Pub. 4 2022 Issue 2

29 Page 6 California Auto Outlook 0 100000 200000 300000 400000 500000 600000 Retail Light Trucks Retail Passenger Cars Fleet Light Trucks Fleet Passenger Cars Registrations YTD '20 YTD '21 YTD '22 BREAKDOWN OF RETAIL AND FLEET MARKETS Decline in Retail Registrations Not as Steep as Fleets REGIONAL MARKETS IN CALIFORNIA San Francisco Bay Market Posts Smallest Decline in First Half of 2022 Data Source: AutoCount data from Experian. PERCENT CHANGE: YTD ‘22 thru June vs. YTD ‘21 Retail cars: DOWN 22.7% Retail light trucks: DOWN 13.1% Fleet cars: DOWN 31.7% Fleet light trucks: DOWN 21.2% Percent Change in New Retail Registrations - YTD ‘22 vs. YTD ‘21 Northern California Cars DOWN 21.3% Light trucks DOWN 13.4% Southern California Cars DOWN 23.3% Light trucks DOWN 12.9% Data Source: AutoCount data from Experian. California New Car and Light Truck Retail and Fleet Registrations - YTD ‘20, ‘21, & ‘22 thru June New Retail Light Vehicle Registrations (excluding fleets) YTD thru June North and South California YTD '21 YTD '22 % chg. Statewide Total 853,830 713,784 -16.4% Cars 294,322 227,601 -22.7% Light Trucks 559,508 486,183 -13.1% Northern California 286,520 240,906 -15.9% Cars 91,074 71,702 -21.3% Light Trucks 195,446 169,204 -13.4% Southern California 567,310 472,878 -16.6% Cars 203,248 155,899 -23.3% Light Trucks 364,062 316,979 -12.9% Selected Regional Markets San Francisco Bay 147,602 128,553 -12.9% Cars 49,043 40,335 -17.8% Light Trucks 98,559 88,218 -10.5% LA and Orange Counties 322,650 265,176 -17.8% Cars 120,358 91,499 -24.0% Light Trucks 202,292 173,677 -14.1% San Diego County 75,263 65,040 -13.6% Cars 22,951 18,779 -18.2% Light Trucks 52,312 46,261 -11.6%

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