debt with 4.75% - 9.98% US Dept. of Energy Advanced Technology Class B Stock (530M Authorized; 71M Share US Securities and Loan Interest / 2043 – 2097 Maturities ($5.644B) Vehicles Manufacturing (DOE ATVM) Asset-Backed Debt ($53.621B) Fixed and Floating Rate Outstanding) (40% voting power) Vanguard Group Repurchases Exchange Incentive Program Due 2021/2022 ($1.212B) (Credit Segment) Public Unsecured Debt at (7.00%) Commission Commercial Banks ATV Incentive Series A Junior Participating Preferred Stock Public Unsecured Debt with 4.346% - 9.95% 9.2% - 9.3% ($471M) (Securities Law Loan Interest / 2022 – 2032 Maturities ($12.939B) Other Debt ($2.241B) Other Debt ($12.674B) (30.0M Authorized Shares, 0 Outstanding) BlackRock Fund Disclosure and Advisors (4.93%) Financial Reporting US Dept. of Energy Requirements; Anti- Auto Governance Corporate Matters Newport Trust Co. Bribery Law) Segment Board of Directors (4.55%) Suppliers Innovation Jon Huntsman, Jr. (A,G) Ford Committees: Human Resources Sales and Marketing Finance and Accounting Legal New York Stock Flex-N-Gate Audit (A) Hiring/Training/Onboarding Real Estate IP Management Applications SSgA Funds Exchange (Stock John Lechleiter John Weinberg (G,SI,F) Advertising Budget Support Exchange Listing and (Door Hinges & Arms) Compensation (C) Management William Ford (Chair) Anthony Earley (C,SI,G) Assembly Line Maintenance Rules) Sustainability and Recruitment Retail Accounts Transactions Subsidiary Management (4.54%) Lear Corp. Beth Mooney (A,G) William Kennard (G) Internal Audit Battery Research (Seating and Electrical Innovation (SI) Talent Development Contract Management Litigation Management William Helman (F,G,SI) Lynn Vojvodich G,SI,A) E-Commerce Accounting Geode Capital Systems) Nominating & Corporate Electric Vehicles Management John Thornton (C,F,G) John Veihmeyer (A,G) Governance (G) Immigration Dealer Relations Corporate Governance Securities Compliance Human/Machine NHK Spring Cash Management (1.70%) James D. Farley, Jr. Kimberly Casiano (A,G,SI) Finance (F) Interaction (Suspension Stabilizer Benefit / 401(k) Plans Secretarial Matters Employment Law Financial Reporting Linkages) Management Team Body of Work—Alu Institutional William Clay Ford, Jr.--Executive Anning Chen—President and CEO, Ford Compensation Body, Joining, Steel Ownership U-Shin Europe Tax Frame Chairman & Chairman of the Board Procurement Information Technology (50.9%) (Steering Columns) Pension Plans James D. Farley, Jr.--President & Dianne Craig—President, International Risk Management Intellectual Property Tier 1 Manufacturing Help Desk / Hotline Data Processing Systems FORD Warn Industries (Axle CEO Markets Group Equity Incentive Plan FINANCING Dealers’ Financial Planning / Analysis Utility/Design Patents Ford Family Assemblies) Purchase Orders Commercial Joy Falotico—President, The Lincoln Software Licenses E Commerce Platforms ACTIVITIES Members John Lawler--CFO Labor Relations Trademarks Customers Summit Plastics Motor Company Contract Negotiations Insurance (All Class B Stock) Non-Disclosure / Invention (Running Boards) Steven Armstrong--President, Marlon Harris—President and CEO, Ford Supplier Relations IT Equipment Inventory Management Copyrights Agreements Treasury / Cash Leasing Motor Credit Company Systems Valeoo Electric & eProcurement/EDI Management Procurement Management Service Marks Companies Collective Bargaining Electronic Systems Stuart Rowley—President, Ford of Kumar Galhotra—President, Systems Database Management Government (Starter Assemblies) Europe Americas/International Markets Group Entities Webasto Roof & Daily Rental Components Operations Consumer Companies (Sliding Sunroofs) Financing Receivables Fleet Customers Chaidneme (Mufflers Automotive Segment (170,000 Employees) Mobility Segment (2,000 Employees) Ford Motor Credit Segment (6,000 Employees) and Exhaust