Ordered on 12/6/21 Dealer provided me with a VIN a week ago. I contacted Ford directly and the rep along with my dealer said they expect a build date the week of 6/27/22, though I haven't gotten an official email from Ford confirming that date.
I've seen a few around the Los Angles area. Most of them were XL Hybrids but I saw like 1-2 XLTs and 1 Lariat Hybrid. The best spotting I had was when a Maverick pulled up next to an F-350 Dually at a stoplight. The size difference was absolutely insane.
Lux package, Tonneau Covers, and CP360 are the most prominent causes of delays. Yeah it's kinda bs that you've been on code 02 for a while but you're not the only one. If Ford doesn't have the parts, they can't build your truck.
The main step you can take is to contact the dealer you ordered from and inquire. Keep an eye out for announcements and threads regarding scheduling and any delays on the forum and look out for emails from Ford.