Systems) Retail Vehicle Installment Sales & Leases Vehicle Regions Facilities Types of Facilities Joint Ventures Autonomous Vehicle Sub-Segments Autoliv (Airbags) Europe: Germany, Wholesale for Commercial Use (Businesses) under Emissions Development North America Headquarters– Ford Otomotiv Sanayi Switzerland, Czech “Floorplan” Dealer Financing Program Control Assembly Plants Americas: USA, Asia Pacific: Arconic Dearborn, Michigan Company Ltd. Anonim Sirketi (41%) Self-Driving Systems and Republic, Hungary, Financings and Canada, Mexico, China, India Matters (Aluminum Body Panels) Europe () (75%) Vehicle Integration South Africa, UK, Dealer Loans for Engine Plants Netherlands Argentina, Brazil, Auto Dealers China (including Regional France, Spain, Italy Working Capital / Novelis Engineering, Ford Limited B.V. (49%) Autonomous Vehicle Research Environmental Taiwan) 80% of Total 19% of Total 2% of Total Realty (Aluminum Body Panels) Research, and Casting Plants (Vietnam) (75%) Protection Agency Changan Ford Automobile Receivables Receivables Receivables South America Development Advanced Engineering Non-Consumer Metalsa Argo AI, LLC (42%) Corporation, Ltd. (50%) Centers - 8 American Road FCE Bank plc; Financing California Air (Steel Frames) International Markets Metal Stamping Plants Autonomous Transportation- Franchised AutoAlliance Getrag Ford Transmissions Insurance Co. Ford Bank GmbH Receivables Resources Board Group (Asia Pacific, as-a-Service Automotive Dealers AK Steel (Steel) Manufacturing and () Co., Ltd. GmbH (50%) Base and , Africa & Assembly Plants - 54 Transmission Plants Service Offerings Zero-Emission (50%) JMC (32%) User Experience, Business Dealer Retail Severstal North Precious ) Vehicle Strategy and Development Financing Products to Auto Dealers (Non-Consumer) Financing Program America (Steel) Metals, Regulations Energy, Product Categories (Key Plant Locations) Qualifying Mahle Engine Electrification Financing Products Through Auto Dealers (Consumer) Plastics, Sale of Retail Automotive Dealers European Union (Pistons) Resins, & Ford Lincoln Financing to Ford for Vehicles Leased to Employees Installment Sales Bosch (Fuel Injectors, & Lease Contracts United Nations Vehicle Trucks SUVs SUVs and Crossovers Investment: Ford Smart Receivables Purchases from Ford for Parts Sales to Power Windows, Oil Components Mobility LLC Retail Vehicle Installment Sales & Leases Economic Pumps, Air Filters) F-150 (Kansas City, MO) Escape (Louisville, KY) Edge (Ontario, Fusion (Flat Aviator (Chicago, IL) Dealers Commission for Sales Canada) Rock, MI) for Personal Use (Individuals) under Explorer (Chicago, IL) Corsair (Louisville, KY) Servicing of Finance Receivables and Operating Leases Consumer Europe Magna Int’l (Chassis, Ranger (Wayne, MI) Dealer Financing Program Design and Build Mobility Financing Regulations Seating, Powertrain, Roof E-Series (Avon Lake, OH) Bronco (Wayne, MI) Nautilus (Ontario, Canada) Loans to Ford Affiliates Systems\ EcoSport Mustang Products and Subscriptions Receivables Dealers’ Individual Navigator (Louisville, KY) Federal and Expedition (Louisville, KY) (Chennai, India) (Dearborn, MI) Retail Customers China Stage IV Transit (Kansas City, MO) Insurance on Vehicles Financed by FMC Consumer Credit Panasonic State Emission Regulation Consumer Standards Automotive Competitors Hyundai Motors (primarily Competitors Competitors (Infotainment Systems) Tesla Motors Geely Group (primarily in Asia) Credit Vehicle International Quebec’s Zero- Company Aptiv PLC Honda-General Motors Regulation Emissions Daimler AG Renault Group (primarily Groupe PSA (primarily Banks Independent Finance Companies Key Company Data (as of 12/31/20) Emission Vehicle LG Chem (Aluminum Control International) International) Baidu Apollo Truth-in-Lending Regulations Body Panels) Motors Fiat-Chrysler Automobiles Financial Highlights Share Information Recent Developments Regulation Volkswagen AG (primarily Credit Unions Leasing Companies Act Tata Motors (primarily BMW-Intel-Mobileye Tesla Motors Honda Motor Company Nissan International) International) Results of Operations Electrification: Vehicle Fuel Ticker Symbol: F Consumer Leasing Vehicle Fuel Ford has invested ~$7 Economy Revenues: Act Economy & Regulation $127.144 Billion Share Price: billion in electrification Greenhouse $11.54 (2/17/2021) projects, on its way to Cost of Sales: Equal Credit Gas Standards Wholesale Vehicles Transport of Vehicle Cloud Computing Int'l Employee Financing Interest Rate Relationship Vehicle $112.752 Billion investing ~$22 billion by Opportunity Act Matters & Parts Sales Wholesale Vehicles Safety and Data Storage Consumer Financing for Ford Support Agreement Forward Annual Dividend: Aisin World Corp. Leases (governs FMC’s 2025 (Hybrid Vehicle Motor (5.98M Vehicles Sold) to Customers Regulation Software Providers Credit Receivables Employee Payments SG&A: $0.15 per share Fair Credit National Highway Retail (Compensates arm’s length Systems, Transaxles) Regulation Lease $10.193 Billion Reporting Act Traffic Safety Vehicles for Low credit terms to FY2020 EPS: FORD SALES Program Ford, sets cap on South America Administration Customers & Parts Automotive Dealers (2020) ACTIVITIES Financing Rates Net Loss: -$0.32(Trailing 12 Months) Dodd-Frank Act Continental FMC’s guarantee Restructuring: (CAFE Standards) Sales Service Providers & Tech Ford Motor ($1.279 Billion) Automotive Leasing Government Rental Car Fleet Ford Dealers: Ford-Lincoln Lincoln Credit Offers to of Ford debt, Market Capitalization: Ford will cease production Individuals Ford Employees Companies requires Servicemembers (Autonomous Mobility, Companies Entities Companies Customers 9,618 Dealers: 707 Dealers: 392 Dealers’ Financial Condition $45.91 Billion in Brazil in 2021 but will Civil Relief Act Customers) separation of Environmental Safety Systems) books/records, Total Assets: maintain its Product Servicemembers Protection Agency allows FMC $267.261 Billion Resources Development Center, Denso International borrowings under Proving Ground and Civil Relief Act America (Gas Flextronics Automotive FCC Adams. (Transfer Press ZF North America Ford’s credit Long Term Debt: Regional Headquarters in One National (Printed Circuit Board Assembly, Total Employees: Engine Components, Stamping/Forming, Grob (Autonomous Driving, Private facility) $70.288 Billion Consumer Program Relays, Actuators, Cables, 186,000 Brazil Climate Control Systems, Forming, Aluminum Die Casting, Electric Mobility, Safety Transportation Ford Employees Ford Motor Company Financial Instrument Clusters, Harnesses, Power Distribution Electron Beam Welding, Systems, Chassis) Carriers Cash Flow Protection Bureau European Union Spark Plugs, Airbags, Systems) Machining, Assembly) Manufacturing Plants: Cash From Operations: Radar) 65+ Semiconductor Shortage: Securities Law Canadian $24.3 Billion Ford could lose $1.0B- Environmental International $2.5B if 2021 first half Commodities Vehicle Safety Matters U.K. U.K. Capital Cash Used in Investing: 100,000+ parts from Protection Act Consumer production is impacted Exchange Act New Car European Green New Car Prudential Financial Requirements ($18.6 Billion) 1,200 Tier 1 suppliers & National Traffic Insurance Institute Credit 10%-20% due to the China Fuel Assessment General Assessment Regulation Conduct Regulation and 10,000 indirect suppliers State Consumer and Motor Vehicle for Highway Safety Regulation Cash From Financing: global shortage of Programs Safety Program Authority Authority Directive in 60+ countries Credit Regulatory Consumption Safety Act of 1966 Requirements $8.2 Billion semiconductors. Requirement February 2021 Requirements Regulation Requirements Agencies © 2021 www.onepagethinking.net